7 Steps to Maximise ROI with TechnologyOne

Maximise Your TechnologyOne ROI: 7 Steps Every System Owner Needs to Know

As a system owner, you know that optimising your TechnologyOne ERP system can unlock immense value for your organisation, driving efficiency, better decision-making, and streamlining operations. But achieving true digital maturity, where digital integration is seamlessly woven into your organisational culture, is a rare achievement for any organisation.

Our Lánluas research of TechnologyOne customers throughout Australia, New Zealand and the United Kingdom shows that only 1 per cent of organisations that use TechnologyOne feel digital is truly integrated into their culture and that their workflows are fully streamlined and automated.^*

To ensure that your TechnologyOne investment is working optimally for your organisation, our team of expert TechnologyOne consultants have developed a roadmap to help you unlock the full potential of your ERP system. Whether you are looking to transition from Ci to CiA, integrate new systems, improve user adoption or undertaking all three, this roadmap is a comprehensive and best practice guide to understanding the potential of your system, identifying the most efficient approach to transformation and practical advice on quick wins to engage end users. 

Step 1: Initial Assessment and TechnologyOne System Check

The journey begins with a comprehensive system check of your current TechnologyOne environment, integrated systems, and operations. This assessment is crucial for identifying gaps, inefficiencies, and opportunities for improvement. It sets the foundation for tailored enhancements, whether you have clear objectives or need guidance on where to start.

Why it matters: A system check ensures you understand the full potential of your TechnologyOne capabilities and highlights areas where quick wins can be achieved.

Step 2: Planning and Roadmap Development

With insights from the assessment and TechnologyOne system check, the next step is to create a clear, actionable roadmap tailored to your organisation’s needs. We collaborate closely with your team to define objectives aligned with your strategic organisational needs. From workflow automation to module implementation and system integration, this stage ensures that every goal supports your broader ERP ecosystem.

Pro tip: Define milestones and timelines for smoother execution and to keep stakeholders aligned and engaged throughout the process.

Step 3: Support Best Practice and Efficiency Measures

Implementing new processes or transitioning systems can strain internal resources. That’s why best practice guidance and tailored support is essential. Our TechnologyOne consultants provide expertise in access management, security measures, and user adoption strategies as well as providing support for business-as-usual tasks so daily business is not impacted.

Key focus areas:

• Security and permissions setup.
• Risk mitigation for ongoing operations.
• Business-as-usual (BAU) application support to ensure other projects remain unaffected.

Step 4: TechnologyOne System Optimisation 

Once your roadmap is set, it’s time to focus on quick wins that boost efficiency and user advocacy. This includes leveraging existing modules, performing data migrations, and integrating with third-party systems to address any issues. 

Quick wins include:

• Streamlining workflows.
• Automating repetitive tasks.
• Enhancing data integration for seamless operations.

Step 5: TechnologyOne Dashboard and Analytics Implementation

Actionable insights are the cornerstone of informed decision-making. At this stage, customised dashboards and analytics are developed to deliver real-time data that drives business impact. From the C-suite to field teams, these tools empower every level of your organisation.

Why it matters: Clear, actionable data translates into smarter decisions, faster responses, and better resource allocation.

Streamlining your operations is about more than software—it’s about how processes and technology intersect. Through process mapping, workflow configuration, and documentation, we ensure your TechnologyOne system supports your operational needs while meeting compliance standards.

Step 6: Process Improvements and Set Up

What to expect:

• Leaner, more efficient processes.
• Easier onboarding and training for team members.
• Improved user satisfaction and adoption rates.

Step 7: TechnologyOne Continuous Improvement

TechnologyOne is not a static system, and neither is your organisation. Regular reviews and ongoing training are key to maintaining an optimised, future-ready environment. By activating additional functionalities and empowering your team, you increase productivity and ensure a proactive approach to growth.

Best practices include:

• Annual system reviews to align with evolving business needs.
• Internal training to enable faster issue resolution.
• Proactive updates to leverage the latest TechnologyOne capabilities.

Why This Approach Works

Each step is designed to build on the previous one, creating a structured pathway to maximise the value of your TechnologyOne system. From initial assessment to continuous improvement, this process ensures that your system evolves with your organisation, rather than holding it back.

Working with so over 250 TechnologyOne customers in multiple industry sectors around the globe, we are very aware of the different challenges and roadblocks to utilising the full potential of your TechnologyOne ERP system. 

Ready to Unlock Your TechnologyOne Potential?

Don’t let your TechnologyOne system fall short of its full potential. Our comprehensive guide will show how with the support of an independent consultant you can achieve digital excellence with TechnologyOne.

Why Partner With An Independent Consultancy Focussed On TechnologyOne

_{*Independent survey of 92 TechnologyOne users, Australia, New Zealand, and the United Kingdom, July 2023}