Electric cooperative
An electric cooperative running on legacy systems and informal processes needed a clear picture of how its work really happens, and a plan to modernize, starting with a new ERP, the core system for finance, purchasing and operations.
Prior experience: done as part of a management consulting team, before Periscale.
The challenge
Legacy systems, inefficient processes and work that depended on a few people made it hard to scale. Before choosing new software, the cooperative needed an honest picture of how the whole company works.
Thinking differently
Over six months, the first phase interviewed every manager, director and executive, from field operations to the C-suite, and mapped how work really flows; many processes ran past 100 steps. AI assistants helped turn interviews into process maps faster.
The second phase carried those findings into requirements workshops, so every requirement traced back to a real pain point.
56 interviews, 53+ process maps and 400+ pain points, each tied to a fix across people, process and technology.
17 workshops, 360+ requirements, future-state process maps and a picture of the systems it should run on.
An extraordinary result
The work ended in 54 recommendations across people, process and technology, 20+ vendor recommendations and a three-year roadmap that sequences every change.
Every part of the business mapped, with pain points grouped into themes.
Five business requirements documents built from the workshops.
Vendor recommendations for ERP, project management, document management and more.
Every recommendation placed on a three-year plan.
How it scaled
The cooperative’s leaders were grateful for the work and kept the team on to implement solutions across people, process and technology, including the new ERP and the selection of other new tools.
Your next step
We can map how your business really works, gather the requirements with your people, and give you recommendations and a roadmap you can act on.
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