Case Study Research & ERP Activity Exercise for Klasik Moto

This comprehensive case study analyzes the implementation of an Enterprise Resource Planning (ERP) system, integrating a Customer Relationship Management (CRM) module, for Klasik Moto, a Harley-Davidson dealership. The report details the value proposition of ERP, emphasizing its benefits in competition, efficiency, forecasting, collaboration, integrated information, cost savings, mobility, customer service, and security. It outlines the ERP architecture, including functional requirements for sales, marketing, service, purchasing, and human resources. Furthermore, the study explores the ERP implementation project management, critical success factors, and change management processes. The report concludes with recommendations for implementing Microsoft Dynamics NAV 2009 R2, Microsoft Dynamics CRM 2011, Microsoft SQL Server 2008 R2, and Microsoft Windows Server 2008 R2, providing a detailed guide for the organization's ERP strategy.

Running head: Case Study Research & ERP Activity Exercise
Case Study Research & ERP Activity Exercise
Name of the Student
Name of the University
Author’s note:

1CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
To,
Management of Klasik Moto,
Czech Republic
Subject: Implementation of ERP with CRM module
Sir,
This report is done for providing adequate amount of information before
implementing the ERP in your organization. The report has been done based on the
requirements you have mentioned in your report. The report consist of the basic information
of ERP and CRM to provide you an idea of what is to be implemented in Klasik Moto. It also
has included the value proposition of the ERP implementation. The architecture description
will provide a detailed description of internal aspects and technologies of the proposed ERP
system. The critical success factor and change management processes has also been included
to provide you a better idea of the project. At the final phase of the report, a set of
recommendations is added to describe the concerns of implementing ERP using the Microsoft
Dynamics NAV 2009 R2, Microsoft Dynamics CRM 2011, Microsoft SQL Server 2008 R2
and Microsoft Windows Server 2008 R2 ERP applications.
Your Truly,
<name of student>

2CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
Executive Summary
The report reflects various information that are related to ERP implementation in a big
organization. The report has taken under consideration a set of specific ERP applications for
describing the scenarios. The advantages like efficient communication, proper service
management has allowed to gather management concentration. The architecture of the ERP is
described in an effective manner so that everyone can understand the internal and technical
aspects of the system. The report provides an extensive overview of the critical success factor
for the proposed system project. Each of this parts has been a guidance for understanding the
nature of the project.

3CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
Table of Contents
Introduction:...............................................................................................................................4
1. Value Proposition of ERP:.....................................................................................................4
2. ERP Architecture:..................................................................................................................7
2.1 Functional Requirement:..................................................................................................7
2.2 Technical Requirements:..................................................................................................9
2.3 Key Features of ERP Solution:......................................................................................10
3. ERP Implementation Project Management:.........................................................................10
Conclusion:..............................................................................................................................13
Recommendation:....................................................................................................................14
Bibliography:............................................................................................................................16

4CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
Introduction:
ERP or Enterprise Resource Planning is considered to be the business process
management application which can permit a business using a system of integrated software
units for managing the business processes and automating various back office procedures.
The ERP can integrate CRM module within it to handle the customer relationships. This
CRM or customer relationship management software is capable of communicating with the
customers automatically. Before implementing an ERP it is essential to understand the
advantages it can bring to the organization. The Microsoft provide various software modules
for implementing the ERP such as Microsoft Dynamics NAV 2009 R2, Microsoft Dynamics
CRM 2011, Microsoft SQL Server 2008 R2 and Microsoft Windows Server 2008 R2.
The ERP module will be implemented within the environment of Klasik Moto. The
organization is manage and operate the dealership of The Harley-Davidson (H-D)
motorcycle. The report consists of the possible advantages it can achieve from implementing
the ERP within its environment. It also holds the information of the functional requirements,
technical requirements, success factors and change management. The report also provide a set
of recommendations for implementing the Microsoft Dynamics NAV 2009 R2, Microsoft
Dynamics CRM 2011, Microsoft SQL Server 2008 R2 and Microsoft Windows Server 2008
R2 software into the ERP module.
1. Value Proposition of ERP:
The main benefits that are present as per the usage of the ERP are as follows: -
Competition: Implementation of ERP by Harley Davidson dealer Klasik Moto will
ensure that they have an edge over the other competitors. This is the main reason that the
projection of the management of the project gets over the competition of other business
organizations that dwells with similar products. The initial investment that will be required

5CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
might be high but the long term return for this implementation of the ERP by Harley
Davidson dealer Klasik Moto will be acting beneficial in the processing of the project
completion.
Efficiency: the aspect that the initial cost that will be provided in the commencement
of the project includes the fact that the accuracy in the business management gets increased.
With an increased accuracy in the prosecution of the project the main advantage that is
enjoyed includes the aspect of better completion of h project. In case the projection of the
task that is performed by the Harley Davidson dealer Klasik Moto. With an increase in
accuracy of the business management it gets obvious that the business commencement will
be performed with higher efficiency and this will gradually increase the turnover of the
project undertake by Harley Davidson dealer Klasik Moto.
Forecasting: estimating of the output of the project gets easier as the project
management gets performed with the help of the data that are collected the business
management gets easier for Harley Davidson dealer Klasik Moto. As the information that are
stored in the data base of the ERP are accurate in near management of the business gets easier
and this aspect also ensures re fact that the projecting of the management of the business of
Harley Davidson dealer Klasik Moto gets better as per the commencing of the project
management in comparison of other companies.
Collaboration: Collaboration with other brands are one of the major aspect tht must
be taken into consideration as per the development of the projects that are undertaken by
different companies. 6his is the main reason that the projection of the task that is undertaken
by Harley Davidson dealer Klasik Moto gets reformed in a better manner after the
implementation of the ERP. In case the RP is implemented the main advantage that is
enjoyed is the data that are stored in the data base of the ERP ca be easily accessed by the

6CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
other departments of the Harley Davidson dealer Klasik Moto. This ensures the fact that the
completion of the project gets performed in an efficient mannerism. With a better
collaboration with their parent bodies of Harley Davidson dealer Klasik Moto the decision
making of the projects gets easy. This I the sole reason that the implementing of the ERP
affects the turn-over of the project directly.
Integrated Information: Integrated information also acts to be helpful in the
commencement of the project. In case the integrated informations are gain during the
commencement of the project the main advantage that will be enjoyed by Harley Davidson
dealer Klasik Moto is that the data accuracy will remain and this is the s[ole reason that the
projection of the task completion gets easier. With better data analysis decision making also
gets better and thus business management and decision making gets easier. With the help of
the integrated data the main advantage that is present is that the higher authorities of the
Harley Davidson dealer Klasik Moto to communicate in a better manner and this will ensure
the fact that the project management of the project will get performed in a better manner.
Cost saving: Initially the cost of installing the ERP system might be high. But the
aspect that the projection of the management of the business prosecution get performed in a
better manner. In case the projection of the data managements with the help of the ERP is
done by Harley Davidson dealer Klasik Moto, the main advantage that will be enjoyed is that
the project commencement gets performed in an efficient manner. The higher authorities will
be capable enough to perform decision making and this is the main reason that the cost
efficiency increases.
Mobility: Mobility of the project incurs the fact that the commencement of the project
gets performed in a better manner as the project commencement gets performed with better
mobility in the data storage. Mobility in data storage ensures the fact that the commencement

7CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
of the project gets performed in a better manner. In case the mobility of the project is done
with the help of the management of the project the main advantage that is present is that the
project commencement gets managed in a better manner. With the help of the better mobility
the main reason that the implementation of the ERP system is that the projection of the
project completion
Customer Service: Customer service is one of the main advantage that is enjoyed in
the curse of management of the project. With the implementation of the ERP communication
with the customers after delivering the service gets easier. This is the sole reason that Harley
Davidson dealer Klasik Moto must include ERP in the prosecution of the project completion.
With the implementation of the ERP the main advantage that is enjoyed includes better
relationship management with the clients who are already present.
Security: Security of the data that are stored on the data base includes the fact that the
commencement of the project gets performed in a better manner. In case the data that are
stored in the data base of the ERP system the entre data are stored. This is one of the main
reason that the prosecution of the management is dependent on. With better data storage and
having a back-up of the data ensures that the prosecution of the project gets performed in a
better manner. In case the projection of the data storage is performed in a better manner the
security of the data stored by Harley Davidson dealer Klasik Moto stays secured
2. ERP Architecture:
2.1 Functional Requirement:
Sales: The sales part of the ERP will be focused on the sale area, sales process, orders
made by customer, approval expedition, invoice exit and communication. This functional
requirement will be implemented for managing and tracking the sales process of Klasik
Moto. This functional requirement will be consisted with commercial agents, key accounts,

8CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
distributors, sales division and more. The sales division of Klasik Moto will divide the
categorization of rich products in accordance with the clearly defined areas.
Marketing: The organization is currently working on improving their marketing
strategy and process so that maximum advantage can be achieved. The organization want the
project team to focus on the marketing functional requirement intensively so that ERP
module can be competitive at all times. The marketing module must be capable of
establishing proper communication between the agents, sales person and clients of Klasik
Moto. The ERP will be able to understand the point of view of the customers and promote
their products respectively.
Service: The proposed system of Klasik Moto will be able to track and identify the
activities done organization wide. As the system will be implemented in every aspect of the
organization, it will be able to monitor each activity. The system will have a proper
communication medium that can be used for implementing better and efficient working
environment. The Klasik Moto wants the system to be able to automate the back processes of
the organization. Each of the services will be implemented and monitored to see if any
modifications are needed.
Purchasing: The purchasing functional requirement of the system depends on the
customer specifications. The implemented module based on the purchasing functional
requirement must be able to trace the procedure of purchase from the start to the estimation of
supplied required. The functional requirement consist of handling receptions of products,
income tax documents, recognizing customer needs and more. The estimation of the required
goods in the inventory is an integral process of the purchasing module. This process has
several aspects and some of those will be automated to prevent human intervention. The

9CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
percentage of automation varies from business to business but in case of Klasik Moto, it will
be ninety eight percentage of automation.
Human Resources: Human resources will be managed through the HRM module.
This module will be based on the functional requirements named human resources. The
module will be implemented for facilitating the HR operations.
Authentication: Authentication is the requirement that will check the user verification
for entering the system. This is generally implemented through user Id and password. For
highest management executives, the fingerprint verification will be implemented.
Authorization: The authorization is the process of verifying the access of the user to a
specific function or resource of the system. The authorization will be checked based on the
unique identification number of the user. The authorization will be implemented in three
levels in Klasik Moto.
Data Storage: The ERP will have a centralized database which can be used for
recoding the data of Klasik Moto. The system will be connected to various input devices that
will collect data from various sources and ERP modules will process those data to produce
information.
2.2 Technical Requirements:
Software: The Microsoft Dynamics can be referred to as the ERP or enterprise
resource planning and CRM line software application. Various ERP products are comprised
for making the Microsoft Dynamics ERP module. Microsoft Dynamics 365 for Finance and
Operations Enterprise Edition will be used as the software solution for Klasik Moto ERP.

10CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
Server: Microsoft windows server 2008 r2 will be the server of the system. The
sserver will be implemented within the premise of Klasik Moto. This makes the system an in-
house ERP.
Database: Microsoft sql server 2008 r2 is the database of the ERP module. This
database software will be connected to the core of the ERP module.
2.3 Key Features of ERP Solution:
Automation: The automation will be one of the most beneficial feature of the ERP.
The CRM module will automate the process of collecting customer data and providing order
related information. The system will also automate all the back processes of internal
operations of Klasik Moto. Most of the time, the customer will receive proper feedback of the
queries they submit automatically.
Reporting: The ERP module will generate reports based on the operations done in the
organization. These reports will be automatically shared to the management and department
heads on a fixed date. The management executives can download various reports on
demands. The system will also generate audit reports.
Customer Relationship Management: The customer base of Klasik Moto is huge for
managing on the spreadsheet. The CRM module of the Klasik Moto ERP will be a great way
to manage the process of customer relations. The CRM will collect the data from the
customer end and process those data to generate various information. These information will
be later used for generating the patterns of customer purchase, purchase trends and many
more.
Tracking and Visibility: The proposed ERP is supposed to be providing extensive
visibility over the activities and data of the business. Klasik Moto will be able to see the

11CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
membership form submission to sales or motorcycles through the use of this feature.
Tracking of information will be efficient and accurate.
3. ERP Implementation Project Management:
The ERP module to be implemented within the environment of Klasik Moto can
provide significant modifications in the sales, marketing and customer relationship
management. Within the domain of ICT it can be stated CRM model would be affecting the
overall execution of the different working which is linked to the internal operations. Some of
the critical success factor which can be linked to the sector of execution of the different
process are stated below:
i. It would be helping the organization to set up a scenario were the most critical
activity execution could be done quite easily. In most of the cases it can be
stated that breaking down of the complex task into sub task are very much
crucial in the working of the organization.
ii. The detection of issue in the internal operations of the organization can be
stated to be very much crucial due to the factor that the CRM model takes into
consideration risk identification register which focus on the domain of the risk
identification and mitigation. The risk factor can be crucial in the domain of
the execution of the different process which is linked to the internal operations
of the organization.
iii. The satisfaction level if the customers can also be considered as a point of
emphasis that is associated with the idea of working efficiently. Like all the
other situations, in case of Klasik Moto, it can be stated that various
interaction level of the customers can be easily be achieved from the concept.

12CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
This would be directly helping the organization to gain different form of
competitive advantage.
iv. CRM or Customer Relationship Management model also takes into account
individual operations of Klasik Moto that is associated with the domain of
different process of the organization. One of the factor which may be
described here is directly linked to the automated process of working which
would be helping error free execution of the different internal operations of the
organization.
v. The CRM process also alter the working and the linkage of the different
prospective of the working so that there is no factor of primary issue faced
within the domain of the execution of the process. Hence it can be stated that
the CRM is one of the primary linkage factor which can be considered to be
very important in the domain of the working and the execution of the working.
vi. The employee engagement in internal operations can be described as crucial
which would be directly helping the organization to excel functioning of the
individual tasks of Klasik Moto. Proper execution of operations should be
done in a linear fashion in order to prevent any issues in the internal operations
of Klaisk Moto. Moreover, it may be considered that individual patterns of
execution of the operations are detected by customer relationship management
or CRM that can be very much crucial in the domain of working.
There are different form of CRM system and modules which are valuable for the
sector of implementation and it should be taken into consideration which module would be
directly beneficial for the internal operations of the Klasik Moto. Hence it can be stated that
the organization would be directly responsible for the proper phase of implementation. In
most of the cases it can be stated that if there are any form of error seen in the sector of

13CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
implementation it would be directly affecting the overall execution of the working of the
different process. In the domain of the execution of the process it can be stated that there are
different sections of working which should be linked to the objective and the goal of the
Klasik Moto. In proper sector of implementation, it should be stated the Klasik Moto can gain
different forms of competitive advantage which would be helping the Klasik Moto and the
service and the product which is being delivered to the customers. The customer satisfaction
level can be one of the crucial factor which should be focused by most of the Klasik Moto so
that there are no error seen in the domain of the working of the Klasik Moto. one of the
important questions which can be asked here is how the working of the CRM would be taken
into consideration by the Klasik Moto and how it would be directly benefiting the internal
operations of the Klasik Moto. Most of the organization tend to include certain factor of
involvement which can be linked to the domain of the goal and objective of the working of
the organization. In the working of the Klasik Moto it can be stated that there are different
forms of activity which should be focused so that there are no problem seen in the internal
operations of the organization. People in most of the cases always take into consideration that
the service which they would be getting indulged into is one of the best services so that they
can gain different forms of advantage.
However, it can be stated that the domain of the working of the organization with the
CRM directly aim at gaining of competitive advantage of the organization. Klasik Moto tend
to align their objective and goal with the working of the CRM which would be highlighting
the important parts of the working of the organization. Sometimes it can be stated that the
Klasik Moto fail the sector of implementation which can directly impact the achievement of
the goal of the organization. Hence it can be considered that proper mitigation plan should be
implemented in the sector which would be helping the organization to achieve different level
of execution of the process. This process can be stated to be very much crucial and in the

14CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
domain of the execution of the working it can be stated that error free execution of the
working of the Klasik Moto can be done in the sector which would be helping the Klasik
Moto and the customers as well. The context of the working can be directly be enhanced
which would be driving the success factor of the project.
Conclusion:
The sector of the implementation of the ERP system can be considered to be playing a
significant role in the internal operations of the organization. It can be considered here that
the domain of the ERP would not only be beneficial for the Klasik Moto but it would be
helping the organization to gain different form of competitive advantage. It can be stated that
there are different segment of working of the ERP system and it is one of the domain which is
in the phase of research and it can be stated that in the near future it would be directly playing
an significant role in the near future. One of the major factor of advantage which can be
stated in the context of the ERP is that it would be linking the working of the organization
with the goal and objective of the Klasik Moto. The framework of the execution of the
different process and the working of the organization can be easily be achieved which would
be heling the organization to gain different form of competitive advantage within the internal
working.
Recommendation:
Microsoft Dynamics NAV 2009 R2: for the installation of the Microsoft Dynamics
NAV 2009 R2, the main recommendation that must be provided includes the Role Tailored
Client Enhancements for managing the compactness of the project. Installation of Integrating
Microsoft Dynamics NAV with Microsoft Dynamics CRM - Connector for Microsoft
Dynamics is also required for better modulation process

15CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
Microsoft Dynamics CRM 2011: in case of the Microsoft Dynamics CRM 2011,
interlinking the Microsoft Dynamics CRM 2011 with database, the entire process will be
acting beneficial as the other servers belong to the similar domain. The processor that will be
used must be Quad-core x64 architecture CPU 2 GHz or higher Such as Intel Xeon or AMD
Opteron systems and the ram must be of 8 GB. In case the ram that is implemented is more
than 16 GB the hibernation process gets hampered
Microsoft SQL Server 2008 R2: Microsoft SQL Server 2008 R2 requires a
specification of 64 bit machine for better functioning of the project. FAT32 will not be
blocked in case of using this system
Microsoft Windows Server 2008 R2: Microsoft Windows Server 2008 R2 installation
recommendation includes 1 GHz (for x86 processors) or 1.4 GHz (for x64 processors) and
for better commencement 2 GHz processor with ram of 4 Gb is recommended
Management Support: Constantly gaining the customer support is an essential part of
the system project. The ERP implementation of such level can face many difficulties and
challenges. The project manager must be able to make the management of Klasik Moto
understand what the issues is and how it can be prevented. Constant communication and
periodic meetings with the management make them updated about the project progress.
Financial Resource Management: Managing capitals of such big projects is a critical
task. The project manager must follow the project objectives and aims to guide the decisions
so that capital is not spent on irrelevant things.

16CASE STUDY RESEARCH & ERP ACTIVITY EXERCISE
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