Implementation of an erp system: the importance of professional advice

Author: Bdtask Limited

An enterprise resource planning system is ERP software is a tool capable of integrating and streamlining all the operations of a company in areas such as production, distribution chain, inventories, exports and imports, accounting, suppliers, manufacturing and sales, among others.

However, many companies think that by adopting these types of solutions they can take charge of the entire process of data implementation and migration, risking the integrity of the information, which could lead to database damage, Loss of information from your customers or alteration of the records of the different areas (as in the inventories, for example), generating chaos that could mean months of extra work.

Therefore, when choosing this type of tools, it is important to ensure the experience and professionalism of ERP providers, who must take care of all the above to ensure that the processes are carried out successfully.

In this regard, WHY RELY ON AN ERP? Among the main advantages companies obtain by relying on solutions, they include:

  • Streamlining decision making.

  • Process automation.

  • Easy access to information.

  • Integration of the different areas in a single platform, therefore, a single database.

  • Cost reduction.

  • Higher productivity.

  • Information update in real time.

WHAT STEPS ARE REQUIRED TO INSTALL AN ERP SYSTEM?

  • Depending on the ERP providers, the implementation methodologies may vary. However, in broad strokes they all maintain a certain structure.

  • Diagnosis of the company (in terms of technical capacity) and determination of the objectives it seeks.

  • Determine the functions that the system should cover according to the specific resources and processes of the company.

  • Define the functional and technical requirements.

  • Construction, migration of company processes to the system, backup and migrate database.

  • Form work teams and train the personnel of each area.

  • Support and maintenance.

THE RISKS OF NOT REQUESTING PROFESSIONAL HELP WHEN IMPLEMENTING AN ERP SYSTEM

A company that considers installing the system by itself does so for two main reasons:

He wants to save money.

Believe - mistakenly - that your IT area has the technical capacity to do so. However, the implementation of an ERP system goes much further than just installing software.

Currently, the ease of obtaining information and the tendency to " do it yourself with this tutorial ", encourages companies to perform certain tasks without the help of specialists. However, trying to implement an ERP system without the help of the provider could have serious consequences:

It jeopardizes the integrity of the data in the migration process, affecting information of great value to your company, such as inventories, routes, customer data and process monitoring of the different areas, among others.

While the provider's trained professional can make the implementation in a limited period, when the company decides to do it on its own, it can extend this time indefinitely due to unforeseen events, lack of knowledge or errors that could affect the proper functioning of sectors such as logistics or Finance, to name a few.

When implementing the platform without the support of trained personnel, some modules or functionalities may not respond as expected.

Any failure in the ERP implementation process can leave certain areas of the company without a tool capable of supporting its tasks, which translates into null information for strategic decision making.

THE IMPORTANCE OF TRAINING IN ERP SYSTEMS

Although there is experience in the use of some software similar to a certain ERP, the training will give greater knowledge about the tools, obtaining 100% use of the platform instead of wasting time trying to discover how things work.

The ERP vendors as Bdtask, in addition to ensuring proper installation, are the only ones able to provide adequate training, without forgetting the technical, essential support in case of errors or questions. In this way, workers will adapt to the use of the software more easily and in less time than if they did it on their own, reducing costs and increasing productivity.