This document provides an overview of ERP implementations. It discusses that ERP software has become standard for businesses of all sizes, with costs decreasing. It notes the consolidation in the ERP industry to a few major players like Oracle, SAP, and Infor. The document outlines key considerations for ERP implementations like where in the company to integrate, what modules to implement, and how to carry out the implementation in 10 steps from getting organizational commitment to planning the go-live.

1. ERP Implementation Overview
By Mehul Kapadia
Nov 1, 2011
@ Utah Valley University
Technology Lecture Series – Fall 2011 Term

2. ERP Software Overview
• ERP (Enterprise Resource Planning) has gone
through tremendous changes over last decade.
▫ Industry Consolidation (Inorganic)
▫ Feature Consolidation (Organic)
▫ Technology – Cloud Computing
• ERP software has become a standard feature of
businesses of all sizes.
▫ Costs have decreased (Software and
Implementation)
▫ Business Awareness has increased
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3. ERP Software Industry – Current State
• ERP Industry had many players in last decade.
▫ Oracle, SAP, PeopleSoft, JD Edwards, BAAN,
BPICS, Lawson, movex and many more
▫ Niche Vendors – Siebel,Ariba,i2,Vantive,Clarify
• ERP Industry Today
▫ Industry Consolidation (Inorganic) & Feature
Consolidation (Organic)
 Oracle, SAP, Infor, Microsoft Dynamics
▫ Technology – Cloud Computing – New Players
 Netsuite, PlexOnline, Epicor, Aplicor, IntAcct
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4. ERP Implementation – Where and What
to integrate with?
• Where? - Company Size and Sites, Purpose
▫ One Site, Multiple Sites, Regional, Global
▫ Re-implementation, Additional Module,
Integration
• What to integrate with?
▫ Supplier EDI, Customer EDI, Financial
Consolidations, Scanners, Archiving, Data Cubes
and Analytics, Financial Data (Bank, Exchange
Rates), Payroll
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5. ERP Implementation – What?
• What modules to implement?
▫ Finance/Accounting – G/L, A/R, A/P, Costing,
Financial Analysis, Cash Management, Budgeting,
Advanced Costing, Advanced Pricing
▫ Supply Chain Management – Inventory,
Purchasing, Sales, Product Configuration, Material
Planning, Advanced Planning, EDI, Quality
▫ Manufacturing – Bill of Material, Manufacturing
Orders, Scheduling, Cost Management, Engineering
▫ Others – HR, CRM, SRM, Advanced Planning, Adv.
Reporting, Business Intelligence, Forecasting
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6. ERP Implementation – How?
• Example:
▫ Small Manufacturing Company
 Super Toys – Makes Toys
▫ Runs operations using spreadsheets
▫ Growing fast
▫ Needs to implement ERP system
▫ How to go about implementation?
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7. ERP Implementation – Steps
• Step 1 – Culture, Communication and Budget
▫ ERP System implementation impacts all functions and
transactions. There needs to be organizational level
commitment. Budget needs to be for ERP Software,
Implementation Cost (external and internal) and
Infrastructure. Plan for ongoing licensing and operating
costs.
• Step 2 – Select Appropriate ERP software
▫ Onsite or Cloud, Software fit with other systems in
company (Database, Operating System), In House
Expertise, Industry fit and customer references
• Step 3 – Plan the implementation and Go Live
▫ Select a implementation partner or go it alone.
▫ What modules to implement and in what order
▫ Go Live all at once or module wise.
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8. ERP Implementation – Steps
• Step 4 – Business Analysis and Process
Reengineering
▫ Change and simplify business processes to adapt to
ERP software features.
▫ Identify key reporting and data analysis requirements
• Step 5 – Configure ERP Software
▫ Choose methods and options of program operations to
suit business needs.
• Step 6 – Start Implementation
▫ Form implementation team – general or by function
▫ Run Conference Room Pilots
▫ Fix issues and Identify Customization Needs
▫ Identify Reporting Needs at Detail level
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9. ERP Implementation – Steps
• Step 7 – Customization and Reporting
▫ Generally customization should be avoided and business
processes need to be changed. This will keep software lifecycle
costs low. Use standard reporting as much as possible, unless
easy configuration/development is possible.
• Step 8 – Training and User Setups
▫ Train the users in Software Operation
▫ Setup user accounts and security
• Step 9 – Data Migration and Environment Preparation
▫ Plan historical data strategy.
▫ Move data from existing system for current fiscal year to ERP
format. May need Data Conversion.
• Step 10 – Go Live
▫ Get additional help for launch and initial support
▫ Plan periodic assessments.
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10. Questions and Contact Information
• Questions?
• Contact
▫ LinkedIn: http://www.linkedin.com/in/mehulkapadia
▫ Twitter: @mehulpkapadia
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