Once you have understood the potential business benefits of ERP software, you will probably consider beginning an ERP implementation. Of course, that may be easier said than done, so we created this cheat sheet. It breaks down the steps needed to select and implement an ERP system.

1. Build a Project Team

Start by selecting employees from across the organization to be involved throughout ERP selection and implementation. Their specific department knowledge will be valuable in selecting the right ERP functionality and solving organizational pain points.

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2. Understand Your Problems, Objectives, and Goals

Have everyone sit down to identify the project’s objectives and goals. Start by considering which analytics, functions, and processes are of the utmost importance, and don’t forget to factor in future changes and scalability. Once you identify what you wish to accomplish, it’s important to ensure organizational alignment.

3. Choose Your ERP System

There are a vast array of ERP system vendors on the market with a wide variety of options. During the ERP selection process, we recommend factoring in your budget, while also paying close attention to the vendor’s implementation methodology and training plan. In addition, make certain the ERP system you select does the following:

  • Provides opportunities for improving your current processes
  • Supports your existing processes and eliminates workarounds
  • Enables greater collaboration and efficiency
  • Supports growth, including new ventures and higher volumes

4. Clean Up Your Data

After selecting your ERP system, it is time to develop a data migration startegy. This involves looking at your source data and comparing it to the ERP system’s target data.

However, before the migration, it is imperative that you take the time to clean up your existing data. This involves removing any out-of-date information. Only the most important and necessary data should be moved. Additionally, strive for uniformity and accuracy. For example, you may have the address “North Broad Street” listed as “North Broad St.,” “N. Broad St.,” “and N. Broad Street.” Choose one and make certain they are uniform.

Only after you have reviewed all of your data, made the necessary changes and purged out anything that is old or unnecessary, should you perform the migration.

5. Facilitate Hands-on ERP Training for Your Employees

Change can be difficult, especially for longtime employees. That said, the most effective type of training is that which is completed before go live.

While training employees, you should ensure every employee has access to a test system and is given test scenarios. This kills two birds with one stone – it identifies system issues while increasing employees’ familiarity with new business processes and system transactions.

6. Go Live!

Once you’ve ensured interfaces, business processes, reports and transactions are working correctly, it’s time to get sign off to go live. With the go ahead, you can proceed with whichever rollout strategy you’ve chosen, whether it’s a big bang, phased or hybrid.

Panorama’s ERP consultants can provide the details as to how to succeed with each of these steps. Request a free consultation below to get more of a deep dive on any of the acitivities mentioned in this article.

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