This post is the sixth of our ERP implementation series. If you want to start from the beginning, or learn more about other ERP implementation phases, look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started On The right Foot Preparing…
In our data and history load post: Data And History Load: How Much Is Enough we defined data migration and history loading in context with an ERP implementation. To recap, data migration and history loading is the process of gathering data from your current systems, then editing and correcting the data as required. Once the…
In our first COA post, Chart of Accounts- Getting the Full Accounting Report Benefits From Your ERP we described COA structures, how they are used to capture and track transactions in the General Ledger and the role that the COA plays in financial reporting. In this post, we’ll discuss the best practices used in setting…
This post is the fourth of our ERP implementation series. If you want to start from the beginning, or learn more about prior ERP implementation phases, take a look at: Navigating the ERP Sales Process: Successful VAR Selection Navigating the ERP Sales Process: Pre-Sale Requirements Review Preparing for ERP Implementation: Getting Started on the Right…
To get to this point in your ERP implementation, you’ve gone through a lengthy sales process, selected your solution provider and set your project’s overall goals and objectives. You’ve also commenced a formal kick-off meeting. In the meeting, the project plan was developed including organizing tasks, assigning resources, and setting the project ground rules. If…
From Slack chats and Google Docs to Amazon, Netflix, and Uber Eats (or car), most of us rely on a whole roster of familiar cloud apps and services to run our personal and professional lives. In other words, we’re living in an era where “cloud” has become this “boring” digital default. So, even if you…
For many field service companies, the value of modern software tools is obvious. But sometimes, it is less obvious how they can effectively deploy new software without shutting down their entire operation for days on end. By design, software like Dynamics 365 for Field Service touches all business operations. It facilitates everything from quoting, scheduling,…
Whether you know anything about ERP implementations or not, chances are, you’ve heard that they’re pretty hard to pull off. Big brands like Hershey, Nike, and National Grid have lost hundreds of millions of dollars because of failed ERP projects, so it’s easy to assume there’s little hope for the rest of us. That said,…