You're struggling to improve ERP processes. How can feedback lead to actionable changes?

Start with the most critical, perhaps 3 business critical finance processes for example. Start to analyse where in the end to end process the pain points are, use the analytical tools such as Signavio process insights, speak to the end users, run some workshops with the end users. Then ensure that you have the metrics and KPI for what good looks like it could be the average time for a month end close etc, these figures are available use these benchmarks to compare how your organisation is performing. Then start making some tweaks, measure the results and tweak again if required, do not try to change to much at once, select the process that is the pinch point during the end to end business process

A structured feedback-gathering process is pivotal to ERP improvement, but it requires more than just asking questions. Tailor surveys to each group’s unique interaction with the system—what frustrates a data analyst may go unnoticed by IT staff. Also, consider the power of informal channels like one-on-one discussions, which often uncover more nuanced insights. Importantly, feedback must go beyond surface-level frustrations; focus on identifying recurring pain points and workflow disruptions. In my experience, combining formal and informal methods helps reveal both the obvious and hidden opportunities for optimization.

Feedback is crucial for improving ERP processes in Odoo. It helps identify pain points and inefficiencies, allowing for targeted adjustments. By gathering and analyzing user feedback, you can implement specific changes that enhance system performance, streamline workflows, and increase user satisfaction. This iterative process ensures continuous improvement and alignment with business needs.

Na empresa atual que atuo, temos uma premissa de fazer a evolu??o da gest?o dos nossos clientes, temos um ferramenta que mapeia todos os processo da empresa, e analisa o modo que eles est?o sendo realizados. A ferramenta verifica se é usado sistema integrado, sistema desintegrado (excel), papel ou n?o faz o processo. A cada 6 meses voltamos na empresa para reaplicar a ferramenta. Isso é uma forma muito bacana de poder acompanhar a evolu??o dos processos e coletar o modus operandi sem ao menos o usuário precisar ir buscar essa melhoria.

Getting first-hand feedback from key functional and technical users is very critical to the eventual success of any transformation initiative. It goes a long way in ensuring the end goal(s) and result(s) have maximum overall impact.

When analyzing feedback data, pattern recognition is key. Begin by categorizing feedback into functional areas—finance, inventory, HR—so you can identify recurring issues across departments. Cross-referencing these patterns with operational data, such as process delays or errors, can validate the feedback’s accuracy. It’s crucial to separate noise from actionable insights by focusing on frequent pain points rather than isolated complaints. I’ve found that the most impactful improvements often lie at the intersection of user frustration and measurable inefficiencies, revealing areas where focused changes can deliver significant gains in productivity.

Feedback helps pinpoint specific issues in ERP processes. Imagine you’re fine-tuning a recipe: if your dish is too salty, feedback lets you know to adjust the seasoning. In ERP, prioritize changes by focusing on frequent complaints or inefficiencies. For example, if users often struggle with a particular feature, address that first. By tackling the biggest pain points, you can make quick wins that lead to significant improvements, just like perfecting that dish one step at a time.

Prioritization is all about balancing immediate improvements with long-term gains. Start by identifying “quick wins”—small adjustments that can rapidly boost user satisfaction or system efficiency without extensive resources. These build momentum and trust in the process. Simultaneously, map out larger strategic changes that address deeper systemic issues. Consider the ROI of each change, weighing factors like productivity gains, error reduction, and data integrity. By layering short-term fixes with a roadmap for larger transformations, you ensure sustained progress without overwhelming the team. In my experience, this method fosters both quick impact and lasting improvements.

Developing solutions requires a blend of creativity and collaboration. Often, customizing ERP features is the first step, but don’t overlook the importance of user training and process realignment. Sometimes, the solution lies in reengineering workflows to better fit the system rather than over-customizing. Engage both end-users and IT specialists to ensure solutions are not only technically sound but also practical for daily use. ERP vendors can also offer valuable insight, especially if the issue requires complex customization. From my experience, a collaborative, iterative approach yields the most effective and sustainable solutions.

O gerente de TI deve usar ferramentas como PDCA para poder implentar melhorias e novos processos, fazendo com que seja possivel mensurar o ganho e realizar uma melhoria continua no ERP.

Implementing changes starts with a well-structured rollout plan. Define clear timelines, assign responsibilities, and ensure resource availability. Communication is vital—stakeholders should be kept informed about the changes, their roles, and expected outcomes to foster buy-in. Equally crucial is providing ample training and support to help users adapt smoothly to the new processes. A phased approach often works best, allowing you to test and adjust before full deployment. In my experience, a carefully executed plan not only minimizes disruptions but also boosts user confidence in the improved system.

Monitoring results is essential to ensuring your ERP changes deliver value. Set clear metrics—such as user satisfaction, system uptime, error rates, or time saved per task—to track the impact. Regularly gather feedback from users to confirm improvements are functioning as intended and uncover any new issues. This phase should be seen as ongoing, as ERP optimization is iterative. In my experience, continuous monitoring helps catch problems early and ensures that your ERP evolves in step with business needs, creating a foundation for sustained success and adaptability over time.