Why its imperative to define the best digital strategy for your organization prior to jumping to the cloud-Pt VIII

You move to new a business software solution to get better. Many companies set up an extensive selection process in which they map their requirements, they get to know many potential systems and partners and the choice is made only after extensive evaluation. During the implementation, many employees are involved in creating process flows, determine upon the setup and they get trained in how to use the system. But where the selection process and implementation process are usually done very thoroughly, many organizations are less critical after the go-live. The system is running, there are no major problems, so you can just lean back. But that is such a waste! As a service manager, I see every day how important it is for our customers to remain critical when it comes to how the ERP software is used within the organization. These are the main reasons why not to sit back and relax:


Business software supports business processes. That never goes perfect. No matter how hard you try to optimize the processes together with your own people and the software partner, perfection is an illusion. Only after the go-live, when the manufacturing software is in use for a while, can you evaluate what can be done better. Something that in theory seemed like a good idea can turn out very different in practice. Therefore, look continuously at every process in detail. How can I make things go faster? Which step is not necessary? Where do I miss the right information? Which checks are unnecessary? It can always be better and this striving for optimization brings you a lot of money.


With moving to a hvac service software, it is impossible to meet all your requirements at once. You will have to define a clear project scope. Focus primarily on the most important issues, the rest comes later. After the go-live, you will look at new features and extra modules and solutions. Return on investment is your motive. If the benefits outweigh the costs, then go for it.


The job card software solution you have at the go-live is what you need at that specific moment (or at least what you think you need). But it is a snapshot and time changes everything. New technologies arise, laws and regulations change, your company starts growing (hopefully), you may be entering new markets, your suppliers, customers, partners and employees can change. Software has a supporting role for your (changing) business. So as your organization grows, the market changes or the circumstances change, then you should critically look at whether the software still optimally supports your business.

So, bad news for you; it is never a good time to sit back and be satisfied with your existing business software. Or maybe good news; if you continuously look at opportunities for improvement in the field service management software you can really make a difference compared to your competition.



Each company has specific business challenges and to overcome these challenges, they must find an CRM Software  and partner with a vendor who has the expertise to understand the industry requirements and implement an optimized solution that meets the objectives set by the company.  After choosing your preferred vendor, follow the steps below to ensure seamless implementation that will save you time and resources.


Set objectives that clearly define the scope of implementation. These objectives will be done by conducting an in-depth analysis of current business practices and areas that require improvements. ERPNext systems are massive so it’s important to define timelines, assign responsibilities to each project team member, identify training process and include all the above in a project plan.


Dedicate a full week to analyse the software for the project team.  This is the most critical step of the process because it will determine where modifications are needed in the software.  Customize the requirements needed prior to employee training. It is important that the team takes the right direction to have a better chance to meet expectations. Train on every aspect of the ERP software to fully educate the team on capabilities and identify gaps.


Determine which information should be converted through an analysis of current data. Converting 100% of the data is not a good idea as there will be out-dated information in the system. Identify the new data and its source, then check its compatibility with the ehs software. The objective of this step is simple – improve data accuracy and completeness.


To ensure accuracy of information and functionality of the ngo accounting software, the project team should practice in a test database.  If there are any issues with integration or interface design, they can be modified before launch. Once all final testing is done, create a detailed training plan for the team.


create a checklist to ensure everything is completed before going-live. Project team members and department heads should be fully trained to answer any questions users may have in regards to operating the software. The management team needs to remain committed to the software and constantly evaluate it to maximize the benefits.


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