How can customers best contribute to the implementation of a well-functioning ERP system?

There is a saying, that it always takes two. Well, the same goes for project implementation. Planning a system is one part of the story, but we need the client on board as well to make it work smoothly: to be engaged during the whole process -from the briefing moment to pushing the ‘go-live’ button-, then ensuring proper time to test the system, not to forget to educate employees how to take the most out of the new features and also to ensure that the right data is ready to migrate. That’s the key recipe for a successful implementation!

It has become best practice that we need well-functioning enterprise systems to support our digital needs: let it be collaboration, home office or safety. When signing a contract to implement a good one, that’s where the journey starts.

There are many factors involved that can contribute to the successful implementation of a new ERP system. Especially human factors, the so-called soft factors are key for the success. Planning a system is one thing, but we need to combine it with an open and highly committed partner with the right attitude, then we can be absolutely sure that the project is successful.

One of the most important aspects is engagement. In other words, it is crucial to make sure that not only managers but also users believe in the potential of the new system. Unfortunately, the project gets sometimes delayed or, in worst case, cancelled because of not having the right attitude from client side.  Another essential ingredient, also at the charge of the Client, is to know about all the key processes of the company and be able explain them to the consultant colleagues in a well-structured and coherent way. It is very important though, as new functions are going to be developed on the basis of what was discussed. In some cases, customers might realise only later on, that the new system does not work in a way that they would expect. That’s why involving an expert in this phase can help a lot to avoid this. A professional system demo -explaining how the new system works- can eliminate the questions and misunderstanding, so it is highly recommended.

Then comes the testing phase – which is also crucial. This should involve the testing of sub-functions as well as the entire company processes, with the help of test data. Providing time and resources for the testing period is key. And let’s not forget about the education. Customers must pay attention to transfer the knowledge to all employees. The best way to ensure that everyone is familiar with the functions and operation of our new system is to get all of our users complete a test or to run a quick exam. And finally, the data migration. Our new system will only work correctly if the right data is in the right place. To do so, the service provider tries to help the Client with templates that seem easy to fill in. In most cases, it is a rather complicated process, so it is worth getting prepared and start it in time.

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