The processes to be integrated in the ERP system can be documented – if this documentation is not already available in the company’s QM manual or similar – accordingly in an actual state analysis.

The process requirements for the ERP system must be documented in the gap analysis.

Here You can find an example of how the requirements can be documented in a gap analysis:

What is important when carrying out a Gap-Analysis is outlined in Learn Item #13.

In this section, I share my practical tips for a successful gap analysis.

Regarding methods for system design, one can distinguish between the configuration of system settings (=customizing) & change of system functions (=programming).

Learn Item #14 outlines What needs to be tackled in the System Design Phase.

Learn Item #15 describes the possible strategies, how an ERP System can be implemented.

The Data Migration is an important Milestone of an ERP System Implementation.

Accurate definition & meticulous work provide appropriate “translations” from the terms of the old system to the language of the new ERP System. Learn Item #18 describes, how that works.

Learn Item #16 outlines Important Facts about the User Rights Concept of an ERP System.

And here You can find a Template for structure of user rights concept:

Lead Users & Key Users are Knowledge-Multipliers in ERP Projects.

They are trained in a “train-the-trainer”-mode to make them understand how the ERP System works.

Learn Item #17 points out important aspects about lead user & key user training.

There is no successful ERP System Implementation without a high user acceptance.

Especially the phase before, during & after Go Live is a stressful situation for all parties involved. During this time a pro-active change management and an intensive relationship management in the team is necessary.

To increase user acceptance, the first so-called integration tests can also be carried out in this phase.

In this phase, the key users, for example, should also start to work on training material, which is later needed for the training of the end users.

When carrying out a Project as Complex as an ERP System Implementation You need to know in advance What Resources are required.

Learn Item #20 describes resources needed and how to balance them.

Once the Resources Required have been Identified, the Capacity of the project can be Planned.

Learn Item #21 presents the individual steps for this.

Here you can find free tools for the capacity planning:

In an ERP Project, Costs should be Continuously Monitored and Controlled.

How often You control the costs in your project is your decision and also depends on the project’s scope. However, it is recommended to check the cost development at least once a month.

Learn Item #22 shows what needs to be controlled.

And here you can find free project management tools:

The GAP Analysis file shows a simplified capacity planning on Excel basis in the “Planning” and “Summary” tab.