It’s all worth it in the end.

Running a business is an orchestration profession. There are many elements to building a smooth-sailing organization. One of those is automation. By implementing an ERP or sub-modularized system software, one business will be having a one-step forward and one step ahead of its competitors.

But it’s not that easy. Implementing a business automation software requires a commitment to time, effort, and resources. The following are some tips on preparing for one:

1. Business Process Review

  • Establish full business cycle workflow including security and control. Document in flowchart format if possible.
  • Define reporting requirements for the operations, management and financial statements.
  • Analyze how transactions are being captured.
  • Define personnel roles and responsibilities that will ensure successful software implementation.

2. Choose the right package

  • Determine stages in business process where the software module will be used.
  • Establish information needed to be captured by the system and analyze how those data are to be entered in the software.
  • Map reporting requirements to the reports/lists available in the software.
  • Identify items for customization, if necessary.

3. Software Setup and Training

  • Prepare master files such as Chart of Accounts, Customers, Suppliers, Inventory, Bank Accounts and Roles and Users.
  • Acquire necessary hardware and network infrastructure or choose a hosting provider.
  • Install Software and configure master files.
  • Setup beginning balances as per cut off period.
  • Schedule and execute training sessions.
  • Simulate one month accounting cycle and generate month-end reports.
  • Go live.
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