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Fortune 1000 Software Product Company

ERP Program Management Uplift

A company-wide SAP S/4HANA upgrade with no reliable read on its own status, because the reporting was only ever going to be as good as the definitions underneath it.

Results

9 mo

Three-Phase Roadmap Delivered

2 wks

Predictive Bottleneck Flagging

100%

Executive Reporting Confidence

The reporting was not the problem

The ask was executive visibility into a company-wide SAP S/4HANA upgrade. The obvious response is a better dashboard, and it is the wrong one. A dashboard renders whatever the fields beneath it contain, and those fields had been populated by different teams working to different conventions for as long as the program had been running.

So the first work was not reporting. It was the project management information system itself: what a status value meant, who set it, and when. Until that held, every view built on top of it would disagree with every other view, and each disagreement would cost a meeting.

Three phases, in the order they had to happen

Visibility came first: Jira data cleanup, sufficient to support a portfolio reporting rollup that did not contradict itself. This is the unglamorous half of the engagement and the half everything else rests on.

Transparency followed, as a new operating and interaction model. Definitions hold only if the handoffs around them hold, and the handoffs were where the divergence kept re-entering.

Reliability last: enhanced reporting dashboards carrying executive-to-delivery visibility. By this point the dashboards were reporting something stable, which is the only reason they were worth building.

Where the AI went

Real-time Jira automation and workflow-triggered handoffs, applied to the process once the process was written down. The order matters: automating a handoff nobody had defined would have propagated the disagreement faster.

The result worth naming is predictive bottleneck flagging with roughly two weeks of advance notice. That is only possible once the underlying signals mean the same thing week to week.

How it ended

The three-phase roadmap was delivered over nine months, with the client’s internal PMO team rather than around them. The engagement extended past the original scope.

What repeats

An ERP cutover is a definitional event before it is a technical one. If the fields were never agreed, the status reporting on the program will disagree with itself from the first week, and no amount of dashboard work will settle it.

This was not a manufacturer, and we are not going to pretend it was. What carries across is the failure, not the industry: an organization could not agree what its own numbers meant, so nothing built on top of them held.

Where do your own definitions stand?

Twelve questions, and a note on what each bad answer costs you downstream.

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