Different Phases of ERP Implementation | OptiProERP
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The document outlines the five key phases of ERP implementation: initiation, planning and analysis, design and development, testing and implementation, and monitor and control. Each phase includes specific milestones, activities, and tools to ensure a successful project outcome, emphasizing the importance of structured planning and customer collaboration. The final phase focuses on monitoring the system and transitioning to support after successful deployment.
Different Phases of ERP Implementation | OptiProERP
- 1. Different Phases of ERP Implementation
- 2. Key Phases of ERP Implementation www.optiproerp.com As a ERP vendor or ERP customer, you want your ERP implementation project to be a success. And you need to create a project plan. Where do you start? How do you ensure the plan includes all the necessary tasks? The answers to these and many other questions arising with each new ERP implementation are with the ERP Implementation methodology. Successful projects follow a structured, phased approach. ERP Implementation methodology is based on the practical experiences and you will find project plans, as well as tools and documents to help you be successful. ERP Implementation methodology is divided into multiple phases. Below, we will study the five key phases. These phases cover the period starting with the handover from the sales team to right before the handover to the support organization. Project Phases and Milestones Project and Change Management Controls Tools and templates Project Plan
- 3. Phase I - Initiation: www.optiproerp.com This is the first phase in the implementation, the focus of which is planning and preparation for the implementation project. For the implementation consultant, the key activities are to: The project managers and key implementation team members should have been appointed prior to beginning of this phase. ü Coordinate with the sales team to learn about the proposed solution, unique customer requirements and any risks or constraints ü Create a project plan for the implementation ü Conduct an initial kick-off meeting with the customer team. This meeting gives you the opportunity to create a relationship with the customer team and to set expectations. ü Deliver and install the ERP software at the customer site. Milestones Tools and Templates Initial Planning ü Coordinate with sales team ü Create project plan for implementation ü Conduct initial kick-off meeting with customer team ü Deliver and install ERP software Key activities:
- 4. Phase II - Planning and Analysis: www.optiproerp.com This is the second phase in the project and focuses on a detailed analysis of the customer’s business processes and requirements. In this phase you conduct workshops with the customer representatives from each business area or department. In these workshops, you should analyze the detailed steps in each of the business processes. The consultant should perform a "fit/gap analysis" to map the processes to the ERP solution. The documented solution must be reviewed and accepted by the customer. This document then becomes the focal document for the next phase of the project. Milestones Tools and Templates Detailed Analysis ü Conduct business process requirements gathering workshops ü Map process to solution and identify any gaps ü Complete a "fit/gap analysis" document Key activities:
- 5. Phase III - Design and Development: www.optiproerp.com This is the heart of the project, and in this phase the consultant implements all the business process and technical requirements defined during the “fit/gap analysis", in the earlier phase. The legacy master data is migrated. The newly-built system and master data is validated and tested by the customer using a test copy of the customer database. All issues arising during testing should be logged and resolved before moving onto the next phase. Milestones Tools and Templates Resolve all Issues ü Set up and configuration of company database ü Import of master data ü Customer validation ü System and integration testing Key activities:
- 6. Phase IV - Testing and Implementation: www.optiproerp.com This is the critical phase prior to go-live. During this phase, the ERP system and the client organization are transitioned into production mode. This includes training end users to use the new system. This phase includes the cutover period, which happens just before go-live, so that the new ERP system can fully run the production workload. The actual switch to go-live happens at the end of this phase when the legacy system closes down and production switches to the new ERP system. Milestones Tools and Templates Resolve all Issues ü Deliver end user training ü Decision for go-live agreed with customer ü Resolution of all critical open issues ü Cutover Key activities:
- 7. Phase V - Monitor and Control: www.optiproerp.com This is the final phase in the project. The implementation team should monitor and resolve any critical problems, then hand over the system to the customer’s team and to the support teams. This is closure of the ERP Implementation project. Milestones Tools and Templates Resolve all Issues ü Monotoring of new ERP system in production ü Handover the customer to support ü Project review Key activities:
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