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7 steps to implementing a custom ERP solution

4/29/2014

 
Posted by Jim High

You’re no stranger to the little mistakes created by duplicate entries in your financial management software, or the few minutes required here and there to manually fix those errors. Maybe you’re more familiar with the setbacks caused by inaccurate or incomplete reporting from your current CRM system.

Most likely, you’re reading this because you’ve realized that when all the time and frustration spent working around those problems is added up, it’s costing your company far more that you’d like.
Your ERP system should work for you. Not the other way around.

The 7 steps to implementing a custom ERP solution

The implementation process of researching, purchasing, and implementing a new ERP software solution in an all-inclusive and easily digestible way. The 7-step guide is split into two categories: Foundation and Implementation. The steps are outlined below.

ERP foundation

  1. Setting the groundwork: Before you do anything you must first decide if it's time to make a change and if that change will be worth it.
  2. Getting buy-in: without buy-in from key employees the project will not work.
  3. Defining your needs: In order to find out what ERP solution is best for your business, you must first define your needs.
  4. Researching ERP products:  After you define your needs you can then see what is available and what will work best.

ERP implementation

  1. Choosing the right software: picking the right software is not easy, but there's an easier way to find what's right.
  2. Choosing the right deployment method: Once you know what you want to use you must then decide the best deployment method.
  3. Choosing the right technology partner: Choosing the right technology partner may be the most important choice in the entire process. You need to work with a team that has the best products and the best service.
This is a basic overview of the "7 Steps to Implementing a Custom ERP Solution."  For a more in-depth look into the seven steps, download your free guide. 
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