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ERP Project Toolkit: The Ultimate
Checklist and Tools to Start your ERP
Project [Part 3]
With part three of our three part ERP Project Tool Kit series you will learn how you
can make the right ERP choice for your manufacturing business the first time around.
Here in part three of our ERP Project Toolkit series we will provide you with all the tools and a checklist for
starting your ERP Project.
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Installing the right Enterprise Resource Planning (ERP) system into your business will be a solid foundation
for future success. Improved business processes and cost saving efficiencies provide the capability
for outstanding customer service. It allows you to drive business forward, with greater productivity and
profitability.
Choosing and installing an ERP system is not without its risks. Selecting the wrong system or installing it
badly is painful, wasteful and ultimately, can seriously damage your business.
To help you make the right choices, we’ve put together this comprehensive checklist of the steps needed
to get your ERP project off the ground and on the road to success.
So the alternative is to investigate the installation of a new ERP system, using the latest
technologies to optimise the value and results in your business.
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4. Appoint a project leader
Your leader gives day-to-day impetus to the wide range of tasks required for a
successful project completion. Diary management and people management skills are
essential, along with a strong understanding of the business.
Where possible, put a financial value on inefficiency, indicating the cost to your
business. These numbers will help justify investment in a new ERP system.
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9. Be prepared for resistance
Not everyone in your business will understand that change is needed. Some staff may
be actively resistant. This isn’t entirely negative as it balances those enthusiastic for
change and provides reality checks as to where change is really necessary.
The SOR is not a static document. You’ll update it as you learn more during the process
of choosing an ERP system, so version control is really important.
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It’s helpful to think of the SOR document as your ‘vision guide’ outlining what you see
your future system doing.
Create a list of potential suppliers. The best ways to do this are to search online, to ask
comparable businesses what they use and to be generally open minded at this stage. It
won’t hurt to have an initial chat with one or two suppliers.
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15. Make a supplier shortlist
At this stage, weeding out the suppliers who aren’t really suitable should be relatively
easy. For each one on your list, consider the following:
• How much experience do they have of your industry?
• What’s their overall track record?
• Do their standard products fit well with your requirements?
• Do they provide a true 'one stop' service, within a long term partnership? Basic
questions around their support and services should reveal any gaps.
By the end of this step, you’ll have whittled down the long list to a short list of between
three and five potential suppliers.
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The best demonstrations use a ‘live’ system and follow operations scripts that you
provide. Ask lots of questions and try to get the feel for both the product and the
company that supplies it.
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22. Attend workshop demonstrations
Workshops are demonstrations that go into much more depth. This is an opportunity to
introduce other key members of your business to the system and to trial more complex
activities. These workshops will flag potential gaps in the system, where it won’t do
quite what you want.
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Checklist summary
Here are the key points to remember when preparing for your ERP project:
Installing an ERP system is a substantial investment and doing it right will make a huge difference
to your business. Following this checklist will help you choose a system to improve productivity and
profitability, taking your business to the next level.
Next step?
Contact Sanderson to discuss our specialist
manufacturing ERP software:
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