9 Steps to a Successful ERP Implementation

Diane Harvey
Updated on

Table of Contents – 9 Steps to a successful ERP Implementation

ERP implementation is a difficult process that requires many stakeholders and teams to work together.

The goal of an ERP implementation is to streamline your organization’s business processes, improve efficiency, and increase your ROI.

With that being said it’s also important to remember that there will be obstacles along the way during this process but nothing can stop you from achieving this goal!

Below are 9 steps for executing a successful ERP implementation:

  1. Assess the scope of your project.

Assessing the scope of your project is the first step in determining if you’re ready for an implementation.

  • What are you trying to achieve? If you aren’t sure what this is, go back to the beginning and figure out why you are wanting an ERP solution in the first place.
  • What is the scope of your project? This will help determine which ERP software best fits your needs and business goals. Are there certain features that must be included, or are there certain features that could be removed without impacting those goals?
  • What resources do I have available? Do I have enough people with experience on my team? Do we need additional training before beginning our implementation process, such as training on how to use an ERP software tool or learning new processes that might be needed during implementation (such as creating reports)?
  1. Create a project plan with teams and stakeholders.
  • Define the scope of your project.
  • List stakeholders and teams involved.
  • Create a timeline and milestones.
  • Plan for budget and resources. This includes funding, as well as any additional tools or resources you may need to complete the work (such as software licenses). You’ll also want to include a contingency plan in case any issues arise during testing or implementation that might slow things down. If possible, try to predict potential issues before they happen so you can address them before they become problems!
  • Plan for testing, training and roll out
  1. Choose your ERP solution.

Once you’ve decided to invest in an ERP system, it’s time to choose a vendor. You’ll want to choose a company that will be there for the long term, so look for a flexible and agile partner who is proven in the market and can scale with your business needs.

This step is more than just finding a vendor who can provide you with what you need; it’s also about making sure they’re equipped to handle any issues that may arise throughout the implementation process.

An effective support team will be able to address any problems quickly and efficiently so that they don’t cause delays in the project schedule or affect the quality of work being done.

  1. Design your business processes.

The next step is to design your business processes. This can help you choose the right ERP solution, define the scope of your project, and create a project plan.

If you don’t understand all of this at first, don’t worry! The more familiar you get with ERP systems and their capabilities, the better equipped you’ll be to make these decisions independently in the future.

Business process modelling is an exercise that helps identify which parts of your organization are most critical for success and which functions need improving or streamlining through technology.

It also helps determine which employees should be trained on how to use new software once it’s implemented so that everyone’s working on similar ground if there are any problems when it comes time to actually implement those changes – no one wants everyone else’s learning curve interfering with their own workloads!

  1. Build and deploy your system.

Now that you’ve completed your business analysis and chosen the right ERP software for your company, it’s time to finally get going with actual implementation.

You’ll need to hire a professional ERP software solution provider who can handle all of the technical aspects of this massive undertaking—from selecting the right hardware and infrastructure to creating a custom solution that fits your unique needs.

It’s also critical that you have an experienced team in place from day one: an experienced project manager who has worked on similar projects before; an experienced system integrator who knows how to successfully implement large-scale solutions; and an experienced software vendor who provides excellent customer service when things go wrong (and they will).

  1. Train your employees to use the system.

Training is a critical part of the implementation process, and it should be provided to all employees who will use the system. Training should include introduction to the new system, as well as how each individual employee’s responsibilities are affected by the changes that they will encounter in their day-to-day work.

The training also needs to address how these changes affect other areas of your organization—for example, if you have multiple locations or branches that are using different systems for data entry, you need to make sure everyone is familiar with both sets of procedures before transitioning from one to another.

Training should be ongoing and continuous: once you begin implementing your ERP solution, it’s vital that everyone continues learning about how it works so that they can become experts in their fields (and therefore more productive).

For example: if someone is responsible for managing inventory levels at one branch location but doesn’t know how this works on their own computer system yet then they won’t be able to do a good job moving stock around between sites efficiently—which could result in lost revenue due repercussions like product shortages or late deliveries due miscommunications between staff members working off different systems which don’t talk with each other well enough yet!

  1. Test your ERP solution to ensure everything works properly.

Testing is the final step of your ERP implementation. The whole point of testing is to ensure that everything works properly, so you can avoid any potential issues when it’s time to go live.

To get the most out of your test plan, make sure that:

  • You have a detailed test plan outlining everything you need to do during testing. This includes which users will be involved in testing, what processes they need to test, how long each process takes and how many times they run through it (if applicable), etc.
  • You have an isolated environment where all tests can be run without affecting live data or negatively impacting production systems. This is extremely important if there are multiple applications running on one server (i.e., an ERP solution). Make sure this environment has been thoroughly tested before it’s used for production purposes!
  1. Go live with your ERP solution but keep testing for bugs and issues that need to be fixed or refined after launch.

Once you go live with your ERP solution, it’s important to keep testing for bugs and issues that need to be fixed or refined after launch. This is especially true if your company has many users who are new to the system. Don’t let your guard down!

That said, don’t forget that while testing is important, so is training—which we covered in Step 6 above. By training users on how to use their new system efficiently and effectively, they will be able to use their time more wisely and productively. They will also become more confident about using the new software for their daily tasks, which can help mitigate any anxiety or discomfort due to change management during this transition period.

  1. Maintain and support your ERP solution to maximize ROI throughout its lifecycle as a business tool in your organization.
  • Maintain and support your ERP solution to maximize ROI throughout its lifecycle as a business tool in your organization.
  • Make sure the system is working properly.
  • Ensure that the system is being used properly.
  • Verify that the system meets business needs, user expectations, and compliance requirements.

Enterprise resource planning is hard, here are some steps to get through it

  • Enterprise resource planning is a complex process. It’s important that you have a good plan in place to ensure your company’s success.
  • You will need to work with your team and stakeholders to make sure they are on board with the ERP implementation.
  • Selecting the right enterprise resource planning solution can be challenging, but it is crucial for ensuring that your business process works smoothly in the long run.
  • Designing business processes is another part of ERP implementation that requires careful thought and planning so as not to confuse users with too much information or overcomplicate their tasks by adding unnecessary steps into their workflow

The best way to ensure a smooth ERP implementation is to become educated on the process and to know how your current business functions. You will want to consider your business processes, organizational structure and culture, along with the current ERP solutions that are available.

These solutions should be able to help you cut costs, grow revenues and streamline your business processes.

Implementing an enterprise resource planning system is no easy task but with the right strategy and mindset your company will see success.

Don’t fall behind on the latest industry trends and SAP news! Join us on LinkedIn to connect with our dynamic community of professionals. Gain access to game-changing insights into the ever-evolving realms of business and technology. Be part of the conversation with exclusive content, thought leadership articles, and exciting updates. Embrace the opportunity to expand your industry knowledge by following us on LinkedIn today!


Get a free system audit

Provide your contact details and one of our experts will get in touch to arrange your free system audit and health check.

Let's talk business

Provide your contact details and one of our team will be in touch to arrange a chat with one of our industry experts.