CASE STUDY

Lili’uokalani Trust

As part of the 10-year strategic digital transformation goal, a private operating foundation, partnered with TGR to review its end of life SAGE accounting system, current processes, and future growth to capture requirements for an ERP selection.

Lili’uokalani Trust Logo

INDUSTRY

Foundation

ANNUAL REVENUE

$19M

COMPANY SIZE

240

KEY ACTIONS TAKEN

  • Used a workshop-based approach across 7 departments & teams
  • Identified critical system requirements (“Big Rocks”) to prioritize functionalities
  • Summarized core requirements list ranked based on strategic priorities
  • Provided a list of 5 solution recommendations and rough order of magnitude costs based on core requirements and priorities
  • Created 10 demonstration scenarios based Big Rock requirements

PROJECT OUTCOMES

  • Reduced friction internally by aligning on the needs of the organization between departments
  • Surfaced disparate requirements for discussion and prioritization
  • Shortened the time to select the tool through final deliverables

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