Conduct an interview with a professional who has experience working with ERP systems. Prepare a list of questions that inquire about their role, the challenges they face, and the benefits they have observed from implementing ERP solutions (please note, you must add some of your own questions to the list below). Summarize the insights gained from the interview.

To complete this you will first need to identify at least one business professional (i.e. Business Owner, CEO, CFO, COO, President, VP, HR or other member of upper management) that is willing to talk with you about their job, the company and its processes. The company size should be mid to large (no less than 10 employees) and must use multiple components of ERP currently.

How can you fill in these following findings?:

 

Name of Company:

Approximately how many employees does the company have and What industry are you in?        

What is your formal title used to designate your position in the company?                                      

What level of management are you in and the # of years in current position?

1. Total # of years in management/leadership role?
2. What software programs do you use to do your job?
3. What software programs do the administrative/office staff use?
4. How often does the company update or change their software programs?
5. How do you employees to be ready for this change?
6. Can you recall the last software rollout/change that affected you?
   1. When implementing the new software how were employees trained?
   2. How did the company get employees to use the new software program?
7. How do employees track and report their time?
8. When hiring a new employee how does HR handle the onboarding process (I9s, W2s, enrollment in employee benefits, etc.)?
   1. How does HR manage/store personnel files?
   2. What software programs do new employee learn in their first 2 weeks?
9. What software do you use for payroll?
   1. Do employees get total compensation/benefits statements?
10. How many sales people does the company have?
11. How does the company acquire new customers?
    1. How do you manage the sales cycle, leads, prospects, etc.?
    2. How do you encourage/motivate your staff?
    3. How do you provide support and recognition to employees?
12. Does the company use a CRM system?
13. Please describe your Customer Information System (CIS) used to manage existing customers.
14. How do you create and distribute invoices?
15. How do you manage your account receivables?
16. Do you manufacture products in house?
    1. If yes, how do you manage production?
    2. If no, how do you purchase goods/products and track purchases?
17. How do you manage and track inventory?
    1. How do you know what product the company has in stock?
18. How do you manage accounts payable?
19. How do you accept payment from customers?
20. Do you ship products?
    1. If yes, how do you track shipments?
    2. If no, how do you distribute product to clients?
21. What does the decision-making process look like?
    1. Where do you get data to make business decisions?
    2. How often do you review financial statements and conduct business planning?
22. What accounting software does the company use?
23. How does the company pay bills?
    1. Do they write checks?
    2. How does the company monitor performance?
    3. Annual reviews
    4. KPIs
    5. Raises, incentives, bonuses
    6. Job descriptions/procedures
    7. What aspects of your job do you enjoy most? What is the most challenging part of your job, Which software programs do you consider essential or the most valuable to business operations? Why? is your most memorable moment in your career, I'm trying to figure out what it takes to be a successful business professional.What is the key to a successful business? What abilities (characteristics) do you believe are crucial for success in your industry?Do you have any recommendations for courses or trainings the would help me prepare for the world of business? 

Answer rating: 100% (QA)

I can help you formulate a list of questions to ask during the interview Heres a suggested list 1 Ca... View the full answer