ERP Implementation Checklist for Growing Companies

 No ERP implementation is the same, however, they follow similar strategies and phases to get organizations through post-purchase to using a new solution. Each segment has its own set of steps they follow to transition the purchase of the solution to be used as a business tool for continued success.

Steps in an ERP implementation roll up into larger segments of engage, drive, enable and convert. Granted, the individual implementation challenges and stages for your implementation plan and checklist will vary depending upon the ERP platform you choose, but it helps to think of the steps as falling into these buckets.

Engage

Engaging with teams is the first step in an implementation strategy. This is where the ERP project teams consisting of project managers, engineers, and management are established, kick-off calls are set and project budgets, timelines and change management plans are finalized.

Drive

This stage consists of building actionable plans for the future deployment of the ERP solution. Customizations may be required and may need to be developed—70% of respondents need either some or significant ERP customization. This is also the time to plan for provisioning cloud-based applications or licenses and develop a training plan.

Enable

The objectives in this stage revolve around preparations for the go-live event, migrating critical data and putting the plans developed in the Drive stage into action: training, installation, and solution testing.

Convert

The final step in an ERP implementation is basically flipping the switch. Businesses complete final data migrations before the go-live date and transfer ownership of the systems to the customer.

 ERP Implementation Checklist for Growing Companies


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