Infor LN and Baan implementation partner scorecard

• Functional consultantCompany structureWe operate plants in three countries. How would you design our LN logistic companies, financial companies and enterprise units?
• Functional consultantEnterprise ModelingWould you use the Dynamic Enterprise Modeler on our project? What would you model and how does it connect to LN?
• Functional consultantFinancial integrationHow do logistic transactions in LN reach the general ledger, and how would you design the mapping?
• Functional consultantEnterprise PlanningHow would you set up Enterprise Planning for us, and when would you use order planning versus master planning?
• Functional consultantWarehousingWalk me through how you would configure LN Warehousing procedures for inbound and outbound flows in our main warehouse.
• Functional consultantProject PCSWe build to customer specification. How would you use Project PCS, and when would you choose engineer-to-order over standard-to-order?
• Functional consultantFit-gapWhich requirements would you meet without code, and which tools would you use for each?
• Functional consultantData migrationWhat data would you convert into LN, how would you load it, and how many rehearsals would you plan?
• Functional consultantBaan migrationWe run Baan IV. What changes functionally for our users when we move to current LN?
• Technical consultant4GL and DALExplain how LN session logic is split between the 4GL engine, the UI script and the DAL. Where would you put a validation on a table field?
• Technical consultant3GL scriptsWhen would you write a 3GL script instead of a 4GL session script?
• Technical consultantVRCsHow do you set up a customer VRC and package combination for our customizations on-prem?
• Technical consultantUpgradesHow do you carry our customer VRC code through a move to a new LN release?
• Technical consultantPatchingHow do you install LN solutions and keep our customizations working through patches?
• Technical consultantExtensibilityOn LN cloud we cannot change source code. What would you build with the Extension Modeler and what with LN Studio?
• Technical consultantION and BODsHow would you integrate LN with our MES and e-commerce systems through ION?
• Technical consultantReportsWe have dozens of customized Baan reports. How would you handle reporting in LN?
• Technical consultantJobsHow do you set up and monitor batch jobs in LN, and what do you check first when a nightly job did not run?
• Technical consultantPerformanceA session takes 30 seconds to open in production. How do you find the cause?
• Technical consultantSecurityHow would you design LN authorizations for our users and integration accounts?
• Technical consultantOn-premFor our on-prem LN, which components must be monitored and backed up, and who owns each?
• Project leadPlanShow me an LN project plan you ran. Where are company design, conference room pilots, test cycles and cutover rehearsals?
• Project leadTeamWho exactly will be on our project, what percentage of their time, and what happens if one of them leaves?
• Project leadScope controlHow do you control customizations and scope changes on an LN project?
• Project leadCutoverDescribe your LN go-live weekend. What is converted when, and what is the rollback decision point?
• Project leadBaan migrationHow would you run a migration from Baan IV or Baan 5, and what would you not carry over?
• Project leadCommercialsWalk me through your estimate. What assumptions would cause a change order?
• Project leadReferencesCan we speak to an LN customer whose project had problems, and what did you change afterwards?

Red flags in LN partner evaluations

• Senior people in the sales meeting, unnamed juniors on the proposal

  The team you interview should be the team you get. Ask for a key-person clause.

• No LN-specific answers on company structure, integration mapping or DAL

  Generalist ERP consultants learn the product on your budget.

• Plans direct SQL inserts or table edits to load or fix data

  Bypasses DAL business logic and is not available in LN cloud.

• Customizes components in the standard VRC

  Customer changes belong in a separate customization VRC or in Extensibility, or patches will overwrite them.

• Says customizations upgrade automatically

  The Component Merge Tool needs review of every merged script and does not cover report scripts.

• Plans source code changes for an LN cloud tenant

  LN cloud is extended with CDFs, the Extension Modeler, LN Studio and the Report Designer, stored in the tx package.

• No early decision on logistic and financial company structure

  Company and enterprise unit design drives finance, intercompany and reporting and is hard to change later.

• References only from other Infor products or more than a few years old

  LN releases, tools and the cloud model change. Recent, same-product references matter.

• Low fixed fee with broad exclusions

  Exclusions such as data, reports, interfaces and extensions usually return as change orders.

• Data migration is entirely the customer's job

  Load tools, mapping and rehearsals need product knowledge from the partner.

• No cutover rehearsal in the plan

  The first full data load should never be the go-live.

• Certifications claimed for the firm but not the named people

  Ask for each consultant's certification name, version and date and verify it.

• Unverifiable claims of exclusive status or guaranteed timelines

  Ask for written evidence. Real partners describe risks, not guarantees.