DRI’s implementation methodology is a proven approach to ERP projects that is focused on producing measurable results and desired outcomes. At the core of our approach, we are focused on delivering business value and not on merely “installing” a new system. Our ERP consultants will work with you to properly understand your organization’s goals and objectives and will develop implementation plans to bring those to reality. Our methodology was designed to conform to the PMI’s best practices; it carefully blends our consulting expertise to a leading set of standards in the project management field.
Our methodology also scales to fit a variety of different types of projects. We are regularly involved in the following types of engagements:
DRI and the client work hand-in-hand from the initial project planning phase through your go-live activities. Our ERP consultants will take the lead in preparing the implementation plan, installing your software, providing training and best practice consulting, assisting with data conversion, and providing project management services. This is a highly collaborative approach between your team and ours.
Companies with their own in-house expertise may decide to manage their own implementation. We are happy to support your team in this type of project, and will provide the services you need, when you need them.
We offer a unique and efficient way for smaller companies to get their system up and running and generating a positive ROI. DRI will provide you with a pre-configured database and will train your team in a standard set of best practices so that you can begin to use your Infor ERP system in weeks, not months.
Are You a Current SyteLine or CloudSuite ERP User?
DRI can assist with system upgrades, process improvement projects, and more.
5 Steps To a Successful ERP Implementation
Perform a Needs Assessment:
Evaluating your current business processes and identifying key performance indicators are a critical first step in any ERP project.
Build a Requirements List:
Most ERP systems have the ability to track inventory, invoice customers, and purchase products. Build a requirements list that focuses on the items that are most important to you, and those that you think may be somewhat unique to your company or industry. Be sure to involve executives, managers, and others from each functional area. Some ERP consultants have pre-defined lists of requirements to choose from, but know that a long requirements list is not necessarily a better requirements list!
Choose the right ERP system:
Researching ERP systems, scheduling demos, and dealing with vendors is all part of the process. Need help? Work with an ERP selection consultant that can help you with this process, and get you to your short-list of possible ERP solutions quickly.
Find an independent ERP selection consultant
Work with ERP Implementation Experts:
Once you select an ERP system, be sure to work with an ERP implementation consultant who knows your system inside and out. Ask for references!
Follow Up: An ERP implementation is an on-going project. You need to continually evaluate whether the system is meeting your needs and goals, implement new features as the software or your business changes, and offer new and existing employees training opportunities.
Ensure an On-Time and Within Budget ERP Implementation
- Set Time Commitment Expectations: Make sure that you set expectations early and often regarding the time commitment required by all project team members. Managers and executives need to set a good example, and make it clear that the ERP implementation is an important part of every team-member’s job.
- Control Customizations: It is likely that you will have reports or forms that need to be customized for your needs. However, if you ask people to put effort into justifying each customization request, and then spend time reviewing those requests, you will end up with a more standard system that can be more easily maintained and upgraded.
- Be Flexible: You will need to continually evaluate the project goals in relation to the time and dollars being put into the project. Be willing to move the go-live date or reduce the functionality you are going live with if necessary.