ERP Software Implementation: Elements Of The Process

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ERP Software Implementation: Elements Of The Process

7 March 2022
 Categories: , Blog


A key part of keeping your business operating at its best is streamlining your operations and simplifying tasks. One of the ways that you can do both is by investing in the right ERP software for your business. However, implementing an ERP software platform isn't a simple, quick installation process. In fact, there are multiple stages to implementation, and you need to follow them carefully to ensure that you get the result that you need. Here's a look at some of the things your ERP consultant wants you to know about implementing an ERP platform for your business.

Know What You Want And Why You Need It

The first step toward a successful ERP software implementation is getting the right software package to begin with. That means knowing what you actually want from the software and why you need those features. 

This means taking time to evaluate every aspect of your company's operations and current platforms to identify key inefficiencies, process improvement opportunities, and other similar issues. Additionally, you'll want to consider any additional functionality that can benefit your business, your employees, or your customers. 

Create a thorough record of these desires, needs, and preferences. Then, you can assess what types of user roles you'll need for those elements to ensure that the platform you choose matches those roles as well.

Establish Detailed Needs Per User Role

Now that you have your core needs and user levels identified, it's time to get to the details. For each user role in your ERP platform, you should have clearly drafted workflow documents. In many cases, this is easiest to do with the help of an ERP consultant. Your consultant will have the training and the expertise to create detailed workflow diagrams and will know the features and elements that are often overlooked until implementation time so that you can avoid some of the common user functionality pitfalls.

Create A Tiered Rollout Plan

You don't want to roll out your new ERP software all at once and without proper preparations, so you'll also want to talk with your ERP consultant about a rollout plan that details each tier of the process, from end-user testing and refinement to training and full-scale rollout. An ERP consultant is an invaluable resource for this part of the process because they offer a lot of experience based on a variety of rollouts and different ERP platforms over their careers. 

These are some of the most important elements to think about if you're looking for an ERP plan. Work with ERP consulting services near you for the best possible chances of success.