Services

Project Management

Project management is critical to a successful implementation. Our PMP-certified project managers keep ERP projects within scope, on time, and on budget.

Overview

What this looks like

ERP projects can quickly lose focus without strong project leadership. Our PMP-certified project managers bring structure and discipline to every engagement through clear timelines, defined milestones, proactive risk management, and transparent stakeholder communication. Successful ERP implementations require effective project management. Our team provides the strategic planning, coordination, and decision-making needed to ensure delivery is on time and on budget with minimal disruption to your business.

Project Management in Action
What We Do

How we deliver

PMP-Certified Leadership

Your project is led by certified professionals with deep ERP experience.

Scope & Timeline Control

Structured processes to keep scope, cost, and timelines on track. No surprises.

Risk Management

Proactive risk identification and mitigation. Dry runs, rollback plans, and contingencies.

Stakeholder Communication

Frequent, clear communication with clients and stakeholders at every step.

Implementation methodology

The Syspro IDEAL implementation methodology

A structured, linear approach that keeps each phase honest before moving onto the next. Our project managers run every implementation on the IDEAL methodology with senior-led discipline on top.

I
Phase 1

Initiate

Mobilize the project, align stakeholders, and set the foundation.

  • Sales handover meeting
  • Resource identification
  • Initial scoping & project planning
  • Customer start-up meeting
  • Infrastructure profile (on-prem)
D
Phase 2

Design

Document how the business should run inside Syspro.

  • Business process review
  • Solution specification & modeling
  • Gap analysis (where applicable)
  • Initial business process training
E
Phase 3

Engineer

Build, configure, and test the system against real data.

  • Installation profile
  • Sample data & prototype build
  • Solution simulation
  • Test script creation
  • Data migration test
  • User acceptance testing
A
Phase 4

Actualize

Train, validate, and cut over to production.

  • Production master data import
  • End-user training
  • Readiness testing & Go/No-Go review
  • Take-on balances & sign-off
  • Cutover to Syspro (go-live)
  • Early-life support + first month-end
L
Phase 5

Leverage

Hand over to support and set the stage for long-term value.

  • Handover to support
  • Handover to account manager
  • Project closure meeting
Running across every phase
Project managementStakeholder managementChange controlQuality controlRAID (risks, actions, issues, decisions)

Strong project management provides the structure and accountability needed for a successful ERP implementation.

Umbrella Consulting

Let's talk.

Reach out for a no-pressure conversation about your business, your ERP challenges, and how we can help.