{"id":2035,"date":"2022-03-14T06:57:01","date_gmt":"2022-03-14T06:57:01","guid":{"rendered":"https:\/\/www.confianzit.com\/cit-blog\/?p=2035"},"modified":"2022-10-31T17:53:21","modified_gmt":"2022-10-31T17:53:21","slug":"which-is-the-most-critical-phase-in-erp-implementation","status":"publish","type":"post","link":"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/","title":{"rendered":"Which is the Most Critical Phase in ERP Implementation?"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][et_pb_row _builder_version=&#8221;4.9.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; column_structure=&#8221;3_4,1_4&#8243; sticky_enabled=&#8221;0&#8243;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.4&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243; module_class=&#8221;blog-left-content&#8221;]<\/p>\n<p><!-- divi:paragraph -->ERP (enterprise resource planning) software is a central system that helps businesses automate and streamline their operations. There are many benefits of <a href=\"https:\/\/www.confianzit.com\/odoo-implementation\" class=\"rank-math-link\">implementing an ERP system<\/a>. The most obvious benefit is the automation of business processes which reduces errors and saves time.<\/p>\n<p><!-- divi:paragraph -->Changing ERPs or implementing one for the first time can seem like an arduous task. Even the smallest businesses are complicated to switch over, and the larger ones can seem almost impossible.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Fortunately, it\u2019s not a process you have to do all at once. Instead, you can break down ERP implementation into more manageable steps. We\u2019ve already written about <a href=\"https:\/\/www.confianzit.com\/cit-blog\/what-are-the-different-erp-implementation-phases\/\">the different phases of implementing an ERP<\/a>: planning, implementation, and post-implementation.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Because there are so many steps involved, it\u2019s crucial to have a game plan for your <a href=\"https:\/\/www.confianzit.com\/odoo-erp\" class=\"rank-math-link\">ERP software<\/a> that considers the time each task takes. If you\u2019re planning out the process, you\u2019re probably wondering which is the most critical phase?\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->As with most projects, the first phase\u2014planning\u2014is the most critical time. In this guide, we\u2019ll go more in-depth into this step to becoming a more efficient and organized business.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_62 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-2' ><li class='ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Pre-Planning\" title=\"Pre-Planning\">Pre-Planning<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#How_to_Choose_Your_Team\" title=\"How to Choose Your Team\">How to Choose Your Team<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Choosing_an_ERP\" title=\"Choosing an ERP\">Choosing an ERP<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Customize_and_Optimize\" title=\"Customize and Optimize\">Customize and Optimize<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Create_Training_Material\" title=\"Create Training Material\u00a0\">Create Training Material\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Talk_to_our_experts_now\" title=\"    Talk to our experts now  \">    Talk to our experts now  <\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.confianzit.com\/cit-blog\/which-is-the-most-critical-phase-in-erp-implementation\/#Talk_To_Our_Experts_Now\" title=\"Talk To Our Experts Now\n\t\">Talk To Our Experts Now\n\t<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Pre-Planning\"><\/span>Pre-Planning<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph -->Before you do anything, it\u2019s essential that, as the business owner, you have a defined set of goals in choosing an ERP. What is your primary objective? Automation? Efficiency? Centralization? Determine the number one reason your company needs ERP software, then use that to guide your decisions.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->You also need to decide your budget for the system. ERPs can range from inexpensive to a significant cost depending on the system and your required functions. Again, take your company\u2019s size, budget, industry, and goals into account.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->You may or may not want to choose the ERP at this point. If once you\u2019ve crunched the numbers, there are only a couple of good options, you may want to select the ERP yourself. But if there\u2019s a broader range of choices that may be appropriate, narrow down the list to your top picks.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Once you have hammered out these primary considerations, it\u2019s time to expand your team.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Choose_Your_Team\"><\/span>How to Choose Your Team<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph -->There are a few reasons why having a <a href=\"https:\/\/www.confianzit.com\/hire-odoo-developer\" class=\"rank-math-link\">team for your implementation<\/a> is essential:<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:list --><\/p>\n<ul>\n<li>You need to consider the different needs of the other parts of your company.\u00a0<\/li>\n<li>It\u2019s helpful to have someone in each sector who knows what\u2019s going on during the later implementation process.<\/li>\n<li>Having a variety of opinions will help you determine the best fit for the entirety of the company.<\/li>\n<\/ul>\n<p><!-- \/divi:list --><\/p>\n<p><!-- divi:paragraph -->Throughout the process, but especially initially, it\u2019s essential that you keep the primary function of an ERP in mind: unification. An ERP is there to organize and unify the diverse aspects of your company, improving transparency and communication.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Keep your team as lean as possible since you\u2019ll need to reach a consensus, but make sure everyone is represented.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->For example, depending on your company, you\u2019ll want someone from the customer service side, the manufacturing and warehouse side, and someone from accounting, etc.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->The only sector you\u2019ll want to have more than one or two people from is your IT department. They\u2019re going to be doing the technical side of the process. It\u2019s essential to have people who can make realistic estimates and set expectations. If you don\u2019t have a dedicated IT department, keep this limitation in mind and consider hiring a consultant.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Choosing_an_ERP\"><\/span>Choosing an ERP<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph -->First, evaluate your current workflow and technology needs. ERP systems vary in their capabilities and features, so it is crucial to identify your business\u2019s needs before choosing an ERP system. For example, if your company\u2019s current process is manual, managing the ERP system without a dedicated IT team would be challenging.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Then evaluate the different systems\u2019 capabilities before deciding on one. Some features you need may not be available with an existing software solution, so you might want to consider a hybrid approach or make a custom ERP system.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Features that you should evaluate include:\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:list {\"ordered\":true} --><\/p>\n<ol>\n<li>Integration with third-party software<\/li>\n<li>Customization options<\/li>\n<li>Expertise and support, such as a team of consultants available to provide assistance<\/li>\n<li>Web application features such as front-end interfaces, <a href=\"https:\/\/www.confianzit.com\/mobile-app-development\" class=\"rank-math-link\">mobile applications<\/a>, and cloud capabilities.<\/li>\n<\/ol>\n<p><!-- \/divi:list --><\/p>\n<p><!-- divi:paragraph -->We have an extensive series on the differences between ERP systems, so make sure to check those out for a quick overview.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Customize_and_Optimize\"><\/span>Customize and Optimize<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph -->Once you\u2019ve chosen the ERP, it\u2019s time to make it the perfect fit for your company. Your development team should work closely with the other team members to optimize your system.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->This procedure is an excellent opportunity to make your processes as optimized as possible. With each department head, go through a typical day, month, and year to isolate and list all the department processes. What can be automated? What steps can be cut out?\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->This will help the developers create the most optimal fit for your company.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Create_Training_Material\"><\/span>Create Training Material\u00a0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph -->While the tech team sets up the system for implementation, you need to think about training the rest of your company.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->Keep in mind that your team may have little to no exposure to this kind of technology, so it could take some time to get them up to speed. In addition, adapting to new software can be a jarring transition, and you want your employees as comfortable as possible.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->The ERP you choose may have materials for training, but if you\u2019ve <a href=\"https:\/\/www.confianzit.com\/openerp-customization\" class=\"rank-math-link\">customized the software<\/a>, you\u2019ll want to make sure to note those differences.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->You\u2019ll want to do training that includes the entirety of the company for certain overarching features. Then have your trained team go through the specifics of their particular side of things in a more intimate setting. If you work with a <a href=\"https:\/\/www.confianzit.com\/odoo-implementation\" class=\"rank-math-link\">dedicated ERP implementation company<\/a>, like Confianz, they can handle the training for you.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:heading --><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><!-- \/divi:heading --><\/p>\n<p><!-- divi:paragraph -->An <a href=\"https:\/\/www.confianzit.com\/odoo-erp\" class=\"rank-math-link\">ERP system<\/a> is essential for any business looking to streamline its operations, increase efficiency, and save time. However, implementing an ERP system for your business is not a decision that should be taken lightly.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->However, if done correctly, it can have a significant impact on your bottom line and help you stay competitive in today\u2019s marketplace.\u00a0<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->With the proper planning and teamwork, you\u2019ll be able to ace the most critical phase of ERP implementation!<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph -->If you\u2019re looking for support during the process, <a href=\"https:\/\/www.confianzit.com\/\" class=\"rank-math-link\">Confianz<\/a> can help! Our experts have experience in assisting businesses to succeed at this critical junction. If you like to know more about our discounted\u00a0<a href=\"https:\/\/www.confianzit.com\/odoo\/pricing\">Odoo pricing<\/a>\u00a0and get a free\u00a0<a href=\"https:\/\/www.confianzit.com\/odoo-demo\">Odoo demo<\/a>\u00a0online, get in touch with our\u00a0<a href=\"https:\/\/www.confianzit.com\/odoo-support-maintenance\">Odoo Support and Maintenance<\/a>\u00a0Team.<\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph --><strong>Do you want to\u00a0<a href=\"https:\/\/www.confianzit.com\/odoo-implementation\">implement Odoo<\/a>\u00a0in your company as per your requirements?<\/strong><\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p><!-- divi:paragraph --><a href=\"https:\/\/www.confianzit.com\/contact-us\">Contact us<\/a><a href=\"https:\/\/www.confianzit.com\/contact-us\">\u00a0today to get started.<\/a><\/p>\n<p><!-- \/divi:paragraph --><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_code _builder_version=&#8221;4.9.4&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_module=&#8221;2151&#8243;]<\/p>\n<div class=\"blog-floating-form\"><!-- [et_pb_line_break_holder] -->  <\/p>\n<h1><span class=\"ez-toc-section\" id=\"Talk_to_our_experts_now\"><\/span><!-- [et_pb_line_break_holder] -->    Talk to our experts now<!-- [et_pb_line_break_holder] -->  <span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><!-- [et_pb_line_break_holder] -->  \n<div class=\"wpcf7 no-js\" id=\"wpcf7-f1888-o1\" lang=\"en-US\" dir=\"ltr\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/cit-blog\/wp-json\/wp\/v2\/posts\/2035#wpcf7-f1888-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"1888\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.8.6\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f1888-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<input type=\"hidden\" name=\"_wpcf7_recaptcha_response\" value=\"\" \/>\n<\/div>\n<div class=\"form-block\" style=\"    background: #fff;\">\n\t<h3 style=\"    background: #0C2464;\n    border-bottom: 5px solid #cecece;\n    border-radius: 5px 5px 90px 90px;\n    margin: 0 auto;\n    text-align: center;\n    padding: 20px;\n    color: #fff;    margin-bottom: 15px;\"><span class=\"ez-toc-section\" id=\"Talk_To_Our_Experts_Now\"><\/span><b>Talk To Our Experts Now<\/b>\n\t<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\t<div style=\"padding:20px;\">\n\t\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"your-name\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-text wpcf7-validates-as-required your-name\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Name\" value=\"\" type=\"text\" name=\"your-name\" \/><\/span>\n\t\t<\/p>\n\t\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"your-email\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email your-email\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Email\" value=\"\" type=\"email\" name=\"your-email\" \/><\/span>\n\t\t<\/p>\n\t\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"your-number\"><input size=\"40\" class=\"wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel your-number\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Phone Number\" value=\"\" type=\"tel\" name=\"your-number\" \/><\/span>\n\t\t<\/p>\n\t\t<p><span class=\"wpcf7-form-control-wrap\" data-name=\"message\"><textarea cols=\"40\" rows=\"10\" class=\"wpcf7-form-control wpcf7-textarea wpcf7-validates-as-required form-message\" aria-required=\"true\" aria-invalid=\"false\" placeholder=\"Message\" name=\"message\"><\/textarea><\/span>\n\t\t<\/p>\n\t<span class=\"wpcf7-form-control-wrap recaptcha\" data-name=\"recaptcha\"><span data-sitekey=\"6LfFkQATAAAAAIYlZ_UH9UozO-OLkpAaWPWx6QtM\" class=\"wpcf7-form-control wpcf7-recaptcha g-recaptcha\"><\/span>\r\n<noscript>\r\n\t<div class=\"grecaptcha-noscript\">\r\n\t\t<iframe loading=\"lazy\" src=\"https:\/\/www.google.com\/recaptcha\/api\/fallback?k=6LfFkQATAAAAAIYlZ_UH9UozO-OLkpAaWPWx6QtM\" frameborder=\"0\" scrolling=\"no\" width=\"310\" height=\"430\">\r\n\t\t<\/iframe>\r\n\t\t<textarea name=\"g-recaptcha-response\" rows=\"3\" cols=\"40\" placeholder=\"reCaptcha Response Here\">\r\n\t\t<\/textarea>\r\n\t<\/div>\r\n<\/noscript>\r\n<\/span>\n\t\t<div class=\"form-buttons\">\n\t\t\t<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Get a free quote\" \/>\n\t\t\t<\/p>\n\t\t<\/div>\n\t<\/div>\n<\/div><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n<!-- [et_pb_line_break_holder] --><\/div>\n<p>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ERP (enterprise resource planning) software is a central system that helps businesses automate and streamline their operations. There are many benefits of implementing an ERP system. The most obvious benefit is the automation of business processes which reduces errors and saves time. Changing ERPs or implementing one for the first time can seem like an [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":2065,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\n<p>ERP (enterprise resource planning) software is a central system that helps businesses automate and streamline their operations. There are many benefits of <a href=\"https:\/\/www.confianzit.com\/odoo-implementation\" class=\"rank-math-link\">implementing an ERP system<\/a>. The most obvious benefit is the automation of business processes which reduces errors and saves time.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Changing ERPs or implementing one for the first time can seem like an arduous task. Even the smallest businesses are complicated to switch over, and the larger ones can seem almost impossible.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Fortunately, it\u2019s not a process you have to do all at once. Instead, you can break down ERP implementation into more manageable steps. We\u2019ve already written about <a href=\"https:\/\/www.confianzit.com\/cit-blog\/what-are-the-different-erp-implementation-phases\/\">the different phases of implementing an ERP<\/a>: planning, implementation, and post-implementation.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Because there are so many steps involved, it\u2019s crucial to have a game plan for your <a href=\"https:\/\/www.confianzit.com\/odoo-erp\" class=\"rank-math-link\">ERP software<\/a> that considers the time each task takes. If you\u2019re planning out the process, you\u2019re probably wondering which is the most critical phase?&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>As with most projects, the first phase\u2014planning\u2014is the most critical time. In this guide, we\u2019ll go more in-depth into this step to becoming a more efficient and organized business.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Pre-Planning<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Before you do anything, it\u2019s essential that, as the business owner, you have a defined set of goals in choosing an ERP. What is your primary objective? Automation? Efficiency? Centralization? Determine the number one reason your company needs ERP software, then use that to guide your decisions.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You also need to decide your budget for the system. ERPs can range from inexpensive to a significant cost depending on the system and your required functions. Again, take your company\u2019s size, budget, industry, and goals into account.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You may or may not want to choose the ERP at this point. If once you\u2019ve crunched the numbers, there are only a couple of good options, you may want to select the ERP yourself. But if there\u2019s a broader range of choices that may be appropriate, narrow down the list to your top picks.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Once you have hammered out these primary considerations, it\u2019s time to expand your team.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>How to Choose Your Team<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>There are a few reasons why having a <a href=\"https:\/\/www.confianzit.com\/hire-odoo-developer\" class=\"rank-math-link\">team for your implementation<\/a> is essential:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list -->\n<ul><li>You need to consider the different needs of the other parts of your company.&nbsp;<\/li><li>It\u2019s helpful to have someone in each sector who knows what\u2019s going on during the later implementation process.<\/li><li>Having a variety of opinions will help you determine the best fit for the entirety of the company.<\/li><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>Throughout the process, but especially initially, it\u2019s essential that you keep the primary function of an ERP in mind: unification. An ERP is there to organize and unify the diverse aspects of your company, improving transparency and communication.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Keep your team as lean as possible since you\u2019ll need to reach a consensus, but make sure everyone is represented.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>For example, depending on your company, you\u2019ll want someone from the customer service side, the manufacturing and warehouse side, and someone from accounting, etc.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>The only sector you\u2019ll want to have more than one or two people from is your IT department. They\u2019re going to be doing the technical side of the process. It\u2019s essential to have people who can make realistic estimates and set expectations. If you don\u2019t have a dedicated IT department, keep this limitation in mind and consider hiring a consultant.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Choosing an ERP<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>First, evaluate your current workflow and technology needs. ERP systems vary in their capabilities and features, so it is crucial to identify your business\u2019s needs before choosing an ERP system. For example, if your company\u2019s current process is manual, managing the ERP system without a dedicated IT team would be challenging.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Then evaluate the different systems\u2019 capabilities before deciding on one. Some features you need may not be available with an existing software solution, so you might want to consider a hybrid approach or make a custom ERP system.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Features that you should evaluate include:&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:list {\"ordered\":true} -->\n<ol><li>Integration with third-party software<\/li><li>Customization options<\/li><li>Expertise and support, such as a team of consultants available to provide assistance<\/li><li>Web application features such as front-end interfaces, <a href=\"https:\/\/www.confianzit.com\/mobile-app-development\" class=\"rank-math-link\">mobile applications<\/a>, and cloud capabilities.<\/li><\/ol>\n<!-- \/wp:list -->\n\n<!-- wp:paragraph -->\n<p>We have an extensive series on the differences between ERP systems, so make sure to check those out for a quick overview.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Customize and Optimize<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Once you\u2019ve chosen the ERP, it\u2019s time to make it the perfect fit for your company. Your development team should work closely with the other team members to optimize your system.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>This procedure is an excellent opportunity to make your processes as optimized as possible. With each department head, go through a typical day, month, and year to isolate and list all the department processes. What can be automated? What steps can be cut out?&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>This will help the developers create the most optimal fit for your company.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Create Training Material&nbsp;<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>While the tech team sets up the system for implementation, you need to think about training the rest of your company.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Keep in mind that your team may have little to no exposure to this kind of technology, so it could take some time to get them up to speed. In addition, adapting to new software can be a jarring transition, and you want your employees as comfortable as possible.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>The ERP you choose may have materials for training, but if you\u2019ve <a href=\"https:\/\/www.confianzit.com\/openerp-customization\" class=\"rank-math-link\">customized the software<\/a>, you\u2019ll want to make sure to note those differences.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You\u2019ll want to do training that includes the entirety of the company for certain overarching features. Then have your trained team go through the specifics of their particular side of things in a more intimate setting. If you work with a <a href=\"https:\/\/www.confianzit.com\/odoo-implementation\" class=\"rank-math-link\">dedicated ERP implementation company<\/a>, like Confianz, they can handle the training for you.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>Conclusion<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>An <a href=\"https:\/\/www.confianzit.com\/odoo-erp\" class=\"rank-math-link\">ERP system<\/a> is essential for any business looking to streamline its operations, increase efficiency, and save time. However, implementing an ERP system for your business is not a decision that should be taken lightly.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>However, if done correctly, it can have a significant impact on your bottom line and help you stay competitive in today\u2019s marketplace.&nbsp;<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>With the proper planning and teamwork, you\u2019ll be able to ace the most critical phase of ERP implementation!<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>If you\u2019re looking for support during the process, <a href=\"https:\/\/www.confianzit.com\/\" class=\"rank-math-link\">Confianz<\/a> can help! Our experts have experience in assisting businesses to succeed at this critical junction. If you like to know more about our discounted&nbsp;<a href=\"https:\/\/www.confianzit.com\/odoo\/pricing\">Odoo pricing<\/a>&nbsp;and get a free&nbsp;<a href=\"https:\/\/www.confianzit.com\/odoo-demo\">Odoo demo<\/a>&nbsp;online, get in touch with our&nbsp;<a href=\"https:\/\/www.confianzit.com\/odoo-support-maintenance\">Odoo Support and Maintenance<\/a>&nbsp;Team.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Do you want to&nbsp;<a href=\"https:\/\/www.confianzit.com\/odoo-implementation\">implement Odoo<\/a>&nbsp;in your company as per your requirements?<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><a href=\"https:\/\/www.confianzit.com\/contact-us\">Contact us<\/a><a href=\"https:\/\/www.confianzit.com\/contact-us\">&nbsp;today to get started.<\/a><\/p>\n<!-- \/wp:paragraph -->","_et_gb_content_width":"","footnotes":""},"categories":[143],"tags":[46,271,179,277,173],"_links":{"self":[{"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/posts\/2035"}],"collection":[{"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/comments?post=2035"}],"version-history":[{"count":4,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/posts\/2035\/revisions"}],"predecessor-version":[{"id":2177,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/posts\/2035\/revisions\/2177"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/media\/2065"}],"wp:attachment":[{"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/media?parent=2035"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/categories?post=2035"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.confianzit.com\/cit-blog\/wp-json\/wp\/v2\/tags?post=2035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}