Seven Steps to a Successful ERP or CRM Launch - Slide 6

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There are always competing initiatives or conflicting schedules that need to be identified and managed as part of the ongoing risk management portion of project management. Many times this is seen in other areas of the business such as Lean Process initiatives, new product launches, tradeshow schedules and ISO or other compliance requirements. The important thing is to realize that these conflicts will arise and must be managed effectively to reduce the impact to the project.

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 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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