What Does a New ERP Implementation Look Like?

By: Chris Haiss

I see every new ERP implementation as a challenge to find the best possible solution. No matter how many times I install accounting software, I always learn something new.

My favorite part of an ERP system implementation is gathering more knowledge to use and share. I am always learning and working with the latest technologies — you may not be aware of just how powerful an ERP system can be. Sometimes, I think I get more excited than the end users!

Every ERP Implementation Is Different

It may be the same accounting software and modules, but each implementation is different because every business's rules are unique.

For example, every distribution company has the same basic process: pick it and ship it. However, there are countless ways to pick and ship.

Some companies use standard out-of-the-box capabilities and need their people to be more involved in the process, while others use specific customizations to automate most, if not all, of their customer-specific business rules.

Trust me, every company has a different way of doing the same thing. 

Don't Play Texas Hold'em

The most important part of a successful ERP implementation is sharing detailed information.

Don't play Texas Hold'em while I am trying to gather all of your requirements! It's during these initial conversations that I try to uncover all the "gotchas," including required business rules. I often discover these are known to only a few employees and are not even documented.

You may think it isn't necessary to discuss the mundane daily tasks that occur in your organization, but this information is critical in the selection of accounting software. Just like distribution companies do pick and ship differently, accounting software can handle processes  differently, too. Customizations and add-ons may be needed. I take these things into consideration while we discuss each business process. The more information you give me, the better solution I can provide.

Presenting a Solution

After I have a clear understanding of your business processes and needs, it's time for me to do my homework.

Then, I will present what I believe is the most effective ERP system for your business. If you agree that the proposed ERP system is a fit, then we will have subsequent meetings to iron out any workflow customizations or custom reporting and lay out an agreed upon step-by-step implementation plan.

Need Help?

We work with clients long after their initial ERP implementation to make sure their system is doing its job for the long haul. For help ensuring that your ERP system is working the way it should, contact us here or call 410.685.5512.

Published February 2, 2022

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