How Do I Perform an ERP Evaluation?

ERP implementation is a collective name for all post-services and processes provided by ERP software vendors based on ERP software. Because the implementation theory of ERP software is "three points of software, seven points of implementation", it is a crucial link in ERP projects.

ERP implementation

Chinese name: ERP implementation
Foreign name: ERP implementation

Implementation content: According to the time process of ERP software project implementation
Implementation unit

ERP Introduction

After several decades of experience in the implementation of the first-line ERP software projects, General Software has concluded the systematic ERP implementation steps:

ERP implementation establishment implementation strategy

From a business and technical perspective, plan the scope of the project, determine the goals of the project, and formulate specific strategies and outlines for the application management of the enterprise.

Establish an implementation strategy, mainly from the perspective of cooperation, to plan the scope of the project and determine the project goals. This stage of work includes the establishment of a project implementation leadership group headed by the company's main leaders and project implementation teams participated by relevant personnel of various departments, and began to train employees in preliminary business management concepts and methods, and formulate the application management Strategy and goals. ^[1]

ERP implementation business process analysis

Define the content of the project, that is, to carefully review and describe the current management, so as to recognize the specific requirements of the project's business and technology, find out where to improve, and create conditions for the design of further solutions.

Business processes are generated during the operation of the enterprise due to the needs of business development, and support the normal operation of daily business systems. Including procurement process, sales process, warehousing and logistics, receivable and payable, design and development, planned production, customer complaint, customer service, after-sales service, etc. These key business processes support the daily operation and development of the enterprise. As long as the company continues to operate, these business processes will always exist and run.

Business process analysis is mainly to define the sub-unit task content, which is to deeply review and describe the current management, so as to accurately understand the specific requirements of business and technology. Generally in this stage, a project definition analysis report is to be written, and the process of the project is described with the help of the IPO diagram, and the areas that need to be improved are found out to create conditions for the design of further solutions. To this end, members of the project implementation team need to be trained on the business concepts of the comparison system and the functional level of the Pushsoft system software. Based on this, Puersoft analyzes the existing business processes of customers:

Work plan and responsibilities
Current system / business process / business volume
Business and technical requirements
Application Product Function Training
How well product features match business needs
Functional development and data conversion requirements
Structure of hardware / software requirements at all levels

ERP implementation design solution

Combining the basic concepts of business management and specific software functions, review and analyze item by item in order to propose a solution for each management business process as a milestone.

It mainly reviews and analyzes the business analysis process combined with the basic concepts and specific software functions of business management, in order to propose solutions for each management business process. The solution can directly apply certain functions in the Pushsoft application system, perhaps to improve the current management process; it may also be necessary to do some secondary development and plug-in development of the software system. At this time, a document such as a project specification should be prepared as a milestone and a design task book for establishing the system.

Work planning and design standards
Training / testing environment installation
Focused training
Design solution
Designing hardware / software logic and physical structure
Designing a security control and backup / recovery plan
Extension (Interface / Function / Data Conversion) Design
Detailed data collation plan
Detailed business conversion plan

ERP implementation and application system

The management (or organization) needs improvement to formulate improvement plans, including adjustment of division of labor, standardized processes, unified standard information coding, etc., and secondary software development can begin to establish a system that is consistent with the enterprise.

The establishment of the application system phase needs to be based on the plan prepared in the previous stage (design solution), and the improvement plan for the management (or organization) needs to be developed, including adjustment of division of labor, standardized processes, unified methods, standard information coding, etc. In terms of software, system initialization design and secondary development can begin.

Detailed plans and responsibilities
Set up a practice and test environment
Establish a formal hardware environment
Business system testing and documentation
Solution modification
Confirm system function
ERP software vendors will provide standard master data collating tables. For a large amount of basic data, Pushsoft provides a data import tool to prepare the data in Excel and then use the data import tool to add it to the system.

ERP implementation creates user documentation

According to the requirements of software engineering, secondary development documents must be provided. For the process and method of management improvement, the original system, responsibilities, and flowcharts must also be written or modified. User documentation can be used for training end-users and filing.

While establishing the application system, in addition to the secondary development of the software and the necessary documentation according to the software engineering requirements, the original systems, responsibilities, and flowcharts must also be written or modified for management processes and methods to be improved . At this point, once the system has been established, training can begin on the main applications of the end user.

Reference Manual Documentation Plan
Documentation standards / formats
System operation manual
Extension documentation / tech manual
Business Process / User Reference Manual
End-user (post) training materials
Document change control
The following are some of the standardized documents provided by Percent Software:
Product Operation Manual
Product White Paper
Product and module recommendations
Business Work Instruction SOP
Standard business process diagram
Administrator's Guide

ERP implementation system switch

Each functional department conducts joint exercises and tests in accordance with their daily business and with reference to a documented process, and then gradually switches to meet the requirements. Generally speaking, there are parallel periods between new and old systems, and the risks are even smaller.

In the system switching phase, in order to reduce the risk when the system is switched, each functional department runs a computer system for joint exercise tests in accordance with its daily business activities and referring to standard documented processes to verify that its system is feasible. Only then began to formally enter data into the new system, create initial states, define parameters, and start running. In order to ensure the success of the switch, the project leadership team required to issue many instructions in a timely manner to gradually and systematically switch. In general, the risk can be reduced during the parallel operation of a new and old system.

Conversion planning / preparatory work
Training end users
Promote the new system
Product system complete configuration and installation
Apply product settings
Business data conversion
Confirm that the new system is working

ERP implementation operation maintenance and improvement

After being safe, reliable, and feasible in parallel for a period of time, it can be officially put into operation. Make relevant records and reports during operation, and timely discover problems during operation for maintenance and improvement. ^[1]

After parallelizing for a period of time, it turns out that the system is safe, reliable, and feasible, so it can be officially put into operation. And make relevant records and reports during operation, and timely find problems in operation in order to maintain and improve.

Ensure stable system operation
System performance monitoring and optimization
Correctness of business process / cycle data
Shut down the legacy system
Benefit analysis / management improvement plan
System management / business management institutionalization
Confirm system implementation is complete
Here are some standardized documents provided by our company:
Division of duties and responsibilities
List of permission assignments
Implementation of online acceptance report
Customer Enhancement Program
Customer Enhancement Plan Execution Report