Every time we work with a new client, I learn something new. To me, there is nothing more valuable than real-life digital transformation and ERP case studies.
There are two recent clients in particular that I have found intriguing. Both are in very different stages of their digital transformation and ERP journeys, but this leads to diverse lessons.
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ToggleMicrosoft Dynamics 365 implementation ERP case study
The first is a US-based entertainment company about to embark on a Microsoft Dynamics 365 implementation. It has taken them a while to get the internal buy-in necessary to move forward, so they are now preparing for the implementation. Our job is to help them plan for their implementation readiness, so the company have a strong foundation and plan in place prior to their system integrator arriving at the scene.
This phase of the engagement includes:
- Validating business processes and requirements
- Mobilizing the internal team to support the transformation
- Developing an organizational change management strategy and plan
- Beginning to build the internal center of excellence to support the software longer-term
- Establishing project governance, controls, risk mitigation, and quality assurance mechanisms
Learn more about the case study here:

Digital Transformation Strategy and Readiness ERP Case Study
Another example is an Australian client about to embark on a digital transformation. The difference between this and the first case study is that this organization has not begun evaluating ERP systems yet – let alone starting to plan implementation.
The company has very diverse operations. They are primarily a transportation-related company, but they also have commercial real estate holdings, retail, and other varying functions. Finding a single system to do everything will be a big task.
This phase of the project includes:
- Educate about what to expect from their digital transformation
- Define the strategic drivers of their transformation
- Begin to identify internal team members
- Identify and document business process improvements and requirements
- Establish a project governance structure and PMO
Learn more about this digital transformation and ERP case study here:

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