What was the scope of their involvement?
We’re now in our second contract with Panorama. 2019 was the discovery phase, so from May until the fall of that year, they helped us gather requirements, commit to a shortlist of vendors, and form a phased implementation plan for our new ERP. The plan ran from that point in 2019 until the end of 2023 for the end of the implementation. Our board of directors approved it and we moved into the selection phase. After we choose the product, we’ll make a series of business process changes to make implementation easier.
Panorama is instrumental in the selection phase. They’re working very closely with us by providing guidance on what pre-implementation changes we should make. We plan on negotiating a contract with the vendor of our choice by the end of 2020, as well as possessing a detailed plan for implementation in 2021. 2022 will feature an advanced human capital management implementation phase, and 2023 will focus on enterprise asset management if we decide we want to change our software in that area. We have no reservations about including Panorama in those upcoming phases.
What is the team composition?
Initially, we were working with Laura (Director of Business Development) as their new client representative. We’re still working with her, and she did a great job being their first contact with us as a customer. We’ve also worked closely with Richard (Director Client Services), who’s been our project manager through both phases. We’ve also had consistency on our team through Christi (Change Management Manager) who works primarily with selection but was available last year to help us with the discovery phase as well. There’s even been a consistent business analyst. Everyone on their team has impressed us to this point.
How did you come to work with Panorama Consulting Group?
Learning from past experience, we decided to do an RFP process at the beginning of this project to find a partner to assist us. There were five total companies under consideration and Panorama was by far the most qualified. They stood out for a few reasons including their status as a software vendor agnostic; they’ll help us choose whatever vendor we want. They were also willing to help with all phases of the project, whereas a lot of companies will only assist in the discovery and selection phase but not the implementation phase. Their depth of knowledge and experience also helped us select them.
When we started to search online, they were ranked highly because of the number of white papers and articles they share. They seemed like a leader in the ERP field. Their online presence was impressive, as was their immediate response to us reaching out to them. The enthusiasm was immediate.
How much have you invested with them?
We’ve had two contracts so far, both around the $200,000 mark.
What is the status of this engagement?
We’ve been working together since June 2019.