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Lesson 8 of 10

Implementing an ERP

Implementing an ERP is a big project that can take months to years, and it follows a clear methodology. SAP Activate is a well-known example with six phases, and its ideas apply to any implementation:

1 · Discover2 · Prepare3 · Explore4 · Realize5 · Deploy6 · RunProject, quality and change management throughout
1 · DiscoverUnderstand the need and expected value, and choose the solution.
2 · PrepareProject plan, team, roles and governance.
3 · ExploreWorkshops comparing the company's processes with the standard system (fit-to-standard), documenting the gaps.
4 · RealizeConfigure and build in iterations, trial data loads, and testing.
5 · DeployTraining, final data migration, and go-live.
6 · RunPost-go-live support and continuous improvement.

Fit-gap analysis: for each requirement we ask whether the system covers it as is (a fit) or not (a gap). A gap has three fixes: change the way of working, configure the system, or customise with code as a last resort. This is exactly where your systems-analysis skills come in.

Data migrationExtract from old systems, cleanse, transform to the new format, load and verify. Most surprises appear here.
Unit testingEach setting or development on its own.
Integration testingWhole cycles across modules: from sales order to journal entry.
User acceptance testing (UAT)Real staff run their daily work and sign off that the system is ready.
Review requirements gathering in the systems analysis track →
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