Visual South Insights

Teamwork in ERP implementation

Implementing a new enterprise resource planning (ERP) system can be a humbling challenge for any company. Four critical factors will determine the success of your new ERP implementation:

What is testing and why is it important?

Visual South has implemented countless companies on a new ERP. If we look through the lens of an ERP implementation—meaning a company is leaving a legacy system or systems, and migrating to a completely new ERP—testing is when we make sure we are comfortable with how everything has been set up. Testing in ERP implementation reduces the risk of discovering misalignment or problems AFTER go live. We want to unearth and solve as many problems as possible BEFORE go live. If testing reveals the ERP has been set up correctly, then it will be able to support the new procedures and processes once it is live.

Contents

• Introduction
• Chapter I – How to Run a Successful ERP Comparison
• Chapter II – 5 Characteristics of a Successful ERP Implementation
• Chapter III – 5 Characteristics of ERP Implementations Failures
• Chapter IV – Post ERP Implementation: How to Keep It Running Well
• Epilogue

Introduction

Buying ERP is a big deal. I know because I’ve done it. I was a Plant Manager in the mid-90s, and we were running production with a homegrown system that could not be modified because we didn’t have the source code. It was better than nothing, but not by much. We were not managing our capacity, our scheduling consisted of pushing product through the plant day in and day out. It was exhausting, and our on-time delivery range fluctuated from OK to bad. The results we got did not reflect the work we put into it.

There’s a method to ERP implementation plans and timelines

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 ERP implementations are the core phases and tasks to get from purchasing your new solution, to going live with it, and beyond. This blog will discuss Visual South’s methodology for an ERP implementation project plan.

The most common reasons for ERP project failure may surprise you

That vast majority of ERP projects are successful. There are obstacles and challenges associated with any large project, but good teams always succeed. That means you understood the specific steps in the ERP project, built a strong ERP implementation team, and made sure business objectives drove the primary deliverables of the expected new and improved functionality.

ERP implementations need a project leader

For any project to be successful, it requires a leader, and an ERP implementation is no different.  Projects involve people who take on roles, responsibilities, tasks, and decisions. They are a true team, and everyone’s actions (or inactions) affect the team and project. The ERP Project Manager (or ERP Implementation Manager) is the leader of this team, and is ultimately responsible for the success or failure of the implementation.

Searching for ERP

In my years of working with companies looking for Enterprise Resource Planning (ERP) systems, there is usually a lot of emphasis placed on buying the right system along with declarations on how the new system is going to help run the business better. Other companies have achieved this, your company can also.

There are four types of ERP consultants on the Visual South team

The types of consultants are: project managers, manufacturing consultants, finance consultants, and technical consultants. All of these individuals are typically engaged in a new implementation and used for varying consulting and technical efforts. There are a select number of consultants who are versed on the three primary areas of manufacturing, finance, and technology; we are proud to have these rare talents on the Visual South Professional Services Team. Please remember that the team helping you implement the software is just as important as the software itself . Our consultants exist to coach you on how to successfully use the application.

Choose the right tools

At Visual South, we have decades of experience implementing ERP software. I personally have been with Visual South for 20 years, and spend a lot of time working with manufacturing companies. Some of our customers are looking to get the most out of their Infor ERP, while others don’t have a solution and need help evaluating which ERP platform is the best fit for their company. Regardless of where they’re at in their ERP journey, I have found that just about all of these companies are working to have better manufacturing process control. How they do that is highly dependent on the tools they use to manage their business.

Lessons Learned

An ERP implementation is a big undertaking for any size of company. Visual South has been implementing ERP in manufacturing companies for close to 30 years, so we know how much of an effort it requires. Over that period of time, we have learned a lot of lessons, and developed a methodical process that puts our customers in position to succeed with their implementations. We have an exhaustive list of blogs on the topic of implementing ERP, but I have summarized our top 25 tips for success (in no particular order) below: