Instructions for using ERP system with standard procedures

The steps in this article to guide you through using the ERP system will help businesses understand how to deploy the software most effectively. Join EDUTO to learn the useful content below for more details!

Phuong Trang
November 9, 2024

1. Criteria to prepare before implementing ERP

Once you understand the ERP system , the software not only increases efficiency, quality, reduces costs but also improves performance, productivity and profits for the business. Here are some criteria to consider before implementing ERP software:

1.1. Understand the nature of the ERP system

Implementing an ERP system is not simply installing a software but also building a standard operating process for the business. ERP is a system that stores, collects, analyzes data, and provides reports to comprehensively manage the operations and operating processes. 

Understanding this nature will help businesses stay on track and make the right decisions before implementing ERP.

1.2. Determine the business's goals, needs and budget

After understanding the nature of ERP implementation, the enterprise needs to determine the specific goals of the project, the ERP subsystems and desired features as well as the budget for this project. The enterprise's goal may be to create an accurate information flow, across departments, and leaders can view financial reports in real time. 

1.3. Building a management team

Internal management team plays an important role in the successful implementation of ERP project. Preparing a strong management team helps the business/organization to be completely proactive in the implementation process and avoid over-dependence on the supplier.

Management team with many years of experience plays an important role

1.4. Choose a reputable ERP implementation unit

Currently, there are many reputable ERP implementation units in the market. Researching and choosing a highly specialized ERP implementation unit can be considered one of the things that need careful and careful preparation. Among them, we must mention EDUTO - a professional partner of the world's leading ERP software providers.

EDUTO is one of the leading ERP software consulting and implementation company and we has successfully implemented the most ERP projects in Vietnam. With 100+ leading experts and just 3 years of experience, EDUTO has successfully supported and implemented ERP for more than 30 enterprises such as L’oreal, Maybelline, O2Skin, BMW, TopCV, ColorME, ect.

As the top partner with ERP companies, in addition to consulting and implementing standard subsystems and specialized solutions, EDUTO also draws on experience from implementation to develop separate solutions for different industries to shorten implementation time, resolve differences between the company's solutions and the actual needs of customers, build management processes on subsystems and create a set of sample tools recognized by experienced consultants.

EDUTO signed to deploy ERP solution for Maybelline

See more: AI Application Trends in ERP System: Smart Business Management System

2. Detailed instructions for using the ERP system

Certainly, no matter what software a business uses, the most important thing is to understand how to use it correctly. For ERP systems, this process can be done in the following steps to ensure efficiency:

2.1. Standardize all operating procedures and data

In the ERP system user manual , the first and most important thing is to standardize the operating process and restructure all data. The criteria that need to be standardized in the process include: Output and input factors, coordination processes and information flow between departments, etc. Regarding data, businesses standardize data entry standards, naming conventions, restructure old data, and delete duplicate information and junk information to make the ERP system more effective.

2.2. ERP software setup and customization

Installation and customization are usually done by the solution provider. For ERP deployed as SaaS, businesses only need to access and use it through the provided account. The provider will provide training and continuous support to businesses to ensure correct operation.

Businesses read detailed instructions to install the software

2.3. Decentralization of management and control

The ERP system allows management to decentralize viewing, entering, and accessing data depending on each position and level. This feature ensures that information is updated quickly and accurately, avoiding duplication between departments.

ERP provides hierarchical authorization features

2.4. Exploiting the Workflow capabilities of ERP software

Once delegated, businesses can leverage ERP Workflow to automate the process of assigning tasks. This capability saves time and reduces errors compared to traditional communication.

Businesses use Workflow to optimize work

2.5. System integration with partners and customers

The process of integrating ERP with customers and partners is an extremely important step. This helps them receive information quickly and accurately. In addition, the system also commits to keeping all information and data confidential. 

Integrated features help inform customers quickly

2.6. Using analysis tools

To ensure that business goals are met, businesses can use analytical tools in ERP to monitor and evaluate work performance. Reports and analysis help leaders understand the situation and provide timely solutions.

Businesses can take advantage of ERP's analytical features

2.7. Monitor and adjust operations

Finally, leaders should monitor and adjust business processes to ensure they properly reflect ERP operations and avoid problems that arise during implementation.

Monitor and adjust to suit business operations

See more: 11+ Best Effective Business Management Software

3. Experience in effective ERP management implementation

Below are some experiences and instructions for using ERP systems effectively:

  • Allocate a reasonable budget for the ERP project : It is necessary to anticipate the costs for the ERP project. In addition to the cost of software implementation, businesses need to estimate other costs such as: maintenance and system management personnel, security, etc. 
  • Optimize business management processes : Before implementing ERP applications, businesses need to standardize operational and business processes, workflows, and information coordination between departments. This will help ERP implementation to be faster and more effective.
  • Clearly define needs, goals and expectations : It is necessary to clearly state expectations to ensure that ERP supports effective achievement. 
  • Choosing an ERP implementation unit : Choose reputable ERP implementation partners to achieve good results.
  • Consider Customizing Your ERP Solution Carefully : Be cautious with customization to avoid unnecessary complexity and cost. 
  • Select the right personnel to participate in the ERP project : Establish a project team with members with full experience and knowledge from different departments.
  • Always stick to the ERP implementation process : Always follow the implementation process to reduce the risk of overlooking important aspects. 
  • Time Management : Schedule time appropriately to ensure each stage is thoroughly completed. 
  • Training and implementing the ERP system with staff : Communicate the benefits of ERP to their daily work and Train them on how to use it in detail, as they are the ones who will be entering data and applying the software to their daily work. 
Units and organizations need to review and closely manage the ERP system.

Related articles:

To effectively apply the instructions for using the ERP system , businesses need to learn carefully to choose the appropriate implementation method. Hopefully, through the useful content of EDUTO , applying ERP to business operations becomes easier.

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