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9 Steps to Successful ERP Software Implementation


How can your company ensure that after you’ve made an ERP system solution selection that the software implementation will go smoothly? With some advanced planning, it’s possible to improve the odds for success and save yourself headaches down the road. There are 9 factors that can better prepare your company when implementing ERP software.

  1. Management Team Ownership

    Complete buy-in from the company CEO and the entire management team is a necessity, as they are drivers of the ERP implementation project and motivators for its success. Executives who take ownership, are actively involved in promoting its objectives, allocate the necessary resources, oversee tough decisions, communicate with staff, address concerns as they arise and are visible throughout the duration of implementation, demonstrate a commitment to the project that can be seen throughout the organization.

  2. Utilize a Proven Implementation Methodology

    To ensure a focused ERP project, employ an implementation roadmap that outlines each step of the process including procedures for project milestones, expectations and roles and responsibilities for employees. The project manager and the project team track and coordinate all activities of the implementation to ensure a smooth transition to the new ERP software solution.

  3. Minimize and/or Eliminate Customizations

    Careful consideration is taken to determine if customizations are necessary, as many ERP systems (and especially industry-specific ERP solutions) are designed with best practices in their core functionality – eliminating the need for the increased cost and complexity that customization brings.

  4. Project Management Plan

    The project team is tasked with constructing a detailed blueprint with clear objectives and timelines for the entire implementation process. Ensuring that all areas of the business are covered, this plan should include communication regarding expected changes, training schedules and support required to make sure that employees receive the information necessary to engage with the new software.

  5. Training

    Training is an instrumental part of the implementation that ensures all company stakeholders have a full understanding of the ERP system – allowing them to perform everyday tasks to incorporate software usage and new processes. This can include in-person training, webinars, remote meetings or a “train the trainer” approach in which power users become peer coaches for the company.

  6. Analyze Business Processes

    It is important that the project team researches how business functions and processes are performed – documenting which are inefficient, and which are essential for continued use. Solutions are developed by the team to incorporate standard operating procedures within the new ERP software system.

  7. Well-Defined Data Migration Plan

    Since data migration is the most time consuming of implementation activities, it is important to have strategies in place that help you keep on your timeline, avoid budget overruns and go-live with meaningful data. A well-defined plan follows each ERP data migration step to keep your implementation moving forward.

  8. Complete System Testing

    Testing the new ERP system is necessary to make sure it is functioning and meets the needs of employees – helping to avoid disruption, downtime and expense once the system is up and running. Performing ‘day-in-the-life’ scenarios where an entire day of manufacturing operations in the new system is duplicated from start to finish ensures it will perform on ‘go-live’ day and beyond.

  9. On-Going Customer Support

    Vendor support should be made available for questions, training reinforcement, webinars, general maintenance and future system updates and upgrades – offering continuous assistance long after the software goes live.

In conjunction with the steps listed above, our Implementation Services Team can help guide your company with our proven implementation methodology through the successful implementation of ProcessPro ERP, our industry-specific solution designed for the process manufacturing industry. Contact us today for a personalized software demonstration.

Tags: ERP Software Selection,Implementing ERP