The Steps
This checklist provides ten detailed steps to guide you through the implementation process, incorporating best practices and specific considerations for Epicor ERP.
1. Build a Cross-Functional Team:
Assemble a team comprising key members from various departments including project management, IT, finance, operations, and executive management to ensure all business needs are addressed.
2. Set Proper Expectations to Manage Change:
Clearly communicate the project’s objectives, scope, and expected outcomes to all stakeholders, manage risks proactively, and prepare for potential challenges to help manage change effectively and ensure everyone understands the new processes and their roles.
3. Develop Business Processes Aligned with the New System:
Redesign and re-engineer business processes to align with the capabilities of the Epicor ERP system. Thoroughly document these processes to ensure efficiency and fully leverage the benefits of the new system. Include a process review to continually assess and optimise the processes for ongoing improvement.
4. Implement a Controlled Scope:
Define the project scope clearly and stick to it by using a phased approach to manage the implementation, starting with critical functionalities to help avoid scope creep and ensure that key functionalities are prioritised and delivered on time.
5. Make the Necessary Investment:
Invest in comprehensive training for both the project team and end-users, using a mix of training methods, including visual, auditory, self-study, instructor-led, and hands-on sessions to ensure high adoption rates and help users become proficient with the new system.
6. Engage with an Experienced Implementation Partner:
Partner with an experienced ERP vendor that offers dedicated project management resources and follow a “stage-gate” process for formal sign-offs at key milestones to bring valuable expertise and a structured approach, increasing the likelihood of a successful implementation.
7. Plan for Cultural Change:
Prepare for the cultural shift that accompanies ERP implementation and address employee resistance by promoting the benefits and providing support during the transition to ensure smooth adoption and long-term success of the ERP system.
8. Ensure Proper Documentation:
Maintain detailed documentation of all business processes, system configurations, and changes made during the implementation to aid in training, troubleshooting, and future upgrades, ensuring continuity and knowledge retention.
9. Monitor and Evaluate Progress:
Continuously monitor the implementation process and evaluate progress against predefined milestones, making adjustments as necessary to stay on track, identifying and addressing issues early to keep the project on schedule and within budget.
10. Plan for a Successful Go-Live:
Develop a detailed go-live plan, including final system testing, user training, and a communication strategy, ensuring all critical components are ready and tested to minimise disruptions and ensure that the transition to the new system is smooth and successful.
