ERP implementation helps with all business processes and areas which includes : CRM, Inventory, Sales, Accounting, Purchase, Manufacturing, HR, Project Management.

1. ERP Implementation Guide

2. What Is ERP?
• Enterprise resource planning systems are software systems that help manage
businesses in one place with certain modules for various supporting functional
areas. These include financial, project management, inventory management, service
and maintenance, and so on.
• ERP has been evolving constantly through the years. It has been subjected to so
much alteration, adjustments, arrangements, and amalgamation, that what ERP is
today is not what it used to be years ago.

3. Guiding Steps
• Focus on deliverables over technology
• Get a Project Manager
• Select the right team members for the job
• Assign a project lead
• Timeline and Budget
• Implementing changes
• Define clear system requirements
• Choosing the ERP implementation partner
• Data migration
• Choose a phased or parallel deployment
model
• Schedule stage by stage approvals
• Quality Check before delivery
• Provide training and support

4. Focus on deliverables over technology
• ERP Implementation will be a big move taken by a
company, there will be some resistance from the
employees side and also some changes in business
process due to the implementation.
• Before ERP implementing, its necessary to ensure
the whole organization understands the reasons
behind the change.
• Contribute efficient time, budget & resource
during the organizational change management.
• Explain how the organization will benefit from
adapting the new technology and explain why the
changes are happening and what would happen if
we don’t implement ERP.

5. Get a Project Manager
• ERP Implementation requires good leader
to lead the team.
• Select a right person for getting the ERP
Implementation done, who can lead a
team to prioritize the task with sufficient
resource & budget.
• Without a good Project manager it will be
a great headache for everyone in the team
to get the project done in time and within
the budget.

6. Select the right team members for the job
• Without right team members its very difficult to
get the implementation done.
• The team needs to be of the best employees
across the organization, like employees from
each and every department(Manufacturing, HR,
Marketing and etc) who knows the current
processes of the organization inside and out.
• They need to understand the company’s overall
requirement, the project’s goals and be
prepared to make the proper decisions for their
departments.

7. Assign a project lead
• It’s necessary to assign an experienced and
motivational project lead for the ERP
implementation.
• They will Lead the implementation team and
ensure everyone are on track to complete the
project successfully and on time.
• A Lead requires excellent leadership and
organizational skills, who can maintain good
relationship with the internal & external team
and drive the teams day-to-day operations to
successfully complete the project.

8. Timeline and Budget
• Many ERP projects fail to stay on
budget and also taking time
longer than expected.
• Setting a Timeline and Budget
should also include contingencies
at each stage of the project, to
cover the unexpected delay in
time as well as the cost.

9. Implementing changes
• ERP implementation involves a massive change,
it will be a great challenge in moving from the
current system to the new ERP system.
• So once the new system is live, the end users
should be trained to work on the new system
and also the data's from the old should be
migrated to the new.
• Employees should be given training in the new
Technology.
• Ensure to deliver the right message to the right
people at the right time is vital to manage the
resistance to change.

10. Define clear system requirements
• For a successful ERP
implementation we need to clearly
define the needed requirements
and documented before installing a
single module.
• Gather inputs across the
organization regarding the features
needed and the pain points to be
solved.

11. Choosing the ERP implementation partner
• Verify whether they have the experience in
implementing ERP in your field of industry.
• Research and interview their customer
references.
• Confirm they understand how your ERP
system will support your business processes.
• Check whether they can provide training and
support after your software goes live.

12. Data migration
• It's necessary to make sure that your existing
data is clean before importing it into the new
system.
• You should run several tests on the databases
before you make the final migration.
• Ensure that the databases are correctly
formatted and any redundant data removed
before importing data into the new system.

13. Choose a deployment model
• Think wisely with the process of “going live”
and decide which deployment model suits your
business and resources.
• Businesses that want to mitigate risk should
probably use a phased or parallel rollout.
• A phased deployment divides the transition
into discrete modules or units aligned around
departments or business functions.
• In a parallel deployment, you run both the
legacy and new systems side by side to ensure
that the new system is fully functional before
the old one is deprecated.

14. Schedule stage by stage approvals
• Many ERP Implementation failures
are due to the end product fails to
meet the desired results.
• You can overcome this by
scheduling stage by stage
approvals.
• At each approval stage, ensure you
plan and run test cases to check
everything is on track.

15. Quality Check Before Delivery
• After the software is fully ready,
the final user testing will begin on
the ERP system.
• This system testing will be put in
place to ensure that all the
specific business needs, as well as
the project requirements, have
been met.

16. Provide Training & Support
• This is the last and more handy step before the
actual new system can effectively go live. In order to
fully ensure that there is a successful ERP
implementation, the organization and its existing
users must be well trained on how to navigate as well
as to fully operate the software.
• User training is also often overlooked and can be
poorly executed, which will ultimately lead to issues
far later down the road.
• And also make sure that your ERP partner provides
support to clear any issues that occurs.

17. Conclusion
At PPTS we provide complete support and assistance as Odoo ERP’s Official Gold Partner with dedicated
consultants who will be readily available to take your queries and answer your support requests around
the clock. We will also provide daily support regarding the use of the Odoo software and for product
evolution.

18. 7th floor, Tower 1-A, India Land Tech Park, CHIL SEZ,
Saravanampatti, Coimbatore - 641035, India.
Website: www.pptssolutions.com
Phone - +91-422-4037111
Email - business@pptssolutions.com
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