What Are the Steps for a Successful ERP Implementation?

Updated on: June 13, 2024

An ERP system is a major endeavor that requires an organization to undergo a multi-step process. Effective research to understand the process, financial investment, necessary resources (both personnel and time), and ongoing maintenance are important steps to ensure a successful outcome before you even proceed with selection and implementation.



Video Transcription

With Chris Rossi, Principal of SC&H Group’s Technology Advisory team

A successful ERP implementation, like all large and complex projects, requires a ready-aim-fire approach. For ERP efforts, this is a series of phases, starting with an initial ERP assessment that determines the goals, costs, and timing. The next phase is the ERP selection, where business requirements are developed and the appropriate ERP solution is selected. Following product selection, the next phase is implementation preparation. During this phase, a number of critical pieces of the ERP solution are accomplished, including the design of a new chart of accounts, details of integrations that will be required, the selection of the implementation vendor, and the negotiation and finalization of licensing and professional services agreements.

At this point, the formal implementation process begins. This process will vary by implementation partner. However, it normally includes detailed design, configuration, initial testing, user acceptance testing, and go live. The key to a successful implementation is going through all of the steps, having the right expertise and experience, dedicating the right resources, and staying within the defined scope.

< Watch Previous Video      Watch Next Video >

If you’re ready to speak with a Technology Advisory expert now about your ERP project, contact our team.

Related Insights


Subscribe to our Insights

A collection of insights about our capabilities, solutions, people, and client successes.