Planning recommendations for ERP implementation and data migration
For the board, steering committee, and site management, provided independent planning for ERP/data migration and team organization based on available resources and options from the implementation partner.
Innovation on demand for MEGA eG: “Project Manager and Consultant” As a wholesaler and full-range supplier for gastronomy and butcheries, MEGA eG offers around 50,000 items, supported by modern logistics and personal service. With locations in Stuttgart, Stockach, Göppingen, Dresden, and Chemnitz, MEGA ensures wide product availability. More about MEGA eG: [link]
Initial situation Due to successful business growth and multiple expansions, several ERP systems, data silos, and processes needed harmonization and migration to a common data platform. Next steps include replacing existing ERP systems with a unified Microsoft Business Central – gevis ERP.
Task Develop recommendations for project approach, data migration plan, project organization, and team structure for the board, steering committee, and site management. Considered existing IT systems, documents, solution manuals, the ERP partner's implementation methodology, staff skills, and workload due to seasonal business.
Tools and technologies used Microsoft SharePoint, MS Office, MS Teams, Leantime project management (internal)
Methods used Based on Tolksdorf.digital’s Innovation Engineering methodology, including quick process and digital transformation checks, and the ERP partner’s Microsoft implementation methodology. More on Innovation Engineering methodology: [link].
Role and contribution – Innovation on demand: Acted as external contact for stakeholders, led workshops, project planning, comprehensive analyses, and documentation of all steps in SharePoint.
Outcome and deliverables Completed on schedule. Final deliverables provide the foundation for ongoing project work and include:
Designed and implemented a self-service portal for production equipment with a knowledge base, documentation, and fault reporting.
Systems used: SharePoint, OPRA/SAP, Matrix42
Goal and benefits Enable users and process owners to quickly and cost-effectively maintain and troubleshoot in-house production equipment themselves.
Initial situation Previously, engineers from development teams were deployed for troubleshooting, reducing capacity for other projects and causing delays.
Solution concept Enable process owners, users, and maintenance staff to:
Methods and tools Quick-Check SCRUM, with the first sprint for backlog creation LeanTime for business epic capture, backlog, and concept timing
Role and contribution Interviews, concept and report creation Innovation Engineering Digital engineering for concept realization (one-stop service) Project management
Outcome Concept delivered on time through regular client collaboration. Implementation details: [link]
Optimized PCB production with Siemens Valor Process Preparation VPP
Innovation on demand: Industry 4.0 solution for production planning at Endress+Hauser flow, a global leader in measurement devices and solutions for process engineering, based in Reinach near Basel, Switzerland.
Tools and technologies Windows Server, PostgreSQL, SharePoint, Siemens Valor VPP, MS Office, MS Teams
Methods Internal lean innovation methods compliant with ISO 9001:2015, Microsoft Azure DevOps (SCRUM), and Tolksdorf.digital’s approach.
Role and contribution – Innovation on demand: External expert and interim project manager/Product Owner Planned within a broader innovation project, led workshops, specifications, project management, installation and customization of Valor VPP, management consulting, client knowledge transfer, created training videos, set up custom SharePoint, staff training, documentation, and testing.
Outcome Delivered successfully in sprints alongside lean innovation steps with Azure DevOps, meeting all initial requirements and opening paths for further optimizations and collaboration. The knowledge transfer empowers the specialist department and Product Owner to maintain and develop the solution independently.
Flexibility and independence for companies: the SME open-source package based on odoo
Every company has its own starting point, workflows, and goals that evolve over time. No dependencies should arise.
The SME open-source package is the foundation that enables and supports companies in their growth.
It includes business planning (odoo ERP), customer management (odoo CRM), the AI innovation assistant Samy, and more.
To set it up appropriately, services “Strategy + Planning” and “Innovation on demand” are available.
Example How SRW-Ulm implemented the SME open-source package and which modules they currently use. Reference: [link]
Setup, processes, applications See the example website created with odoo: [link]
Completed projects and customer satisfaction Statistics are based on verifiable project evaluations by Tolksdorf.digital GmbH (CH) and Tolksdorf.digital UG (DE) and Rainer Tolksdorf’s professional experience as an employee.
Digital innovation overview 20 product innovation projects 21 process innovation projects 12 business field innovation projects
Overall: 53 projects
Customer satisfaction 94.3% (50 satisfied, 3 unsatisfied)
Mastering innovation and transformation with pragmatic methods, courage, and openness to people, business, and technology while sharing know-how.
Clear goals with verifiable results over time
Experience Innovation: Combining innovative project work with change management
Planning based on daily operations, business context, projects, and goals
Minimizing risk, effort, and costs
Independent, goal-focused effectiveness
Many years of SME practice in innovative business development, transformation, teams, and projects of various sizes, digital innovation engineering, and digital business.
Digital Engineering: Systems, business IT solutions, business innovation with management teams and users.
Proven tools and methods avoid costly learning curves
Experience Innovation: Reliable methodology from agreements, lean innovation, ISO 9001:2015, SCRUM
Trustworthy know-how transfer and transparency
Combining practical experience with thematic curiosity and best practices
Business IT skills (odoo, AI, SAP, open source, Microsoft, Siemens Valor VPP)
Extensive experience in mentoring specialists and involving client staff in project work
Stepwise transformation for SMEs with leadership competence
Project management
Systems and digital engineering
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