Facing Roadblocks in your ERP and BI Integration?

Cozette Robinson • Sep 05, 2023

Integrating your Business Intelligence (BI) tool with your Enterprise Resource Planning (ERP) Cloud Solution is crucial to your business transformation projects. An ERP system integrates business processes and functions and collects data. A BI solution analyzes data from different sources and offers insights using reports, dashboards, and other user interfaces. The successful integration of these systems provides vital information for managing the day-to-day business and strategic responses for operational efficiencies and customer value-added services. Many companies need more time and resources to complete BI integration tasks.

Gaps in resource availability and Agile project management expertise can lead to: 


  • Major cost overruns 
  • Delayed business value realization 
  • Loss of competitive advantage
  • Missed business insights that affect all levels of your organization 
  • Operational Disruption


Your Agile Roadmap to a Successful BI Integration


  1. Initial Planning: Consult our expert Agile Project Manager to define your project scope and populate a prioritized Product Backlog.
  2. Establish Cross-Functional Teams: We assist you in assembling dedicated, cross-functional Scrum Teams sourced from your BI and ERP expertise pools.
  3. Training & Coaching: Your Scrum Teams are trained and coached in the Scrum framework by our experienced Scrum Master to ensure a seamless and effective process.
  4. Mobilization: During this phase, we allocate resources and prepare the initial environment, allowing your internal teams to focus on day-to-day operations.
  5. Planning & Execution: Led by our Scrum Master, your Scrum Teams undertake regular sprint cycles aligned with your ERP implementation timelines, each concluding with a functional BI increment.
  6. Daily Stand-ups: Our Scrum Master facilitates daily Scrum meetings to keep everyone updated on progress, upcoming tasks, and potential roadblocks.
  7. Quality Assurance & Reviews: We conduct rigorous testing and Sprint Reviews to validate each increment's quality and functionality.
  8. End-User Training & Agile Retrospectives: After key sprints, our Scrum Master coordinates end-user training and leads Agile Retrospectives to drive continual improvement in Scrum practices.
  9. Ongoing Agile Support: Beyond the implementation phase, our Scrum Master remains available for future sprints to introduce feature updates or adjust to new business conditions.

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Why Choose Our Agile-Led Integration?


  • Adaptive & Flexible: Effectively manage changing priorities and changing requirements.
  • Resource Efficiency: Achieve more with less through focused, high-impact sprints.
  • Cross-functional Collaboration: Break down the silos between your BI and ERP teams for more effective outcomes.
  • Transparency: Daily stand-ups and regular reviews ensure you're always in the loop.

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Let's Bring Agility to Your BI Integration


Choose CYR Consulting, LLC as your trusted partner in providing Agile project management services. We specialize in applying the Agile Scrum framework to BI and ERP Cloud integration projects. Our approach minimizes risks and maximizes adaptability while keeping sight of your core business needs and timelines.


Ready to experience the agility of Scrum in your ERP and BI integration process?

Reach Out to Us Now!


📧 Email us at info@cyr-consulting.com 

🌐 www.cyr-consulting.com


*Note: Content on this blog was generated, in part, using advanced AI technology.

Agile methodology, Agile transformation
By Cozette Robinson 17 Sep, 2023
Agile transformation is not a new concept. You can research as far back as 2007 and find roadmaps, checklists, case studies, white papers, and other material on executing an agile transformation. No matter what approach an organization chooses, the objective is the same: changing from just "doing" agile to "being" agile by adopting agile principles across the whole organization to improve performance, add value to the customer, and better achieve the enterprise's purpose. An agile transformation is not meant to last forever and should have a beginning and end with value-driven goals and objectives. Many companies have attempted an agile transformation, and some have failed for varying reasons , reverting to traditional operational and project management models. Some companies continue their journey while others have met their goals and objectives and disbanded their Agile Transformation Offices (ATOs). Just as companies have different needs throughout the transformation journey, there are specific needs at the end of the trip. So, with varying outcomes and experiences across the business landscape, the question inevitably arises: What does a successful Agile Transformation look like? It's easy to point to the failures or to generalize from the successes, but to understand the anatomy of a successful transformation, it's essential to break down its core components. Agile Transformation Core Components: Cross-Functional, Self-Organizing Teams: A successful agile organization comprises teams that can function across different domains and manage their tasks. Integration into Core Business Processes: Adopting agile practices is not confined to IT or the project management office; they permeate the entire business operations. Robust Infrastructure: From state-of-the-art tools and technology to governance protocols, training programs, and recruitment strategies, a supportive infrastructure is vital for rapid delivery and scaling. Agile Culture: Adopting agile methods is more than just a procedural change; it's a shift in organizational mindset that prioritizes adaptability, innovation, and customer-focused delivery. Product-Centric Approach: Unlike traditional project-focused planning, agile organizations adopt a product mindset with flexible planning and budgeting methods. The organization will base financial adjustments on value delivery and longer-term ROI goals. Clear Metrics for Success: An organization can quantitatively assess a successful transformation. Metrics such as business value delivered, customer satisfaction rates, and lead and cycle times are empirical evidence of the transformation's success. By understanding and implementing these core components, organizations can set themselves on a path beyond just 'doing' agile to authentically 'being' agile. By now, we've established that a successful Agile Transformation isn't the end of the journey—it's more like graduating from Agile University with a degree in delivering real value. So, what comes after the cap and gown? The real world of maintaining and enhancing that agility awaits, and it's essential to understand how to sustain your gains while continually evolving. Like any graduate, you'll face new challenges and opportunities that didn't exist in the 'school' environment. Life after an Agile Transformation Now, here's what you should consider as you move forward in your life post-Agile Transformation: Modernize Legacy Systems: Transition away from outdated systems by leveraging AI-driven technologies. Optimize Culture: Continue to build on the foundation of agility, innovation, and continuous improvement through strong leadership. Optimize Change Management: Leadership must continually communicate the future vision while adopting a "test and learn" approach. Teams and Individual Development: Focus on recruiting and coaching employees based on specific agile traits, values, and skills. Engage and Excite People: Encourage participation in Agile-centric social groups, host informational sessions, and make retrospectives engaging and fun. Develop Business Expertise for Benefits Realization: Implement Benefits Realization Management Plans to align benefits with strategic goals. Manage Interdependencies: Visualize and manage the intricate dependencies between systems, processes, and teams, eliminating unnecessary dependencies. Reinforce Best Practices: Keep your priorities aligned with your goals, break down silos, promote transparency, and choose vendors that embody agile principles. The road to agility is less daunting when you have a trusted partner. Partner with CYR Consulting, LLC to sustain your Agile momentum, pivot your strategies, or even kickstart a transformation from square one. We provide Agile project management consulting services designed to meet you where you are and take you where you want to go. Don't let your Agile Transformation be a mere footnote in your organization's history—let's write the next chapter together. Contact us today to learn how we can help you achieve sustainable agility. 📧 Email us at info@cyr-consulting.com 🌐 www.cyr-consulting.com Further Reading and References: A wealth of resources from reputable sources is available for those interested in diving deeper into the topics covered in this blog post. Whether you're a leader looking to modernize your operating model, a team member keen on sustainable agile culture, or a project manager interested in change management with an agile approach, these references provide valuable insights: Leading Operating Model Modernization: What Do Agile Transformation Leaders Say? - A report by McKinsey that provides expert opinions from leaders who have undergone Agile Transformations. How to Build a Sustainable Agile Culture - An article from CMSWire that focuses on establishing and maintaining an Agile culture within your organization. An Agile Approach to Change Management - A piece from Harvard Business Review that offers an agile framework to manage change in your organization effectively. A Six-Step Guide to Agile Transformation in 2021 - Published by Net Solutions, this guide outlines a straightforward path to Agile Transformation. How to Select Individuals for Agile Teams - A PDF resource from Scrum.org that provides a detailed look at how to form Agile teams. Benefits Realization Management Practice Guide | PMI, Benefits Realization Management (2019) - A comprehensive guide from PMI on how to align project outcomes with business goals through Benefits Realization Management. Agile Teams: Dependency Management and Visualization - An article by Planview that delves into managing and visualizing dependencies within Agile teams. *Note: Content on this blog was generated, in part, using advanced AI technology.
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