登录查看更多内容

How can you manage your budget during ERP integration?

由人工智能和领英社区提供技术支持

ERP integration is a complex and costly process that requires careful planning and management. If you are a technical sales professional, you need to know how to help your clients avoid budget overruns and achieve their goals. In this article, you will learn six tips to manage your budget during ERP integration, from defining the scope and priorities to tracking the progress and communicating the results.

此文章中的业界达人

由社区从 6 条内容中精选。了解更多

Jose Luis Calderon Raffo

Generación y ejecución de estrategias comerciales. Innovación digital. Análisis en entornos complejos.
José Pinto Neto, Msc, Esp

Gerente Comercial (CRM, IA, BI e Cloud), Professor Universitário (MBA), Palestrante, Autor de livro e Nadador Master…
Alex Sellos

Business transformation Leader with a passion for service excellence, servant leader, innovator

1 Define the scope and priorities

The first step to manage your budget during ERP integration is to define the scope and priorities of the project. You need to understand what your client wants to achieve, what are the main pain points and opportunities, and what are the critical success factors. You also need to set realistic expectations and align them with the available resources and timeline. By defining the scope and priorities, you can avoid scope creep and unnecessary changes that can increase the costs and risks of the project.

添加您的观点

José Pinto Neto, Msc, Esp

Gerente Comercial (CRM, IA, BI e Cloud), Professor Universitário (MBA), Palestrante, Autor de livro e Nadador Master (Campe?o Mundial Master)
举报内容
Para gerenciar seu or?amento durante a integra??o com o ERP, é importante que você tenha uma vis?o clara dos custos envolvidos no processo. O Sebrae sugere a integra??o do estoque ao financeiro, que pode ser feita a partir de um sistema ERP. Esse software de gest?o integrado utiliza da tecnologia para manter uma base única de informa??es, o que pode ajudar a reduzir custos e aumentar a produtividade do seu negócio. Além disso, o ERP pode automatizar muitas fun??es de negócios como contabilidade financeira, recursos humanos e muito mais, por meio de módulos ERP.

已翻译

赞
Jose Luis Calderon Raffo

Generación y ejecución de estrategias comerciales. Innovación digital. Análisis en entornos complejos.
举报内容
Tener claros los puntos donde nuestro nuevo ERP se integra con todo el ecosistema de aplicaciones empresariales es clave para la operatividad luego de la salida en vivo del nuevo ERP. Se debe analizar qué puntos de integración quedan con el nuevo alcance, la tecnología que usaremos, el tipo de integración y los datos que se transmiten por dicha integración. Los costos están asociados a dos factores generalmente: el costo de la licencia o suscripción de la herramienta de integración, que puede incrementarse en el tiempo si se incrementa la cantidad de datos que gestiona la integración, y el esfuerzo de consultoría para realizar la integración.

已翻译

赞

2 Choose the right ERP solution

The second step to manage your budget during ERP integration is to choose the right ERP solution for your client. You need to evaluate the features, functionality, compatibility, and scalability of different ERP options and compare them with your client's needs and budget. You also need to consider the total cost of ownership, including the initial investment, maintenance, upgrades, training, and support. By choosing the right ERP solution, you can optimize the value and performance of the project and reduce the chances of errors and delays.

添加您的观点

Jose Luis Calderon Raffo

Generación y ejecución de estrategias comerciales. Innovación digital. Análisis en entornos complejos.
举报内容
Un factor crítico es sincerar los costos REALES de un proyecto ERP. No sólo son licencias o suscripciones y esfuerzo de implementación (consultoría), sino también costos "ocultos" como preparar data a migrar, revisión de procesos, el costo de los key users que salen hacia el proyecto y dejan su trabajo del día a dia que debe ser cubierto por alguien mas (que genera costo), la curva de aprendizaje de la nueva solución, que finalmente constituyen el Costo Total de Propiedad (TCO). Un análisis de Retorno de Inversión (ROI) con un caso de negocios sólido debe dejar claro el valor que aportará a la organización un ERP, cuándo se recupera la inversión, la tasa de retorno y los riesgos del proyecto que deben incluir un plan de mitigación.

已翻译

赞

3 Plan the integration strategy

The third step to manage your budget during ERP integration is to plan the integration strategy. You need to decide how to connect the ERP system with the existing systems, data, and processes of your client. You need to determine the best approach, whether it is a big bang, a phased, or a hybrid integration. You also need to identify the potential challenges, risks, and dependencies of the integration and how to mitigate them. By planning the integration strategy, you can ensure a smooth and seamless transition and avoid unexpected costs and complications.

添加您的观点

Jose Luis Calderon Raffo

Generación y ejecución de estrategias comerciales. Innovación digital. Análisis en entornos complejos.
举报内容
El enfoque del proyecto dispara el plan de integración. Ya sea un Big Bang o enfoque por fases, se debe identificar cada punto de integración en el tiempo. La transición o migración a la nueva solución tiene un factor crítico que es la data, y muchas organizaciones no le dan la importancia debida. Los datos de los sistemas antiguos que pasen al nuevo ERP deben ser recolectados, analizados, limpiados, convertidos al formato del nuevo sistema, definiendo qué datos se quedan en el sistema antiguo para ser consultados desde dicho sistema, y qué datos pasan al nuevo ERP. Estos últimos suelen ser saldos de cuentas, maestros y partidas abiertas. Estos últimos trabajos deben ser abordados desde el inicio de la planificación del proyecto ERP.

已翻译

赞

4 Allocate the resources and roles

The fourth step to manage your budget during ERP integration is to allocate the resources and roles of the project. You need to assign the tasks and responsibilities of the project team, including the internal and external stakeholders, the project manager, the technical experts, the end users, and the vendors. You also need to allocate the budget and time for each task and phase of the project and monitor the consumption and availability of the resources. By allocating the resources and roles, you can optimize the efficiency and effectiveness of the project and prevent overruns and conflicts.

添加您的观点

Jose Luis Calderon Raffo

Generación y ejecución de estrategias comerciales. Innovación digital. Análisis en entornos complejos.
举报内容
Las personas son el factor que suele hacer fracasar el 70% de los proyectos fallidos de ERP. De ahí su importancia para saber elegirlos desde la empresa, asignar el tiempo adecuado que el plan del proyecto los necesite, dejar a alguien que cubra su trabajo del día a día durante la implementación, mantenerlos motivados, planificar sus vacaciones y empoderarlos ante su organización ya que van a tomar las decisiones mas importantes durante el proyecto. Los consultores de la firma consultora ni el equipo de TI de la empresa son responsables del proyecto ERP, sino los usuarios claves, que conocen en detalle los procesos que gestionan, y que tomarán decisiones clave durante la implementación. Es clave definir el presupuesto para este esfuerzo.

已翻译

赞

5 Track the progress and performance

The fifth step to manage your budget during ERP integration is to track the progress and performance of the project. You need to measure the key indicators and outcomes of the project, such as the quality, functionality, usability, and satisfaction of the ERP system. You also need to track the costs, time, and issues of the project and compare them with the planned budget and schedule. By tracking the progress and performance, you can identify and resolve any problems or deviations and ensure the delivery and success of the project.

添加您的观点

6 Communicate the results and benefits

The sixth step to manage your budget during ERP integration is to communicate the results and benefits of the project. You need to report and demonstrate the achievements and improvements of the ERP system to your client and other stakeholders. You also need to highlight the value and return on investment of the project and how it meets or exceeds the expectations and goals. By communicating the results and benefits, you can strengthen your relationship with your client and showcase your expertise and credibility as a technical sales professional.

添加您的观点

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?

添加您的观点

Alex Sellos

Business transformation Leader with a passion for service excellence, servant leader, innovator
举报内容
Have a clear understanding of time management/reporting and how often your vendors invoice you for services. Categorize expenses and plan according to established budget. Ensure that unexpected expenses are accounted for. Ensure that consulting hours align with status reports so that you update the budget(s) along with tasks/resources in the project plan. Communicate budget discrepancies and mitigate risks right away.

已翻译

赞

Technical Sales

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

How can you manage your budget during ERP integration?

1

2

3

4

5

6

7

1 Define the scope and priorities

2 Choose the right ERP solution

3 Plan the integration strategy

4 Allocate the resources and roles

5 Track the progress and performance

6 Communicate the results and benefits

7 Here’s what else to consider

Technical Sales

给文章评分

感谢您的反馈

更多Technical Sales相关文章

更多相关阅读内容

How can you manage your budget during ERP integration?

1

2

3

4

5

6

7

1 Define the scope and priorities

2 Choose the right ERP solution

3 Plan the integration strategy

4 Allocate the resources and roles

5 Track the progress and performance

6 Communicate the results and benefits

7 Here’s what else to consider

Technical Sales

给文章评分

感谢您的反馈

查看其他技能