Upgrading or Implementing a New ERP System – Where do you Begin?

This post will be the first in a series on the subject of upgrade / or implementing a new system.

With recent changes in technology, aging systems, and the economy, there are conflicting forces that are pulling and pushing us to upgrade or to hold off….

It’s a crazy time to be in business and in IT with these factors in play.

One issue that comes to mind first and foremost is “scope”. What I mean by that is Project Scope.

I have devoted past posts and for that matter an entire book to the subject – Purpose Driven ERP that addresses system justification, requirements and specifications, however, Project Scope is a topic that I now feel deserves more conversation.

• How big is your project?
• How broad and how deep?
• What defines the beginning and what determines the end?

If you don’t have answers to these questions – FORGET trying to get buy off and for that matter, trying to nail down the general requirements and the detailed specifications of your implementation.

You need to carefully, but simply define your project scope; this does not have to be a rocket science project – Just articulate the beginning and the end to the upgrade or the implementation.

What does the completed project look like?

While this seems simple, as it in essence is, it can be a very powerful guide in mapping your course; making decisions; where to turn when two courses of action present themselves, etc.

The depth of the project is another dimension and aspect to the scope that requires thought as well. Once you know what the beginning and the end look like, what “layers” are there to the project? Hardware, software, the cloud, virtualization… you get the idea….

We will talk about virtualization and the cloud in later posts…

Again, a scope document can be as simple as a couple of paragraphs, but very foundational when moving into discussions with other stakeholders in discussing an upgrade or new system.

Do you have a scope document? If not – Write One Now!

Hope I provided you with some food for thought… until next time…

Rick

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