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The Tru Transformation™

Build the right foundation for ERP success.

Choosing an ERP is one of your institution’s most significant investments. Tru sits on your side of the table, bringing decades of ERP experience and independent guidance to assess readiness, evaluate platforms, and build a roadmap for long-term success—before implementation begins.

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Plan

Transform

Optimize

Trusted by leading institutions nationwide

250+

Successful Projects

100+

Enthusiastic Clients

50+

Certified Experts

500+

Years of Experience

ERP expertise across leading platforms

Inside the Tru Enterprise Transformation™

Everything you need for ERP success.

Every organization starts in a different place. Explore the capabilities that help clients successfully evaluate, prepare for, implement, and optimize their ERP investment.

Plan

Transform

Optimize

Roadmap & Alignment
  • Application and systems inventory across administrative services
  • Leadership RAG self-score and cross-functional priority voting
  • Current-state pain points and future-state operating principles
  • Sequenced roadmap across ERP, EPM, data, AI, and integrations
  • Funding, governance, and decision cadence for execution
  • Executive-ready roadmap and board narrative
Data & Reporting
  • Data operating model, stewardship roles, and ownership matrix
  • Foundational data redesign — org groups, cost centers, work tags, and master data
  • Data quality metrics, remediation plan, and scorecard
  • Data retention policy and archival strategy
  • Self-service reporting strategy and enablement plan
  • Definition catalog for key finance, HR, research, and operating metrics
Readiness & Risk
  • Readiness scorecard across data, process, people, technology, AI, and resources
  • Risk register with owners, mitigations, and decision paths
  • Process inventory with an AI-readiness rating for each core process
  • Resource and backfill plan for business and IT roles
  • Board-ready findings deck with remediation roadmap
  • Order-of-magnitude timeline and investment guidance
ERP & SI Selection
  • Future-state principles and prioritized requirements
  • RFP demo scripts and weighted scoring model
  • Vendor demonstrations using real institutional use cases
  • SI evaluation and commercial / SOW assessment
  • TCO, timeline, and resourcing model by scenario
  • Final recommendation and board-ready decision package
Chart of Accounts
  • Strawman COA during readiness; final design after ERP selection
  • Future-state segment, worktag, and hierarchy design
  • Reporting and planning requirements alignment
  • Legacy crosswalk, mapping, and conversion validation approach
  • Governance and stewardship model for ongoing maintenance
  • Decision documentation for finance, IT, and integrations
Integration Strategy & Governance
  • Full integration and extension inventory, mapped to the future-state COA
  • Reuse-first architecture — replace point-to-point with modern, reusable designs
  • Remediation effort and cost estimate for every integration the ERP will touch
  • Extension disposition: retire, replace with configuration, or rebuild
  • Integration Center of Excellence design and standards
  • Priced inputs to SI scope, budget, and evaluation criteria
  • Consolidation assessment — route many point-to-point feeds through a single channel to reduce the count
Change Management
  • Current and future support-model assessment
  • Service desk, ticketing, and escalation consolidation roadmap
  • Change management plan built with HR — role changes communicated by direct supervisors
  • Shared-services and consortium opportunity scan
  • Labor, union, and contract-pay implications surfaced early
  • Future-state skills, staffing, and governance model
PMO & Governance
  • Strategic PMO / transformation office design and launch
  • Portfolio dashboard, governance calendar, and stage gates
  • Decision rights, escalation path, and risk-management model
  • Executive risk sponsorship — every risk owned by a named sponsor reporting to steering
  • Client capability transfer and managed-service option
  • Steering committee materials and executive reporting
Implementation Advisory
  • Embedded client-side PMO and program leadership
  • SI/vendor management and change-order oversight
  • Scope, schedule, budget, and risk management
  • Requirements traceability and decision governance
  • Executive communications and steering support
  • Go-live readiness, cutover, and escalation support
  • Functional and technical SMEs for specific modules when an experience gap or delivery risk emerges
Independent QA
  • Independent program health assessments at key milestones
  • Deliverable quality review against contract and best practice
  • Testing, defects, data conversion, and integration QA
  • Scope, schedule, budget, and risk validation
  • Executive-forward reporting and go/no-go recommendations
  • Board and steering committee assurance materials
  • Independent Payroll Parallel assessments
  • Ticketing-system consolidation — unify multiple tools into one or a few for visibility across Hypercare tiers and departments
Stabilization
  • Rapid triage and root-cause diagnostic
  • Re-baselined recovery plan for scope, schedule, and budget
  • Hypercare command center and issue-prioritization model
  • First-close, payroll, and critical-process stabilization
  • Knowledge transfer and steady-state support transition
  • Stakeholder confidence rebuild and executive reporting
Optimization
  • Quarterly value-realization review against original business case
  • Configuration, process, and customization rationalization
  • Reporting, integration, and self-service gap review
  • Quick-win and structural-fix roadmap with ROI view
  • Annual roadmap refresh tied to budget and governance cycle
  • Improvement cadence for ERP, EPM, data, and operating model

Select a capability to see what it covers

Select a capability

Select a capability to see what it covers

THE TRU IMPACT™ PARTNERSHIP

It doesn't end at go-live.

The real value of your ERP is realized over time. Tru Impact provides ongoing advisory, optimization, and strategic planning to help your organization continue improving long after implementation is complete.

Explore the Partnership →

Data & AI Enablement

A modern ERP is only as powerful as the data behind it. We help organizations create a data and AI strategy that turns information into a competitive advantage.

01

Design

Define the strategy with a roadmap, data architecture, governance, and prioritized use cases aligned to your organization’s goals.

02

Build

Implement modern data platforms, integrations, analytics, and AI solutions that bring your strategy to life.

03

Scale

Continuously optimize, expand capabilities, and unlock new value as your organization’s data and AI strategy evolves.

We serve those who serve

Organizations with complex missions
and high accountability.

Higher Education

Universities and colleges modernizing budgeting, long-range planning, and enrollment-driven forecasting.

Public Sector

State and local government aligning funding, staffing, and capital plans with transparency and governance.

Academic
Medical Centers

Research and health organizations connecting grant, workforce, and financial planning under uncertainty.

Take the Next Step

Ready to modernize your operations?

Start with an ERP Readiness Scorecard. In 30 minutes we’ll pressure-test where you stand, map your challenges, and point you to the right level of support — so the gaps get fixed before they cost you.

  • Score readiness across data, process, people, technology, AI, and resources
  • See how connected planning fits alongside your ERP & EPM
  • Get a clear, no-pressure recommendation

Schedule your assessment

A Tru advisor will follow up within one business day.