The journey to implement an Enterprise Resource Planning (ERP) solution can feel like an impossible mountain to climb. Along the fast-paced trek to operational efficiency and profitability, executives and business managers may find that keeping pace with the data-driven needs of their business is an additional load to carry. The associated costs and risks can be formidable, and the magnitude of the undertaking often raises challenging questions requiring specialized expertise.

Having an experienced guide to help you navigate the ERP system implementation process, manage complex workstream risks, and keep the business momentum going can help make a potentially overwhelming process much more attainable.

Whether you’re just getting started or have yet to embark on your ERP Implementation project, here are 4 tips for you to consider, offered by Propeller’s own expert consultants.

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# Table of Contents:

# 1. Focus on People Before Processes

The most significant factor in an ERP system is not software–it’s the people who will interact with it each day. Bringing together employees from different departments and conducting workshops on workflow needs, pain points, and desired improvements is a key step in planning new system implementation. Building cross-functional teams where IT team members collaborate directly with business unit representatives during design sessions ensures both technical and business needs are captured. Empowering advocates and building feedback loops ensures there are communication conduits between the project team and end-users.

At its core, a people-centered ERP strategy needs to account for:

  • Stakeholder analysis
  • Leadership alignment
  • End-user input
  • Role design
  • Communication planning
  • Training programs
  • Adoption and resistance management
  • User support

    Making people an integral part of the ERP roadmap and addressing their needs every step of the way sets up the implementation for adoption and success.

    During the planning phase of implementing the ERP system, gaining insights into how people perform their day-to-day work and increasing team engagement can significantly reduce the burden of inefficient work processes and outdated procedures. This, in turn, can enhance your team's productivity and engagement.

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    “Success in an ERP implementation is not just about integrating software; it’s about integrating people. Without the proper buy-in and support from employees, no ERP system will successfully realize planned benefits. By valuing your people’s insights, addressing their concerns, empowering them to be a part of the process, and creating feedback loops, you’re cultivating a culture of collaboration and laying the foundation for lasting success.”

    Keely Middleton

    People & Change Practice Lead

    # 2. Lay the Data Foundation Early for Smoother ERP System Implementation

    Data is the backbone upon which a business runs, and the data architecture is the system's foundation. To build a solid data architecture for the ERP, there are several key considerations.

    • Data mapping: Thoroughly map out existing data elements and how they translate from legacy systems or sources to the new system.
    • Data migration: Develop a clear data migration and cleansing strategy. Plan for any data reconciliation needs, such as deleting duplicates and standardizing formats.
    • Data governance: Build governance policies and enlist data stewards to maintain data integrity post-implementation.
    • Analytics integration: Ensure analytics and reporting needs are accounted for in the new data structure.

    Experience has shown across many Propeller engagements that well-architected models and clean data are fundamental requirements for successful implementations, minimized time loss during system testing and ramp-up, and successful training engagement.

    When implementing a new ERP system, data is often being migrated from legacy systems, as was the case for a Propeller client. A global apparel company was replacing its legacy ERP with a customized cloud-based solution, and Propeller consultants were asked to help realign the project stakeholders and timelines. Key factors to the eventual success of the ERP implementation included:

    1. Establishing a foundational data structure: Planning for this step at the outset and identifying roles and responsibilities is often overlooked but critical.
    2. Dividing the project into critical work streams: This included data migration that involved an initial cleansing of the data.

    Get the Full Case Study: Replacing a Global Retailer’s Legacy ERP System With a Customized Cloud-Based Solution

    “Clean and structured data is the bedrock on which successful implementations are built. Skipping proper data preparation leads projects astray into treacherous waters, sinking timelines, and drowning engagement. But with diligent forethought given to data migration and cleansing, you construct a solid base enabling systems to seamlessly come online and users to readily embrace change.”

    Jackie Holt

    Data & Analytics Practice Consultant

    # 3. Ensure User-Friendly Effectiveness in UAT

    User Acceptance Testing (UAT) plays a pivotal role in ensuring the functionality and alignment of a system with business expectations. When done right, UAT is woven into the plan iteratively so that system components are continuously tested by a core set of users to guarantee their effectiveness. Regular walkthroughs of day-to-day scenarios with Power Users and Subject Matter Experts can help identify and troubleshoot potential process issues before the go-live phase, providing valuable checkpoints in the software development and configuration process. Through UAT, users can verify that the system not only functions correctly but also meets their specific requirements and expectations.

    This collaborative testing approach guarantees that the software is not just operationally sound but also empowers people to work in the most efficient ways, ultimately serving as a valuable tool in enabling users to run their portion of the business smoothly and effectively.

    "User Acceptance Testing is critical to any technical platform implementation. By getting real-world user feedback, I’m able as a Program Manager to resolve issues when they are still manageable and cost-effective. UAT also safeguards projects from out-of-control future expenses by forcing conversations around scope and goals. UAT not only fine-tunes your ERP solution but also gives you the confidence that it’s ready for rollout.”

    Andrew Ferguson

    Technology Transformation Practice Lead

    # 4. Build Proficiency & Confidence Through Practice

    A well-structured training plan is essential to equip users with the knowledge and skills needed to embrace change effectively. Carving out dedicated time for practice, practice, and more practice is a cornerstone for optimizing results and training responses during any software implementation.

    Training should be ongoing, allowing users to familiarize themselves with the new system, alleviating fears and resistance that often accompany significant shifts in technology or processes. By emphasizing consistent and thorough practice, organizations can bolster their change strategy, ensuring that end users not only adapt to the new system but also become proficient, ultimately leading to a smoother transition and realizing the full benefits of the implemented changes.

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    # Choose a Trusted Guide

    Embarking on an ERP implementation journey is like setting off into uncharted territory for many organizations. It's a substantial investment of time, resources, and effort, and the path can be riddled with complexities and challenges. In this venture, having a knowledgeable guide who has not only traversed similar terrain but has done so successfully can be the key to mitigating risk and ensuring a smooth journey.

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    Choosing to enlist the services of an ERP implementation consultant should never be viewed as an admission of failure; rather, it is a strategic move toward greater chances of success. In actuality, the benefits are twofold - hiring an expert can improve your chances of success while also helping you get the results you need faster since they’ll help you every step of the way.

    Much like hiring an experienced trail guide for a wilderness expedition, partnering with a consultant brings a wealth of expertise, insights, and a tried-and-tested roadmap to navigate the ERP implementation landscape. Like any journey into the unknown, having someone along who has been down the path significantly mitigates risk.

    # What’s an ERP Implementation Consultant?

    These consultants are seasoned professionals who understand the intricacies of ERP systems, industry best practices, and the common pitfalls to avoid. They can assess your organization's unique needs, craft a tailored implementation plan, and provide invaluable guidance every step of the way. From selecting the right ERP software to designing efficient workflows, data migration, user training, and ongoing support, a skilled ERP consultant can be your trusted partner in achieving a successful implementation.

    By recognizing the value of an ERP implementation consultant, organizations can embrace their expertise as a proactive measure, ensuring that their ERP journey is not only less fraught with challenges but also poised for optimal results. In essence, it's an investment in expertise that pays dividends in efficiency, effectiveness, and the ultimate success of your ERP system.

    "Our ERP consultants don't just implement software–they take the time to understand your business and guide the team to build the right solution collectively. With decades of combined experience and a focus on collaboration, they work as true partners with your teams to deliver customized approaches that drive real transformation. At the core is a commitment to forging strong relationships and balancing technical excellence with the business acumen needed to make your ERP implementation a success."

    The ERP implementation process can feel overwhelming—much like looking at the peak from the base of a mountain. However, the satisfaction that follows such a difficult journey can be rewarding, driving your business to its next level of growth and efficiency. The keys are understanding your current state, prioritizing people, ensuring data integrity, cultivating an environment conducive to learning, and having a guide.

    Ready to talk to a seasoned change consultant? Reach out today, and we’ll be in touch.

    A special thank you to Propeller Alum Emily Baker and Propeller Consultants for contributing to this blog.