Rapid ERP Implementation

Methodology and Benefits of Rapid ERP Implementation

 · 2 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 Methodology Benefits
Pre-Configured Templates for Set Up Short Implementation times
Pilot Run by User Champions Adoption by Involvement
Essential Customizations Lower Costs
Data Upload Quicker Data Upload using Data Import Tool
Production Live Faster 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)
    1. Item
    2. Warehouse
    3. Customer
    4. Supplier
    5. Employee
    6. Chart of Accounts, if not using System Default
  4. User Pilot Run of a Standard Sales Cycle 
  5. User Pilot Run of a Standard Purchase Cycle
  6. User Pilot Run of a Standard Manufacturing Cycle, if applicable
  7. Identify essential customizations needed 
  8. Create Custom Print Formats
    1. Sales Quotation
    2. Sales Order
    3. Purchase Order
    4. Sales Invoice
  9. 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
    1. Use "Delete Company Transactions" to retain master data
  2. Add additional Set Up to streamline Master Data
    1. Item Group
    2. Customer Group
    3. Supplier Group
  3. Use Data Import tool or Manual entry for setting up of         
    1. Items
    2. Addresses & Contacts
    3. Customers
    4. Suppliers
    5. Warehouses
    6. Chart of Accounts
    7. Employee
    8. Opening balances (Journal Entry)
    9. Open Sales and Purchase Invoice
    10. Fixed Assets
  4. Create Users with appropriate Roles and Permissions
  5. Set Up your default Outgoing and Incoming email addresses. Purchase a 3rd Party SMTP relay service.
  6. 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



      Pawan

      Pawan is an independent consultant who helps medium sized companies implement ERPNext. During his free time he likes to jog, play carrom and spend time with his one year old son.

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