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ERP Scope Management: How to Identify the Right Scope Without Cost Overruns?

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Nov 4th, 2026 | 1 PM ET

ERP scope management is one of the biggest drivers of ERP implementation cost, timeline, and risk. Yet many organizations define scope too narrowly. They focus on ERP modules and high-level requirements. However, the real scope also includes business processes, entities, locations, users, data migration, integrations, reports, testing, training, change management, and customizations. Meanwhile, new requirements continue to emerge during implementation. Nice-to-have features become must-haves. Integrations prove more complex than expected. As a result, ERP cost overruns often begin long before implementation starts.

In this webinar, we will explore how to define the right ERP implementation scope before committing to a project baseline. First, we will connect business outcomes to capabilities, processes, requirements, and system scope. Next, we will map the enterprise architecture to determine what belongs inside ERP and what should remain in CRM, HCM, WMS, TMS, MES, PLM, eCommerce, planning, analytics, or other applications. We will also discuss how to separate must-haves from wish lists. Then, we will evaluate when organizations should standardize, configure, extend, integrate, customize, or defer a requirement. Finally, we will explain why a Minimum Viable Go-Live is different from simply pursuing the smallest possible ERP scope.

Attendees will learn how to build a practical ERP scope management framework that protects both business continuity and project economics. We will cover how to prioritize requirements, challenge customizations, define implementation boundaries, and create a phased ERP roadmap without simply postponing complexity. By the end, attendees will have a practical ERP scope management playbook for establishing scope, documenting assumptions and exclusions, controlling change, and reducing the risk of ERP implementation cost overruns.

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Join us for a powerful session on the ERP scope management and how to identify the right scope without cost overruns.

Learning Objectives:

Define ERP scope across processes, modules, entities, locations, users, data, integrations, reporting, testing, training, and change management.

Connect business outcomes to capabilities, processes, requirements, and system boundaries.

Determine which processes belong inside ERP and which should remain in adjacent enterprise applications.

Prioritize requirements using must-have, should-have, could-have, and later classifications.

Evaluate when to standardize, configure, extend, integrate, customize, or defer requirements.

Define a Minimum Viable Go-Live that protects operational continuity without unnecessary scope.

Build a phased ERP transformation roadmap while minimizing technical debt.
Establish scope governance and change-control mechanisms to reduce ERP cost overruns.

Speakers

Sam Gupta Headshot

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.

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Join us for a powerful session on the ERP scope management and how to identify the right scope without cost overruns.

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2026 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2026.