ERP Case Study Documents

A sample Case study: One of the many case studies that we undertook we submitted the following document. This will give our prospective clients as to what lies ahead when they sign up with us in order to implement Mx-ERP.

Existing resources available with the client :
As per our discussions, we understand that the client has the following resources. There are possibilities that our reports contain some discrepancies, which you bring them to our notice before implementation or during negotiations.

Comments on the current system

In case your answer is "YES" to following diagnostics, you must take immediate steps to replace your current software with new from best possible source.

Benefits of ERP implementation

After making correct decision you will retain the following business values/benefits foreseen with the deployment of ERP are as follows:

Executive Summary by ACG Infotech Limited

ACG Infotech Limited is presenting this proposal in response to the request from Your Company to undertake Deployment and Implementation of an Enterprise Resource Planning (ERP) System. The proposed product is Mx-ERP with Mx-CRM integrated.

The proposal describes a solution that addresses the key requirement of an ERP solution meeting the specific requirements of

The Proposed Solution

Solution Overview After having discussed with you to identify, understand, and agree on and challenges, we are sure and confident in recommending MX-ERP/Mx-CRM, tailored to your specific needs and incorporating best practices suited for midsize companies.

Solution and benefits

ACG Infotech Limited will deliver a solution that will be easy-to-use, affordable, yet powerful business application. The core of our solution is MX-ERP - easy to deploy and maintain yet providing fast implementation, high performance and scalability, robust security, and the ability to evolve as your company grows and your needs change.

Meeting Requirements

The proposed solution is a comprehensive and versatile business management solution for manufacturing equipped with an easy-to-use interface and serves as the primary enterprise resource planning application.


There are three types of services that may be employed for - Consulting, Customization, Support. The length of time to implement an ERP system depends largely the extent of customization, the scope of the change. ERP systems are modular, so they don't all need be implemented at once. It can be divided into various stages, or phase-ins. The typical project is about 6 months and requires a team of programmers, database designers and implement or/consultants from our side. The length of the implementations is closely tied to the amount of customization desired.

Process preparation

We have different types of processes but they are all of a standard, modular nature. It is therefore crucial that we perform a thorough business process analysis before setting off on the implementation track. This analysis should map out all present operational processes, enabling selection of standard modules that are most closely aligned with your organization.


Configuring an ERP system would largely relate to policies or model of a company as how they work. For example LIFO or FIFO is adopted in managing the inventory or reorder policies etc. Such policy decisions are very important and must be discussed prior to implementing or selecting a suitable ERP software product.

Configuration Tables

While configuring various tables in the backend, we will take care of ground realties such as whether to employ revenue model by geographical unit, product range, or direct sale or distribution sale. We can adapt to your choice as per the case. However the most commonly used concept is FIFO.

Consulting services

We have sufficient internal skills to implement an ERP project. Typically, a consulting team is responsible for the entire ERP implementation, which will undertake:

Project Phases

The implementation project is intended to meet the following objectives:
To provide a Robust, Integrated and Scalable Application Software for effective flow of data at various levels in the organisation, spread in different geographical locations. The solution in place will extend the reach of all information throughout the organization facilitating the decision-making and the efficient completion of all administrative tasks. The scope is defined in next para.