Implementing an ERP software solution is a big project, but with a written plan stating what you want your system to do for you, finding the right ERP system and implementing it becomes much easier.
Here is a comprehensive list of some of the things that your company should decide upon before setting out in search of an ERP solution for your business.
- Create a scope statement. Define the project, the date of completion, how much will it cost, and how will it meet or exceed your company’s strategic goals.
- Determine objectives. List specific action items that will solve problems and take place during the project. Example: Install ERP software, transfer business data to the software, train all employees on the new software, etc.
- Identify project risks. Proactively identify anything that might cause a problem throughout the implementation process and decide how you will handle it to ensure the continued success of the project. Example: Lack of appropriate hardware, communication issues, key individual leaving the company during the project, etc.
- Delegate responsibilities. Determine who will be responsible for what during the ERP project. List the individual’s names and contact information and clearly state his or her functional role for each portion of the project. Example: Project sponsor, key advisers, project owners, etc.
- Plan for assumptions. While this part can be tricky, do your best to identify as many assumptions as possible in an effort to avoid misunderstandings and project delays.
- Determine deliverables. Identify tools that will be used to accomplish the project. Example: project plans, training manuals, etc.
- Functional Requirements. Each functional requirement should be stated and organized into functional areas and defined. Example: Required reports, data to be converted, etc.
- ERP Project change control. Clearly state who is authorized to request changes and who needs to approve any changes. A written change request form should always be completed for any change made to the project.
- Issue Escalation Procedures. Outline how any issue should be escalated and to whom, make sure that your employees are aware of this procedure.
- Establish Future Projects. By working towards a future goal, people are able to plan for more changes in the future such as a second phase to the implementation process.
Writing out a plan for your new ERP software system before you begin the implementation process is important and will keep you and your employees on the same track and let your ERP company know exactly what you expect from them and your new software.