ERP Installation: How To Carry A Successful ERP Project

ERP installation process

Last week, you learned about contract negotiation. Today, we’ll go through the next step. ERP installation is quite delicate. It covers data migration, setup, and training. As such, it requires significant care. Many ERP projects fail because of this stage.

Therefore, we’re going back to the package selection study. It’s served as the basis for many articles so far. We invite you to check it out. We summarize its pointers. However, the original article covers more details.

Additionally, we have another recommendation. Our services cover complete implementation. Book your free meeting over here!

The ERP installation team

Firstly, we must consider the team. You need knowledge, experience, and versatility. That’s true for every member. For this team, you’ll need three key members:

  • A leader.
  • Representatives for users.
  • A data processing expert.

You can assemble or outsource this team. Luckily, we’ve also covered team selection. While it’s not the same subject, it’s relevant. Many of those resources carry over to installation.

ERP installation considerations

Secondly, this step comes before planning. For instance, these fundamental questions are crucial. Likewise, costs also fall in this category. You’ll have to think about data conversion, backups, and training.

Likewise, the software will change your company. You can’t forget that. As such, think of which processes will shift. The same goes for installation timelines and phases.

Planning your ERP installation

Thirdly, we get to planning. Here, the team will map the whole process. That includes preparation, customization, and transition. Ideally, plan in stages. That’ll allow you to troubleshoot easily.

Package customization is fairly standard. Usually, it occurs during planning as well. You’ll rely on your considerations. Then, you’ll turn them into tailored solutions. Finally, plan how you’ll handle the transition.

Evaluating ERP performance

Lastly, you must assess how everything works. You’ll need to set your evaluation criteria. However, it depends on your company and goals. Again, the previous considerations are crucial here.

The same holds for monitoring. Milestones and user feedback are fundamental. You need some way to assess progress. Similarly, your maintenance contract provides unique insight. Finally, make sure to evaluate in-between stages.

The key to installation success

Now, there isn’t a universal answer. Every company is different. As such, a personalized strategy is ideal. Unfortunately, most companies don’t do that. Many services use the same methods for everyone.

Luckily, we work differently with every client. That’s why we offer a free consultation. We develop our approach from it. If you’re interested, book yours here!

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Zero Point ERP Solutions

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