5 Steps to a Successful ERP Implementation
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The document outlines a phased implementation approach for a cloud-based business solution, emphasizing the importance of maximizing investment value and ensuring a successful partnership between teams. It details key phases including preparation, fine-tuning, testing, go-live, and post-go-live activities, focusing on tasks necessary for configuration, migration, and user readiness. Critical activities such as testing and monitoring post-launch are highlighted to ensure a smooth transition and project completion.
5 Steps to a Successful ERP Implementation
- 2. Built on 10 years of Navigator’s experience delivering best Practices A proven, phased implementation approach. Keeping It Simple, Works. Maximizing the value of your investment in the shortest period of time is a major consideration. Replacing multiple stand-alone software solutions with one cloud based, complete business solution suite, will lower the total cost of ownership and accelerate your return on investment.
- 3. PREPARE The Prepare Phase lays the foundation for a successful implementation Main Objective: Create a joint understanding of project scope and goals between your team and the Navigator Services team to prepare for a successful partnership in this first phase Project Kickoff Workshop Business Scenario Workshop Data Migration Workshop Key Users start eLearnings Data Migration Planning KEY ACTIVITIES DELIVERABLES Project Plan Key Business Decisions Customization Requirements Project Scope is frozen
- 4. FINE TUNE AND INTEGRATE & EXTEND The Fine-Tune, aspect focuses on system setup; Integrate and Extend aspect targets customization Main Objective: Focus on system-related activities during the fine-tune phase. Initial database configuration and access to users. Execute your custom content development and legacy data migration. These tasks happen concurrently. System initialization Database configuration Data Migration templates Custom content specs & development Solution Walkthrough Data is extracted. cleansed and migrated Key business scenarios are demonstrated KEY ACTIVITIES DELIVERABLES
- 5. TEST, TEST, AND TEST SOME MORE Testing is the most crucial phase of the project. This is where you ensure the solution works as expected Main Objective: Ensure that all your business scenarios and company-specific business processes can be executed accurately with your migrated data. It is absolutely critical to test the solution thoroughly to ensure a smooth and successful Go-Live. End-to-end business scenario tests Resolution of any issues so all tests pass Test workshop Test cases Test plan All test scenarios have status 'passed' KEY ACTIVITIES DELIVERABLES
- 6. SUCCESSFUL GO-LIVE Go-Live is the final step during which we plan and prepare to ensure everyone is ready for the launch The Go-Live phase focuses on the cutover tasks as well as business and people readiness and transitioning your key and end users to productive system use. Cutover Planning Acceptance Checkpoints Final Data Migration SOPS are released Final Readiness Assessment cutover Schedule End Users are Enabled First "Live" transaction in Productive system Handover to Support KEY ACTIVITIES DELIVERABLES
- 7. POST GO-LIVE The Post Go-Live phase covers the time period after go-live to ensure all outstanding items are completed The Post Go-Live phase focuses on the outstanding tasks to be completed as well as assisting with month-end financial close processes. Monitoring new system Resolution of outstanding issues Month-End financial processing Phase 2 Review and Timin Financial Monthly Close Outstanding Issues Resolved Post-implementation project review Sign-off for final project completion KEY ACTIVITIES DELIVERABLES