5 key steps for a successful ERP implementation

03/03/2017 - Noor Shaikh

Each company has specific business challenges and to overcome these challenges, they must find an ERP solution and partner with a vendor who has the expertise to understand the industry requirements and implement an optimized solution that meets the objectives set by the company.  After choosing your preferred vendor, follow the steps below to ensure seamless implementation that will save you time and resources.  

1. Project Planning

Set objectives that clearly define the scope of implementation. These objectives will be done by conducting an in-depth analysis of current business practices and areas that require improvements. ERP systems are massive so it’s important to define timelines, assign responsibilities to each project team member, identify training process and include all the above in a project plan.

2. Analyzing Software Capabilities

Dedicate a full week to analyze the software for the project team.  This is the most critical step of the process because it will determine where modifications are needed in the software.  Customize the requirements needed prior to employee training. It is important that the team takes the right direction to have a better chance to meet expectations. Train on every aspect of the ERP software to fully educate the team on capabilities and identify gaps.

3. Data Management

Determine which information should be converted through an analysis of current data. Converting 100% of the data is not a good idea as there will be outdated information in the system. Identify the new data and its source, then check its compatibility with the software. The objective of this step is simple – improve data accuracy and completeness.

4. Training & Testing

To ensure accuracy of information and functionality of the software, the project team should practice in a test database.  If there are any issues with integration or interface design, they can be modified before launch. Once all final testing is done, create a detailed training plan for the team.

5. Go-Live & Post-Implementation

create a checklist to ensure everything is completed before going-live. Project team members and department heads should be fully trained to answer any questions users may have in regards to operating the software. The management team needs to remain committed to the software and constantly evaluate it to maximize the benefits.

Noor Shaikh is Marketing & Sales Executive in North America at Dysel and knows all about the challenges equipment dealerships encounter when it comes to ERP software.

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