A System (ERP), or Enterprise Resource Planning system, is a type of software used by organizations to manage and integrate important parts of their businesses. An ERP system can help automate and streamline processes such as inventory management, production, sales, costing, human resources, procurement, fixes-assets and more. A & M is focused on Fishbowl and Quickbooks.
- Define Your Objectives:
- Understand the problems you’re trying to solve with ERP. This could be improving efficiency, streamlining operations, integrating various departments, etc.
- Establish specific goals for how the system should perform for each department.
- Work with Fishbowl & Quickbooks Technical Team:
- Assemble a team to oversee the ERP implementation process. Include stakeholders from different departments (IT, finance, sales, etc.).
- Map Your Processes:
- Document your business processes and workflows. Understand how they work before implementing the system.
- Identify any areas for improvement or bottlenecks that the ERP system can address.
- Data Migration:
- Gather data from existing systems that need to be transferred to the new ERP system. This includes customer data, inventory records, financial data, etc.
- Clean and validate data to ensure it is accurate and up-to-date before migration.
- Customization:
- Customize the ERP system to meet your business needs. This might involve creating custom reports, configuring workflows, or adding specific features that your business requires.
- Testing:
- Conduct thorough testing to ensure everything is functioning properly.
- Involve key users from different departments to test the system’s features and functionality.
- Training:
- Train your team on how to use the ERP system. Provide training sessions to ensure everyone knows how to navigate the system.
- Consider creating user manuals or guides for reference.
- Go Live:
- Once testing is complete, and everyone is trained, go live with the ERP system.
- Monitor the system closely for any issues and resolve them quickly.
- Ongoing Support & Maintenance:
- After implementation, offer continuous support to resolve any challenges or technical issues.
Regularly update and maintain the system as business needs evolve.