Successful Inventory Software Implementation

50% of ERP software implementations fail industry wide. Hire an implementation company with a proven track record.

Follow these steps for a successful implementation.

6 Proven Steps to a Successful Inventory Software Implementation

1. Purchase the right software –

There is a slew of software to choose from. Narrow down the list. Play with the free trial copies. Assure you have done the necessary due diligence to start out on the right foot.

2. IT infrastructure –

Assure your hardware and operating system meets minimum requirements. Install the software. Test login connections and integrations.

3. Sand Box Setup –

Don’t jump yet. Setup the file with the intent to test and practice. Connect it to a copy of your accounting software. You’ll be glad you did. The data you put into the test file can be moved to the live file later.

4. Process Design –

Begin by jotting down an overall step by step summary of all your processes.  Then test each step in the practice file. As you go, document each individual procedure and assign a department or person to that responsibility. These documents may be used as SOPs and/or training material.

5. Train and Practice –

Using the documents, train each individual on how to perform their new task. Give them adequate time to practice. Create a network of accountability. Update the process documents as needed.

6. Go Live! –

Create a new blank file or account. Migrate the list type data from the practice file to the new file or new account. Select all the configurable default settings. Import live inventory data and all open orders. Connect to the live accounting software. Begin entering new live transactions.

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