How to successfully implement an ERP system in 5 steps

We all know that life at work can be a whirlwind of stress and lists of things to do that never stop getting longer. This is one of the reasons why so many companies choose to implement an ERP to help them in their day-to-day operations.

But if you’ve read a bit about ERP already, you know how difficult it has been for many companies before you to implement it. Despite its many advantages, many companies do not seem able to succeed in their ERP implementation in business, in the long term.

After more than 15 years working as a project manager , meeting other colleagues who had difficulty implementing an ERP, I developed a list of 9 steps to successfully implement it.

Easy and useful, they will guide you through the crucial moments of your first steps with an ERP and your advisor. You will be able to ensure the success of your implementation of an ERP system in business and go about other less stressful occupations such as … mowing your grass, for example!

Wondering if you need to change your ERP system? Discover our 5 important factors to consider.

1. Clearly identify the needs of your business

The first phase of enterprise ERP implementation is to thoroughly assess and document your business challenges, workflows, departmental requirements, and overall reporting requirements.

This step is crucial for you to determine your goals , the scope of the project, but also what you need in ERP software.

Implementing an ERP system is an adventure that can pay off, provided it is well planned !

Implementation of ERP solutions

Once you have completed the documentation, spend some time prioritizing and classifying your findings.

While any good consultant makes their own detailed needs assessment as part of the sales process, your efforts will be a guide and will provide a more focused, effective and useful solution for all participants in the process.

Need additional lighting on the needs of your industry? Read our guide to the manufacturing sector in Canada.

2. Methodically evaluate available ERP solutions

Once you are ready to begin evaluating your options, call your industry colleagues or a trusted advisor to discuss their experience and recommendations. The candid opinion you will receive will be invaluable. If you want to deepen your research, then explore a list of counseling groups to meet.

Also remember to let your employees speak on the subject , as they will shed new light on the specificities they need to perform.

Is it a waste of time? Never, since your employees are essential to your success and a lack of information from your side could guide you to difficulties in implementing ERP in the company and even, a failure.

In addition, by experience, employees who do not find the expected features may experience some resistance to the implementation of an ERP system.

So, it is better to take the time to hold this little meeting!

Download our free guide: 10 criteria to choose your ERP solution

3. Choose a person responsible for implementing the ERP system

When an application is selected, it is imperative for you to mandate an internal project manager.

This person will be the owner of the project plan , the main contact for the advisory group and the goalkeeper ensuring the scope of the project , so that the budget and schedule remain aligned with the overall objectives.

ERP implementation - Project Manager

The internal project manager is essential to the success of the project, it represents a non-negotiable requirement for you and your team.

4. Prepare a clear plan for implementing an ERP within the company, but stay open

Once you have completed steps 1 to 3, you will have a solid foundation and a clear plan to install , configure and optimize the system according to your work environment.

While project plans may change, keep in mind that scope, timing, and budget need to be analyzed and evaluated before making major changes .

5. Rethink your inefficient business processes

Implementing an ERP is first and foremost a way of lightening daily tasks, facilitating team cohesion and increasing productivity . This is the perfect time to rethink your business processes and make them more efficient .

Do not waste time and maximize your investment!

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