ERP Implementation Life Cycle

If you are looking for ERP implementation life cycle, this is the right place for you. You will get all the information you need for successful ERP implementation. Before implementing the ERP system you need to select right ERP which suits your business. After selection you will implement it, train the people involved and expand your business using ERP. SOSE! SITE Open Source ERP will guide you in all phases of ERP life cycle.

ERP implementation life cycle divided into 4 main phases(with each phase having numerous tasks)

  1. Selection Phase
  2. Implementation Phase
  3. Training Phase
  4. Expanding (Post-Implementation) Phase

SOSE! is Step by step by step… That’s our approach to implementation. No Big Bang. No throwing out legacy systems that are working well, but just a smooth transition into right ERP. SOSE! is to be modified accordingly with client requiremen.ts and prevailing circumstances of the client business environmentSelection (Pre-Implementation) Phase

This is the phase where the prospect determines, with or without the assistance of a consultant (in case od open source ERP SOSE! will act as your consultant), the suitability of open source ERP for its business. The evaluation process can be complex, with following SOSE! ERP selection guide the process can be painless.

Implementation Phase

You have decided to implement right open source ERP in your organization which is a big monumental step in the right direction. Whatever are your reasons for choosing open source ERP from this moment on, UNIMPORTANT. Everyone involved in the selection phase, whatever their ERP choice was, must now focus to make sure ERP is successfully implemented in their organization/department within the time and budget allocated. Management must make it their priority to give their time and attention to the project to ensure its success.

As ERP transactions will cut across entire organizations, management involvement is important to smoothen the processes between companies and departments.

SOSE! SITE methodology requires that the planning and subsequent getting the data for use in ERP is of utmost importance. If this task requires more time to prepare, it is better to spend more time preparing rather than jumping straight into implementing ERP itself. Keep in mind that ERP implementation for large companies can take as long as a year. As a smaller company or individual, you won’t quite have these services as a resource to you, but your vendor/consultant/SOSE! will be able to advise you. If you are doing this by yourself, prepare your data in detail as this will save you issues later.

It is of the utmost important step in ERP implementation life cycle. The level at which open source ERP software will perform is directly proportional to how well you prepare, install and configure the software. YOU MUST prepare your organization and fulfill ALL the pre-requisites. If the required is not provided as outlined, it may inhibit and delay the training and flow of business, which in turn will cause delays and complications to implementation. In order to prevent time delays (which increases costs and time), please read all the material within this document carefully so that you are prepared on the scheduled date. The following issues may prevent a client from meeting pre-implementation requirements, including:

  1. Not having proper checks and balances in your data.
  2. not able to meet these requirements on time
  3. Prior corrupted data
  4. Various other reasons

However, it is still possible to continue with your Implementation on a best effort basis, but implementing the software without the necessary requirements will drastically hamper the effectiveness of the software training, as it may not meet expectations with regards to accurate reporting and functionality.

Tasks your company must accomplish prior to ImplementationComplete following checklist as part of ERP implementation life cycle.

Basic Hardware

  • Network topology
  • Server specifications
  • Workstation specifications
  • Detailed network diagram
  • Network printers functional (share printers in Warehouse, Accounting, Service, RMA, Shipping, and Sales)

Software Installation

  • SQL Database Installed and configured
  • Software and working on all workstations

Specific Hardware

  • Barcode scanners installed and functional
  • Barcode printer installed and functional
  • Point of Sale equipment tested. (Pole display, Cash drawer, Receipt printer, Credit card reader)

Third Party Software Products

  • 3rd party software installed, if any, including Operating systems eg. Linux, Windows etc.
  • Company Profile
  • Company profile created
  • Configured e-mail in the company profile
  • Your financial Periods
  • Chart of Accounts and balances
  • Departments/Locations
  • Payment terms
  • Sales/Purchase taxes configured
  • Item and item categories
  • Customer and Vendor files imported or Sample File Approved

Optional data pre-entered

  • Users created and passwords assigned
  • Groups created and users assigned
  • Delivery methods created
  • Payment methods setup
  • IMPLEMENTATION Security group configured

Have the following prepared

  • Initial inventory count on spreadsheet
  • Detailed list of outstanding sales orders
  • Detailed list of outstanding purchase orders
  • Detailed list of pending customer and vendor returns (RMAs)
  • Detailed outstanding A/R spreadsheet
  • Detailed outstanding A/P spreadsheet
  • Bank balance information including statements, outstanding checks and deposits
  • Trial balance (properly balanced and ties with A/R, A/P, bank, inventory)
  • List of customer profile categories and sub-categories

Other materials you should prepare or should decide on

  • Stationery (Checks, Envelopes, Invoices, Statements)
  • Company Logo file (as per requirements)

Above things are common for all open source ERP softwares. These are prerequisites of ERP implementation life cycle. Depend on individual softwares requirements you need to have set of tasks to be dome for different softwares. To know more about individual softwares see list of open source ERP software. Go here to continue with ERP implementation life cycle. Other two phases are explained in detail with below links

ERP Training Phase.
ERP Expanding (ERP Post Implementation ) Phase