Streamlined ERP Onboarding Process

“The only constant in life is change”- Heraclitus

Streamlined ERP Onboarding Process
Enterprise Resource Management ERP software system for business resources plan presented in modern graphic interface showing future technology to manage company enterprise resource.

In this rapidly changing world, the requirements of the business also change quickly. To fit into this ever-changing business environment, organizations need to adapt quickly. Sometimes it might seem intimidating to migrate from the current system to a new system of managing the business, but adopting better systems in this age of innovations is very important to stay relevant and grow business in the long run. Handling all information at every level of business is very critical for analyzing the performance of any organization.

ERP:- Enterprise Resource Planning can be briefly called as a tool for managing information. ERPs connect different aspects of the organization & helps to provide a competitive edge in this competitive business environment. Few advantages of ERPs are listed below:

a) Increases productivity

b) Better collaboration between departments

c) Easy to analyze the performance

d) Save Money In Long Run

c) Inventory management

f) Satisfied Customers

g) Better Planning & Management of Resources

Steps of ERP on-boarding

1) Meeting Stakeholders:

It would have been very easy if the ‘One size fits all’ approach could be used for the implementation of the ERP system. But it is never the same as product 7 service of business & environment where each business operates differs so does their requirements. The onboarding process differs according to different factors such as type of industry, size of the business, the structure of the company, etc. The onboarding process starts with meeting stakeholders at the organization where ERP is being implemented.

Discussion with Management & Key Employees:

The business has to be continuous process & implementation should not create any detrimental hurdle.

For ensuring that, we meet people functioning in various roles at the organization to understand existing technology being used, users using the system, future goals, wish list. We believe honest discussions go a long way in developing a proper solution for our clients.

2) Planning:-

After detailed study of all requirements & discussion about current system that have been used till date, next important stage is proper planning. We make sure that we sit down with you and discuss about insights from our study about business & give recommendations for a possible solution which will be realistic & be able to meet the requirements of the organization.

We also discuss changes that might be needed in terms of process improvement, resources that will be required for the system, customizations that might be needed, etc. We will also set clear milestones so as to ensure that project will be implemented & will be good to run at the proper time & within the stipulated cost.

3) Data Migration:-

Migrating Data from the old system can turn out to be a herculean task as data in the old system might be scattered about & structuring those takes a lot of time involving its share of cost. It would save time & cost if system implementation starts with fresh data. In business cases where old data have to be incorporated into a new system, we make sure that our professionals do it in a systematic way & grow through it rather than going around & being stuck using the learnings from old data.

4) Testing:-

We keep you updated with different stages of development. At advanced stages of development, we ensure that you are kept in the loop by providing authority to sign in & test your new system. Even though it might seem daunting time consuming at first, it will ensure that you become familiar with the system & we can also sort out bugs if any found. Testing also helps to make the system close to perfect before fully integrating & using it for daily use.

5) Training:-

Our onboarding method ensures that users at the organization are kept in the loop at every stage of development. It helps them to be familiar with the system even before we go live. We arrange webinars to clear doubts of personnel at the organization where ERP is being implemented. Videos & Documentation are also provided for ease of use until the user gets familiarised with the system.

6) Going Live:-

Once all testing from both the developer & user sides is completed, we make sure that concerned employees are trained to use this new system. Before launch, we make sure that we integrate every process seamlessly and we are ready to continue/start our business hassle-free.

7) On Change Management:-

While abrupt changes after implementing an ERP are not recommended, requirements arise due to various reasons. We at Infintor meet people at that particular organization & discuss the requirements & after proper study of the system will address those concerns. If it is possible to meet the requirement with the same system, then that knowledge will be transferred, otherwise will be developing & implementing custom solutions to meet the same. Users at the organization will then be guided to use the same.

8) Support:-

Sometimes things can go wrong in any system due to various reasons. There is no need to panic about that, as mostly they are minor problems, we will provide you support & clear queries for the same ensuring your business processes are not adversely affected.

While onboarding the new ERP, everyone has to work together for making implementation successful.

Fostering a culture of accountability in the organization will go long way in ensuring that all goals of ERP implementation are achieved.

Feel Free to contact us to clear any queries regarding the Onboarding process & Let’s grow together in the years to come with an efficient & cost-effective ERP solution tailor-made to meet all your needs.

Streamlined ERP Onboarding Process
Streamlined ERP Onboarding Process