From ERP uncertainty to governed execution.
ERP Unlocked begins with the decision leadership needs to make, then defines the deliverables, cadence, stakeholders, and level of involvement required to move from open questions to controlled execution.
Frame the leadership question
We clarify the business driver, decision deadline, affected functions, current vendors, executive concerns, and what must be true for leadership to move forward confidently.
Select the retainer model
The work is aligned to one of four levels: create the plan, govern the plan, recover the plan, or maintain architecture direction over time.
Define the work products
The retainer identifies the tangible outputs needed: project plans, resource plans, testing strategies, roadmaps, risk registers, decision logs, executive readouts, or recovery plans.
Establish the operating cadence
Cadence may include executive advisory sessions, architecture reviews, vendor challenge meetings, project reviews, working sessions, steering committee preparation, or stabilization standups.
Govern decisions and risk
ERP Unlocked tracks the decisions that shape scope, timeline, testing, data, integrations, vendor accountability, operational readiness, and executive escalation.
Deliver executive-ready outputs
The goal is usable leadership material: clear options, recommended path, risks, ownership, next steps, and artifacts the organization can fund, govern, or execute.
What involvement looks like
Not every retainer operates the same way. Planning is different from oversight. Oversight is different from stabilization. The level of involvement is explicit from the beginning.
| Mode | Typical cadence | What ERP Unlocked does | What leadership receives |
|---|---|---|---|
| Discovery & Planning | Workshops and scheduled planning sessions | Assess current state, frame options, shape scope, and create the decision package. | Roadmap, project plan, resource plan, business case input, risk register, executive recommendation. |
| Project Oversight | Weekly or biweekly governance rhythm | Review architecture, plans, testing, cutover, risks, vendors, and decision points. | Executive status, decision log, risk register, design review findings, milestone readiness feedback. |
| Project Stabilization | Frequent working sessions and day-to-day involvement where needed | Triage blockers, reset governance, prioritize recovery backlog, coordinate vendors, and support escalation. | 30/60/90-day recovery plan, revised plan, stabilization dashboard, ownership matrix, executive escalation deck. |
| Enterprise Solution Architect | Standing architecture cadence plus quarterly strategy | Provide ongoing senior architecture leadership across roadmap, portfolio, vendors, and executive decisions. | 12/36/60-month roadmap, quarterly readout, architecture principles, portfolio review, project intake governance. |
The core deliverable categories
Strategy
12-month plans, 36-month roadmaps, 60-month direction, modernization sequencing, and executive recommendations.
Execution Readiness
Project plans, resource plans, workstreams, testing strategies, cutover readiness, and milestone governance.
Governance
Risk registers, decision logs, ownership matrices, steering committee materials, vendor accountability, and escalation paths.
Recovery
Stabilization plans, blocker triage, revised operating cadence, recovery backlog, and executive visibility.
Start with the question leadership needs answered.
The first email should describe the initiative, the decision deadline, what is at risk, who is involved, and whether the need feels like planning, oversight, stabilization, or ongoing leadership.