Have you finally decided to Implement a new ERP solution in 2017? Time is always a factor, it’s important to make the best use of your money, and knowledgeable resources can be hard to come by. As you prepare for your new ERP system, consider these tips in finding a successful ERP solution and implementation:
1. Set goals!
One important step that needs to be taken to ensure a successful implementation is to document your goals and how you plan to measure success. Time well-spent at the beginning of a project will ultimately save time when you’re in the heat of the implementation.
Consider prioritizing your goals. Prioritization could be a simple numbering system of 1-10, or it could be some other categorization such as “critical”, “important”, and perhaps “nice to have”. Since money, time, and resources are not limitless, the prioritization effort helps ensure the team is always focused on the most important goals.
Some may view prioritizing goals as old-school as pro-con lists. They’re not. Goals and how you plan to measure success are instrumental to the success of the team.
2. Define roles and responsibilities
Build a great team that includes subject matter experts (SME’s) in disciplines necessary to achieve your goals. Determine how decisions will be made. Empower the team. Create an environment for the team to succeed.
Clearly define the role each user is expected to perform. The team needs to know what is expected of them. They may assume a role as a participant or a spectator, when in fact you intended them to be a leader or a decision-maker. The team can do its best if they not only understand what is expected of them, but how the entire team fits together.
Ask your team what tools and resources they need to be successful. Your SME’s may want to attend classes to further their skills, or join a user group. Your team will be more accountable if you’ve asked and considered their needs to perform the role you’ve assigned.
3. Keep it simple
Business processes should be simple. Simple processes have the highest probability of success. Consider the users who must live with the processes you define.
There’s a point in every project where the configuration of a system gets CRAZY complicated. When meetings on the same topic continue, when the forward progress is slow, when the team is struggling to agree, it’s time to step back. Review the business process that is becoming complicated. Review the project goals. Evaluate an alternate solution.
If you’re doing a new system implementation, I always recommend light/simple processes. Simple solutions do not involve any code or heavy configuration. After you use the system for some period, you can review the problem areas and if applicable, consider tightening processes.
4. Create a ‘project health’ dashboard
Establish a simple and easily digestible “one-pager” summarizing the health of your ERP implementation. Red, yellow, green in each of the areas of timeline, scope, budget and readiness that is reviewed on a set interval as part of the overall project rhythm can prove invaluable. For more complex implementations, consider creating an additional dimension to above for each functional area of the project.
Most often overlooked is the readiness attribute of the project health. Including this into the project steering rhythm ensures a dialogue between implementer and would-be end-users to ensure fine tuning and course corrections that maximize the likelihood of a stable go-live that minimizes business disruption.
5. OWN IT
As a team, own the solution. Test drive your solution. Validate ideas and processes. Take responsibility. Execute real scenarios. You and the team you roll this out to have to live with the processes you defined day in and day out. Own it!
Validate the solution fulfills the preset goals, processes are simple and can be rolled out to the organization, and you have a dashboard to manage your success.
Ready to get started? Let’s get to it! Contact our team of experts at IIG at 818-956-3744, or make an information request on our web site !
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