ERP Questions

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September 13, 2023

by a searcher from University of Pennsylvania - The Wharton School in Philadelphia, PA, USA

I’m roughly one year into an acquisition of a custom retail packaging manufacturer, and we are looking at an ERP conversion in the next###-###-#### months. We currently use a DOS based Infor product from the early 90’s.

I know this is a massive undertaking, and I’m deeply concerned about a failed implementation. I would really like to do everything we can to set the conditions for a successful implementation prior to even selecting a vendor. Some things I’m considering are:

- mapping all business processes to an extreme level of detail
- shuffling as many core processes (scheduling production runs and some other relatively simple processes) as possible away from the ERP to simple solutions like Asana/Monday before converting to de-risk any failed conversion issues
- making a full time IT hire (zero technical folks on staff full time - we outsource IT)
- cleaning the dead weight out of my current ERP (old SKUs / old customers etc)
- making a full time hire of a project manager (with the ability to convert to new role once project is complete)

Am I missing anything? Do any of these pre-conversion initiatives sound like a waste of time?

Would love to hear the community’s thoughts and would love to hear about ERP conversion stories.

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Reply by a professional
from Seton Hall University in Morristown, NJ 07960, USA
Hey ^redacted‌! I think you are 100% on the right track. I’ve been working with systems conversions since 2016 and I have implemented a bunch of SageIntacct instances and even an SAP launch, and actually canceled a few client NetSuite implementations that were going horribly South. I was involved more heavily in warehousing, retail, healthcare etc - but they were all successful because we did exactly what you were describing - planning is key. Happy to chat if you’d like. My email is redacted and my Calendly is on my ContactUs page of my website. Talk soon!
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Reply by a searcher
from Georgetown University in Bettendorf, IA, USA
How big is the operation / number of items / complexity of process? Some of what you're describing I'd consider a bit of overkill. Won't hurt for sure but might be a big effort relative to payoff. Also, I've learned there is a synergy between what the ERP does well / applications already built-in vs what the business is geared to execute. In most cases, I've learned it's better to adapt the business to the way the software was designed to operate then try to work around / custom code solutions.
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