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Rapid ERP Implementation
Methodology and Benefits of Rapid ERP Implementation




Sep, 28 2016



min read

"By 2018, enterprises will insist on post modern ERP project deployments that deliver proven value in less than two years" (Gartner Research 2016)

The reality is that Organizations now expect Faster ERP Implementation cycles

The benefits of Rapid ERP Implementation for Small & Medium Organizations are plenty.

Rapid Implementation MethodologyBenefits
Pre-Configured Templates for Set UpShort Implementation times
Pilot Run by User ChampionsAdoption by Involvement
Essential CustomizationsLower Costs
Data UploadQuicker Data Upload using Data Import Tool
Production LiveFaster ROI

So how do you go about a Rapid ERPNext Implementation for your Organization?

Generally, it is best to divide your implementation into two phases

  1. Test
  2. Live

1. Test Phase

For an Initial Evaluation and Fitment Analysis of ERPNext, you can follow the steps listed below

  1. Set Up a free account
  2. Refer to our help videos and guides
  3. Create Masters (Manual Entry or using Data Import Tool)
  4. Item
  5. Warehouse
  6. Customer
  7. Supplier
  8. Employee
  9. Chart of Accounts, if not using System Default
  10. User Pilot Run of a Standard Sales Cycle 
  11. User Pilot Run of a Standard Purchase Cycle
  12. User Pilot Run of a Standard Manufacturing Cycle, if applicable
  13. Identify essential customizations needed 
  14. Create Custom Print Formats
  15. Sales Quotation
  16. Sales Order
  17. Purchase Order
  18. Sales Invoice
  19. Create Custom Fields, if needed

2. Live Phase

After a thorough run in the test phase, you can prepare for a production run with the below steps which may vary business to business

  1. Clean Up your account of test data or Initiate a fresh install
  2. Use "Delete Company Transactions" to retain master data
  3. Add additional Set Up to streamline Master Data
  4. Item Group
  5. Customer Group
  6. Supplier Group
  7. Use Data Import tool or Manual entry for setting up of     
  8. Items
  9. Addresses & Contacts
  10. Customers
  11. Suppliers
  12. Warehouses
  13. Chart of Accounts
  14. Employee
  15. Opening balances (Journal Entry)
  16. Open Sales and Purchase Invoice
  17. Fixed Assets
  18. Create Users with appropriate Roles and Permissions
  19. Set Up your default Outgoing and Incoming email addresses. Purchase a 3rd Party SMTP relay service.
  20. Validate your essential customizations i.e. Custom Print Formats and Custom Fields

3. Implementation Help

During the test phase, you could seek help from the below communication channels.

  1. Forum
  2. Service Providers
  3. If you need help, you can also buy support

4. Conclusion

Rapid Self Implementation is an ideal way for Small and Medium Enterprises to implement ERPNext because of the following benefits

  1. Low entry cost for evaluation due to the availability of a free trial account
  2. Early User Pilot possible due to pre-configured Set Up Templates
  3. Essential customizations can be done quickly
  4. Implementation by involvement leads to faster User Adoption

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Sep, 28 2016


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Paul Mugambi


3 days


Beautiful read, and an insight into an individual I respect and have learned a lot from. Am inspired to trust the process and never give up.


Anna Dane


5 days


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