5 steps to choose the best ERP for your company

5 steps to choose the best ERP for your company

Selecting any software solution for your business, regardless of its level of intended use, can be a chore with many potential pitfalls along the way.

Therefore, when you are just beginning to evaluate the ERP system option in which to invest, it is important that as a business leader or entrepreneur you know the steps you must follow to ensure that the acquisition processes are executed in the most fluid and correct as possible.

That is why we have prepared this post in which we gathered 5 steps to follow to choose the best ERP for your company. These steps have been ordered according to our experience as SAP® software partners in Mexico and experts in the implementation of ERP technologies in which we have helped hundreds of SMEs to succeed in their digital transformation projects.

These are the 5 steps you must follow to choose the best ERP for your SMEs:

1. Evaluation

It is important to start with evaluating the needs of your company. Luckily, something you can’t complain about today is the lack of options. There are a wealth of software options available for your small or medium business that are tailor-made and with their own set of features and specializations that can serve to improve many areas.

To get started with the assessment, you need to create a clear and extensive list of requirements, taking into account what is working well in business today, what challenges you face and what is needed to improve. Assemble a team with managers from the different key areas of your business and prepare together with them a clear and extensive list of basic requirements before going out to look for options and decide which one to buy.

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2. Analysis

Since an ERP Pymes system or software is primarily a business initiative, the second step in choosing the right option is to analyze current business processes and include what you think the processes should be like in the future.

These processes and requirements should eventually be used for potential software vendors to demonstrate the capabilities of their products within the context of your company’s unique needs.

3. Establishment of criteria

Once the needs and expectations of your company regarding the new ERP software are clear, it is necessary to develop standard criteria to evaluate suppliers. These criteria may include aspects such as: functions, prices, certifications, success stories, industry experience, type of platform or any other specification that the team in charge considers relevant.

4. Preselection

You probably already have your email and phone full of ERP software vendor proposals and messages by now, so now is the time to start scheduling phone calls, face-to-face interviews, or online demos with sales representatives and experts in products from suppliers that meet the previously established criteria.

Get a first impression of each company and try to take note of the differences between the suppliers you talk to.

Limit the list to two or three vendor candidates that you would like to further evaluate by carefully checking the ERP package experience, reputation and features, implementation support and any other details that vendors give in advance.

Before pre-screening, ask candidates to demonstrate functionality and scalability. Choose a system option that can grow with your company and for this, you should not only look at the functionalities you need at the moment, but also the characteristics that the business may need in the long term.

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Remember that an ERP is a long-term investment, so the solution must be flexible enough to accommodate evolving business processes and new initiatives in your company and scalable enough to include additional users.

To finish the preselection, contact the selected suppliers and schedule follow-up calls to learn more about how their products could be useful for your business. During interviews, verify that the ERP system or software is flexible, successful customizations require extensive knowledge of both the ERP system and business needs to understand how to best customize a solution or configure the many available system functions and make it unique .

This is the time to clear doubts and clarify the concerns or limitations of the system you are considering, make sure that the provider has a team of developers and integration experts with a proven track record and experience.

In addition, in this step it is also important to make clear the budget and what it includes. Remember that ERP packages are sold as suites, but this does not mean that your business has to buy it that way, separate modules can also be purchased later as the company requires them and then integrated with the help of the expert partner.

Prepare specific questions that you would like each provider to answer during follow-up calls or interviews.

It is necessary that during this step all the representatives of the different departments of your company are involved. The fact that each area of ​​the business can see a demonstration of the system before formally buying it is ideal to receive your comments, pain points and concerns.

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Make sure everyone agrees that providers are capable of doing what they promise and insist on seeing the ERP working in real time.

5. Check provider references

The last step and one of the most important is to check the supplier’s references. Talk to other companies that have implemented ERP systems from suppliers you are considering and ask what they liked, what they didn’t like, if they would recommend the supplier in question, etc.

Be concerned and take the time to get as much information as possible before making a final decision, and once you have made a final decision, spend time analyzing the entire project from start to finish to set the most important goals and set the path. that will lead you to success.

Remember that part of the success in the implementation of an ERP Pymes is due to the choice of a suitable consultant or provider and that at Corponet we offer you our ERP consulting service. We are the SAP Software partner with the most published success stories, we have a group of certified consultants and more than 15 years of experience support us.

SAP Business One® is an excellent option to meet the needs of growing companies in any type of industry. Its different functionalities in the area of ​​finance, production, purchasing, sales, CRM, accounts receivable, accounts payable, banks, etc. It can give your company the productivity and profitability that you are looking for.

Would you like to know more about the benefits of SAP® software ? Contact us and a specialized consultant will provide you with all the information you need to take the next step.