Perhaps you are new to ERP – You have outgrown your accounts software, either by moving past its limited functionality or you are looking for a more integrated solution with CRM Integration and Business Intelligence, for better decision making and linking up of business units.
Maybe your organisation already has an ERP solution – The solution is no longer the right fit for your company either you may have requirements it can no longer support, or you have new functionality requirements.
Whatever your situation all roads for a successful organisation eventually lead to the ERP Implementation. This is a big investment for an organisation and rather than thinking of the upfront cost, it is far more important to think about what you will be able to do going forward and how to get the ERP system up and running in the best possible way.
Keep your ERP Implementation on track with these top 10 tips and get the maximum out of your investment.
- This is now, that was then. A previous ERP or Accounts Software Implementation is likely to have had completely different functionality and requirements to your new system. You are going down the road of an ERP Implementation for a reason and in order to deliver a successful solution think about the new system and what functionality you are getting and how to bring forward your business processes.
- Plan your data conversion process. Consider carefully what information you need to bring forward from your old system to the new system. Ask yourself is it better to keep your old data with your old system as an archive and run the new system with your new requirements and enhanced functionality? Importing poorly organised data into a new ERP system can often be counterproductive.
- Too many cooks…. Appoint a project manager to act as the link between your company and the ERP Implementation provider, to keep the project to schedule and running smoothly.
- Keep aware of business processes. We offer all our clients a Customer Requirements Analysis (CRA). This underlines all of the existing business process and maps out how we will implement them into the new system. We would advise anyone undertaking an ERP Implementation to request a CRA.
- Delegate, Delegate and what was the word…Delegate You need to understand what your employee’s roles will be and what they need to be able to get from the system. Will new staff need training? How much training will your existing staff require? Ensure to train long serving members and staff that will be around for a long time.
- So can we still get the reports we need? Make sure existing reports are part of the implementation of the new ERP system. Ensure at least one member of staff is trained on how to get reports and using dashboard views. For smaller organisations a phased approach may be more manageable to implementation.
- Time to check your infrastructure. How will your new ERP system sit within the confines of your system hardware? Do you have all you need? If not ask about ERP hosting as this can be a great way to alleviate the worries of looking after your ERP system from a technical perspective.
- Are you looking for an integrated solution? One of the benefits of ERP is the ability to integrate accounts functionality with CRM and Business Intelligence. Are you looking to add in CRM Integration? Do you have any add on functionality requirements? With Sage 200 and Sage 300 ERP the solution is very customisable so your ERP partner should be able to recommend add on functionality to support your business processes.
- Never underestimate the importance of training. A system is only as good as the individual operating it. An ERP system is a very powerful piece of software that can handle many different processes. If your staff are unfamiliar with the system they must receive proper ERP training otherwise they will struggle to complete their daily jobs. We often find customers that invest in training on a particular process and end up seeing a significant saving through the increases in efficiency and automation of smaller tasks.
- So this is now, where to next. An ERP Implementation can often be rolled out in stages. Think about future plans, might you expand internationally? Will you take on new service lines? Mention future requirements and plans to your ERP Implementation partner as they may be able to recommend a scalable ERP solution.
Oakley Global has successfully implemented Sage ERP solutions to organisations of all sizes. Contact 01268 724005 for more information.