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Our team of certified consultants has searched far and wide to compile all of the best, free Salesforce resources available today across all user levels.
techCast WEBINAR
New User Training
Ask the Admin
Join us every Friday for these two Salesforce training sessions geared toward your knowledge level and experience in Salesforce.
CLIENT EXPERIENCE
Excelling Beyond QuickBooks
An Eide Bailly nonprofit client discovered how a dynamic ERP encompassing global financials, robust project management, and manufacturing visibility could excel their organizational impact. Check out their story.
techCast WEBINAR
Quarterly NetSuite User Series
Join us for our upcoming NetSuite user techCast session on Wednesday, February 24 covering NetSuite's 2016.1 release and new solution functionality.
Early Registration Offer
Now through February 19, save $400 on SuiteWorld 2016, NetSuite's premier ERP conference and key ROI driver taking place May 16-19 in San Jose, CA. We hope to see you there!
How to Reprint & Process Tax Forms
Sometimes mistakes happen, but don't stress, there's a simple way to edit your W-2 and 1099 forms in Sage using Aatrix. We've highlighted the steps and linked to some additional resources to help you with your year-end processes. Plus, we've included the updated ACA reporting deadlines and requirements. Relax, we've got you covered.
techCast WEBINAR
Sage 100 Bank Reconciliation
Join us on Tuesday, February 16 to explore how Sage 100 integrates with the Bank Reconciliation module, including the ins and outs of consolidating with your General Ledger and additional considerations when implementing this feature.
8 Key Elements for a
Successful Implementation
Implementing a new solution -- especially something as pervasive throughout your business as your ERP system -- is a complex process; it takes confident solution selection, thorough planning, skilled implementation, and ongoing training and support. Each phase lays the foundation for the next. Shortchanging or rushing through any of the steps can transform what should be a beneficial business initiative into a fire-drill exercise in crisis management. To help, we've identified what we feel are the eight essential elements of a successful solution implementation.

Confident Selection

1. Capture Detailed Requirements
Your team is so familiar with your business processes that requirements gathering often results in only high-level items, but a quality implementation and finding the best-fit solution for your business needs is in the details. Probe deeper by conducting a series of group interviews with key stakeholders across all departments in your organization, fostering a synergy around your solution selection process that will bring those detailed requirements to the surface. Stepping through use cases and discussing what-if operation scenarios is another beneficial technique during these stakeholder discussions to gather thorough system requirements.

2. Choose the Right Solution
Even good, detailed requirements won't ensure that you always choose the right solution. Vendor websites tend to provide overly simple and generic demos to explain their product, but challenge vendors to prove they are the best-fit solution for your business by asking for custom demos tailored to your processes, not their bells and whistles.
  

Thorough Planning

3. Balance Budget & Resources
Naturally, your project's budget will increase as the vendor assumes more of the activities for your ERP implementation. On the other hand, a vendor can train your resources to assume activities such as data conversion or end-user training, effectively lowering your overall budget. However, if you choose to assume some of these responsibilities, be prepared for the timeline to complete your new ERP project to be drawn out.

4. Flex Your Change Management Muscles
Your leadership team needs to leverage strong change management skills to efficiently transition your people to your new business management system and processes. From understanding your staff's acceptance and adoption levels to effectively training for skill levels and introducing gradual adjustments, change management is an essential aspect to rolling out a new business solution. Anticipate and prepare for some of your team to be excited while others will dread the process changes.


To read the final four key elements to a
successful ERP implementation,
CLICK HERE
 _________________________________________ 

 

ALAN CLARK

ERP Senior Manager | Sage

Eide Bailly Technology Consulting

 

aclark@eidebailly.com

 

 



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ABOUT US

At Eide Bailly Technology Consulting, we trust there is a better way; a better way to do business and to realize the extraordinary potential in the marketplace today. Clients benefit from our proactive, consultative approach to technology. Our strategic technology services and solutions include infrastructure and networking, IT security, ERP and CRM, business analytics, custom application development and business planning.

 

We aim to be our clients' trusted business advisors, guiding them through the advancements in technology from assessing their business needs to implementing the right solution and supporting their systems.