Handbooks

What to Do Post-ERP

What to Do Post-ERP: A Comprehensive How-To Guide

2024

We’ve created a comprehensive toolkit to help organizations ensure their new Enterprise Resource Planning (ERP) system is properly supporting the company and—more importantly—providing the value expected. Most ERP implementations are expensive and painful to complete. Once the new ERP is live, we find companies often reevaluate the impact on the overall organization and adjust processes, organizational structures, and application architectures to obtain the expected value.

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 (BOS) can be refined based on functionality provided by the ERP. Once these refinements are identified, the assessment will determine how the new ERP can support key components of the BOS to ensure every activity contributes to strategic value and cash flow. This enables each person or function to work toward the organization’s betterment.

Navigating AI Implementation: Strategies & Best Practices

Navigating AI Implementation: Strategies & Best Practices

2024

AI-driven innovation is becoming a key part of many industries. As organizations shift their attention toward AI, there’s a lot of uncertainty around how to approach it. The general process isn’t all that different than implementing an ERP system or other type of software. Just as with any software, implementing AI requires thorough planning, analysis, and training. While many employees are using ChatGPT (and similar tools) for their own purposes, anything implemented across the entire organization will impact processes, roles, budgets, and overall operations.  

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

The State of the ERP

2024

Widespread use and development of the ERP as we know it today—a multi-functional, integrated, company-wide system of record—boomed in the 1990s. 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 to such a degree that patches and bolt-ons may no longer be enough. After all this time, their systems have been so customized they can no longer be supported or upgraded to house modern tools. 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.

We review many of the widely used ERP vendors on the market and evaluate their scalability and applicability to organizations of various sizes and industries. Our newly updated 5th edition includes unbiased ERP system reviews and comparisons to help you narrow down your short list and find the best ERP system for your organization.

Exploration & Production Business Systems Guide

Exploration & Production Business Systems Guide

2024

E&P companies have unique complexities. Tracking work processes is no simple task, particularly for E&P companies that operate thousands of wells in various basins.

Technology solution providers have developed business systems to automate and integrate the operational and business processes for E&P companies. A few technology companies have attempted to build end-to-end solutions, but contrary to what a technology 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 purchasing add-on solutions.

E&P companies are left to navigate through a maze of products. The purpose of this guide is to clear the muddy waters and provide an independent perspective of the current state of E&P business systems. 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.

Business Operating System Guide

Business Operating System Guide

2023

Trenegy has 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.

Oil & Gas Services Annual Review

2022

The oil and gas service industry supports 80% of US energy needs. Unfortunately, oil and gas service companies are often under scrutiny. Social developments such as climate change studies and renewable energy activism are steering large portions of the investment community away. While capital dwindles, OGS companies rely on pure grit and intestinal fortitude to survive the push to minimize oil and gas production.

OGS companies continue to innovate to improve drilling and production techniques, increase access to fossil fuels, produce at lower costs, and significantly reduce negative environmental impacts. In this analysis, we recognize seven companies who are doing just that and are positioned for a successful 2022.

Also included are market projections for offshore and onshore operations and political developments that could affect the industry in 2022 and beyond.

Tools for Supporting a Remote Workforce

2020

2020 is turning out to be the year of working from home. Companies without experience managing remote workforces may have no choice but to adopt the work-from-home (WFH) model and are challenged to keep employees productive. The tools chosen over a period of days in February or March of this year might not be the right tools to support employees in the long run. Therefore, we would like to share our assessment of the major options.

New tools for remote workforces are released all the time, so our team evaluates offerings and adjusts our portfolio of tools on a regular basis. There are many more tools than our assessment includes, but we have tried to highlight the ones most commonly used. We will also share what we have chosen to use and why.

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