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We’ve previously looked at what an ERP is, why you should care and what the benefits are.  Just to recap, an ERP (Enterprise Resource Planning) system is an integrated software application that a company uses to connect its business activities across departments so that everyone is working with the same data and processes.

In this blog, we’ll look at the steps you can take in preparation for implementing an ERP system in your business. What do you need consider, and what preparation needs to be done? Let’s outline this below

Complete an audit on the systems you currently have in place

As an SME you may already have a number of single-use systems in place, such as a payroll system, an accounting system and a project management system (not to mention all the departments that are using manual spreadsheets).

All of these functions will be migrated to a singular ERP system, so it’s important to identify what system contracts will need to be cancelled and what information will need to be transferred to the integrated ERP system. The best way to manage this is to write out a list of all the solutions that each department uses, along with the number of users on each single-use solution.

It’s also important to have a simple workflow of how your company works from quote to invoice so that your ERP partner fully understands your business. Following these initial steps will make the transition to an integrated ERP solution as seamless as possible.

Understand your current IT systems

In order to successfully implement an integrated ERP solution, you need to have a good understanding of your current IT system. Do you have outdated servers and operating systems? Is there a particular reason why you need to have on-premise servers, or can you move to a cloud-based system? This could affect the seamless implementation of your new ERP system, so it’s important to understand your current functionality versus what is needed.

Engage with staff and begin change-management from the get-go

Staff buy-in is crucial for SME’s implementing an integrated ERP system. If staff are involved from the very beginning, they are more likely to understand the decision-making process and therefore will be more willing to implement the changes needed. You also need to ensure that your staff have enough time to complete the required ERP training in order for employees to get maximum benefit out of the solution.

Correctly preparing for the implementation of an integrated ERP system is almost as important as selecting the correct ERP solution to begin with. Bluekey Seidor will be with you every step of the way and provides comprehensive training for new users, ensuring that your business benefits from the start.

Keep an eye on our blog for more articles!