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When it comes to an ERP implementation or ERP upgrade, there are a significant number of factors to consider. Not only will you have to employ essential and proven ERP selection strategies, but getting the job done in a reasonable amount of time can be just as important. For some, it’s more important. Here are just a few ways a rapid implementation can be leveraged for a faster, smoother implementation process.
For more info on ERP implementation strategies, download our free guide for 8 Essential ERP Selection Strategies.
A customer recently went live in January, about 4 months after signing their purchase agreement with the ERP Vendor. Encompass had engaged with them in October, days after they completed their initial install. Several factors really helped ease the process, and you might want to consider them as you evaluate the potential benefits of rapid implementations.
Trying to time the project to coincide with your slow season will minimize downtime and maximize utilization of staff during what may be your least productive time. In the case of this example company, January to March is a dead time for one of their companies and about half volume for their second company. As a result, the choice was made to focus on a minimal go-live event in January. This allowed for extra time in February to wrap up loose threads and address potentially unforeseen issues.
The company’s core team was comprised of three members that had firsthand experience in other ERP implementations. That perspective made for significantly better decisions and focused efforts to be made throughout the project. It can be difficult imparting similar perspective to inexperienced customers who do not want or cannot afford to hire a consulting team for their rapid implementation, but it definitely helps when they have it.
If the core requirement for your go-live strategy is to sell, ship, invoice customers, buy, and pay suppliers on day 1, a phased, or layered, approach can work exceptionally well. For all the other “wants” out of your ERP system, logging, planning and working on those components as soon as possible after go-live will deliver the results you are after. With this approach, you can be working other functionality you need within days of your go-live event.
In the case of our example company, the phased approach can be applied to things like engineering. By making sure they had their top-selling parts and parts on order fully engineered, everything else was pushed out with the understanding they would work through the list over time. In this case, data conversion from their old system wasn’t very clean, and most of their engineering data were bad, to begin with. Trying to have perfection on day 1 would have pushed the project out three months. Instead, they do not lose any operational function while they work within their ERP system to migrate and clean up their company data moving forward.
While a perfect implementation would be created around a business’ processes and workflows, this can cost a lot of time and money. For our example company, they didn’t have time to customize. Knowing that processes would have to change as a result, they accepted Epicor standard workflows and trained to them. Rather than bending the system to accommodate their process, they adapted some processes. Staff understood the legacy system was being replaced and that change was inevitable. It was a very realistic approach which delivered ideal results for an imperfect scenario.
If you are considering an ERP solution, think a rapid implementation is the best fit for your business, or would like to speak with an Encompass consultant about the topic, don’t hesitate to contact us using the link below. We look forward to connecting you with a business solution that fits your build.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.
Empowering your customers to direct their experience will have a positive effect on their perception of your services. Better visibility, better access, and more relevant data ensure clients are satisfied with every step of the customer journey. Bezlio delivers a superior tie in with existing Epicor ERP systems to empower customers, reduce resource costs, and improve ROI. Read on for more info on our strategic partner, Bezlio.
Among the many features Bezlio self-service portals provide, order visibility, shipping, and order detail tools rank among the most critical in the eyes of the customer. Here’s how Bezlio addresses these needs to deliver a superior service portal and customer experience.
By allowing customers to view their full queue of open orders that are ready for processing they can address those that are more time sensitive, make better forecasting and drill-down into further details on an as-needed basis.
A simple and self-explanatory approach to giving customers further visibility into the ordering process, your customers gain better forecasting and turnaround time on orders. This empowers them to deliver on their obligations with better accuracy. As a result, their trust in your dependability increases.
Providing full visibility into order history allows customers to recreate previous purchases with ease, download and print the necessary details as needed, and maintain cleaner data regarding invoicing, supply on-hand, and spend over given time periods.
Shipping visibility gives customers access to the full field of details regarding every order, including invoice numbers, dates, quantities, order numbers, PO numbers, part numbers, and much more. Good for both in-process and historical data, shipping visibility is one component of Bezlio’s services everyone agrees is essential.
General and custom parts look-up facilitates real-time inventory visibility to ensure your customers can get the parts and products they need to be delivered on-time and as expected.
Convenience invoice sorting and search allows customers to find their invoices by order number and to share essential invoice details with the click of a mouse button.
Going one step further than reviewing important order and inventory details, the ability to place orders on their own, without the tedious set-up associated with complicated e-commerce platforms.
Bezlio a US-based company with 15 years of experience in customizing and optimizing ERP (enterprise resource management) systems and manipulating data. Specializing in mobile, cloud-based integrations, Bezlio offers many supplemental tool integrations for existing Epicor systems, such as mobile crystal reports, Amazon Seller integration, Salesforce + ERP, tableau write-back, and the recently added self-service customer portals.
Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.