Your Ultimate Guide to Switching ERP Systems with Surety Systems

Switching ERP systems can be a daunting task, especially for businesses that have been using the same system for years. But with the right planning and preparation, you can make the transition much smoother.

This article will outline a guide that walks you through the process of switching ERP systems, including key considerations like...

• Cost of an ERP implementation project
• Current process assessment and analysis
• ERP tools to streamline business operations
• Process and system consolidation
• Compatibility issues with existing software
• Training for key stakeholders and users

We’ll cover everything from assessing your current system and selecting a new one, to migrating data and training staff on how to use it, so you'll know exactly what to expect when it comes time to move on. Read on to learn more!

What is ERP Software?

Enterprise Resource Planning (ERP) software is a solution used to manage multiple business processes in any organization. It typically includes modules for accounting, manufacturing, customer relationship management (CRM), inventory control, warehouse management, human capital management (HCM), and other necessary enterprise functions.

ERP software modules are designed to integrate with each other, enabling organizations to access and share data in real-time. This allows companies to seamlessly integrate processes and procedures between departments, improving visibility and maximizing process efficiency across your entire organization.

For example, when raw materials are ordered, order information is automatically shared with manufacturing teams so the production staff can start producing the goods as needed to meet demand.

How to Use ERP Systems to Your Advantage

Companies are often challenged with managing and maintaining business processes in the most efficient and effective way possible.

Using ERP systems can be a great way to improve the efficiency and performance of an organization. But without a modern ERP system to manage these processes, companies are often left struggling to keep up with consumer demand, accurately track inventory, and efficiently manage business data.

Modern ERP systems provide an integrated set of tools that help companies streamline operations, automate key business processes (i.e., order management, financial reporting, inventory tracking, etc), improve visibility, and improve the speed and efficiency of your ERP platform. To make the most of these systems, it is important to understand exactly what they are capable of and how they can be used to optimize processes within the organization.

Why Do Companies Switch ERP Vendors and Solutions?

Companies switch ERP systems for a variety of reasons, including the need to better align their business processes with their core objectives, the desire to take advantage of improved features and functionality (like reporting and analytics), or simply because their existing system is no longer meeting their needs.

For example, if an ERP system doesn't have the necessary scalability or can't keep up with your growing data load, it may be time to consider switching.

Any organization, regardless of size, location, or industry should seriously consider switching ERP systems when certain operational goals aren't being met by their existing software solution or their legacy system is costing more than its worth for employees and the company as a whole.

Key Considerations When Switching ERP Software

When making the switch from your current ERP system to a new one, it's important to consider all of the potential benefits and drawbacks before beginning a complex integration or implementation process.

Here are a few main things to consider when switching to a new ERP system:

1) Cost of Implementation and Maintenance

Many companies are understandably hesitant to make a big financial investment in something they may not necessarily use, or even understand. ERP systems can be expensive and require significant amounts of effort to install and maintain, making it a daunting prospect for businesses of any size.

But, with modern cloud ERP systems, companies can limit the risk of data entry errors, reduce operational costs, streamline processes, improve efficiency, and keep all important data in one integrated solution.

2) Built-in Features and Functionality

With the ever-evolving technology landscape, it is important for organizations to ensure their ERP systems are up-to-date in order to remain competitive. Newer ERP systems offer a variety of enhanced features and functionality that can help businesses maximize process efficiency and streamline operations.

Modern ERP systems provide an integrated set of tools that help companies streamline operations, automate key business processes (i.e., order management, financial reporting, inventory tracking, etc), improve visibility, and improve the speed and efficiency of their ERP platform. This includes features like real-time data sharing and automated workflow solutions for improved accuracy and functionality across the board.

3) Modern Tools for Growing Business Needs

Modern ERP tools provide businesses with integrated tools that allow them to optimize key data management processes and streamline business operations throughout the entire organization.

Here are a few of the main features to consider when choosing the right modern ERP tools to benefit your organization:

• Accurate forecasting and planning
• Automated workflows for increased efficiency
• Improved data sharing capabilities
• Enhanced reporting and analytics tools
• Advanced visibility across the organization
• Streamlined financial processes & accounting systems
• Integrated multi-channel solutions

4) Process and System Consolidation

ERP solutions offer businesses a variety of benefits that make it easier to manage and streamline their operations. Combining ERP solutions helps organizations take advantage of these benefits in an even more efficient way.

Combining ERP solutions can be incredibly beneficial for businesses, as it allows them to automate essential business processes and gain improved visibility across the entire organization. Automation is key in improving efficiency and accuracy, and with a combined ERP system it’s easier to do so.

5) Compatibility Issues with Existing Software

Compatibility issues between existing software solutions and new ERP systems can be a major challenge when making the switch. While most ERP solutions provide customer support for any issues that arise during the implementation process, there are still some potential complications that businesses must be aware of before switching to a new system.

When switching from an existing ERP system to a new one, improving interoperability between the two is key. In order for organizations to take full advantage of the benefits a new ERP system can offer, they need to ensure there's a smooth transition and efficient collaboration between the old and new systems.

6) Training Employees to Use the New System

Training employees to use a new ERP system is a critical step in making the transition from your current ERP software to a modern, cloud-based one. Organizations need to be sure that their staff can make effective and efficient use of the new system, and this requires proper training and support.

Companies should prioritize training their staff on the new software and processes associated with the new system. And, if your team isn't sure where to begin when it comes to training your employees, ERP consulting services can provide the tools and resources needed to conduct adequate training for your employees.

Where Does Surety Systems Come In?

Whether you need help transitioning from your old system to a new one (i.e., migrating from Infor Lawson to Workday or JD Edwards to SAP), help navigating key data migration issues, additional project/program management support, or anything in between, Surety Systems is here to help.

Our team of senior-level ERP consultants has the skills, experience, and technical expertise needed to help your organization implement a new ERP system, understand how that ERP system works, integrate key ERP tools and solutions, and optimize ERP operations in the long run.

The Surety Systems Advantage

Surety Systems doesn't just work to meet our bottom line, our team remains committed to finding consultants whose expertise and skill sets align with your project and business goals. No bull. No bias. No breadcrumbs.

Let's take a closer look at how our team at Surety sets itself apart from other consulting, support, and optimization services...

More Efficient Turnaround Times

When we say "as soon as possible", we really mean it...

If an urgent project need arises and you need a consultant TODAY, our team will put in the work it takes to provide a top-notch consultant TODAY without skimping on the quality of the consultant.

Instead of waiting around for days or even weeks to get a response from a project manager at a traditional managed services firm, our team guarantees quick turnaround times to help you fill project needs whenever you need it and maximize your investments.

Time-and-Materials Advantage

Our team at Surety Systems operates on a time-and-materials basis, meaning that you will only pay for actual hours worked, and added project management fees and unnecessary overhead costs aren’t chalked onto your bill, unlike other advisory services that operate with a bench of consultants and fixed costs.

Whether you need a consultant who can bill 40 hours per week on complex ERP implementations, a technical expert that can cover a 20-hour integration project, or just some additional software support for a few hours every week, we have the best-fit consultants for all your project needs.

Control Over Your Own Experience

Whether you need lower-level analyst support for niche data management tasks, a project lead to manage core ERP implementations and integrations across your organization, or a technical expert to fill an HRIS director role during a leave of absence, we have the right team for you.

Your company. Your priorities. Our expertise. That's the name of the game with our team of Workday consultants at Surety Systems.

Getting Started with Us

Are you considering making the switch to a new, cloud-based ERP solution, but don't know where to start? Our consultants have you covered.

Interested in implementing a new ERP software to reduce maintenance costs and maximize your technological investment? They're here to help with that too.

Contact us today to learn more or get started with one of our top-notch consultants!