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What are the five main phases of the implementation process?

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What are the five main phases of the implementation process?

The big question we get asked from a lot of clients is; “we are uncertain about exactly how to roll out our ERP solution package”.

At Thrive, we take a very methodical approach to how we implement a new ERP system. It’s simply a matter of categorising five main principles and then creating a strategy to tick off and implement these five points. Whilst we tackle them one at a time, we complete every task with the bigger picture in mind.

It’s more than simply installing the software, giving some basic training and walking away. There are five main phases that we follow to ensure a successful implementation, which are:

Solution design

This is the planning and scheduling phase. We work closely with the client to understand exactly what they want to achieve out of implementing this new ERP system. There’s no point in creating a plan when we don’t know the goals.

To provide an analogy, imagine it as if you were jumping in a taxi. What’s the first thing you do? You tell the taxi driver where you want to go and they then execute on that goal. It’s no different when speaking with someone like Thrive Technologies. What do you want to achieve? Then we work together to determine the best way to get you there.

System configuration

Planning and executing this phase comes down to taking a very detailed look at the Solution Design. We understand the individual elements that need to be created implemented executed and trained into your systems.

This is a tailored approach that requires looking at the businesses objectives and the system capabilities to design a solution that hits all of the suggested and required targets.

Training

This is the process of working with the key users of the system to bring them up to speed and provide holistic insight into parts of the system that are relevant to them.

This is not a generic process. As every system that we implement has its own unique set up and configuration, it requires a bespoke approach to training the individual users.

Understanding how the system works is one aspect, but a very large part of the training is providing insight for the key users as to how these individual elements that comprise the software system help to achieve the wider business goals.

If the user can understand how to harness the power of the platform to reach business targets in a more profitable and timely way, the greater return on investment will be for the business.

Testing of the processes

This is user driven testing. The people who will actually be using the system, need to thoroughly analyse and use all of its processes to understand if it is it actually achieving the wider business goals. Once the system is in place, it’s not just a matter of setting and forgetting.

Whilst the Testing phase can generally be integrated with the Training section, it is a critical component to consider as it is ultimately how are you can iron out any problems or niggling issues that will create greater headaches for you down the track.

Going live processes

It’s time to start using the system in a live environment. This involves updating the master data, supplies and processes which is all information that you have in your current system.

When your go live happens, we always suggest having expert consultants available at your disposal in case any issues arise. They are an invaluable asset to have at a time when you may not be 100% comfortable with the system.

A Consultant will ensure small problems don’t compound into larger problems as they will have Solutions ready to implement due to their vast experience and expertise.

A final phase which could be considered is ongoing support of the solution. As with any system, new users may run into small problems which can be quickly fixed by an expert hand.