(336) 315-3935

Where to Start Your Cloud ERP Journey

woman tracing route with her finger on a map

Written by Laura Schomaker

June 26, 2018

At some point, every expanding business needs to take a close look at their technology infrastructure to ensure it suits their growth requirements. For CEOs, this often means finding yourself at a point where you must choose an ERP system to administer and control your resources throughout the organization.

Your existing legacy systems, CRM, and on-site servers may have been useful when the company was new, but processes are becoming more complex as you expand. You realize the current system needs a full revamp, moving to a safe, scalable, and cost-effective ERP solution.

This realization is the first crucial step in your ERP journey, but like most other major changes, it won’t happen overnight. There is still a lot of work to be done. The average timeframe for your ERP selection journey is around 7 months. To give you a better idea of what to expect during your ERP selection journey, Intelligent Technologies has prepared this informative guide.


Phase 1: Identifying needs across the organization

Your search for a new ERP system should start by identifying and outlining the exact needs that aren’t being covered by your current system. This requires open communication and collaboration among the leaders of every department

Have them gather feedback from their teams to find out where your current software isn’t meeting their needs, as well as what they think would make their job easier and more efficient. This phase can be a somewhat lengthy process, but it is of utmost importance to understand what your organization needs from its ERP.  The information you gather here will tell you what to look for when comparing your ERP system options.

A few questions to consider:

  • Does your company have industry-specific compliance standards?
  • Does your company need support for a mobile sales team?
  • Do you prefer a cloud, on premise or hybrid solution?

Mapping out key business processes and forecasting growth will also give you with a clearer idea of what to look for. The initial phase is intended to put the CEO, CIO, and other business leaders on the same page as to what is needed in each of their areas.


Phase 2: Finding a Vendor

Once the requirements for the ERP system have been identified, it’s time to find the ideal product and the right vendor who sells it. If there are already some shortlisted vendors, you’ll want to make sure you ask for references that compare to your organization in size and industry. Talking to these references will help point you in the right direction for a suitable ERP and solutions provider.

For example, a vendor with Cloud ERP experience such as, Intelligent Technologies, Inc. can help you if you need customized integrations to Acumatica, while other vendors may only be able to provide defined packages of service.  If you are just starting a shortlist and don’t have any particular vendor in mind, then searching on business networks such as LinkedIn, online directories and forums like accountingsofware411.com or softwareadvice.com, and industry publications can lead you the right vendor. The best ERP system vendors take the time to educate their target clientele by making expert advice and other key information available online.


Phase 3: Implementation and Adaptation

Once you’ve found the product that fits and a vendor you can trust, it’s time to implement the solution. Your vendor should act as a partner, ready to assist in the migration process and provide your staff with the resources it needs to adapt to your new Cloud ERP system. Set realistic expectations for when the system can be fully implemented and functioning; there will be a learning curve to deal with along with necessary training to ensure the system is being used fully.

Let us help find the right ERP system for your businessContact us today for a free consultation with a member of our friendly, knowledgeable staff. You can also follow us on Twitter and  LinkedIn for news and information on ERP Solutions.


You May Also Like…

Scalability Unleashed: How Acumatica Grows with Your Business

Scalability Unleashed: How Acumatica Grows with Your Business

Businesses have changing needs at every stage of their growth. To meet these needs, they need software to scale up and down to meet the ever-changing demands. Scalability is the ability of business software to grow or shrink. Good software should handle an increased workload without incurring a huge financial impact.

read more
How SMBs Can Achieve Business Continuity with Acumatica

How SMBs Can Achieve Business Continuity with Acumatica

Any small business that hopes to persevere through these unpredictable times needs to take advantage of the best business continuity solutions it can find. A cloud-based enterprise resource planning (ERP) system, such as Acumatica, is the perfect tool to provide your small business with the resilience it needs to navigate disruptions of all kinds successfully.

read more
The Acumatica Ecosystem: Exploring Integration Opportunities

The Acumatica Ecosystem: Exploring Integration Opportunities

n the age of social media, ecommerce, digital marketing, and more, a fully interconnected business platform is not just a nice-to-have — it’s a necessity. Enter Acumatica: an enterprise resource planning (ERP) solution that closes the gaps preventing your business’s various departments and systems from working together as seamlessly as they should be.

read more