Join Our Webinar
How to Plan ERP Project Phases: The Right Sequence for Readiness, Selection, Implementation, and Optimization
Jul 15th, 2026 | 1 PM ET
Most ERP projects do not fail because of technology. They fail because organizations sequence critical activities incorrectly. Teams often begin system configuration before defining the target operating model. Data preparation starts too late. Integration dependencies remain hidden until implementation. As a result, project costs rise, timelines slip, and business value becomes harder to achieve. This webinar explains why proper project sequencing is the foundation of every successful ERP initiative.
Next, we examine the complete ERP project lifecycle. We compare common approaches such as system-first and data-first planning, then explain why business design must always come first. You will learn how readiness, ERP selection, implementation, and optimization build upon one another. We also demonstrate how business processes, enterprise data, system architecture, integrations, testing, and change management should progress through coordinated milestones instead of disconnected handoffs.
Finally, we present a practical roadmap that organizations can use regardless of their ERP platform or implementation methodology. You will learn how to establish executive alignment, build a target operating model, select technology that supports business objectives, and create a governance framework for continuous improvement. Whether you are planning your first ERP implementation, replacing a legacy system, or recovering a struggling project, this session provides a structured framework to reduce risk and improve implementation outcomes.
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Learning Objectives:
Understand why poor project sequencing is one of the leading causes of ERP implementation failure.
Learn the proper order of readiness, ERP selection, implementation, and optimization activities.
Distinguish between business design, data strategy, and system configuration, and understand how they depend on one another.
Discover why the target operating model should drive ERP selection and configuration decisions.
Learn when to begin data governance, cleansing, migration planning, and validation activities.
Understand how business, technology, and data workstreams should progress together throughout the project lifecycle.
Identify the key deliverables and governance artifacts required during each ERP project phase.
Build a practical ERP implementation roadmap that reduces project risk, controls costs, and improves long-term business outcomes.
Speakers
Sam Gupta
CEO | ElevatIQ
Sam Gupta has been a thought leader in the digital transformation space for nearly two decades, with the primary focus on business software. Sam is rated as #1 thought leader in the ERP and CRM categories and #5 in the digital transformation category on Thinkers 360. He is also among the top 100 thought leaders across all categories. He has been part of large transformation initiatives for Fortune 500 corporations, but now spends his time consulting with SMEs as a CEO at ElevatIQ. Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications. He also hosts a podcast called WBSRocks, focused on business growth through digital transformation, where he interviews top influencers and executives focused on digital transformation.
Shrestha Dash
Industry Research Analyst | ElevatIQ
Shrestha Dash is passionate about uncovering actionable insights and exploring the ever-evolving landscape of technology and digital transformation. With a strong analytical foundation, she delves into topics such as ERP, enterprise software, and digital ecosystems, offering in-depth research and thoughtful analysis. Currently working as an Industry Research Analyst at ElevatIQ, she combines her expertise in research with a flair for storytelling, helping businesses navigate complex industry trends and make informed decisions.

