ERP Implementation – The Best Practices

Switching to a new Enterprise Resource Planning (ERP) system is an important decision that should not be taken lightly. Your entire operation depends on this software. But if you’re current system is outdated, isn’t fulfilling your needs, or is difficult to use, the benefits of switching to a newer, more capable system could payoff tenfold in efficiency and profitability.

Once you’ve made the decision to switch, it’s important to craft a strategic and tactical implementation plan. Here are some tips:

1. Understand the Workflow

In order to implement the new system as efficiently and effectively as possible, businesses must understand the key quote to cash or order to cash cycles of their product.. Companies can begin documenting these key areas months prior to implementation.

2. Project Management

ComTec will assist with ERP implementation every step of the way. But ultimately, it’s your company that will use the software on a day-to-day basis. Dedicating an internal project manager who understands your company’s needs is key to ensuring the software will be easily adapted into the workflow.

3. Data Migration

Prior to implementation, determine where data is located and what data will be migrated to your new system. Start to clean up that data in advance if at all possible. There are many benefits to having clean data to move to your new system, including avoiding costly system delays and testing the software with accurate information.

4. Training

Understand that this is a big change for your company and all of its employees. Job roles should be clearly defined during implementation. Training for those roles needs to be an ongoing initiative.

5. Set Goals

Understand why you are implementing ERP and what benefits you aim to receive. This will help gauge success and areas for improvement after implementation.

ComTec’s ERP implementation process has proven successful time and time again. We’re Epicor Platinum Certified—meaning we’re trained in Epicor’s Signature Methodology—industry standard best practices. If you’re looking to switch ERP systems, give us a call. We want to help.