Top Tips for Planning a New ERP Project

ERP, which stands for Enterprise Resource Planning, is an umbrella term for software that has multiple functions, essential to running a business. These can include inventory management, accounting and customer service. At its simplest level of operation, ERP software allows the integration of these functions into one complete, streamlined solution.

For the most part, starting a new ERP project is not without it’s difficulties, especially if you fail to plan ahead. Essentially, the trick to successfully getting your ERP project off the ground is to lay the groundwork in the form of a comprehensive, watertight planning process. Without this, the chances are high that your ERP project is destined to yield unsatisfactory results.

If you are looking to begin your planning process, take a look at these top tips from our team of experts:

1.    Select the right team

The A-Team would not have been successful if it wasn’t for Hannibal Smith’s careful selection of vigilantes. The same can be said about your ERP planning process. It is imperative to select a team of resources that are able to take ownership of the ERP implementation and management. Without these key players, you risk the success of the project. Selecting a project manager followed by key individuals from each area of your business to ensure that you have a team that best understands the various sectors within your organisation. There is also the chance that you may not have these resources immediately available within your business. This will give you a chance to outsource a reliable and knowledgeable ERP service provider who can offer you the advice and support that you will need.

2.    Define your goals

When planning your ERP project, it is imperative that you define your goals upfront. Yes, you want to implement ERP software, but why? A clear definition of goals will help your team better understand their roles and the purpose of the project. When deciding on your goals, it is imperative that they tie in with your current and future business objectives as to ensure that your selected ERP solution meets your needs. Otherwise, you risk spending money on software that cannot offer you the full spectrum of what your business requires. As you define your goals, be conscious of the challenges that your business faces, areas that require improvement, and areas that are lacking attention.

3.    Set the planning process in motion

Once you have hand-picked your team and defined your goals, you can begin the planning process. The best way in which to start planning is to take each of your goals and strategize a clear set of actions that will result in achieving the goal. Repeat this for each goal, and pay careful attention to the various actions – do some of them overlap? Can one action meet the requirements of two goals? Devising an efficient and effective plan will take time which is why it is important to think strategically and logically. If you are struggling to produce a plan, it is wise to consult an ERP service provider who will be able to close any gaps and provide a more objective opinion on your chosen actions.

4.    Select an ERP provider

Every organisation’s ERP goals and requirements are as unique as a fingerprint, which is why it is important to select a provider that best understands your goals. Once you have a watertight plan in place, you can begin the process of selecting the right provider. It is important to remember to select a provider that will bring your plan to life instead of choosing one for the sake of getting the job done. When selecting an ERP provider, remember to ask yourself whether their proposed solution can meet your requirements, whether the solution is adaptable and flexible, and whether its easy to roll out and user-friendly. If you are comparing different service providers, don’t be afraid to do your research and ask questions.

5.    Establish implementation deadlines

A successful plan hangs on the hinges of a realistic and attainable implementation timescale with definitive deadlines. Plot a timescale that is too short or too long, and you run the risk of failure. Conversely, a timescale with undetermined or weak deadlines can also put the success of your ERP plan at risk. The best way to establish a realistic implementation timescale is to chat to your ERP service provider and ask for guidance on how long certain actions will take to implements, and how long it will take to harvest the necessary data. Split your project into primary, secondary, and accessory milestones as this will make the project more manageable in terms of time, resources, and budget. 

Planning a new ERP project can be daunting but with the right team and resources, your planning process can be simplified. Always keep in mind that the purpose of ERP software is to better your business and, if you focus on that objective, the chances are high that your plan will reap the benefits that you desire.
 
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