KnowledgePath assists a leading Equipment Service Maintenance & Repair (ESM&R) client in selecting a project-based ERP.


A leading ESM&R manufacturer’s collection of poorly integrated applications was limiting their ability to run their business efficiently and adapt to new requirements. Their core, homegrown application was old, inflexible, hard to support, had limited features, and was not integrated with their accounting application which had also become dated. KnowledgePath was invited to recommend an upgrade for their accounting application with the ultimate goal that it could also replace their homegrown application. After further review, we determined their current application may not be the best solution for their consumer goods oriented business and recommended a software selection project to find the application that was the best fit.


KnowledgePath BlogKnowledgePath was engaged to help them select a new comprehensive ERP application. Our selection expertise and methodology helped them:

  • Create a formal selection team of executives and process experts
  • Identify and document their business goals, improvement objectives, and business requirements
  • Identify consumer goods market appropriate ERP software candidates
  • Create and submit a Request for Proposal to software vendors and evaluate the responses
  • Conduct and evaluate scripted software demonstrations
  • Make the final selection and negotiate contracts


As a result they:

  • Created buy-in and enthusiasm while building a team prepared for the upcoming implementation
  • Conducted a fair, focused, and efficient selection
  • Selected the best ERP software for their goals, objectives, and requirements
  • Negotiated a good deal and terms that minimized the risk of cost overruns

The new fully integrated ERP replaced their collection of old applications and provided the capability to implement improved processes for:

  • Product Life Cycle Management
  • Web Based Sourcing and Vendor Collaboration
  • Integrated EDI
  • Multidimensional Item Classification Matrices
  • Private Labeling and Royalty Support
  • Deduction Management
  • Integration with 3rd Party Logistics Providers
  • Business Intelligence