The 9 Stages of Successful ERP Implementation

The 9 Stages of Successful ERP Implementation



Implementation is one of the most crucial pieces to reaping the full benefits of ERP software. It is also one area where you will find extreme variation between software providers. After looking closely at applications provided with a particular ERP solution, the software’s flexibility, and ease of use, the implementation process should be examined closely too so that the amount of time and work involved in putting the software in place is fully understood.
The implementation process requires a significant amount of preparation and planning. The implementation process is what takes you from initial purchase to full performance. The process in between is as critical as shop floor operations are to your business. To set a solid foundation for your business and your ERP software to build upon, you must have the right implementation strategy.
Below is an outline of the 9 stages of ERP implementation that we have developed and follow for every new implementation. Follow these stages when implementing ERP software to ensure it runs smoothly and successfully as possible.
1.    Infrastructure.
Examine what IT infrastructure you already have. Take the time to document what software and technology you already have in place. Then allow us  as a software provider to make recommendations for changes or upgrades to meet requirements for your new ERP system. This is one area you don’t want to scrimp on. Having the right IT infrastructure in place to help your company see ROI quickly.
2.    Process Analysis. 
Teach us how you do things. ERP software is built to make your existing processes more efficient. During this stage, you will walk our ERP Consultants through your operations and processes. We will then analyse your process to make specific recommendations that fit your companies’ individual needs and show you how ERP software can simplify those processes.
3.    Detail Implementation/Plan Analysis. 
This is where every step of the ERP implementation process is mapped out and a timeline is created. Developing a plan for the remainder of your ERP implementation process will require strong collaboration between your implementation team and our ERP software Consultants.
4.    Training. 
Training on a new ERP software is very important.  Users must understand exactly how the ERP software works, the flow of data, and how a completely integrated system fits together. With Horizon ERP, every user can attend a free week of training to prepare for launch. The training includes an entire run-through of all the applications from quote to cash. Training can also include onsite consulting, virtual consulting, and webinars to ensure your team is prepared for the implementation and go live.
5.    System Setup. 
This step is where we configure the ERP software to fit your business and process needs. Options are configured and reviewed to ensure the ERP software is set up as efficiently as possible. 
6.    Data Migration. 
In this stage, you should migrate your data into the ERP system multiple times and test it. The data you have exported from your previous system will be imported into a single integrated system. Our experienced ERP Consultants guide you through this process and oversee the testing process to ensure migration is complete and accurate. The data you have exported from your previous system should be imported into a fully-integrated ERP system.
7.    Interface/Custom Development.
ERP software can integrate with many third-party applications. During this stage, any connections that need to be created for those third-party applications will be set up and tested. This may include a program you are already using, a custom report or dashboard built within your ERP software.
8.    Testing. 
Now it’s time to test – test the system, the flow of data, and the accuracy of information. There are many iterations of testing that we go through to ensure the users have signed off and the team is ready for the go-live. We want every launch of our ERP software to go as smoothly as possible. To ensure that, it is important to spend time testing the system. Our goal is to find and solve problems before the launch, rather than after.
9.    Go Live. 
ERP Consultants come onsite to oversee the launch and to celebrate. The Consultants will be available to troubleshoot and answer any questions needed.
Having an ERP software company that is a partner in, not only your ERP implementation but also your long-term business success is crucial to getting the full benefit of your ERP investment.


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