Many companies feel insecure when installing this type of software since it is a complex and long-term process. But you should not think that it is impossible, since we will show you the key ERP implementation steps that you need for a successful process.
There are 8 actions that must be taken in this activity. You should use them as a roadmap. If you, do it this way, you will surely have the results you expect.
Below we will show you each step-in detail.
Research your company’s needs in advance
Among the key ERP implementation steps, the first one you should implement is thorough research to select the type of software you need.
For this, you must analyze what is needed in your company to improve its work productivity. Discovering these weak points will be favorable for the development of your business.
In addition, you must document the business processes to identify problems and unnecessary efforts. Try to know both the situation of your company and the market to offer an unparalleled service.
An ideal is a tool that is capable of satisfying those needs, that is a solution to problems, and helps the same to meet its goals and objectives. This will only be accomplished with prior research for a wise choice of business software.
Create an action plan as one of the key ERP implementation steps
Another of the key ERP implementation steps is the development of an action plan for a successful process.
At this point, it is very important to form a team that takes care of every aspect of the software installation. Each one must have specific roles such as data migration, data backup, user enablement, among others.
Each process must be guided by a leader who is in charge of ensuring good teamwork and constantly reviewing the steps to follow to implement the tool successfully.
Organize the installation of the ERP and its infrastructure
The steps above are necessary to determine what to do at this stage. Knowing the needs and objectives of the company is crucial. For example, it can be determined if the software will be through an infrastructure. If this is the case, the necessary hardware must be prepared.
On the other hand, if the company requires an ERP in the cloud, the installation method must be planned on its computers.
Migration of important data
At this point, you should not neglect how important your data is if you do not want to lose it, that is why this is another of the key ERP implementation steps.
For this, you have to present to your provider all the important information that you do not want to lose. This is of vital importance in the performance of the company.
In addition, you must make sure that the data is up to date. It is also important to review them to verify if there are duplicates, if this is the case, eliminate them so as not to create inconveniences.
In addition, it performs a data mapping so that it can flow smoothly between each department of the company.
Training is another of the key steps of ERP implementation
One of the reasons why various installations of these types of systems are not performed correctly is due to training. It doesn’t matter how great the process is if company personnel don’t know how to use the tool.
For this reason, training becomes one of the key steps in ERP implementation. After installation, you should make sure that the provider prepares your company personnel to use the software.
Knowing the tools, their functions, unique features, and how the system works helps employees perform processes more quickly and successfully. In this way, your company will grow exponentially.
Make sure the ERP works properly
When the installation of the new system is ready, do not think that everything is done. Surely you have heard the phrase “Forewarned man is worth two”, this is exactly what you should apply.
As part of the key ERP implementation steps, you must verify its operation.
To do this, perform tests as follows:
- Use each interface with user data to provide a clear understanding of each process
- Verify the operation of the database
- Make sure each process runs as planned
- See if the tool is integrated with each department
- Fix any errors and unforeseen events that occur during testing
- The action is in the key steps of ERP implementation
- Once everything is ready, it’s time to get everything going! So, squeeze in all the new software to achieve your goals. This is another of the key ERP implementation steps.
You won’t know how effective the tool is until you start using it. For this, you must make sure to transfer ownership of the provider’s systems to your company.
Set up additional components and hold a transition meeting for a startup. Everyone should know when to put the plan into action.
At this point, each of the previous steps should have been executed correctly, with training being one of the most emphasized. This is in order that workers know how to start working to meet the objectives.
Verify, the last of the key ERP implementation steps
How can we know if the new ERP system works? Simple, constantly check and compare the most recent results
If the KPIs or key indicators are better than those recorded before the implementation of the new system, then you will have no doubt that it works.
Maintain constant communication with company departments and use charting and reporting tools to reach a performance conclusion. This is one of the key ERP implementation steps that you should not overlook.
Implement the best ERP system with Anchor Group
We take care of offering you the best business software by following these 8 key ERP implementation steps to greatly improve the performance of your company.
Just as you care about your company, we do too. Do not hesitate to contact us.