Handboooks

Widespread use and development of the ERP as we know it today—a multi-functional, integrated, company-wide system of record—boomed in the 90s. Since then, many companies have kept those same base systems, simply upgrading, patching, and bolting on more capabilities. Today, nearly 25 years later, organizations are finding ERPs have advanced such that patches and bolt-ons may no longer be enough.

Many organizations are looking for a more scalable solution or seeking to maximize the value of their existing ERP. Others are growing internationally or through acquisition. In this guide, we review many of the widely used ERP vendors on the market and evaluate their scalability and applicability to organizations of various sizes/industries. Our unbiased ERP system reviews and comparisons can help you narrow down your short list and find the right ERP for your organization.

Too often, norms and processes in a newly merged organization are morphed out of legacy companies’ capabilities. One company operates from a different set of norms than another and they usually conflict. It creates inconsistencies, inhibits collaboration, and prevents effective integration.

This guide is designed to help merged companies operate cohesively and in alignment with a focused mission, vision, and strategy. It all starts with building an integrated operating system where every activity contributes to strategic value and cash flow and each merged function is aligned toward the organization’s betterment.

Once a new ERP is live, companies often reevaluate the impact on the overall organization and adjust processes, organizational structures, and application architectures to obtain the expected value. We’ve created a comprehensive toolkit to help organizations ensure their new ERP system is properly supporting the company and providing the value expected.

The traditional post-ERP assessment lacks a holistic approach and addresses process, organizational, and reporting issues in silos. We’ve found a better way: perform the assessment with a focus on how the whole business operating system can be refined based on functionality provided by the ERP. This enables each person or function to work toward the organization’s betterment.

AI-driven innovation is becoming a key part of many industries. As organizations shift their attention toward AI, there’s uncertainty around how to approach it. As with any software, implementing AI requires thorough planning, analysis, and training. While many employees use AI for their own purposes, anything implemented across the organization will impact processes, roles, budgets, and overall operations.

In this guide, we’ve laid the framework for developing an AI strategy to obtain maximum value. Whether you’re preparing to implement AI or just exploring the idea, this guide is designed to help you understand the implications of AI so you can make informed decisions and navigate the challenges and opportunities that come with it.

The oil and gas service industry provides an array of services and products to support the exploration, extraction, and transportation of oil and gas to support 74% of U.S. energy needs. Petroleum-based products like gasoline, fabrics, tires, sports balls, plastics, and more are present in every American's daily life.

The oil and gas industry often finds itself under intense scrutiny by climate change activists as the renewable energy surge continues to drive a significant portion of investment dollars away. Despite this, oil and gas companies have continuously grit it out in their commitment to fuel the world. Windmills and solar panels that continue to spread in rural America simply cannot meet the energy demand of the growing population. Meanwhile, oil and gas service companies continue to innovate both technologies and processes to improve resource availability, decrease operational costs, and lower the carbon footprint of their operations.

In this review, we recognize six companies who are doing just that and are positioned for a successful 2025. Also included are market projections for offshore and onshore operations and political developments that could affect the oil and gas industry in the near future.

E&P companies have unique complexities. Tracking work processes is no simple task, particularly when operating thousands of wells in various basins. A few technology companies have attempted to build end-to-end solutions, but contrary to what a salesperson might tell you, none have built a true end-to-end solution that meets the complex requirements of most E&P companies. Therefore, E&P companies are resorting to add-on solutions.

The purpose of this guide is to provide an independent perspective of the current state of E&P business systems to help E&P companies navigate the maze of products. Our perspective is based on our direct experience selecting and implementing E&P business solutions and feedback we have received from other E&P companies.

We've created a comprehensive toolkit to help organizations operate cohesively and in alignment with their mission, vision, and strategy. The tools outlined in this guide form the foundation of a business operating system, where every activity contributes to strategic value and cash flow and each person or function works toward the organization’s betterment.

To sustain this framework, establishing governance is crucial. It is recommended to set a regular cadence for refreshing materials and making updates as circumstances evolve. The frequency of updates will vary across industries and depend on the magnitude of changes made each year. We trust this guidebook will be valuable to your company’s adoption of a business operating system, and we hope you find it informative and useful.