ERP stands for Enterprise Resource Planning and refers to a suite of software applications that the organization use to manage activities.  The key benefits include integration of systems across Organization departments and business functions into a common database and therefore promoting efficiency, improved control, and more streamlined processes.

In today’s environment with increased computer data and non-communicating systems and processes, sounds like something your Organization could use, right?


Well before you implement, look at these top 5 things to consider when doing an ERP implementation:

  1. A key benefit to ERP includes improved integration in your Organization.  Make sure the ERP implementation is an Organization wide objective and not the responsibility, goal or effort of one person or department.  A successful implementation takes a team throughout the Organization, requires knowledge of various business processes, and may involve compromise and not allow for individual preferences.  Make the ERP planning and implementation an objective in your Organization strategic plan and supported by leadership and the entire organization.


  1. Have a plan to embrace the change and manage a positive outlook for the organization. The implementation will likely not be easy, and you will have challenges.    Setting the tone in the organization by having clear communication with team on the core strategic objective of ERP and goals will aid in managing through the implementation process.  Help team to see the light at the end of the tunnel.


  1. Plan, Plan, Plan.  Make sure you properly evaluate and plan your budget, timetable, and extent of resources truly required for a successful implementation.  Evaluate use of consultants and temporary staffing for necessary expertise and ability to assist with workload and day to day.  Be detailed about timing and expectations.


  1. Are you considering the cloud? Make sure you understand the risks and rewards in order to plan for your success in the cloud.  Consider bandwidth and internet requirements, security consideration, back-ups, and planned and unplanned system downtime.  Review your technology roadmap and forecast for technology evolution and the cloud.


  1. Make sure executive management and team are involved and that clear goals and objectives are visible and defined to measure and track and ultimately hold the extent and timing of implementation accountable.  In the middle of the implementation process, while challenges are occurring, it is often easy to fall off track and make decisions that may hinder or conflict with your goals and objectives.


ERP Implementation can seem like a daunting process, some of you may not even be looking down the road that far yet, but if you are reading this article, you are already taking a step in the right direction. Implementation takes research and patience, but we know you can do it!

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Kirk Hamblin

As an assurance manager, Kirk oversees municipal, water districts, special districts and not-for-profit audits. This includes collaborating with clients to establish expectations and helping to ensure that his team is providing the best level of service. He also provides recommendations for improvements and best practices. Using his strong organization skills, Kirk is responsive to clients and often manages multiple engagements at once. That being said, you can always count on his full attention when he’s working on your audits. You can reach Kirk at 714-672-0022. Read Kirk's full bio.