Quais são as principais habilidades e competências de uma equipe eficaz de manutenção e suporte de ERP?

An effective ERP maintenance and support team requires strong technical skills in ERP systems, problem-solving abilities, and knowledge of business processes. Key competencies include excellent communication, project management, and analytical skills. Familiarity with database management, system integration, and cybersecurity is essential. Additionally, the team should be adaptable, proactive, and customer-focused to ensure seamless ERP operations and continuous improvement.

A successful and an effective ERP maintenance and support team work together to keep the lights on across all system in the SAP Landscape. The team need to be working to a realistic cadence typically quarterly cycles where you patch the operating system, SAP Kernel, Critical SAP notes and DB upgrades. The team needs to understand the governance and the process within the organisation e.g change approval boards for production patching. They also need to understand the wider work that is also happening perhaps there is network patching happening so careful planning is essential. The team needs to be able communicate from one central place and to also be flexible and proactive as much of this is out of the core hours of working

An effective ERP maintenance and support team needs strong technical skills in ERP systems, database management, and troubleshooting. Proficiency in business processes, excellent problem-solving abilities, and effective communication for user support are essential. Knowledge of integrations, data migration, and customization is crucial. Additionally, project management skills and continuous learning to stay updated on ERP trends and updates are vital.

Maintaining and supporting an ERP system requires a team with a unique blend of skills and competencies, ensuring the system runs smoothly and adapts to evolving business needs. Before diving into the skills and competencies, it’s important to understand the role of regular audits. Audits help identify gaps in the system, uncover inefficiencies, and ensure compliance with industry standards. They’re a proactive measure to prevent issues before they arise, leading to fewer disruptions and more confident decision-making. I’ve seen firsthand how regular audits can turn a reactive support team into a proactive one, anticipating issues before they become critical.

Technical proficiency in ERP software, including in-depth knowledge of its architecture, modules, and integration points, is essential. The team should exhibit strong problem-solving skills to diagnose and resolve issues promptly. Effective communication abilities are crucial for liaising with various stakeholders, including users, vendors, and management, to understand requirements and provide clear guidance. Additionally, the team must be adept in project management to handle updates, upgrades, and system enhancements efficiently.

An effective audit process typically involves several key steps: Preparation: Define the scope and objectives of the audit. What areas of the ERP system need attention? Are there any recurring issues that need a closer look? Data Collection: Gather relevant data, including system logs, user feedback, and performance metrics. Analysis: Examine the collected data to identify patterns, bottlenecks, or areas of non-compliance. Reporting: Summarize findings in a report, highlighting both strengths and areas for improvement. Action Planning: Develop a plan to address identified issues, including timelines and responsibilities.

An ERP audit should always be done by an external source with both a strong technical understanding of the software and a strong understanding of business processes. Don't bring in a big 4 or an independent ERP consultancy. Look to find an organization that is technically sound on the most up to date versions of your software. It may be your VAR or an independent VAR but it needs to be a VAR that has deep experience in the latest that your ERP software offers. Independent consultancies and big 4 simply don't have that level of depth.

Incorporate the audit findings into a continuous improvement program. This program should outline a timeline for implementing recommendations, set measurable goals for system enhancements, and establish regular follow-up audits to track progress and ensure that improvements are sustained.

ERP Audit: Internal or External? 🔄 Whether you choose to conduct an ERP audit internally or externally depends on your budget and resources. Either way, the process is crucial in evaluating your system's performance and your team's expertise. Make the right choice for your business!

As user and customer personal information is stored, implementing robust audit processes is essential to safeguard this sensitive data. Given its criticality, engaging internal and external resources is a good idea to ensure thorough supervision and protection.

In my opinion, one of the most important but heavily under rated skill is 'listening'. Every consultant will need to work on this skill as this skill enables them to do wonders. Listening has many parts which include. Listening to what is being said. We look/ seek/ engage actively to listen and get the feedback from the users. Those who use the system to perform their day to day activities can offer volumes. Listen to those who are indirectly interacting with it. This is seeking the inputs of the groups who benefit from the aspects like reports/ dashboards (senior stakeholders). This will provide the strategic value. The most important aspect is to look for what is not being said. Many a times, the elephant in the room is not discussed.

Change Management Skills in ERP Maintenance and Support Change management is essential for smooth transitions during ERP updates. The team must efficiently manage system updates, patches, and new features, planning to minimize disruptions and ensure compatibility. Thorough testing before deployment is crucial to identify and resolve issues. Providing comprehensive training to users on new features ensures effective utilization and reduces errors. Clear, detailed documentation of system configurations, processes, and issue resolutions maintains consistency and aids troubleshooting. Focusing on these aspects helps the ERP maintenance and support team manage changes effectively, ensuring minimal disruption and maintaining system integrity.

Technical Expertise: Deep knowledge of the ERP system, including architecture, modules, and integration points. Cross-training within the team is crucial to avoid single points of failure. Problem-Solving Skills: This ensures efficient troubleshooting and issue resolution. Communication Skills: The capability to explain technical issues clearly to non-technical stakeholders, fostering trust and preventing misunderstandings. Project Management: These are essential for managing updates, patches, and upgrades efficiently, minimizing disruption. Customer Service Orientation: A focus on user satisfaction, being responsive, empathetic, and committed to resolving issues in a way that strengthens user relationships.

This is missing a critical element: BUSINESS PROCESS KNOWLEDGE. If the business doesn't understand the business processes, and the team supporting the ERP doesn't understand the business process than you are effectively transforming ERP support into basic tech support. The impact on changes, issue resolution and support should be related back to how it impacts the business in all situations, without that level of knowledge on the support side, support is doomed to fail.

How often should you conduct audits? This depends on the size and complexity of your ERP system, but a good rule of thumb is to perform a comprehensive audit at least once a year, with more frequent, smaller audits (such as quarterly reviews) to monitor specific areas or recent changes. In my experience, regular check-ins ensure that minor issues don’t evolve into major problems.

As external audits typically occur once or twice a year, internal audits can take place more frequently, depending on the complexity of your system and the frequency of major changes or enhancements in the application or database. The more dynamic your environment, the more essential regular check-ins become!

How Often Should You Audit Your ERP? 🗓️ The frequency of ERP audits depends on your system's complexity and your business needs. A general rule? At least once a year—but consider more frequent audits after upgrades, new implementations, or significant business changes.

Highly customized systems or those integrated with multiple other systems may require more frequent audits than standardized systems. Regulatory and compliance requirements can necessitate more frequent audits, particularly in highly regulated industries. The frequency of system updates, security requirements, vendor recommendations, and internal IT capabilities are additional factors that impact audit scheduling. Organizations handling sensitive data or experiencing frequent issues might require more regular audits, while those with stable performance and fewer security concerns may opt for less frequent evaluations. Generally, an annual audit is standard, but the frequency should be tailored to these specific factors.

The frequency of ERP audits depends on the system’s complexity and how much it evolves with your business. A yearly audit is a solid baseline, but if you’ve recently implemented upgrades, added new features, or seen significant changes in operations, more frequent reviews - like quarterly - are a smart move. Regular audits help spot inefficiencies, resolve issues early, and ensure the system continues to meet your business goals effectively. It’s about staying proactive, not reactive.

To get the most out of your audits, consider these best practices: Involve Key Stakeholders: Ensure that all relevant departments are involved in the audit process. This helps in getting a holistic view of the ERP system and its impact on the business. Focus on Continuous Improvement: Use audit findings not just to fix issues but to improve processes and systems continuously. Document Everything: Maintain thorough records of the audit process, findings, and actions taken. This documentation can be invaluable for future audits or in case of compliance reviews.

For an ERP audit to be truly effective, it must take a comprehensive approach, covering business processes, application functionality, database integrity, hardware performance, and security and compliance protocols. A dedicated audit support team should be established, bringing together business and IT experts and led by a senior management figure to ensure oversight and strategic alignment.

Effective ERP audits start with clear planning and resource allocation. Involve key stakeholders both business and IT teams - to gather diverse perspectives and ensure all areas are covered. Use reliable tools and data to maintain objectivity, and focus on transparency in your findings and recommendations. The real value comes after the audit: follow through on action plans, monitor progress, and measure the impact. An audit isn’t just a check - it’s a step toward continuous improvement.

ERP audit best practices involve thorough planning, resource allocation, and active participation from both the ERP team and stakeholders. Engaging team members in the process ensures comprehensive feedback and buy-in. Using reliable data and objective analysis fosters transparency and accuracy in findings. It's crucial to follow up on action plans, monitoring progress to ensure improvements are effectively implemented. This iterative process helps continuously optimize system performance, user satisfaction, and business alignment.

A challenge we find with a lot of organizations is that the business doesn't always understand what it actually does. There needs to be far greater emphasis placed on the business being certain of its processes, especially if these processes are changing due to growth/acquisition/turnover etc. Understanding the business processes is the first step in getting value out of the ERP, both from an implementation and support perspective. When considering auditing ERP or understanding the team required to support the ERP, ensure that the business is clearly understood first.

Supporting an ERP system is more than just keeping the software running—it’s about ensuring the system supports the business’s goals and evolves with its needs. I’ve found that the best teams are those that go beyond the technical, understanding how their work impacts the broader business and always striving to improve. By fostering a culture of learning, communication, and continuous improvement, you’ll build a team that not only supports the ERP system but also drives the success of the organization.

An effective ERP maintenance and support team requires a blend of technical expertise and soft skills. Key competencies include a deep understanding of ERP systems and modules, strong problem-solving abilities, and proficiency in troubleshooting and resolving issues efficiently. Team members should have solid knowledge of database management, integration processes, and system customization. Additionally, strong communication skills are essential for liaising with different departments, understanding user needs, and providing clear guidance. Being adaptable and continuously updating their knowledge to stay current with ERP updates and evolving technologies is also crucial for sustained system performance and business alignment.