ERP Cheat Sheet: 7 Steps to implement your dream ERP system

You have a fast growing enterprise. Your business processes may be well defined but you don’t yet have an enterprise class software to manage and scale up your operations You recognize the need for an ERP system and perhaps you are looking at a cheat sheet to implement exactly the system you want.  If so, you are just in the right place. We have broken down the steps to implement your dream ERP system into 7 steps.

  1. Choose an internal team of “A Producers”

Begin by selecting an “A producer” or a star employee from every department to be involved end to end in the ERP implementation process. Their functional knowledge can be very useful in the ERP selection and implementation stages. Based on key modules and functionalities that your organization needs to automate the processes under every department in the organization, the A producers from every department can make up your core ERP team who will drive the ERP results you want for your organization.

  1. Identify gaps, list objectives, and frame your ERP goals.

Get the whole team to sit down and identify specific ERP objectives and goals you want to achieve. Prioritize your real needs from the ERP and come up with a list of analytics reports, functionalities and modules that are mission critical, rather than just framing an ERP wish list. Grade your ERP specs and categorize them as VITAL, ESSENTIAL and DESIRABLE so that you are clear which of the ERP deliverables are going to drive maximum value for your enterprise. Don’t forget to factor in future changes and scalability.

  1. Build a Business Process Blueprint

Any successful ERP selection and implementation must be preceded by a detailed business process study based on which a process blueprint can be developed. The blueprint can be a combination of existing process documentations and new process improvements which may be required to be designed to optimize the efficiency and effectiveness of the business operations. The development of a business process blueprint can be done irrespective of the ERP system you decide to choose and is normally something that can dramatically reduce the risk of an ERP failure. Once you are done with this part of the ERP evaluation process, it’s now time to actually select your dream ERP system.

  1. Choose the best ERP system that is right for your enterprise.

With the vast array of ERP vendors available in the market, its not difficult to get confused and overwhelmed, how to go about selecting the right ERP system that is meant for your enterprise. Make certain that the ERP system you select does the following:

  • Optimizes your current processes
  • Addresses existing pain areas in the business
  • Infuses greater enterprise level collaboration and efficiency
  • Supports your existing processes, yet eliminates workarounds
  • Supports future growth and scaling up of your operations including new ventures,
  • Falls within your financial budgets

Also, opt to use an ERP system vendor who will ensure data migration process and comprehensively train users on the new system. Hashtag Consulting with its depth of expertise in the field of ERP, ensures you select only the right ERP system and hire the right vendor who is the best for your enterprise. Call today to know more.

  1. Ensure Data Migration

After selecting your ERP system, it is time to focus on moving your organizational data. This essentially involves mapping your source data and reconciling it with the ERP system’s target data. However, before the migration, it is imperative that you take time out to clean up your existing data.

This involves removing any redundancies, obsolete and unimportant data so that you only input absolutely clean data into the new system. Keep in mind that while you do data migration, only the important and necessary data should be moved. Always strive for consistency and accuracy of data.

Only after you have reviewed all of your data, and eliminated everything that is old or unnecessary, should you allow the vendor to perform the migration.

  1. Invest in extensive training and Change management

Humans are generally resistant to change and the same holds true when people are asked to change in order to adapt to a new ERP system. In fact, more than 55% of ERP implementations result in some type of operational problems, after going live, which is frequently attributed to inadequate training and gaps in change management. Hands-on training is the most effective usually in this regard. The trainer  should not only detail how to use the ERP system, but also provide elaborate training manuals and ensure every employee has access to a test system and is given scenarios to perform and create. Before going live, it is mandatory every employee is comfortable using the system and displays proof of their understanding of how to use it.

  1. Test, Retest & Go live.

After confirming accurate data migration, it is essential to thoroughly test the ERP system to identify any potential issues before going live. This includes testing and retesting the functionality, as well as ensuring specific interfaces, business processes, reports, and transactions are working correctly.

Finally, it is time to go live and get your dream ERP system to perform!