Go Forward: Successfully Deploy and Support a Third-Party Add-On for Your ERP

Successfully deploying and supporting a third-party add-on for your ERP requires a proper project management mindset.  This can be elaborate or basic based on the size of your organization and the complexity of the Add-On.  In either case, keep your “eyes on the prize”, meaning clearly visualize and realize the benefits which lead you to the Third-Party Add-On to begin with.  Here's a roadmap to guide you:

Preparation

1. Change Management:
   • Prepare your users for the new add-on.
   • Communicate the benefits and functionalities clearly and address any potential concerns.
   • Training users on how to utilize the add-on effectively.  Get buy-In
2. Testing:
   • Conduct thorough testing in a test environment before deploying the add-on in your live ERP system.
   • This helps identify and fix any shortcomings (sub-optimal process, bugs or integration issues) before they impact your live environment.
3. Data Migration:
   • If the add-on requires data migration from your existing ERP system, develop a comprehensive plan.
   • Ensure data accuracy and completeness during the migration process.

Deployment

1. Phased Approach:
   • Consider a phased deployment, especially for complex add-ons.
   • This allows you to identify and address any issues in a smaller group before rolling it out to the entire organization.
2. Security:
   • Implement proper security measures to protect your data.
   • This may involve user access controls and data encryption specific to the add-on.

Support

1. Documentation:
   • Have clear and concise documentation, readily available for users.
   • Content should include user guides, troubleshooting steps, and frequently asked questions (FAQs), perhaps even videos
2. Support Channels:
   • Establish clear support channels for users encountering issues with the add-on.
   • This could involve a dedicated help desk or contact information for the vendor's support team.
3. Monitoring:
   • Continuously monitor performance and identify any potential issues.
   • Stay updated with any new releases or patches from the vendor and implement them as needed.

Additional Tips

• Involve Key Stakeholders: Get buy-in from key stakeholders in your organization throughout the deployment process. This will ensure everyone is aligned and working towards a successful implementation.
• Communication: Maintain open communication with the vendor throughout the process. Clearly communicate your expectations and any challenges you encounter.
• Training: Provide ongoing training to users as needed. This is especially important if there are updates or new features introduced for the add-on.

By following these steps and best practices, you are well-positioned to successfully deploy and support a third-party add-on for your ERP system.  This will maximize benefits for your organization.  You have “kept your eye on the prize” and have now realized it!