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8 Tips for a Successful Cloud ERP Implementation

3 minutes read - September 24, 2021 - by Yondu Team
ERP implementation may pose challenges, but there are ways to make sure your ERP project is positioned for success. Here are tips to consider.
IT manager analyzing the architecture of ERP

When it comes to ERP implementation, there’s a lot to take into account. For one thing, it may require a large investment of time and resources. Even if set up correctly, the rollout of the ERP system may still fail if the execution is not followed through. 

The good news is that with proper planning, an ERP undertaking can be manageable. There are ways to make sure your ERP project is positioned for success from the onset. In this post, we’ll provide tips you can consider for a successful cloud ERP implementation.

8 Tips for A Successful Cloud ERP Implementation

1. Set realistic expectations

Most ERP projects start with the proponents having a lot of enthusiasm and high expectations. However, many organizations charge ahead without clearly defining their business requirements and what goals they want to achieve. This is a recipe for failure. 

To avoid substantial setbacks, consider developing a set of benchmarks and then defining clearly what can be considered as success or failure. Likewise, try to come up with a list of potential issues you are likely to encounter. This will help ensure you are setting measurable and realistic targets and that you are not going too far ahead. 

2. Define your project scope

Having a well-defined scope of work can spell the difference between a failed project and a successful one. Your project scope serves as the basis for the requirements and the resources that will be allotted for your ERP program. As such, it pays to spend time making sure everything is outlined so that everybody can have a good grasp of the coverage and specifications of the project.

3. Modify the system based on business requirements

There is no one-size-fits-all ERP solution. For this reason, it’s important that your ERP system can be modified to align with your business requirements. This will help ensure that there is no mismatch between the software’s capabilities and your organizational needs. Remember that even a small inconsistency can derail the entire project.  

Some ERP services like the Acumatica Cloud ERP have different modules that are useful for different industries and business models. From general business, distribution, commerce, field service to manufacturing, Acumatica’s highly adaptable and scalable ERP software can address varying organizational requirements, helping companies achieve their goals by streamlining their processes and operations.

4. Get line staff, middle managers, and top management involved

A successful ERP program requires the support of all stakeholders – from the line staff, middle managers to the top management. Set up regular meetings and share your excitement and what you’d like to see improved. Educate them on the benefits, scale, and risks of the project. 

Let them know that since ERP implementation is exposed to risks, their participation is required to manage and minimize such possible challenges. Emphasize that with everyone’s support, it will be a lot easier to implement the project.

5. Train end-users and project managers

Training end-users and project managers before and after the ERP implementation is crucial in ensuring that the system is continuously being handled properly. Once the system is live and is running smoothly, the work doesn’t stop there. People may forget how to do things, employees may come and go, or new issues may arise. So, make sure to conduct drills and coaching sessions as necessary to prevent employees from creating inefficient workarounds and incorrect data entries that can cause fatal errors in reporting. 

6. Develop a communication plan

A communication plan will guide you in disseminating important information about the project to the stakeholders. It should cover the pre-implementation, implementation, and post-implementation phases. It should also include different communication channels, such as a status report, lessons learned, and frequently asked questions. Regularly sharing updates about the project will help users accept and embrace the new system with commitment. 

7. Don’t forget about cybersecurity

One of your project goals might include having heightened IT security. This is one great feature of cloud ERP. In this case, you may need to work with your cloud ERP provider to find the right protocol for your organization. Make sure that network security software and firewalls are in place to minimize the risks of a security breach. A small investment in this area can result in substantial savings when you consider the costs of recovering from a security breach.

8. Audit, test, and optimize

It’s always a good idea to conduct a test before going live. Have your end-users go through the motions and ask them to raise any concerns that may have been missed. Also, to ensure your ERP system is capturing data correctly, consider running regular data audits following implementation. This will allow you to address issues early on and update the training materials accordingly.

Bonus: Work with an experienced ERP partner

Implementing an ERP program can be challenging, but having a well-defined plan can help drive your ERP project to success. Also, working with an experienced ERP partner can help ensure that your ERP undertaking is running smoothly, facilitating the achievement of your business goals.

Yondu is Acumatica’s partner in the Philippines, and our team of experts can help implement your company’s ERP program. Schedule a consultation today with our ERP specialists for an initial assessment of your business requirements.