Step 1- Business Analysis and Planning
The first step is to analyse and plan. Your priority should be to recognise your business' needs and where it's headed. What is its mission? How do you aim to help the company achieve that mission?
You also need to analyse what current threats or opportunities your business is faced with. What areas are those that you need to work on clearly? Which tasks can significantly be improved on? And which areas present a massive opportunity for advancement?
Once you've researched your business, come up with potential solutions and how you can expect an ERP system to help your team improve on the business' inefficiencies or help its promising areas grow. You also have a decision to make at this point on whether you want to go for an on-premises software suite or a cloud-based one that can be accessed remotely (the choice we prefer).
Step 2- Design
This phase of the six-step implementation process focuses on customising your ERP system to your unique needs. Once you have your chosen software, decide what modifications may need to be made to tweak the system to your specific needs. You should follow your detailed requirements sheet.
It's imperative to involve your users in the designing phase. Your workforce has the most intimate relation and understanding of business processes and what issues they face on a day-to-day basis. They provide invaluable insight into what will help and won't. They will also appreciate the involvement and welcome the new system when fully implemented.
Step 3- Development
You should have your team test out different features and provide feedback on the experience to identify what adjustments and fixes are needed. You may need to install the hardware and software required to dig deep and determine what works for the business and what could be altered. You can start developing the training plan at this point.
You should also start planning for data migration as it involves a heavy workload of extracting and transforming data from many different systems to one platform. There may be a lot of duplicate information as well as redundant information that is assessed to see if it is relevant or not before migration.
Step 4- Test Runs
Test. Retest. And then retest again. Keep testing until you and your team are satisfied with the result. At this stage, you should be testing your system and developing it synchronously. You should also migrate your data at this point to see if everything works well.
Many vendors support you by offering pre-and post-deployment tools and training for the workforce to ensure the ERP system is implemented well. You may receive lots of training material with your ERP software which should not be overlooked.