Business

7 Steps for Preparing a NetSuite Implementation

Once companies are aware of the importance of the correct management and their massive data or Big Data generated day by day, it is time to choose the tools capable of providing an optimal service, which adapts to constant technological changes.

The companies that have decided to go one step further and execute a digital transformation process, make their processes simpler and more modern and above all improve the experience of their customers, are betting on a key to success called the ERP system in the cloud – leaving behind traditional ERP systems or other systems, which will definitely allow them to adapt to the new requirements that competitiveness demands today.

However, when opting for a traditional system migration to a cloud Suiteapp, some important aspects must be considered to ensure that it is successful. Just as Rome was not built in a day, the migration and updating of the ERP system cannot be constituted overnight: it requires prior planning.

With the facilities and interoperability that the cloud offers in the era of digital transformation, taking your company to another level is now a reality. Once you are ready to make the big change, we recommend that you follow these 7 important steps that you should consider for the correct implementation of the ERP system in the cloud:

The first thing you have to do is evaluate all the possibilities you have to migrate your current system to the cloud. It might seem obvious that when you decide to migrate you already have the best option in hand, but many times this is not the case. There will be many providers; but providers that offer you a dynamic, scalable, secure and custom-made system only one: the ERP system in the cloud NetSuite implementation by Oracle, the number 1 worldwide.

It is a fact: not everyone is prepared for change and there will be people within your organization or company who are reluctant to evolve and go further from the hand of technology. Encourage them by emphasizing the advantages of a cloud ERP system over a traditional ERP system. Ask your provider for a live demonstration and training sessions attended by your entire work team, so that together you can see that the processing, storage and access to data becomes much easier and more efficient thanks to the cloud technology.

When the entire company is already convinced and ready for the change, you must then draw the critical path that you will follow throughout the process of implementing the ERP system in the cloud. Evaluate the objectives, the resources available to the company and the objective and specific needs of each and every one of the departments that will benefit from this change. Once you have a clear strategy, you can decide if the implementation will be done gradually –that is, from department by department-, or if the need is for it to be done in a complete and forceful way.

The process of migration and implementation of an ERP system in the cloud requires full attention and close monitoring, tasks that must be carried out by one person (Project Manager) or a team of people depending on the size of your company. Although the implementation does not require extraordinary investments such as servers, computer equipment, cabling, etc., special requirements may arise that should be specifically addressed by someone.

This is the most important step of all and sometimes it is not given the importance it deserves. It seems that nowadays no one buys a car without first requesting a test drive… The same happens with the process of implementing an ERP system in the cloud: you must request a test together with your team, while continuing to make a daily backup of everything you do during the test time to avoid any data loss. The tests of the new system will help you to know its functions and to master the tools, so that at the same time you can determine the roles and the new responsibilities that this great change will generate in your teams or work departments. Similarly, the tests help to eliminate failures and technical or operatic problems that may arise. Ask your team to discuss any doubts or concerns that arise with the provider in order to find the best solution.

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