Seven Steps to a Successful ERP or CRM Launch - Slide 5

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Next Seven Steps to a Successful ERP or CRM Launch-5 Next

Most projects require additional infrastructure such as servers, software licenses, more robust disaster recovery options, etc. The local IT resources should be working with the vendor to set up, test and deploy any required system upgrades to support the project. This may be back-end/infrastructure or updated systems for core team members. To facilitate this, requirements should have been defined as part of the review process and the necessary procurement process should have taken place as soon as a decision was made.

The ERP or CRM selection process can be a long and sometimes frustrating process. Vendors have been reviewed and site visits completed. The contract has been signed...now what?

The next 30 days are crucial to launching the project successfully, but it’s quite rare for a vendor to have consultants and project managers waiting for you to sign the contract so they can spring into action. Once a project manager is assigned, he or she will begin reviewing internal resources and begin planning the schedule of activities. The project manager and consultants will need time to review the documents and processes that have been gathered about your company. The project manager will begin to set up the project artifacts such as the initial schedule, project management website, communication plans and a definition of the scope and project charter.

This delay leaves a vacuum that can disrupt the momentum of your team. The following seven steps, outlined by Scott Priestley, president and founder of Lionshare Software, Inc., can help you keep the team focused and help launch your project successfully.

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