The Customer

International leader in the financial services and real estate industry. They provide global business process outsourcing for underwriting, loan sizing, and advisory services.

The Challenge

Develop requirements, evaluate solution alternatives, establish base business case, and facilitate a selection of a next-generation ERP platform to replace a multi-platform architecture for HR, Finance, and Operations in 8 weeks.

The Solution

• Utilize T4 Lean Approach To Selection
• Rapid requirements prioritization exercise
• Eliminate traditional RFP/RFI process
• Adopt an agile process for direct vendor engagement
  
  

The Results

• Cross-functional executive team united in selection effort
• Target project selected successfully within budget and on-time
• Savings realized from vendors