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Enterprise resource planning (ERP) is a complex process that involves implementing and integrating a software system to manage all core business operations, including finance, accounting, manufacturing, sales, and customer relationship management (CRM). ERP consultancy can help businesses choose the right ERP system, implement it successfully, and get the most out of it.
It helps businesses create interactive reports and dashboards to analyze their data and make better decisions. Power BI is part of the Microsoft Power Platform, which also includes Power Apps and Power Automate.
At Tech Ojas, we follow a well-defined process to ensure a smooth and successful ERP implementation for our clients.
Discovery and Analysis:
- This initial phase involves the consultant getting acquainted with your business. They'll delve deep into your current processes, workflows, pain points, and future goals. This analysis lays the foundation for tailoring the ERP solution to your specific requirements.
- Techniques used in this stage might include interviews with key stakeholders, process mapping, and data gathering on your existing systems and operations.
ERP System Selection:
With a clear understanding of client business needs, the consultant will assist client in choosing the most suitable ERP software.
- Industry requirements: Different industries have specific needs that certain ERP systems cater to better.
- Company size and budget: Solutions scale to accommodate businesses of varying sizes and budgets.
- Functionality needs: Identify the functionalities most critical to client operations e.g., inventory management, customer relationship management.
The consultant will likely shortlist a few ERP systems tailored to client needs and guide client through the selection process, providing demos and detailed comparisons.
Implementation and Configuration:
Once client chosen the ERP system, the implementation phase begins. The consultant will manage this process, ensuring a seamless integration with client existing infrastructure.
- Data migration: Transferring your existing data e.g. customer records, inventory levels into the new ERP system.
- System configuration: Customizing the ERP system to match your specific workflows and business processes.
- Testing and Go-live: Rigorously testing the system to ensure functionality and then transitioning to live operations.
Training and Change Management:
Even the most user-friendly ERP system requires proper training for employees to leverage its full potential. The consultant will provide comprehensive training programs to equip team with the necessary skills to effectively utilize the new system.
- Change management is also crucial. The consultant can help navigate the transition by addressing employee concerns, providing ongoing support, and ensuring user adoption
Post-Go-Live Support:
- A successful implementation doesn't end with the system going live. The consultant should offer ongoing support to address any issues that may arise, answer user questions, and provide further training if needed.
- We offer optimization services to help you continuously improve ERP system's efficiency and adapt it to evolving business needs.
We also offer a variety of ERP training and support services to help our clients get the most out of their ERP systems.