ERP Pre-implementation Guide

You'll concentrate on tasks that contribute to a smooth implementation and go-live during pre-implementation. Among the most significant actions are:

Making sure the project has enough resources assigned to it

ensuring that the project scope is accepted by all members of your team

ensuring that business requirements are clear

Your ERP project team will immediately enter the design phase after the pre-implementation phase is over, during which you will decide the precise functionality of your system. Therefore, before proceeding, it's crucial to get everyone on the same page.

There are six preparatory actions.

Create a project team

The pre-defined tasks that make up your ERP project will each have their own timetables and dependencies. To keep the project moving forward, it's crucial to assemble a team that can supervise or carry out these activities. When assembling your team, search for personnel with subject-matter experience from various divisions. Similar to this, choose a project manager who is well-versed in your industry, has a track record of success, and gets along well with a range of personality types.

Establish a resource and backfill strategy.

Many businesses find it difficult to comprehend the resources needed to deploy an ERP system. This frequently occurs because the ERP vendor doesn't set reasonable expectations. The fact is that your business will probably be in charge of a number of crucial project tasks, including data migration and change management, which may or may not be listed in the vendor's project plan. Open communication with your vendor, knowledge of implementation best practises, and awareness of the significance of change management are all necessary for ensuring enough resources.

Create and put into action a data strategy

The procedures you will follow to transfer your company's data from legacy systems to your new ERP platform are part of your data strategy. You must clearly outline the data conversion and data reconciliation processes in order to complete this properly. Additionally, you must designate data owners and assign duties. Analysing the present state of your data is the first step in the ERP data conversion process. Then, take into account the technological data conversion resources you'll require to transfer information across storage locations.

Establishing Infrastructure and System Environments

In this step, you choose the precise system infrastructure that will support your ERP solution. On-premise ERP and cloud ERP are the two most popular choices. There is no one-size-fits-all solution, so to choose the infrastructure that is best for your organisation, you must consider your particular business needs, your budget, and your long-term objectives.

Create a project charter

The most crucial components of your project are outlined in a brief document called an ERP project charter. Some essential information to incorporate is: 1. goals for your project 2. the steps you'll take to accomplish these objectives 3. your principal clients 4. Each risk identified 5. a broad financial overview If you notice that your project is drifting off course, you can refer back to this paper as a resource.

Put Change Management First

It is undeniable that ERP projects may cause employees to feel uneasy, particularly those who haven't been a part of the endeavour since its inception. To that end, when you get ready to roll out your new ERP solution, you can encounter some resistance. It's crucial to make sure project awareness in order to ease any apprehension. In other words, specify any necessary role adjustments and communicate as often as feasible. Additionally, you ought to be accessible to respond to inquiries as they come.

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Conclusion

You have the chance to make sure there are enough resources, align stakeholders, and support staff as they accept change during pre-implementation. To address your specific project issues, please request a free consultation below.

Determining your business requirements, adhering to best practises for ERP deployment, and getting advice from an organisational change management consultant are the best ways to attain these advantages.

For more details please contact Iconic Bizz, we can help you with the ERP implementations.