Your job card software implementation plan is a key element in the foundation of a successful ERP project. The development of this plan begins in the vendor evaluation phase of an enterprise software selection project. We work with both the vendor implementation team and the client team to develop a detailed plan.We have found there are 5 key steps in developing an ERP implementation plan.
Define the Scope
Determine the scope for each phase of the project. Ask yourself, “What are the software processes that will be implemented in phase 1 and beyond?”
Construct the Team
Next, it is important to determine the hvac service software project team roles and responsibilities. Things to consider in this step include:
Who are the members of the client team?
Who are the consultants from the vendor team?
What are the responsibilities of each team?
Define the Project Methodology
Define the right ehs software implementation methodology for your company. What are the project phases, steps, and deliverables?
Develop the Project Plan
Assign tasks and hours to all resources, both client and vendor. Get agreement from both parties about the effort required in all phases of the plan. Included in this plan should be the following:
Core team education
Future state design and configuration
Conference room pilots
ERP data conversion
New ngo accounting software system interface development
field service management software reports and forms development
Determine Project Goals Define your project assumptions, i.e. what you expect to accomplish throughout the engagement.It is very important to get both the vendor team and client team buy into the ERP Software implementation plan.
The components of the plan should be put in a formal statement of work that is agreed to by both vendor and client.
There’s a method
Creating an ERP implementation timeline can be a difficult process. There is no standard template that will magically fit all projects, as every one is unique. No two businesses, even in the exact same industrial segment, are alike. Each has a different scope, team, and availability. However, what’s typically the same for just about all small to medium-sized CRM Software implementations are the core phases and tasks to get from purchasing your new solution, to going live with it, and beyond.
Phase I: Project Development
Once manufacturing software has been selected, the first phase of the implementation begins. The customer defines the team members who will be involved and responsible for a successful project. Likewise, your ERP vendor like ERPNext defines their role. This can vary widely from one company to the next, depending on the level of support required.
Part of this phase in your ERP implementation project plan also includes network/hardware requirements and installation–unless you’ve chosen a cloud-based SaaS model ERP .
The implementation planning meeting takes place, led by the ERP vendor and including the core members of the customer’s team. This meeting should review the plan, along with expectations, scope, and timeline discussions. After the meeting, the vendor puts together an ERP implementation project plan for the execution of the solution.
Phase II: Data Conversion and Loading
Every company implementing ERP software has an existing system. While some think they have no current system, they certainly do. It could be spreadsheets and manilla folders in file cabinets–that IS a system! Not a good one, but that’s why we’re here.
In phase II, we begin the process of gathering critical data from the existing system, and then scrubbing and cleaning that data, so it’s formatted in a manner that allows it to be loaded into your new ERP software. There are many data records we can add, but typically the minimums are customers, vendors, and parts (both finished goods and raw materials). Ancillary data related to these three main categories is also included, such as contacts, bill to/remit to/ship to addresses, vendor pricing, customer pricing, bills of materials, etc.
Data cleansing and migration is one of the most underestimated tasks of an ERP implementation plan, from a time commitment standpoint. But the good news is we don’t need to wait for the completion of phase II before beginning phase III.