Our ERP implementations have always followed a guiding principle to provide immediate value to the customer while also ensuring that we achieve the highest level of expectations.
Implementation Phases of core Efficient ERP
Phase 1: ERP Implementation Planning and Organization
Establish customer/Efficient ERP project management process and team
Collate all background information and documentation
Confirm the business objectives for the project
Develop macro and micro plan for implementing Efficient ERP
Develop plan for supporting technology infrastructure and deployment
Provide first level education to user and technical team members
Confirm Customer Business Unit representatives participation and involvement
Confirm Efficient ERP Professional Services staffing and plans
Phase 2: Hardware and Technology Infrastructure
Establish customer/Efficient ERP project management process and team
Acquire necessary hardware & network required
Test and QA user response time and network loading
Establish support model
Phase 3: Efficient ERP Solution Definition to Requirements
Project team attends Efficient ERP education and training sessions
Team members practice with Efficient ERP and develop internal customer knowledge and skills
Team designs, develops and refines new business processes where required
Customization requirements are identified for development
Decisions and conversion definitions for data mapping are provided
Business flows and desktop procedures prepared, validated and documented for use in later project phases
Expose solution to the extended user community
Phase 4: Data Migration
Map legacy system(s) data to Efficient ERP data schema
Use the Efficient ERP application EIF module and application adaptors to load programs or prepare custom programs
Prepare one-time programs to extract and format legacy data for the Efficient ERP load programs
Prepare one-time data load and field initialization programs, including all required parameters
Identify old, inaccurate, obsolete legacy data to be improved or eliminated before conversion
Assign teams to cleanse data
Phase 5: Customization & Interfaces
Customization requirements: special forms, custom reports, interfaces and customization are developed
Provide technical programming skills to tailor the Efficient ERP application software to meet unique customer requirements
Design and write specifications for customizations
Make changes to programs following customer change control procedures
Execute unit tests and QA scripts and correct as necessary
Provide ongoing support during conference room pilot and integration test phases
Phase 6: Conference Room Pilot
Test, demonstrate and validate the Efficient ERP ERP solution
Test; verify all setups, data migrations, processes and customizations
Prove the Efficient ERP ERP solution meets the business requirements
Resolve all issues, make necessary corrections before continuing
Repeat the conference room pilot, if warranted, to prove the changes and the total solution
Final Customer Executive decision for go-live phases
Phase 7: Integration Test
Conduct an integration test as a “dress rehearsal” for go-live
Validate all solution deliverables
Assure all elements required to execute the conversion and loads system are in place and available
Select and train an extended user team to conduct the final testing
Validate that Efficient ERP fits the business requirements and can be used to run the business
Make any required last minute, minor changes
Confirm the go-live date
Phase 8: Readiness Activity
Project team and the business prepare for the go-live
Final conversion and startup schedules are refined
Changes in user procedures and documents for training are completed
Deliver training to the extended user community
Dates and schedule for cutover and implementation are communicated throughout the organization
Phase 9: Conversion and Cut-Over
A production environment for new system is initialized
All data is converted and loaded into Efficient ERP
The team executes the detail conversion schedule with all validation steps to assure complete and correct data is loaded
Customer does final month-end close on legacy system
Final infrastructure changes are made
Legacy system(s) is restricted to inquiry only
Phase 10: Go-Live Support
When conversion is complete the new system is ready for production use
User, IT and Efficient ERP support teams provide round-the-clock on-site support for the new system
Any issues are logged and resolved as reported
For the first weeks, the user, IT and Glovia team support the startup
Help desk receives calls, resolves as many as they can; remainder is given to project team members to resolve on a priority basis
Support continues through the next ‘x’ months’ end close cycles-where ‘x’ is to be mutually agreed
Phase 11: Post-Implementation Audit
Evaluate the progress and effectiveness of the Efficient ERP ERP solution
Review the operational effectiveness of the system as implemented
Identify problems, performance or process issues
Identify what is working well
Review opportunities to further improve effectiveness with the users
Eliminate short-term problems and obstacles
Present a plan of longer term corrective actions and improvements — if required
