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An ERP system integrates many functions across the business, such as financial management, human resources, sales and manufacturing, to deliver benefits such as increased productivity and efficiency. <br>
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Introduction What Is an ERP Implementation? • An ERP system integrates many functions across the business, such as financial management, human resources, sales and manufacturing, to deliver benefits such as increased productivity and efficiency. • ERP implementation describes the process of planning, configuring and deploying an ERP. • The process typically continues for a few months—and it’s complex, because an ERP system supports and automates many different functions.
What are the Phases of an ERP Implementation Plan? • Discovery and Planning • Design • Development • Testing • Deployment • Support
1. Discovery & Planning • ERP includes researching and selecting a system, setting up a project team and defining detailed system requirements • The ERP project team typically includes an executive sponsor, a project manager and representatives from the departments that will use the system. • The team may select and acquire an ERP system during this phase, as the organization develops a clear idea of its requirements. • One major decision is whether to use an ERP system that runs on-premises or in the cloud.
2. Design • The design phase works from detailed requirements and an understanding of current workflows to develop a detailed design for the new ERP system. • This includes designing new, more efficient workflows and other business processes that take advantage of the system. • It’s important to involve users in the design phase, since they have the most intimate understanding of current business processes. • Involving them in the design also helps to ensure that they’ll welcome the new system and take full advantage of it.
3. Development • Armed with clear design requirements, the development phase can begin. • This involves configuring and, where necessary, customizing the software to support the redesigned processes. • It may also include developing integration with any of the organization’s other existing business applications that won’t be replaced by the ERP system. • If you’re using an on-premises ERP system, the organization will need to install the necessary hardware and software.
4. Testing • The project team should be readily available to answer questions, help users understand the system and attempt to fix any issues. • Your implementation partner should be able to help with troubleshooting if necessary. • It may take time for users to adapt to the system and achieve the anticipated productivity gains. • Some data can be migrated ahead of deployment, while other information—such as current transactions—should be migrated immediately before going live.
6. Support & Updates • Nurturing your ERP implementation after deployment helps to keep users happy and ensure the business achieves the desired benefits. • The project team may still be responsible for the ERP system during this phase, but its focus will shift to listening for user feedback and adjusting the system accordingly. • Some additional development and configuration may be needed as new features are added to the system. • New staff will also need to be trained on the system.
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