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( votes)Taking on the task of deploying a new Enterprise Resource Planning (ERP) system, like Dynamics 365 Busines Central, is no small feat for any company. Whether you’re migrating from Quickbooks, Sage, Dynamics NAV to BC or from Dynamics GP to BC, your new ERP system has the potential to enhance operations, increase productivity, and offer crucial insights into your business. However, no complex implementation comes without its unique hurdles. This article will give you the golden rules for a triumphant ERP implementation and tips for choosing the right Microsoft Solution partner – after all not all partners are created equal.
Best Practices for ERP Implementation
Define Clear Objectives
Before embarking on any implementation, it’s important to define clear goals. What are the specific goals you aim to achieve with the new system? These can range from improving financial reporting to enhancing supply chain management and operations. Clearly defined objectives will guide the selection process and provide a benchmark for measuring success.
Choose the Right Implementation Team
Before you start any implementation having the right project team is vital. Designate a project leader who understands the process and ensures alignment. Involve key stakeholders from various departments, select experienced team members, define clear roles, foster communication, and empower the team to make decisions. This approach enhances the chances of a successful ERP rollout.
Conduct an In-Depth Business Assessment
Conduct a comprehensive business assessment involving key stakeholders from different departments. By conducting a business assessment, you lay a strong foundation for the ERP implementation, ensuring that the chosen system and partner can execute, align with your goals, and is well-suited to drive efficiency, productivity, and growth for your business.
Prioritize Data Retention and Security
Prioritizing data retention and security during ERP implementation is vital due to the sensitive nature of business data and the potential risks associated with data breaches or loss. Ensuring your data is secure and retained properly safeguards the integrity and continuity of business operations, prevents unauthorized access, and helps comply with regulatory requirements. Additionally, robust data retention and security measures are crucial for disaster recovery, as they ensure that critical business data can be restored swiftly and accurately in the event of a system failure or natural disaster, minimizing downtime and financial losses.
Some partners, like TMC, offers a historical data retention solution that allows for virtual data integration, enabling the display of real-time data from one system within another like Dynamics 365 Business Central or CRM. This comprehensive approach ensures that data is retained securely and can be accessed easily, providing your business with the flexibility and support they need for effective data management.
Prepare for Change Management
ERP implementation requires significant changes to business processes, making an effective change-management process essential. Resistance to change in internal systems often stems from poor communication, so you need to clearly inform your team and stakeholders about the changes. Provide training, align their goals with the ERP project, and involve your employees in the implementation journey to secure their buy-in. Engaged stakeholders can champion your vision and inspire organizational support. Collaborate with them to understand and adapt their current processes to guide you in making impactful changes.
Multiple Pilot Tests Before Going Live
Testing is a critical phase of ERP implementation. Conduct thorough and multiple testing to identify and fix any issues before the system goes live. This will help prevent disruptions to your business operations and ensure that the system functions as expected.
Choosing the Right Microsoft Solution Partner
Look for Industry Experience and Expertise
When selecting a Microsoft Solution partner, it is important to choose one with a proven track record in your industry. Industry-specific experience ensures that the partner is familiar with the unique demands and challenges of your company. This expertise will be invaluable in guiding you through the implementation process.
Make Sure They Conduct a Thorough Business Process Review
“75% of implementation failures can be attributed to having the wrong project team” – Gartner Research Study
Having said that, the BPR is the most critical step in a successful implementation. It reveals information that will allow you and your partner to understand your business to define your project scope and team composition. This will also ensure your project team possesses industry-specific experience to align with your specific challenges and needs for optimal results.
Evaluate Their Track Record
A partner’s track record is a good indicator of their reliability and competence. Look for case studies, testimonials, and references from previous clients. A partner with a track record of successful ERP implementations stands a better chance of producing better outcomes for your organization.
Learn How TMC Helped SBCERA’s Streamline GL Accounts from 1800 to 300
Ensure They Can Grow with Your Business
Your ERP needs will evolve as your business grows and the market changes. Choose a partner who can grow with you and adapt to your changing requirements. This means selecting a partner who offers scalable solutions and ongoing support.
Seek a Partner Who Offers Comprehensive Support
ERP implementation is a complex process that requires ongoing support. Choose a partner who offers comprehensive support services, including training, technical support, and maintenance. This will ensure that you have the help you need throughout the implementation process and beyond.
In addition, ensure they can work with your current ISVs to ensure they integrate your third-party solutions effectively and seamlessly. Many partners won’t do this, but with the Right partner such like TMC, they’ll take the time and effort to collaborate and understand your ISV’s capabilities as well as suggest solutions that better fit your requirements and goals.
Learn About Why MPI Media Chose TMC as Their Microsoft Partner
Practical Tips for Selecting a Microsoft Solution Partner
Conduct Interviews and Assess Their Communication Skills
Strong communication serves as the backbone of any successful partnership. To gauge whether they are a fit, hold discussions with potential partners to evaluate their capabilities in effective communication, prompt responses, transparency in cost and timeline, and understanding of your business requirements.
Request Demonstrations and Proofs of Concept
Encourage prospective partners to perform demonstrations and provide proof of case studies to highlight their abilities. This approach will enhance your understanding of how their solutions can fulfill your unique needs.
Check Their Certifications and Partnerships
Verify that the partner has the necessary credentials like a Microsoft Solutions Partner for Modern Work badge, certifications, and partnerships with Microsoft. This indicates their level of expertise and commitment to delivering high-quality solutions.
Conclusion
Implementing an ERP system is a significant investment that can yield substantial benefits for your organization. By following best practices and choosing the right Microsoft Solutions Partner, you can ensure a successful ERP implementation. Remember to define clear objectives, conduct a thorough needs assessment, plan for change management, and invest in user training. With the right approach and a reliable partner, your ERP implementation can drive efficiency, productivity, and growth for your business.
Contact TMC’s experts to see how we can guide you in your Dynamics 365 Business Central implementation here.
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