Everything you need to master your ERP implementation—with lifetime access.

Tools

• The Customer Journey Framework: 10-phase end-to-end implementation roadmap covering the entire lifecycle of an ERP (or any Digitalization) deployment—from Pre-Sales to Maintenance.

• Includes 700+ actionable artifacts, worksheets, scorecards, and templates.

• AI Prompt Library: Phase-specific prompts and use cases to apply generative AI across every phase of your implementation. Save time, cut costs, and catch risks early.

• Change Control Playbooks: Proven decision models, escalation protocols, and governance templates to help you stay in control when scope shifts.

• Compliance-Ready Documentation Templates: SOC/SOX-aligned CR logs, audit-ready checklists, and DR charters ready to plug into your system.

Training

• 700+ Page Coursebook: Broken into 10 digestible phases, each with multiple lessons, covering strategy, execution, and risk mitigation.

• 3+ Hours of Instructor Videos: Evan J. Schwartz guides you through each phase and lesson with clarity and real-world insights.

• 12+ Hours of Podcast Dialogue: Deep discussions between seasoned project pros unpacking each lesson and what it means in the field. Ideal for busy execs or listening on the go.

Support

• Monthly Live Strategy Calls with Evan J. Schwartz: Bring your project questions & challenges to a real-time working session. Direct access to expertise.

• Private Message Board (Vendor-Free): A safe space to get answers, challenge assumptions, and troubleshoot with seasoned ERP leaders, vetted project managers, and other customers just like you. (Priceless)

• Member-Only Office Hours Booking: Stuck on something unique? Book private time with Evan to work through your challenge.

From Call to Clarity in 3 Simple Steps

Step 1: Schedule Your Strategy Call

• Get 30 minutes with one of our implementation specialists to understand where you are in your journey, the problems you're facing, and how The Customer Journey can accelerate your outcomes.

Step 2: Customize Your ERP Roadmap

• Based on your situation, we’ll show you how to use The Customer Journey to pinpoint your current phase, uncover the gaps, and identify immediate actions you can take using the tools provided in the course.

Step 3: Launch with Confidence

• Whether you're just starting, already in the fire, or picking up the pieces from a painful rollout, you'll know exactly where to start, what to use, and how to get support as you go.

• Mid-market and enterprise leaders-CIOs, program directors, business application owners, and process owners

• Professionals who either haven't started, feel stuck, or need a rescue a faltering ERP rollout

• About 20 minutes for most teams. We'll extend a call if additional triage is needed. All initial strategy calls are at no cost to you.

• Not at all. Many members join during a chaotic pilot or user acceptance Testing (UAT). The Frameworks can be slotted into any phase - and often slash rework and change request costs.

• A private SSO-security portal with videos, templates, and discussion boards. No vendor access

• No. Every template was battle-tested and SaaS ERP programs ranging from $2M to $250M implementations. The materials we use are based on real-world experiences. You'll see artifacts.

30-day satisfaction guarantee for course content.

• No. This framework is a tool and approach that you can use across any industry and is easily adaptable to your specific vertical. The lessons address concepts using multiple industry examples and how to apply the lessons to your particular needs and industry flexibly.

While your end-product might not be technology-centric, the majority of businesses today do rely on some kind of digital infrastructure to manage accounts, track budgets, or even build a customer base. Regardless of what your business does, The Customer Journey can provide the guidance needed to successfully deploy any ERP solution. Even the sections around AI are within reach of any office worker who uses email, works in spreadsheets, or creates documentation.

The Bottom Line – We provide real-world approaches for implementing, deploying, and integrating software solutions for any business.

Purchasing a new software solution only to find out you're trapped in a five-year contract and unable to use it is what this solution is designed to address. The Customer Journey teaches you how to calculate the ROI before you buy as well as focusing on the value that this solution can bring -- as quickly and safely as possible.

A company’s budget (and projected ROI) for projects of this type can vary greatly. However, companies have recorded losses in the millions chasing after a failing implementation because they didn't have the skill sets this course teaches.

• Let's start now and book a meeting with us to confirm, review, and qualify that this course brings value. Your lifetime membership gives you access to a community of participants, like you, Evan J Schwartz directly, and his team of experts for life. We're here to help, guide, and provide feedback to ensure you don't become a failed statistic.