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If you are considering an ERP software implementation, you need to ensure that your entire organisation understands and agrees on the reasons and strategy behind the move. Decision-makers might be pushing for customisations or integrations that will make it more difficult and costly in the long run.

Sage found that businesses waste an average €9.6 billion (R157.8 billion) a year on unused business software. To avoid this, it’s necessary for CIOs, who often manage the process, to get input from all the stakeholders and super users who will be relying on the platform.

Before you implement a new ERP software in your business, use our CIO checklist to ensure it’s a smooth transition:

1. Have a clear scope

  • Identify and document your business processes.
  • Identify what external or 3rd party systems need to be integrated into the ERP and beware of too many external systems – rather check if your ERP platform of choice can support most of your core business processes out of the box. The more functionality that is available in the core ERP, the more flexible it will be to adapt and support transformation.
  • Identify the workflows crucial to your business.
  • Be clear on what potential customisations are needed with your ERP provider before implementation.

When an ERP system is implemented correctly, it will benefit every member of the business and will give users access to actionable data and allow for improved collaboration between departments.

Assuming your current ERP software is setup to cater for business processes in a specific way does not mean that those methods are efficient. Whether you simplify processes or remove functionality, you don’t have to spend time customising the new software to replicate your old software. Spending time with super-users and representatives from different departments will help identify what their business processes entail and what will simplify operations. This collaboration and inclusion of the users will promote a smooth transition to the new system.

3.Choose a flexible system

Choose ERP software that is flexible and scalable. With Sage X3, you have access to rich functionality ready for your industry – whether you’re in manufacturing, distribution, or business services – you have a foundation from which to work from, requiring you only to make slight configuration adjustments to ensure the software is ready for your business. With Enterprise Management (formerly known as Sage X3) you have scalable capacity around users and functionality. In terms of functionality there’s a full ecosystem of complementary solutions including data management and analytics, document management, inventory optimisation, e-Commerce, warehouse management, project and job costing etc.

4.Keep integrations to a minimum

Many ERP systems require multiple integrations to enable departments within the business to collaborate. For this reason departments often work in silos. With an end-to-end ERP solution, HR and payroll, finance, purchasing, inventory, manufacturing, sales and customer relationship management can all collaborate on one software – no integrations required. This way everyone has a single version of the truth. Fewer integrations will also reduce the risks and costs on your implementation.