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Last updated on 2024年8月29日

Your client wants more customization than ERP can handle. How do you meet their demands effectively?

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When your client's needs surpass the customization capabilities of their Enterprise Resource Planning (ERP) system, it can be a significant hurdle. ERP systems are designed to streamline business processes by integrating functions like finance, HR, and supply chain management into a single framework. But what happens when your client requires unique customizations that the ERP can't accommodate? The key is to understand their specific needs and explore creative solutions that extend the system's functionality without compromising its integrity.

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Victor Pang Kin Lan, MBA, MEng

Retired Manager & Lecturer

1 Assess Needs

Before diving into any technical solutions, it's crucial to thoroughly understand what your client is trying to achieve with additional customization. Engage with them to identify the precise functionalities that are lacking in their current ERP setup. This will often involve detailed discussions with various stakeholders to pinpoint the exact requirements. Remember, the goal is to gather enough information to find a solution that not only meets their needs but is also sustainable and maintainable in the long term.

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Victor Pang Kin Lan, MBA, MEng

Retired Manager & Lecturer
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The ERP client's specific needs can be related to reports, user interfaces and programs. The first two are usual ERP customizations during ERP implementation and operations throughout its lifespan. Program customization must not hinder future ERP updates and upgrades. A business process change or ERP advanced configuration may make it unnecessary. This type of customization is usually minor or very exceptional as, otherwise, it can be a clear sign that the enterprise has either wrongly selected or outgrown its ERP system which may need to be replaced by a best-fit and more flexible one.

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Sebastian Zwingmann

lerne durch & mit einem diversen Netzwerk - SAP-Prozesse, digitale Transformation , digitale Bildung
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Wichtig ist auch zu eruieren, woher der Change Wunsch kommt. Einmal mit dem Blick oder mit Doppelbrille des Finanzchef & des Vertriebschef, kann auch helfen. Gerade bei standardisierten ERP L?sungen, stellt sich die (interne) Frage - Wie konnten 100 oder gar mehr Kunden ohne diese Erweiterung auskommen? Mitunter sind auch ein Blick im Prozess weiter vorher hilfreich… Ist der End2End Prozess wirklich derer …Startpunkt oder gar in komplexer Umgebung ?

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2 Explore Options

Once you have a clear picture of what's needed, explore the options available. This might involve looking at third-party applications that can be integrated with the existing ERP system to provide the required functionality. Alternatively, consider whether a custom-developed module or extension could be built specifically for your client's ERP. It's important to weigh the benefits against potential risks, such as compatibility issues or future update complications, to ensure you're recommending a viable solution.

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Victor Pang Kin Lan, MBA, MEng

Retired Manager & Lecturer
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A flexible ERP system provides its own customization options like programming tools, personalization capabilities, application programming interfaces, middleware, enterprise application integration platforms, low-code or no-code development platforms and workflow management systems. These facilities supported by the ERP vendor are meant to ensure the compatibility of ERP extensions with future ERP updates and upgrades.

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Sebastian Zwingmann

lerne durch & mit einem diversen Netzwerk - SAP-Prozesse, digitale Transformation , digitale Bildung
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Eine sch?ne Begrifflichkeit ist ein ?Bremsklotz“. Es reicht ein einziger aus, um einen ganzen Güterzug zu verlangsamen. ist allen anderen der Umstand bewusst Hat man genug Alternativen betrachtet

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3 Engage Experts

For highly specialized customizations, it may be necessary to bring in experts with niche skills. These professionals can offer insights into the latest technologies and methodologies that could be leveraged to extend the ERP system's capabilities. They can also help in building custom solutions that are robust and align with your client's business processes. Ensure that any experts you engage have a proven track record with ERP systems and understand the importance of creating scalable and secure customizations.

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4 Utilize APIs

Application Programming Interfaces (APIs) are a powerful tool for extending ERP functionality. They allow different software systems to communicate with each other, enabling you to add custom features or integrate with external applications. When using APIs, it's essential to ensure they are well-documented and supported, as this will facilitate maintenance and future enhancements. Additionally, confirm that any data shared through APIs adheres to your client's security and compliance standards.

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Victor Pang Kin Lan, MBA, MEng

Retired Manager & Lecturer
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APIs, middleware and enterprise application integration platforms provided by the ERP vendor are various recommended options for real-time exchange of data with third-party applications to extend the ERP capabilities. For example, an ERP system may need to be integrated with a best-of-breed Customer Relationship Management software like Salesforce.

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5 Monitor Impact

After implementing any customization, it's vital to monitor its impact on the overall ERP system. This includes assessing system performance, user adoption, and whether the customization is delivering the desired results. Continuous monitoring will help you identify any issues early on and make necessary adjustments. It's also a good practice to gather feedback from users to understand how the customization is affecting their day-to-day work and if further refinements are needed.

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Sebastian Zwingmann

lerne durch & mit einem diversen Netzwerk - SAP-Prozesse, digitale Transformation , digitale Bildung
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Nicht nur die Auswirkungen des Change, auch die Relevanz für das Business des Kunden / Anwendungsbereich. Traten die erwarteten Hoffnungen an die Anpassung ein? Oder ist es gar ein Feature, was man auch h?tte weglassen k?nnen?

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6 Plan Ahead

Lastly, always plan for the future when addressing your client's customization needs. ERP systems evolve, and it's important that any customizations can adapt to future updates or changes in business processes. This might involve creating detailed documentation, establishing best practices for updates, and ensuring that custom solutions are built with flexibility in mind. By planning ahead, you help ensure that your client's investment in customization remains valuable over time.

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Your client wants more customization than ERP can handle. How do you meet their demands effectively?

1

2

3

4

5

6

1 Assess Needs

2 Explore Options

3 Engage Experts

4 Utilize APIs

5 Monitor Impact

6 Plan Ahead

Enterprise Resource Planning (ERP)

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Your client wants more customization than ERP can handle. How do you meet their demands effectively?

1

2

3

4

5

6

1 Assess Needs

2 Explore Options

3 Engage Experts

4 Utilize APIs

5 Monitor Impact

6 Plan Ahead

Enterprise Resource Planning (ERP)

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