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ERP implementation explained

What is the process implementing ERP systems.

An ERP implementation involves installing the software of choice, moving your business data (Finance, HR, Logistics, etc) over to the new system, configuring your users and processes, and training your users on the software. Choosing the right partner for implementing your ERP system is almost as important as selecting the right software in the first place.

Life Cycle is the process of implementation of the enterprise resource planning in any organisation. It involves many steps and stages right from the start, planning for project implementation, analysis, design, implementation, transition and operations. This process well coordinated, with an organised team and efficient communication between the ERP experts and the client will determine the successful results with minimum to non business disruption, if possible.

The 7 steps for software implementation success

1. Planning Ahead

Assessment. The first step in any ERP implementation is to identify your company's needs. Start by finding and documenting the critical business processes, inflection points and key performance indicators (KPI).

2. Process design

The design phase works from detailed requirements and an understanding of current workflows to develop a detailed design for the new ERP system. This includes designing new, more efficient workflows and other business processes that take advantage of the system. It’s important to involve users in the design phase, since they have the most intimate understanding of current business processes. Involving them in the design also helps to ensure that they’ll welcome the new system and take full advantage of it.

3. Solution design

The design stage is the part of the implementation where the focus is on creating a system configuration that will maximise the system benefits and ROI received by the client. The design phase starts near the end of discovery and planning, where project team selection and much of the documentation and planning have already taken place. The implementation team will work to translate the client’s system requirements into potential configuration options. Then, they will work closely with the project team to establish those configurations and implementation strategies that will then lead into the development phase of the project.

4. Configuration and customisation

Configuring an ERP application involves optimising basic system functions and components to enable it to integrate with an existing system environment using native tools in the system to change its behaviour or features. A customisation is a feature, extension, or modification that requires custom coding and/or some form of special implementation.

5. Integration

What Is ERP Integration? Simply put, ERP integration connects and synchronises ERP software to other applications and data sources. ERP software integration gives you a unified view of information from different systems in real time, whether the data originates in the ERP or other systems (eg. CRM system).

6. Reporting

With improved reporting capabilities, your company can respond to complex data requests more easily. This improves productivity, completes process faster and helps to close out projects without large wait times in between.

7. Testing & Training

Testing is the process of verifying the functioning of your ERP software solution during implementation. ERP testing is a quality assurance (QA) process designed to ensure the ERP system is correctly implemented and operational before the full launch.

While the system is being prepared for launching, future users will have to go through a training process enabling staff to complete tasks more quickly, resulting in an overall increase in productivity. Time savings – Employees who have received online or classroom-based ERP training will better understand how to interact with the system to accomplish their tasks.

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