Determine whether modifications are needed prior
to employee training.
Identify manual processes: Evaluate which processes that are manual and should be
automated with the ERP system.
Develop standard operating procedures (SOPs): for every aspect of your business. These
procedures should be documented. Make sure that you modify the document as your SOPs
change. This is a huge task, but it is critical to the success of your implementation.
Examples of SOPs:
• How do you handle global price changes?
• What are the processes for inputting new customer records?
• How do you currently handle the paperwork on drop shipments?
• How do we add a new product or formula?