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How do you smoothly transition and rollout ERP changes?

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Enterprise resource planning (ERP) systems are vital for managing and integrating various business functions, such as accounting, inventory, production, sales, and human resources. However, implementing or upgrading an ERP system can be a complex and risky project, involving significant changes in processes, data, and technology. How do you smoothly transition and rollout ERP changes without disrupting your operations, compromising your data quality, or exceeding your budget and timeline? Here are some ERP change management strategies that can help you achieve a successful ERP transition and rollout.

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Natalia Siercke-Suarez

VP of IT @ MZB | PMP, Connected Leadership
Abhishek Pal

Senior Manager - SAP Practice at Capgemini Australia | Digital Transformation - Manufacturing (SAP PP, QM) Solution…

1 Assess your readiness

Before you embark on any ERP change project, you need to assess your current situation and your desired outcomes. You need to identify the gaps and issues in your existing ERP system, the goals and benefits of the new or improved system, and the scope and scale of the change. You also need to evaluate your organizational readiness, including your leadership support, stakeholder involvement, employee skills, and change culture. A thorough readiness assessment can help you define your project objectives, scope, budget, timeline, and risks, and align them with your business strategy and priorities.

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Abhishek Pal

Senior Manager - SAP Practice at Capgemini Australia | Digital Transformation - Manufacturing (SAP PP, QM) Solution Architect | Industry Mentor (Management Consulting, Change Management)
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Inform stakeholders about the upcoming changes, emphasizing benefits & addressing concerns. Provide regular updates throughout the process. Once the changes are configured / developed, test extensively to catch any errors or bugs. Conduct comprehensive training sessions for users at all levels to ensure proficiency with the new system. Gradually implement the changes in phases rather than all at once to minimize disruption. Provide support during the transition period to address any issues that arise. Finally, gather feedback from users to continuously improve the system.

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Sandeep Gouri

Director / SR. PROJECT MANAGER – ORACLE HCM CLOUD / HRMS / HRIS / HR SYSTEMS / PEOPLE SOFT / WORKDAY / SUCCESSFACTORS / HCM
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Make sure do proper log analysis make rational decision make readiness plan and execute them make them more efficient and easier

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2 Plan your approach

Once you have a clear vision of what you want to achieve and where you are starting from, you need to plan how you will execute your ERP change project. You need to choose an appropriate methodology, such as waterfall, agile, or hybrid, that suits your project complexity, size, and flexibility. You also need to establish a project governance structure, with clear roles and responsibilities, decision-making processes, and communication channels. Additionally, you need to develop a detailed project plan, with realistic milestones, deliverables, tasks, resources, and contingencies.

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Natalia Siercke-Suarez

VP of IT @ MZB | PMP, Connected Leadership
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Plan your Team. Be sure your business will provide a core Team who will architect together with consultants. Select carefully: positive attitude, willingness to change understand the business strategy. All dept represented. Consultant with business experience not just technical system skills. An internal PM with leadership and technical skills. Strong enough to push in the right direction keeping stakeholders in the know and the team happy to work together.

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Sandeep Gouri

Director / SR. PROJECT MANAGER – ORACLE HCM CLOUD / HRMS / HRIS / HR SYSTEMS / PEOPLE SOFT / WORKDAY / SUCCESSFACTORS / HCM
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Make sure you plan appropriate methods and tools consult experts adhere to. Best standard practice use proper evaluation mechanisms

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3 Manage your data

One of the most critical aspects of any ERP change project is data management. You need to ensure that your data is accurate, consistent, complete, and secure throughout the transition and rollout. You need to perform data cleansing, mapping, migration, validation, and testing activities, using appropriate tools and techniques. You also need to define and enforce data standards, policies, and procedures, and train your staff on data entry, maintenance, and reporting. Moreover, you need to backup your data regularly and have a data recovery plan in case of any errors or disruptions.

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Ornella Anthony

Spécialiste Supply Chain / Analyste d'affaires SAP MM-PP
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Les données représentent le poumon d'un projet ERP. On aura beau avoir la meilleure solution, si les données qui la nourrissent ne sont pas intègres, son utilisation ne rapportera certainement pas les bénéfices escomptés.

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4 Involve your users

Another key factor for a smooth ERP transition and rollout is user involvement. You need to engage your users from the start to the end of the project, and ensure that they understand the benefits, impacts, and expectations of the ERP change. You need to solicit their feedback, input, and suggestions, and address their concerns and issues promptly. You also need to provide them with adequate training, support, and documentation, and encourage them to test and use the new or improved system. Furthermore, you need to monitor their adoption, satisfaction, and performance, and reward their efforts and achievements.

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Sandeep Gouri

Director / SR. PROJECT MANAGER – ORACLE HCM CLOUD / HRMS / HRIS / HR SYSTEMS / PEOPLE SOFT / WORKDAY / SUCCESSFACTORS / HCM
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Users are key to systems success make their decisions based incorporating and improving performance adaptive advice make sure part of process and project

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5 Test your system

Before you go live with your new or improved ERP system, you need to test it thoroughly to ensure that it meets your functional, technical, and business requirements. You need to conduct various types of testing, such as unit testing, integration testing, system testing, user acceptance testing, and performance testing, using realistic scenarios, data, and users. You also need to fix any bugs, errors, or defects, and verify that the system works as expected and delivers the desired outcomes. Additionally, you need to prepare a test report, with clear results, recommendations, and actions.

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6 Monitor your results

After you launch your new or improved ERP system, you need to monitor its performance, results, and impacts. You need to collect and analyze relevant metrics, such as system availability, reliability, speed, usability, functionality, and security. You also need to measure and evaluate the business outcomes, such as productivity, efficiency, quality, customer satisfaction, and profitability. Moreover, you need to identify and resolve any issues, problems, or risks that may arise, and implement any changes, improvements, or enhancements that may be needed. Finally, you need to document and share your lessons learned, best practices, and success stories.

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Sandeep Gouri

Director / SR. PROJECT MANAGER – ORACLE HCM CLOUD / HRMS / HRIS / HR SYSTEMS / PEOPLE SOFT / WORKDAY / SUCCESSFACTORS / HCM
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Results are key to successful make sure you evaluate them on regular manner document those study the effectiveness and effectiveness of the strategies

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Nick Ebdon

SAP Program Manager | SAP S/4HANA Visionary | Driving Business Transformation with RISE | SAP Practice lead and Program Mentor | SAP S/4 HANA Influencer | Certification in Public and Private Editions
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So if your looking to roll out ERP changes lets assume that you are already live........ I would call these innovations which should be aligned to the SAP roadmap and where value can be added so think User Experience e.g management dashboards, streamlining critical business process and automating tasks these innovations should all come from the centre of excellence made up of the technical team / change and functional experts

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How do you smoothly transition and rollout ERP changes?

1

2

3

4

5

6

7

1 Assess your readiness

2 Plan your approach

3 Manage your data

4 Involve your users

5 Test your system

6 Monitor your results

7 Here’s what else to consider

Enterprise Resource Planning (ERP)

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How do you smoothly transition and rollout ERP changes?

1

2

3

4

5

6

7

1 Assess your readiness

2 Plan your approach

3 Manage your data

4 Involve your users

5 Test your system

6 Monitor your results

7 Here’s what else to consider

Enterprise Resource Planning (ERP)

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