Learning from a Real-World ERP Project
How We Structured Questions, Interviews & Analysis for Organizational Readiness
Purpose of the Approach
Smart Decision-Making
Designed to evaluate organizational readiness for major transformations like ERP using an AI supported approach.
Structured Methodology
Supports interviewing the right people with the right questions.
Gap Analysis
Identifies risks and opportunities for improvement.
Detailed Documentation
Generates materials for follow-up, analysis, and change management.
Core Building Blocks
Critical Success Factors (KSFs)
Things that must go right for success
Categorized Areas
Strategic alignment, governance, functional readiness, architecture
Unique Coding
Each KSF has a code and clear description
Ownership
Each KSF attached to a responsible role
Observations & Recommendations
Question Lists & Documents
Question List (QL)
- Structured list for each interviewee
- Linked to specific KSFs for the role
- Tracks observations and answers
- Verifies if we're "on track"
Questions Document (QD)
- Formatted Word document
- Introduces the interviewee
- Groups questions by topic
- Includes known observations
Interview Report (IR)
Capture Questions
Document the exact questions asked during the interview.
Record Responses
Note the interviewee's detailed answers and insights.
Link to KSFs
Connect responses to relevant critical success factors.
Prepare Follow-up
Identify areas requiring additional action or clarification.
"Goed Gedaan" (Well Done)
What is Good
Project governance is already active and well-documented
Why it Matters
Helps with escalation and alignment
Source
Governance documents
Related KSF
2.00.02 – Active steering committee
From Questions to Action
Define Success
Via the KSF list
Ask Questions
Via QL and QD
Analyze Responses
Via IR and OBS
Recommendations for action
Via Recommendation column
Track strong points
Via the GG log
Analyzing the Results
Frequency Analysis
Which observation appears most often?
Readiness Assessment
Which area is least prepared?
Impact Prioritization
What are the top 5 improvements based on potential impact?
Contradiction Review
Are there conflicting observations for certain KSFs?
Relevance to AI
Strategic Alignment
KSFs for strategy, governance, ethics, and adoption apply to any ERP transformation
Structured Interviews
Learn what's ready and what's not through systematic questioning.
Gap Analysis
Distinguish between functional gaps and behavioral barriers in AI adoption.
Results funded by structured data
All recommendations backed up by structured interview data aligned with KSF's
Summary
KSF
Defines success criteria
OBS
Logs risks, gaps, and improvement areas
QL
Interview questions, linked to KSFs
QD
Word document for live interviews
IR
Interview report matching answers to KSFs
GG
Logs what's already going well
GenAI Clinic