The ERP Implementation Process Explained

While implementing ERP systems, many companies make a common mistake. They assume that a new system will make processes easier when in reality they need to examine their existing processes to determine whether they will improve. For example, many companies overlook processes that are redundant and do not improve the quality of products or services. Reviewing processes and making sure they are still relevant to business objectives will help you ensure that your new ERP is a success.

Planning for ERP implementation

Before embarking on an ERP implementation, it’s important to plan carefully. An integrated system makes it easier to share data across all business units and ensures that data is always up-to-date. These advantages are particularly important for oil and gas firms, which typically have dispersed business units, complex supply chains, and increased competition.

Using an ERP system has helped many oil and gas companies manage their processes and data. According to Patricia Hewlett of Exxon Mobil, a leading oil company, ERP has enabled her company to achieve cost reduction, flexibility, and workload control.

Identifying Modules of an ERP System

The first step in an ERP implementation is to identify which modules of the system will be used. The most commonly used modules are finance, human resources, and supply chain management. Other modules that may be useful include customer relationship management (CRM), project management, and quality control.

Accounting and Finance

The finance module includes modules for accounting, accounts payable, accounts receivable, and general ledger. This module is important for tracking financial data and ensuring that all transactions are properly accounted for.

ERP & Inventory

The supply chain management module helps companies manage their inventory, including raw materials, finished goods, and components. This module is important for ensuring that materials are available when needed and that finished products are shipped to customers on time.

Human Resources

The human resources module includes modules for employee records, payroll, and benefits administration. This module is important for managing employee data and ensuring that all employees are paid correctly.

Supply Chain Management

The supply chain management module includes modules for inventory, purchasing, and warehouse management. This module is important for managing the flow of goods and materials.

CRM

The CRM module includes modules for sales force automation, marketing, and customer service. This module is important for managing customer data and tracking sales leads.

Project Management

The project management module includes modules for project planning, task tracking, and resource allocation. This module is important for managing projects and ensuring that they are completed on time and within budget.

Quality Control

The quality control module includes modules for quality assurance and quality management. This module is important for ensuring that products and services meet quality standards.

MRP

Most ERP systems also include a manufacturing execution system and advanced planning and scheduling modules. These systems work together to optimize the flow of raw materials and associated processes to meet customer demands and manufacturing schedules.

Planning for Data Migration

The next step in an ERP implementation is to plan for data migration. Data migration is the process of transferring data from one system to another. When migrating data to a new ERP system, it’s important to consider the following:

– what data needs to be migrated?

– how the data will be migrated?

– who will be responsible for migrating the data?

It’s also important to have a plan for how data will be migrated in the event of an error. Data migration can be a complex and time-consuming process, so it’s important to plan carefully.

Planning for Integration

The next step in an ERP implementation is to plan for integration. Integration is the process of connecting the various components of an ERP system. When planning for integration, it’s important to consider the following:

– how the various components will be connected.

– what data will be shared between the components?

– who will be responsible for integration?

Planning for Training

Once integrations have been mapped and planned it’s time to plan for training. Training is important for ensuring that employees are able to use the new system effectively. When planning for training, it’s important to consider the following:

– who will be responsible for training?

– what type of training will be provided?

– how will the training be delivered?

It’s also important to consider how employees will be able to access the training materials. Training can be a complex and time-consuming process, so it’s important to plan carefully.

In Summary

The article discusses the various steps that need to be taken in order to plan for an ERP implementation. These steps include planning for data migration, planning for integration, and planning for training. It’s important to plan carefully for each of these steps in order to ensure a successful ERP implementation. The ERP implementation process is a complex and multi-step process. The success of an implementation depends on careful planning and execution. By following the steps outlined in this article, you can increase the chances of success for your ERP implementation.

About Zanovoy’s NetSuite ERP Implementation Experts

Zanovoy’s NetSuite ERP Implementation Experts is a team of professionals who specialize in the implementation of NetSuite ERP. We have a proven track record of successful implementations and a commitment to customer success. Our team has the experience and expertise to help you plan, execute, and manage your NetSuite ERP implementation. 

Contact us today to learn more about our services.