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Infor LX | Infor LN | BPCS | Baan | Infor M3

CASE STUDY: Navigating an ERP Upgrade with Outdated Knowledge

The Problem: Knowledge Gaps in a Legacy ERP Environment

For organizations running long-established global ERP systems such as Infor Baan or LN, upgrades can be daunting. Over the years, employee turnover, internal role changes, and evolving business structures often erode institutional knowledge of the original ERP setup.

When the time comes to upgrade, teams frequently lack a clear understanding of how the system is currently being used. This knowledge gap leads to inefficient planning, costly rework, and missed opportunities for process optimization.


The Solution: A Blueprint-Based Assessment and Optimization Strategy

To address this challenge for one of our LN customers, we implemented a blueprint-driven assessment designed to provide a clear, data-backed foundation for their ERP upgrade.

Our strategic approach focused on objective comparison and actionable insight, using a step-by-step methodology:

  1. Benchmarking Against a Standard Blueprint
    We created a standard LN functionality blueprint representing the ideal model of available processes and best practices.

  2. Site-by-Site Analysis
    Each customer site’s configuration and usage were compared to the standard blueprint, identifying gaps, customizations, and inefficiencies.

  3. Efficiency and Optimization Reporting
    The comparison highlighted workflow inconsistencies and process variations across sites, enabling targeted optimization and standardization.

  4. Budgeting and Roadmap Development
    The results provided a data-driven foundation for budgeting, along with a clear, prioritized roadmap for the upcoming upgrade.


How the Solution Was Implemented

Our multi-phase execution ensured collaboration, accuracy, and adoption at every level:

  • Stakeholder Engagement
    We engaged Business Process Owners (BPOs) and Subject Matter Experts (SMEs) from each site to review and validate existing LN processes.

  • User Acceptance Testing (UAT)
    End-users participated directly in creating and testing UAT scenarios based on real-world workflows, ensuring relevance and usability.

  • Defined Project Plan and Cadence
    A clearly defined project plan with consistent milestones and review cycles ensured timely delivery and transparency.

  • Performance Metrics
    We established Key Performance Indicators (KPIs) to track progress, efficiency, and completion throughout the project.

  • Workshops for Optimized Usage
    Targeted workshops demonstrated how to leverage LN’s current capabilities more effectively and prepared users for upcoming version enhancements.

  • Post-Project Review
    A comprehensive retrospective identified additional areas for continuous improvement and long-term efficiency gains.


The Long-Term Value

This blueprint-based ERP assessment delivers long-term strategic benefits beyond the immediate upgrade:

  • Provides a clear understanding of current ERP usage across all locations.

  • Establishes a baseline for continuous improvement and standardization.

  • Enables data-driven budgeting and decision-making for future projects.

  • Reduces risk and complexity during upgrades through informed planning.

Whether conducted internally or with an experienced partner, this type of structured evaluation is a critical step for any organization preparing for an ERP upgrade. It transforms uncertainty into clarity, and sets the stage for ongoing optimization and success for years to come.

Contact Crossroads RMC to get started: 800.762.2077

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For years, paper work instructions have been a standard part of manufacturing. They were easy to distribute, simple to update, and familiar to operators.

But manufacturing has changed. Products are more complex, customer expectations keep rising, and as experienced employees retire, new hires often need to become productive faster than ever before. As a result, many manufacturers are rethinking how information is delivered on the shop floor.

The Challenge with Paper

Paper work instructions create several common challenges:

  • Multiple versions of the same document
  • Outdated instructions remaining at workstations
  • Time spent searching for the correct information
  • Longer training periods for new employees
  • Inconsistent processes between operators

On their own, none of these seem like a major problem, but together they add up to real quality and productivity issues.

A Shift Toward Digital Work Instructions

One trend we're seeing across the manufacturers we work with is a move toward digital work instructions. Rather than relying on printed documents, operators receive the latest approved instructions directly at their workstation, along with supporting images, videos, and other visual aids. This helps ensure every operator is working from the same information, every time.

Manufacturers making this shift are also gaining new capabilities they didn't have with paper: capturing production data directly from the shop floor, improving traceability, and supporting standardized work across shifts and facilities.

What Manufacturers Are Reporting

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