Inconvenient but true, an ERP upgrade is almost inevitable after a certain period of operation of the business software. A renewal is often the Vehicle for a digital transformationn that opens up new lines of business, significantly improves user-friendliness and increases efficiency. So you really shouldn't take too much time for this. At some point, the software manufacturer support for older versions. In addition, not nearly as much research and development is invested in older versions as in the latest version.
However, if an ERP upgrade is poorly executed, it can jeopardise business continuity by affecting your core business processes. For these and other reasons, the ERPupgradeprocess requires informed decision-making and a well-thought-out project plan.
ERP Upgrade - Preparation
Regardless of the reasons, modernising a business-critical system such as ERP is a major undertaking that requires extensive preparation and expertise. Here are a few things you should consider.
- Your company management should be behind the renewal of the system and logically be fully involved.
- Determine if there are any problems directly related to the ERP software. This could be anything from poorly integrated processes, incomplete data or a lack of user training.
- In many companies, the initial implementation was carried out quickly and not all licensed modules were implemented. Before upgrading, take stock of the ERP modules your organisation can use. Analyse exactly what the unused modules do to determine whether it is beneficial for your company to configure them.
- When an application is in use over a longer period of time, the business processes inevitably change. Often these changes are not documented or the existing documentation has not been updated. A review of an organisation's business processes should be compared with the documentation and any necessary updates should be made.
- Now is the time to check whether the workflows meet the business and audit requirements. They may need to be revised or completely redesigned. Check whether the new improvements in the latest version will have an impact on existing workflows.
- How does the software behave after the upgrade compared to existing customised processes and customer-specific adaptations? Should customisations be returned to the standard?
- Are the users satisfied with the existing reports and forms within the ERP applications? Is management satisfied with the reports they receive? An inventory of reports/forms should be conducted to see how many reports or forms are being created. Also consider the following questions:
- How often is the report/form created?
- Who receives them?
- Is it used?
- Can it be abolished?
- Does the report in its current form provide enough information?
- Do adjustments need to be made?
- Is the delivery of the report automated?
ERP upgrade means: testing!
ERP tests ensure the proper functioning and configuration of each module according to your organisation's predefined requirements.
The ERP plays such a crucial role in the day-to-day Activities of your company that thorough testing is essential. ERP tests usually focus on the functionality of the individual modules under certain circumstances and scenarios.
ERP tests typically consist of 4 tasks
- Testing the individual components (unit testing)
- Testing the entire business process from start to finish
- Integration tests with other applications
- Performance test
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