Implementing an ERP system can feel daunting, but breaking it down into clear steps makes it manageable and successful. Here’s how a typical project unfolds, based on real experience helping SMEs modernise and grow.

Step 1: Gather and Document Everything

• Start with discovery. We talk to all staff (or as many as possible) to map out every process that will be put into the ERP.
• Uncover the hidden work. Staff often have manual workarounds or extra steps not in official processes. We dig these out to ensure nothing gets missed.
• Document it all. Every detail is written down so everyone’s on the same page from day one.

Step 2: Build the Foundations

• Example project: Let’s say we’re building a new website, linking it to a system for lead processing, then setting up sales workflows, invoicing, accounting, inventory, and warehousing.
• Phased approach. We can’t switch everything at once for longer-term projects; the business still needs to run! So, we break the project into phases, focusing on one department or function at a time.

Step 3: Implement, Test, and Train

• Work through each phase. As we tackle each area, we:
  • Build and configure the system
  • Test it together with the client
  • Train the staff who’ll use it
  • Go live only when everyone’s ready
• Agile and flexible. At the end of each phase, we review what’s next. If priorities have changed, we adapt the plan. This way, the system always fits the business as it evolves.

Step 4: Manage Change and Costs

• Be upfront about changes. If the scope shifts and costs may change, we talk about it early. No surprises.
• Timescales can shift. Changes in scope or approach might affect the overall project timeline. We keep everyone informed so there are no unexpected delays.
• Minimise disruption. If working in strict phases is too disruptive, we might run two or three phases in the background, always keeping testing and training at the heart of the process.

Step 5: Go Live with Confidence

• Everyone’s ready. With thorough testing and training, staff know exactly what to do when the new system goes live.
• A system that works. Each phase is only launched when it’s proven to work for the people who’ll use it.

Thinking about an ERP implementation? Let’s have a quick chat