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Five tips to keep in mind as you prepare for an ERP project

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An ERP implementation requires thorough preparation! Our five tips show you what you need to bear in mind to ensure a successful and smooth implementation of your ERP system.

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The introduction of a new ERP system always has the goal of working better, faster and more efficiently in the future - so there are always high expectations behind it. However, it should not be forgotten that such a change always represents a profound change in existing work processes. Below, we have compiled a few small tips that, in our opinion and experience, are worth considering in advance.

Everything you need to know about preparing for an ERP project at a glance


  • Changing ERP systems is not just a technical process, but also a major change to existing work processes.
  • Define the strategic goals (transparency, relief) before considering the technology.
  • Success depends on getting employees on board early on and taking their concerns seriously.
  • A strong project team should represent a cross-section of the company and also include critical voices.
  • Quality comes before speed. Give your team sufficient resources in addition to their day-to-day business.
  • An ERP implementation is a dynamic process that requires flexibility and occasional adjustments.

What are your strategic goals behind the technical goals?

Strategy first! Often, the main reasons for choosing a new system are technical in nature- for example, missing interfaces, missing evaluation options and so on. However, the strategic goal is often neglected. Take a step back and reconsider the goals you actually want to achieve.   How should the system help you position your company strategically? How can the system relieve you and, of course, your employees of your daily tasks so that you can focus primarily on the development of the company? Will the new system lead to improved transparency of your processes? Will you be able to better control the state of your company in terms of customers, finances, controlling, inventory or production? Define these actual goals for yourself and your company.

How do you successfully get all employees on board?

The introduction of a new ERP system is a profound change to existing work processes. Employees have become accustomed to processes that may now have to be handled in a completely different way. This can fuel fears. Experience shows that there are always many employees who are skeptical about new software and fear an increased workload. You must not dismiss or ignore these concerns. A successful ERP implementation is not “dictated” by management, but should be supported by many employees. So take the time to communicate the goals. Explain the benefits you expect in the future, but also communicate that long-established ways of working will change. Focus on the improvements and create a sense of “anticipation.”

How do you put together a powerful project team?

ERP implementation is teamwork! Just as complex software brings together information from all departments, a powerful team should be put together that represents the cross-section of your company. But be careful! A suitable key user does not necessarily have to be the head of a department. An employee from day-to-day business is often a good choice, as they are often more familiar with the tasks in detail and can anticipate both the challenges and potential of new software more quickly. One more tip: Be brave! Feel free to include employees in your team who play a key role but are skeptical about new software. This will help you quickly identify the “sticking points” and react early on.

Why should ERP implementation be understood as a dynamic process?

Don't let this irritate you. Things change sometimes. Many aspects that are defined in advance of an implementation are critically reviewed again during the actual project. This applies in particular to possible workflows, necessary evaluations, questions about forms, interfaces to third-party applications and so on. An ERP implementation is always a dynamic process in which making adjustments to stay on course is part of the process. The main thing is to keep your eye on the goal!

Why is a realistic schedule crucial for quality?

Time and again, situations arise in which the ERP implementation is planned far too ambitiously “from above.” Be aware that the necessary planning and preparations for data migration, etc., must be carried out alongside day-to-day business. Therefore, give the relevant team sufficient time and resources    to ensure that planning and preparation can be carried out properly. Quality is more important than speed—after all, the implementation phase lays the foundation for your most important tool for the coming years. So find a healthy balance between an ambitious schedule and enough leeway to carry out the implementation successfully.

FAQ

By accepting that preparations such as data migration run alongside day-to-day business and allowing sufficient time and resources for this.

The biggest hurdle is often not the software itself, but the human factor. Since an ERP change alters well-established routines, change management (supporting employees through the change process) is the critical success factor.

By not ignoring concerns, but rather communicating goals openly and focusing on future improvements and relief.

Conclusion

So you see: although implementing an ERP system is always a challenge for employees and companies, with the right focused preparation, it can be done efficiently, successfully, and stress-free. The results are usually well worth it: faster, more effective work, less stress for employees, transparent processes and better planning and analysis all contribute to that great feeling of satisfaction: Our ERP implementation was a success!

Jens Demut

Jens Demut

Managing Director SIGMA Software und Consulting GmbH

Jens Demut, graduate in business informatics (Dipl.Wirt.Inf.), has 19 years of professional experience in the SAP Business One area. He joined SIGMA Software & Consulting in 2007 as an SAP Business One Consultant and later took on the role of Managing Director.

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