Major Steps In The Process Of ERP Implementation

The ERP software has gained quite a lot of popularity in the short span. It is important to understand the purpose and implementation of this software.

In this piece, we have shared few features of ERP solutions and implementation of the software.

Prominent Features of the System

  • Wide Integration

Business processes are important for every organization. A smooth integration of these processes enables synchronization among departments. Besides, integration offers end-to-end services.

For instance, when you receive a new order, the system immediately raises an availability check and sends an update to the distribution team. Once the order is ready, the system automatically sends an invoice.

  • Real-Time Updates

Imagine if you get a notification of an order post 24 hours of when it was placed. This will make it difficult for your business to offer quick delivery. However, when you have a system in place that immediately notifies you about the order, this way, you can ensure quick delivery.

  • Consistent User Interface

Initially, vendors preferred a software with consistent user interface. The main reason being that this interface deducted training costs. Besides, this interface appeared to be more formal.

Modern vendors prefer use of the consistent user interface but don’t shun away to add features as per the business requirements.

  • Shared Database

A shared database offers easy access across departments. Your workforce doesn’t have to waste time in acquiring the data. They can simply use the ERP system to get the required data.

You can also segregate the system as per different departments. This way, they can obtain information at a faster pace and will also improve their productivity.

5 Crucial Steps In Implementation of the ERP Software

The best and reliable vendors follow these steps to implement the software

  • Step:1- Get Approval

The first step for ERP implementation is to seek approval. A document is created to gain approval.

These documents comprise essential details such as assumptions, the main problem, description of the program’s scope and aim, implementation costs, schedule, development and operational risks. The document also mentions the possible advantages to the firm.

This document is popularly known as a business case. Once the business case is designed it is then shared with the top-level management or senior executives for approval. This approval also includes budget and staff details for the implementation process.

  • Step:2-Roadmap

The business case includes a specific timeframe to complete the implementation. This timeframe is segregated into parts and a sturdy roadmap is created to complete the project on time.

Make sure that it has the following phases:

Concise list of team members: Right at the start of the implementation it is important to create a proper team. A core team inclusive of key internal members, additional staff, and external partners.

  • Prepare contracts: Make sure that you prepare contracts for new technology, software, and services before actual implementation.
  • Create Blueprint for infrastructure changes: Often on-premise system implementation requires infrastructural alterations. An improved processor, and communication coupled with additional storage.
  • One way to restrict infrastructural changes is to opt for cloud ERP.
  • Day-To-Day Bifurcation: Assign or segregate tasks from day-to-day to ensure that work gets completed on time. Make realistic plans and align resources with tasks to reach the set target.
  • Step:3- Configure System
  • This is the most crucial step in the entire implementation process.
  • Determine flaws: It is important to determine flaws in the existing business process and add the necessary feature in the system. The project team can transform the process and upgrade the software.
  • Configure parameters: Parameters in the ERP software are likely to redirect the new process.
  • Additional programming: Based on the upgrades, you will have to add some programming for interfaces to other systems.
  • Data Migration: The team sets a standard data code to evaluate existing files, quality, and dismissal. The current data is refined and migrated to the brand-new ERP.
  • Test: The system is thoroughly tested to examine that all functionalities are responsive. The vendor also creates all the necessary technical and functional documents.
  • Upgrade infrastructure: Check whether the system needs any additional upgrades and complete them.
  • Step:4- Install the System

Before the final cut over while the system is in production, it is important to ensure a few aspects.

  • Training: It is essential to train your team to operate the system in the right way and make the most of the features.
  • Test and Support: Ensure that the system runs through a few tests and you have a strong support team to resolve problems.
  • Step:5- Alleviate the System

It is important to adapt to the new system. Your team may take some time to implement the new tools and features. With time, the refined data, features, and the new roles can help improve work productivity and efficiency.

Wrapping Up

A reliable and experienced vendor can help you to recreate your business process with the best ERP software. This new process can streamline business activities and improve business’ effectiveness. 


Shashank Jain, founder of good-name, a young and energetic entrepreneur has always been fond of technology. His liking for technology made him go for engineering in computers. During his studies, he learned & worked on different computer languages & OS including HBCD, Linux, etc. He also has a keen interest in ethical hacking.

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