The client was in an aggressive growth mode, positioning themselves to significantly increase their production capabilities with plans in motion to stand up an additional manufacturing/warehouse facility. They knew they needed core systems to allow them to improve productivity and support their growth but didn’t know where to start.


The Summit Advisory team was able to quickly assemble and engaged with the client to initiate the planning process. The team worked to clearly define Project Scope and Objectives in order to focus the client on defining and prioritizing their requirements. Although the client resources had limited availability, the Summit team was able to map out Current State Process definition and Future State Solutioning to prepare for Vendor selection. Summit assessed the client’s requirements with several vendor offerings and worked with vendors to prepare targeted demos tailored to the client.


  • Limited resources were available to focus on system requirements
  • With the new facility already in construction, timeline for implementing a solution was extremely tight
  • Team had already been involved with an ERP implementation project which had failed and had concerns of a repeat performance

Outcomes & Actions

Summit led the Client team to select an ERP system specifically targeted to their business requirements . Additionally, the team worked out a roadmap for the implementation which prioritized key functionality to be delivered up front to be followed with subsequent phases once core capabilities were delivered.