Seven Steps to a Successful ERP or CRM Launch - Slide 7

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The concept of a war room seems unnecessary to many organizations. The resistance is usually due to limited space and competing needs for existing space. Scott Priestley states adamantly that clients who have moved their core team members to a dedicated location through the duration of the project have had much greater success than ones that didn’t. By doing this, the leadership sends a very powerful message to the rest of the company: “It’s not ‘business as usual,” “these people have been temporarily reassigned and are dedicated to this project,” and “this is a really big thing.”

However, realistically, it IS a pain – especially when there really isn’t anywhere that can be dedicated. Some very creative approaches Priestley has seen include renting a construction trailer for the core team, building an elevated mezzanine addition, relocating to an adjacent floor in a multi-tenant building, moving to separate office space in a nearby building, or even repurposing the executive board room for this 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 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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