Updated: May 22, 2021
At CFO DESK, we recognize that selecting the right customization for your organization is an important decision that takes time and research. But, once processes are defined, implementing that software can be intimidating.
An ERP implementation involves setting up the software, moving your financial data over to the new system, configuring your users and processes, and training your users on the software. Choosing the right partner for implementing your ERP system is almost as important as selecting the right software in the first place. As with any large project, it’s imperative that you to take things one step at a time.
With the team assembled, the stages of implementation come into play. The stages are as follows:
Discovery – Consists of processes that help define the need, vision, scope of the implementation project, and obtain commitment from the client to continue.
Plan & Monitor – Consists of processes that involve developing a strategy to complete the implementation work, as well as measure the progress and take corrective action as required. This occurs throughout the entire process.
Analyze – This stage is a more detailed level of discovery and consists of processes that involve gathering detailed requirements and analyzing the client’s business needs.
Build – Involve processes that carry out the tasks identified in the strategy.
Stabilize – Consists of a set of processes to ensure a solution meets the client’s requirements and is ready for full deployment to a live production environment. This also includes a client’s readiness to use the solution.
Deploy – Processes that will deploy the solution to a production environment.
Post Go Live – Processes that are in place to support the client once they are live on the solution, which lead to project closure..