Your go-to checklist for a successful ERP implementation

Your go-to checklist for a successful ERP implementation

Organizations that have issues with their ERP share one common problem: unsuccessful implementation of the system.  And commonly, it has nothing to do with the software itself.  Instead, businesses face challenges that have more to do with poor user adoption.  If you aren’t able to prevent user adoption issues, your ERP will surely fail.

Below are some tips on how to ensure that your ERP implementation is successfully implemented, while avoiding common user adoption issues that plague many organizations.

Thorough planning

One of the biggest mistakes with ERP implementation involves poor planning. Regardless of the industry you are in or the size of your organization, planning is the key to maximizing the potential of your ERP software. It is important that businesses fully understand their current processes, and how they can be evolved to improve efficiencies. Organizations that are considering a change to their ERP system should take the following steps:

  • conduct an internal audit of all processes and policies that outlines end-to-end goals and highlights critical business activities
  • put together a team to properly evaluate ERP solutions and how they can be used to help the business
  • a strong project management team both internally and externally with your implementation partner

Take advantage of key features

Many companies make the mistake of improperly leveraging the key features of their ERP system. This means that many are failing to use the ERP to its full potential, missing opportunities to complete functions faster, automate business processes and meet outlined business objectives. In order to mitigate this issue and help employees use the system more effectively, organizations should create an internal resource listing all the features, and also track their usage to see if and how they offer benefits.

Clearly outline responsibilities

The most prominent user adoption issue stems from users being unsure of what they are responsible for. Because new processes and systems are being implemented, employees must be made aware of what their roles and responsibilities are within the new environment. Often, the implementation of ERP software can significantly transform people’s job roles, and if they are unclear about what these transformations are, they will have a difficult time navigating through the changes. Therefore, it is important that your business creates process for facilitating employees through the transition.

Establish a framework for long-term success

Qixas Group, can help you facilitate the transition to a new ERP system. Whether, you are looking to implement or upgrade Dynamics NAV, we’ve got you covered.

Issues do not end after the new solution has gone live. Therefore, organizations need to establish a change management framework that gives users the tools necessary to not only adopt the system, but also continue to improve performance once it goes live. This will ensure long-term success and help mitigate most of the user adoption issues that arise after initial implementation.

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Steve Aho
Steve Aho

Steve Aho leads the Qixas team responsible for providing world-class consulting, implementation and upgrade services to Microsoft Dynamics NAV and Dynamics CRM clients and partners. Proactive and forward-thinking, Steve’s goal is always to exceed the expectations of Qixas clients. Follow Steve Aho on LinkedIn