Your ERP Implementation Roadmap

A Roadmap for Your ERP Implementation

Are you thinking about implementing an Enterprise Resource Planning (ERP) solution? Well, consider this your roadmap for the implementation process. 

Nothing has a more significant impact on the long-term success or failure of your ERP system that the quality of the implementation. Done well, you’re more likely to experience a greater ROI (Return on Investment) in a lot less time. If the implementation process was poorly executed, you could waste a lot of time and money without ever seeing any advantages.

With so much riding on the ERP implementation, it’s crucial to make every effort to optimize the process. That means taking on the implementation with a clear understanding of what you need to do, when you need to do it and why. Here are eight strategies to outline and create an effective roadmap for your ERP implementation process.

1. Get a Team Together

By gathering your top notch experts and stakeholders in the implementation process, you can ensure that you meet all the requirements possible. Figure out who needs to be involved, engage them, enlist their help, and create a schedule for meetings and updates.

2. Evaluate Your Hardware

If you need to supplement your IT infrastructure in order to implement your ERP on-premise, it’s good to start by figuring out what you will need, how much it will cost, and how you can go about installing it. With a cloud-based ERP solution, however, your hardware requirements are pretty much non-existent since it’s in “the cloud.”

3. Create Testing Scenarios

A good implementation process involves testing every aspect of the ERP solution before going live with it. By creating testing scripts or scenarios, it will ensure you run every possible procedure through every possible motion. It’s always better to prolong testing rather than going live with a mediocre application.

4. Plan for a Data Transfer

This is very well one of the hardest parts of an ERP implementation process. Figure out exactly what data needs to be transferred, where it is located, what the transfer itself will require, and how you can test that the transfer was successful and complete. It’s important to note that you shouldn’t leave any data behind, or else it could cost you.

5. Make up a Resolution Protocol

The implementation process is all about finding the bugs and issues in order to fix them faster. Make up a team who will be responsible for resolving errors, what timelines and workflows they will follow, and how they will prioritize ERP projects.

6. Figure out the Configuration

Depending on the ERP you choose to implement into your business or organization, you can most likely customize it’s features, functions, and interfaces to your already existing workflows and organizational structure. By working with the ERP vendor to determine what is possible and how you can configure your ERP without compromising it, you can avoid any customization issues in the future.

7. Note Timelines

Your ERP implementation process should somewhat depend on schedules and timelines. This way, it is much easier to track your progress and adjust accordingly. Determine benchmarks that define success or failure, it’s unrealistic to expect any software implementation to proceed perfectly. However, that doesn’t mean you should ignore the scope or scale of mistakes and setbacks.

8. Devote Time to Training

Training end users to embrace and employ an ERP solution as completely as possible is not easy. We suggest gathering some training resources and figuring out how much time and money you can dedicate to the process, and how you will track understanding and engagement of the new software.

Check out this short slideshow for more about ERP implementation processes:


Looking for more information about ERP systems? Download our free buyers guide, where you can find the top ERP software vendors, snippets about their highest ranking ERP solutions and products, plus the top 10 questions and tips to ask yourself and software vendor before purchasing!

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Elizabeth Quirk
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Elizabeth Quirk

Liz is an enterprise technology writer covering Enterprise Resource Planning (ERP), Business Process Management (BPM) and Talent Management Suites (TMS) at Solutions Review. She attended Massachusetts College of Liberal Arts, where she attained a Bachelor of Arts Degree in Journalism. You can reach her at equirk@solutionsreview.com
Elizabeth Quirk
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2 thoughts on “Your ERP Implementation Roadmap”

  1. Dhiraj says:

    Great post – ERP Implementation Roadmap.

  2. Great article, it points up the fact that the more thought customers put into drawing up a pertinent MVP, the better. Initial planning and management of expectations, lead to a far smoother implementation process and a far better “fit” for the client.

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