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ERP Implementation - 12 Steps To A Successful ERP PDF

This document outlines 12 steps to a successful ERP implementation: 1) Define the scope of the implementation project, 2) Anticipate risks, 3) Select an implementation team and define roles, 4) Select an ERP system, 5) Create a project plan, 6) Define implementation phases, 7) Configure the system, 8) User training, 9) Data migration, 10) Go-live, 11) Post implementation support, 12) System maintenance. Following these steps helps ensure organizations are only investing in a successful ERP implementation that meets business goals.

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100% found this document useful (1 vote)
164 views34 pages

ERP Implementation - 12 Steps To A Successful ERP PDF

This document outlines 12 steps to a successful ERP implementation: 1) Define the scope of the implementation project, 2) Anticipate risks, 3) Select an implementation team and define roles, 4) Select an ERP system, 5) Create a project plan, 6) Define implementation phases, 7) Configure the system, 8) User training, 9) Data migration, 10) Go-live, 11) Post implementation support, 12) System maintenance. Following these steps helps ensure organizations are only investing in a successful ERP implementation that meets business goals.

Uploaded by

chandana
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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ion : 12 Steps to a successful ERP

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through some of the most common yet 0 (+91) 9958 1004 81


s for ERP implementation failures.
info@hashcodesolution

Reasons for ERP Implementation Search

anagement execution.

ling to achieve desired benefits.

ness goals during the ongoing

and Poor Project Management.


ries from vendors.

r ERP implementation as unsuccessful.

Gioia Survey (2001)

that choosing the right ERP system or


on Partner can solve this problem but
chasing the right application or hiring a
on partner is not even half the battle

is unique and thus requires a pre-


pproach but this do not look relevant
he project.

p high level process to ensure that your


are invested only in a successful ERP

tion : The 12 Step Process

e of Implementation and End

ystem.
ect plan.

of Implementation.

ut achievable Schedule.

nication Plan.

ay Approvals.

ng.

ss Data

e change

Live

Maintenance

d the free checklist that will show you


ully Implement your ERP Solution Step by
aphic on 12 steps to a Successful ERP
Implementation.
is Infographic On Your Site

Please include attribution to


ashcodesolutions.com/ with this
ong></p><br /><br /><br /><br />

the Scope of Implementation.


fine Scope of the Project

mplementation Project is often stated as


Evaluation and Implementation of the

realistic goals to be achieved during the


ate all the Whys and Whats of your ERP
ment.

t to achieve?

processes are?

ms do the end product has to address?

objectives of the Project

reate a detailed business case study in


f. This ultimately forces you to work
s of the processes.

that are challenges today?

as in your business that need to be


ask here your team should be able to
at focuses on the benefits of the end
nization and the actions that achieving

to the fact that if you don’t understand


already works, what changes you want
jectives are you looking for you are not
ble results from  ERP implementation

participants noted that while their


ad an ERP system in place, or was
a system, they did not feel their
nderstood how to use the system to
they conduct business.

ia Survey (2001)

C. Anticipate Risks

that organizations often face is the not


pact the business bottom line with their
n.
ness objectives are clearly stated in the
etting into technology you want to use
to partner with.

rheads is very common event in ERP


nd can be a major anticipated risk you
for.

plementations fail to deliver significant


s.

P study)

n Team and Define Roles

organizations make while selecting an


the ERP Process defining, is that they
e whom they can easily spare from
out impacting on their main business
they often make a mistake of not
ersons of the unit.

mistake as the insights of your business


sons can bring onto table, cannot be
ss experienced staff.
d users with core skill set and authority.

on simplifying the process as much as


approaching the erp implementation

elopment partner, before your project


f there are alternative ways to achieve

y in the Initial Scope Defining Step. Do


ns of the above step before starting the

Selecting an ERP System

ny ERP Softwares available for you to


do not understand what they all are it
that you might end up choosing what
want.

verview of the types of ERP Systems for

ypes of ERP Systems


n Custom build ERP systems:

where you choose a partner to start


n for you from scratch.

m is that you own the complete process


cy and security increases but owing to
RP implementations and the huge costs
be the least preferred option for you in

ertake this approach unless you have an


rtment to take case of technicalities and a
quirement.

sed Industry Specific ERP solutions:

r solution for any business as


evious one. This is the Software-as -a -
n for your industries. For Eg: Odoo’s
ment Solution, it is a ready made
aurant owners just go to  their site ,
nd start using it immediately.

tation is immediate, solution is cheaper


rental and maintenance is almost zero
hat they need a solution with more
functionality than their current ERP
m.

ases are maintained by the vendor

hat your organization will follow the


stem but  the system won’t follow your

e you are almost hiring some pre-


ly for some other organization) ERP
work well for you or might not work at

u need to conduct training for your staff


nalyzing the success of the system.

always follow the system that  your


orking with.

mized Cloud based ERP Solutions:

that have certainly revolutionized the


example of such a product is Odoo’s
ts
uy expensive systems,

ndustry based solutions, these systems


es 60-80% ready to be worked upon to
ecific demands.

n failures are less frequent in these

often ensures the system remains

n be implemented on demand of
ures a future proof solution.

om your partner before choosing any

P buyers did not even demo a product

3. Create Project Plan


e one of the top reasons often seen for
ntation failure is lack of proper

n is huge task, often it takes months


ible results.

s a huge cost at stake.

ed ERPs one of the major reasons is lack


from either the customer’s end or the

matched expectations and differences in


partner’s approach.

y focuses on the cost, time and features


ways looks from the software’s angle, a
at satisfies all business cases with
m crashes at any stage.

d customer is not able to see as they


ome disappointed.

ome with an adjusted version of the


nts, not knowing that it might demand
lopment many times.

the cost and delays the overall process

plementations take longer than expected.

tudy)

if they are aware of this they can make


lan is being executed and that the right
g conveyed to the partner (with the
lotted to the job from the partner’s end)
n  can thus be completed on time,
with excellent return on investment
able step here you need to make sure the
ted in above steps should develop a
roject plan.

cessarily include the following:

d Goals.

efined tasks.

ealistic timelines.

Procedures. (Should start at least one


Live)

esponsibilities individually.

ach team member.

evelopment partner.

t-wise functionalities, that will help you


g.

tudies (for each erp module involved)

d the free checklist that will show you


ully Implement your ERP Solution Step by
fine Implementation Phases

n of an ERP system varies widely from


er.

s of ERP that your business requires is


portant and often ignored step.

step is complete either before you start to


mentation Partner or at least before
of the development.

e of this step is that you should


d to map your business processes.

clear statement as to what all processes


ur business and more importantly why

ng ERP offerings and identify what


equired for it to properly fit into your

repare or ask your partner to prepare a


cument.
ons, we always tell our customers that
follow their business workflow and not
d.

ur own workflow is different from the


proaching, ask your partner to arrange
ons as they can.

oject into independent phases.

urgent but achievable Schedule

mplement the highest possible quality


possible overall cost but deliver an
e able to call it successful? Timing
ing in ERP implementation.

plementations take longer than expected

tudy)

o follow:

cution hardly goes as planned. So make


xible enough to allow adjustments if
ct you should always have access to the
rogress against delivery dates.
t be divided into a number of definable
s and these phases into ordered list of
d starting and ending dates.
as detailed as you can. Well spent time
can save you months during the

IT partner for this. Keep buffer time


ossible.

ake a Communication Plan

ed meetings with your IT partners.


meetings in the beginning itself.
velopments updated all the time.
y demos.
same team for communication every
sions.
ext meetings in the meetings.

rrange mid-way Approvals

mmon reasons for implementation


be the end product failing to achieve
?

e of mid way
oject plan.

rtner way ahead


are testing cases

ct management team, involve the


sons for approvals or change requests.

p 8. Plan your Testing

Testing is one of the most


crucial parts of your
implementations.

Technical Test

This test ensures that the


code provided by the
vendor is not buggy or
faulty. Faulty Code is
another reason of most of
ntations.
T department can conduct these tests.

arty Testing companies that  provides


ions.

y wise all the promises are met.

u made in the planning phase.

ment partner to arrange pointwise


he same.

Test

esting which your project team will

ersons with in depth knowledge of


these tests.

e test cases that you might want to run


ionality of the system.

ps.

nce that some configuration changes are


he exact business flow, be prepared for
for the adjustments before you can Go

the functionalities successfully tested;


ter during training programs.

nformation on testing refer:


/volumes/research-
Vol27No1.pdf

Migrate Business Data

he
ng
nt
he

de

n
n
ta from previous software/
ess data:

that the two systems are obviously


d remove outdated information before

that the implementation might require


t before uploading.

pprove:

nt to confirm the data uploaded into

nding some time to approve, be 100%


ng.

Prepare for the change.

and that preparing a solid functionality


g it developed as planned won’t change
ur organization completely unless it is
ally in the organization.

nt therefore becomes one of the most


r ERP failures.
Your staff necessarily needs to
engage themselves with the
ERP from the beginning itself.

Follow these few steps to bring


the change

Expect the change, let your


staff know that a new system
is about to be introduced a

User Guide Documents for each module


ment partners.
se of urgency among staff in the

m among staff with the benefits of new

training programs from development

videos while in testing period.


rm training programs for staff.
adership to motivate your staff to be

s run the old ERP and the new ERP


a period of time. Avoid this to reduce
ad on staff. This reduces the resistance

ation on change management refer:


org/Volume6/number-2/IJCTT-

sjournal.com/publication/using-a-
nt-approach-to-implement-it-programs/

Plan your Go-Live Period

last phase of your successful ERP


ject. Make sure you have planned some
along with your core team, as this is
ne of the most hectic tasks of an ERP

se the final evaluation to the readiness


nd.

plementations cause major operational


go-live

ve checklist for evaluation.

ware synchronization in case required.


reports.
ng reports from the system.
ent synchronization with ERP.
ght Limitation for all user types

nd dynamic data.
Data Migration.
acceptance test as positive.
kup measures.
other tests be it be technical or
ve.

Support and Maintenance

fferences between an unsuccessful and


plementation is after Go live Support.

ssful ERP implementation is a journey


n.

opment partner for Support facilities to


ess from the change.

 Bonus for you

ps you should never take while during


hing enough for ERP software

ndustry specific ERP solutions first, for


industry specific solutions in Odoo’s
les. Have a look at them before going

es surveyed reported they just bought the


looked at.

e customization.

th the offering with least possible


ng run stability.

the solution which every


r is using.

be a great step sometimes; although can


well, for an organization. Don’t hesitate
.
n training.

a well planned training program for

n Maintenance and Support.

ance support at least first few years is


ur ERP solution is your Investment and

RP solution successfully is a complicated


your organization.

efforts to clear the foundation for you


o know more, or want our IT team to
RP implementation. Contact us at
utions.com.

d the free checklist that will show you


ully Implement your ERP Solution Step by

e’s What to Do Next…

le useful, Leave a comment to let


y you are ERP Solutions have proved to
in the long run.

requirement to be catered  Contact us at


utions.com.

hear from you.

below right now.

org/Volume6/number-2/IJCTT-

sjournal.com/publication/using-a-
nt-approach-to-implement-it-programs/
rg/volumes/research-
Vol27No1.pdf

e.com/content/dam/Deloitte/pa/Documents/human-
HumanCap-Top10ChallengesERP.pdf
orinc.com/articles/news/erp.pdf
consulting.com/key-findings-from-the-

step

tep ERP
that walks
e process

cklist

Management System (WMS)?

the Difference and which one is for you?

w can it benefit your business?

our Business.

ales using CRM

12 Steps to a successful ERP

mentations

mentations

utions

ces

nt

gement
ftware

tions

ware

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