Gartner Research

How to Develop an ERP Strategy

Published: 16 January 2014

ID: G00259897

Analyst(s): Denise Ganly , Carol Hardcastle, Nigel Rayner


Many organizations have approached ERP investments without proper due diligence, resulting in little or no strategic benefit being gained. CIOs should use a well-thought-out ERP strategy that supports the business strategy, in order to deliver real business value.

Table Of Contents


  • Context
  • Initiation Stage
    • Identify Stakeholders and the ERP Strategy Audience, and Appoint the Strategy Development Lead
  • Business Need Stage
    • Identify What Strategic Business Goals ERP Will Support
    • Determine the Business Capabilities Included in ERP Scope
  • ERP Control and Oversight Stage
    • Document the ERP Principles
    • Establish the ERP Governance Mechanisms
    • Identify ERP Benefits Realization and Monitoring
    • Define the Instance Strategy
  • IT Supply Stage
    • Determine the Required ERP Services
    • Determine the ERP Support Organization
    • Describe the ERP's Architecture
    • Document the ERP Vendor Strategy
  • Success and Risk Factors Stage
    • Establish Success Factors
    • Identify Risk Factors
  • Documentation and Review Stage
    • Write or Compile the ERP Strategy
    • Revisit the ERP Strategy

Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client

Learn how to access this content as a Gartner client.