Since it takes a lot of time and careful planning to truly see the benefits for your firm, using an Enterprise Resource Planning (ERP) system for the first time can be a very trying procedure.  Since you and your staff must become accustomed to the new system and learn how to utilize it successfully, the shift may be difficult.  The main challenge is that it significantly affects your company’s culture in addition to changing the technology that is employed. But if done right, taking this action can be quite profitable. It can help you coordinate all of your information, expedite business procedures, and greatly enhance internal communication and cooperation.


Understanding ERP

Understanding ERP

An ERP system is excellent for lowering expenses, and by enhancing collaboration, it may assist you in significantly boosting production and efficiency – it will result in high-quality customer service and allow you to stay ahead of your competitors. There are many good reasons to use ERP software, but how can you be confident that your implementation is going well?


Here are the crucial actions you must perform for an ERP setup to be successful.

1. Identifying goals and objectives

You must clearly define your goals and ascertain your requirements before using any ERP solution.  Given the many advantages of an ERP system, you may have an idea of what it can do for your company, but are you certain of the objectives it will enable you to reach? Consider your company’s goals and objectives, then consider how an ERP system can assist you in achieving them.  You must examine your KPIs (Key Performance Indicators) in order to accurately pinpoint the issues that ERP software can assist you in resolving.  Additionally, this will help you understand your future predictions so you may modify your organization in response to the change.


2. Choosing a project manager

Find a competent project manager who can make sure that the implementation procedure runs without a hitch.  An expert with the necessary training and experience will lead your staff through the process, ensure that they comprehend its significance and the effects it will have on your business, and outline their respective roles and duties. For this reason, you need to either hire someone with the necessary skill set or identify an internal person with good communication and management skills for the role of a project manager.  You’ll gain a tonne of time that you can use to concentrate on your core talents and all the other duties required for a successful ERP deployment.  


3. Finding the right ERP software

Not every solution will provide you with the same advantages, choosing the best ERP software for your purposes is the most crucial step you need to do.  What was the ideal answer for someone else may not be the best choice for your unique business needs. You must take into account your business goals, the industry you are in, your system requirements, as well as your future expectations since one-size-fits-all is absolutely not the way to go with this specific software deployment. For instance, can a cloud solution serve your company’s needs better than an on-premise system?  You should talk with a consultant to go over your options to make the best choice.


4. Migrating data

Migrating data

Data migration is a crucial stage in implementing an ERP successfully since when done correctly, it may help you effectively optimize your processes and, when done incorrectly, it may be difficult to remedy.  You should remove anything you find superfluous or inaccurate before transferring all of your data into your new ERP system to ensure that the new system is accurate and clean.  To achieve efficiency and data integrity, your objective is to clean up your data and convey just the most crucial information.


5. Configuring the system

It’s time to launch the system and begin putting your selected ERP solution into practice after identifying the best ERP software for your requirements and carefully migrating your data.  You must setup and optimize the system for your requirements after deploying the infrastructure. The length of process can vary significantly depending on the program and provider you choose. A good balance between meticulousness and execution time is desired. Some ERP software is capable and will take longer to set up simply due to complexity. Some people will be prepared “out of the box.”  Prior to implementation, a smart vendor would conduct their research and analyze your needs to speed up and simplify the process. 

6. Training employees 

Training employees

You must teach your staff to operate the new system proficiently after the ERP system has been built and tested.  You should appoint professionals to provide the required on-site ERP employee training and assist all of your staff members in comprehending and mastering the program.  More thorough training for your IT personnel is unquestionably needed if they are to be prepared to tackle any future technical problems.  The finest choices you will make to implement an ERP solution within your company.  


Final thoughts

by taking the actions outlined here, you’ll not only improve decision-making, productivity, efficiency, collaboration, and communication within your business, effectively coordinate your business activities, and enhance the performance of your workforce.  You’ll also significantly improve customer service and offer your company plenty of room to grow. The qualified experts at Gerbes Consultancy can help keep your projects on track and ensure that business functionalities are aligned with your ERP implementation.