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Driving Effective ERP Requirements Workshops: A Practical Guide to Better Business Requirements

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Jul 29th, 2026 | 1 PM ET

Successful ERP implementations begin long before software configuration. They start with well-executed requirements workshops that align business objectives, stakeholders, and implementation strategy. Yet many organizations treat these sessions as software demonstrations instead of business design exercises. As a result, they introduce scope creep, conflicting expectations, weak project sequencing, and expensive rework. In this webinar, we explain how to structure requirements workshops that create a strong foundation for ERP selection, solution architecture, and implementation success.

Next, we walk through a practical framework for running effective requirements workshops. Learn how to prepare the right stakeholders, define workshop boundaries, map current and future operating models, challenge outdated processes, and capture clear, measurable requirements. We also discuss how to prioritize requirements across business units, functions, enterprise applications, and implementation phases while balancing governance, compliance, integration, and long-term maintainability.

Finally, we demonstrate how structured validation keeps projects on track before vendors are engaged or implementation begins. You will learn why requirements should drive the target operating model, enterprise architecture, project sequencing, testing strategy, and implementation scope. Whether you are planning an ERP implementation, evaluating enterprise software, or leading a digital transformation initiative, this session will help you reduce project risk, improve stakeholder alignment, and build requirements that support long-term business success.

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Join us for a powerful session on how to drive effective ERP requirements workshops, a practical guide to better business requirements.

Learning Objectives:

Understand why effective requirements workshops are the foundation of successful ERP implementations.

Identify the most common mistakes that lead to weak requirements and project failure.

Learn how to prepare workshops with the right stakeholders, objectives, and governance structure.

Discover practical techniques to map business processes, challenge assumptions, and eliminate unnecessary complexity.

Learn how to capture, prioritize, and validate business and technical requirements that support ERP selection and implementation.

Understand how validated requirements improve project sequencing, vendor evaluations, solution architecture, testing, and long-term implementation success.

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.

Join Now

Join us for a powerful session on how to drive effective ERP requirements workshops, a practical guide to better business requirements.

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2026 Digital Transformation Report

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