ERP System Implementation Best Practices

As trusted experts with regard to successful implementations of integrated business software systems, Comgine offers a list of ERP System Implementation Best Practices for manufacturers, wholesale distributors and retailers to use as a guide. By reviewing the steps below, you can facilitate and streamline the process of implementing an enterprise resource planning (ERP) software system for your business.

ERP System Implementation Best Practices

1. Company Leaders Must Support ERP System Implementation It is always a good idea to confirm that the CEO, President, Owner as well as the CIO and CFO of your company are in agreement with regard to the consideration of an ERP implementation project. Having the support of the business leaders is critical, as your company’s leaders will have to commit to actively participating in the decisions regarding which business processes are deemed critical and must be features or functions in the ERP package. The business leaders will also have to work with you to establish the ERP project’s budget and timeframe. Also, the business leaders will need to be engaged in establishing how your company plans to measure the success with the ERP system implementation. Further, it is never a bad idea to involve your company’s department heads/executives that will use the software applications, as ERP implementation project team members.

2. Involve Company Executives in the ERP System Review and Implementation Process

You may want to consider having each executive, that is the head of an individual department within your company, responsible for measuring the business benefits relevant to their division’s ERP modules. For instance, you may want to encourage the department directors of accounting, sales, marketing, customer relationship, inventory/warehouse, human resources, and e-commerce, to be a part of your ERP implementation team. You may find it beneficial to encourage the department heads to create lists of the time-consuming processes they’d like to have automated within the new ERP system. As an ERP implementation involves much more than just your IT department, the executives within your business should be part of the team which will contribute to the overall success of the enterprise-wide software deployment.

3. Select the ERP Project Manager

It is always wise to decide upon who will be the lead ERP project manager. Often, this task is bestowed upon one employee within your company. The ERP project leader is typically responsible for:

  • researching ERP software solutions available on the market today
  • managing the ERP solution selection process
  • coordinating demos and consultations with ERP software vendors
  • leading a team of directors from each department of your company
  • scheduling meetings between the ERP software vendors and key users of the new business management software system


4. Create a Comprehensive List of the Critical Problems an ERP System will Solve for Your BusinessAs you may already know, ERP systems can eliminate numerous inefficient business issues caused by the lack of software integration such as: data entry redundancy; inaccurate reports; ineffective tracking of communications, documents, and items; non-existent business intelligence in real-time, non-existent audit trail and/or ineffective compliancy; non-existent enterprise-wide view of profit and loss, your current software does not detect/alert you to problems before they affect company’s performance; the current system does not help improve your end-to-end sales processes, lack of automation for processes like Month-End and Closing the Year, and so much more. Before researching enterprise applications, you may want to consider making a list of the specific business problems you’d like to solve with a new ERP business management software system. For instance, do you need to shorten product lead times? Would you like to improve communications with your leads, customers and suppliers? Are there industry regulations to which your company must adhere?

5. Estimate the Enterprise-wide Value of Implementing an ERP System With Metrics

In addition to the features ERP systems offer, you may want to review how the software will benefit your entire enterprise. You can estimate the value an integrated business management software can bring to your organization by determining which metrics will be evaluated.

6. Determine the Critical Modules, Features and Benefits an ERP System Must Offer for Optimal Efficiency

As some ERP software systems are sold by the module, it is a good idea to determine which ones will be critical for the most efficient operation of your entire organization. In addition, you will have to determine which features and functions of the business software will help your enterprise achieve greater efficiencies. For instance, if your organization has global operations, are there foreign currencies and languages that your ERP solution must support? If you operate multiple businesses, does the ERP system have multi-company capabilities built-in? Is the ERP software system built upon a flexible platform which will enable your company to incorporate the “next generation” of technology? Is the ERP system easy to customize? Does the ERP system automate numerous manual business processes? Can the ERP system alert you to problems before they affect company’s performance? Can the ERP system improve your end-to-end sales processes? Does the ERP system help to optimize customer relationships? Can the ERP system analyze inventory supply and demand for you?  Can the ERP system generate automated make or buy recommendations for you? Does the ERP system have a maximum number of users, or is the software constructed to adapt as your company grows? Does the ERP software system include online training?


SAP Business One Automates the Financial Close

SAP Business One ERP Helps Businesses by Automating the Financial Close – Which Saves Your Company Time

How much time does your company invest in closing the books for the quarter or year? Timing is always tight, it seems, and the work mounts quickly. Team members are diverted from other tasks to help with the close. As a result, risk can enter your organization. Manual efforts, especially when employees are rushed, leads to error, and error leads to future costs—not to mention the prospect of damaged relationships with financial stakeholders. Automate the close, and your company not only mitigates this risk, but it prevents the need to disrupt other operations and projects.

Automating the financial close saves time. Systems use repeatable processes and the data already resident in them to streamline this important accounting task. For small and mid-sized companies, however, automation hasn’t been accessible, because the traditional perception of ERP solutions is that the necessary investment is too high. With SAP Business One, this is no longer the case: you can implement the capabilities you need to manage your company effectively and facilitate the financial close.

SAP Business One is designed specifically to meet the needs of companies like yours, delivering on an appropriate scale the features that small and mid-sized businesses can use to compete more effectively. Automated finance and accounting features also reduce the risk of manual error, as hurried employees are no longer in a position to make costly mistakes.

The stakes are high at every close, and you don’t need unnecessary risk. Use SAP Business One to streamline this operation, and manual errors become much less likely. With this ERP solution, you can protect your budget and your key financial relationships.

For more information about SAP Business One (integrated financial accounting, customer relationship management (CRM), inventory control-tracking-management, material requirements planning (MRP) and Comgine e-Commerce software, please call us today or email


Five Ways SAP® Software Improves Small and Midsize Business Efficiency

Five Ways SAP® Software Improves Small and Midsize Business Efficiency


For many small and midsized companies, the time you spend putting out fires comes at a cost. While you’re solving critical problems that seem to arise from nowhere, you’re losing valuable time you could have used to generate new business, service your client base, or develop the new products that will make you an industry leader. Unfortunately, you can’t get lost time back, so this expense follows you and can accumulate at a rapid pace.

When small and midsized companies increase the efficiency of their Information Technology (IT) operation, the benefits are felt through out the entire organization. With SAP® software, you can turn technology into a competitive advantage – regardless of the business you’re in – by freeing up your IT team and your end users from performing redundant tasks, wasting time using non-integrated software systems (which are not designed to communicate),  correcting error-ridden data, battling over inaccurate spreadsheets, and more. By providing your staff with more usable time, they can focus on the high-impact projects that will move your company forward.

Here are five ways you can gain a competitive edge in the marketplace using the SAP® Business One application:

1. SAP Business One accounting, customer relationship management (CRM), inventory management and material requirements planning (MRP) software can help you win new business and retain existing clients
Relationships may be the key to business development, but they are fueled by accurate information. SAP Business One puts all customer details at your fingertips, enabling you to move forward confidently and effectively when servicing current clients, penetrating existing accounts, or pursuing new opportunities.

2. SAP Business One accounting, customer relationship management (CRM), inventory management and material requirements planning (MRP) software can help  you optimize your supply chain
Coordinate supply chain processes easily and efficiently. SAP Business One allows you to select vendors, manage purchase orders, track inventories, and tackle packaging, shipping, and returns more easily through a user-friendly environment. Your business users will spend less time working with the software and more time doing their real jobs. Your team will be able to adapt to changing requirements quickly and with minimal disruption.

3. SAP Business One accounting, customer relationship management (CRM), inventory management and material requirements planning (MRP) software can help keep complexity from creeping up on you
The curse of growth is complexity: there are more moving parts to be managed. Bookkeeping becomes more difficult, and you’ll need to move to an accounting solution that can handle your new workload. The financial and accounting management functionalities of SAP Business One are designed to grow with you and they integrate with your core business processes to give you a single, up-to-date-view of your financial condition. You can also perform detailed analysis, allowing you to find opportunities for improvement, particularly around cash management, inventory management, taxation, compliance, and reporting.

4. SAP Business One accounting, customer relationship management (CRM), inventory management and material requirements planning (MRP) software can help you shorten your sales cycle
There is plenty of waste in the average sale cycle that is just waiting to be cut. You can eliminate redundant data entry, make it easier to monitor inventories, and deliver up-to-the-minute customer information with only a few clicks. Your sales team will spend less time hunting for information and be out in the field more, interacting with leads and customers – with the benefits of better information!

5. SAP Business One accounting, customer relationship management (CRM), inventory management and material requirements planning (MRP) software can help you supercharge your service department
The best sales and marketing tool you have is customer satisfaction – which is especially true for smaller businesses. Customer satisfaction leads to increased orders, loyalty, and referrals. A happy customer is a growth engine. To ensure that your customers remain delighted with your products and services, equip your employees to deliver. Use SAP Business One to provide easy access to contracts, warranty information, and previous customer interactions. Your team will answer customer questions faster and remedy problems more thoroughly. Your customers will receive the service they need to use your product effectively, reducing the time it takes to help them.

Don’t miss out on your opportunity to try SAP Business One FREE for 30 Days.  You can have your own private cloud of SAP Business One today!


Take Control of Your Inventory

Four Ways to Take Control of Your Inventory
With Comgine e-Commerce for SAP Business One ERP

To succeed in today’s competitive marketplace, you need to be ready for anything. With the right software and technology, such as Comgine e-Commerce for SAP Business One Enterprise Resource Planning (ERP), you can not only be prepared for anything, you can easily out-perform your competition. Your customers’ needs are shifting, and other companies are always looking for new ways to take some of your market share. Meanwhile, you need to balance the pursuit of new market opportunities with managing your costs, invariably resulting in the need to “do more with less.” 

When manufacturers, wholesale distributors and retailers track and manage inventory effectively,  companies eliminate waste from their operations and become more agile in the marketplace. Streamline the financial and logistical aspects of your inventory management processes, and you’ll free up capital while gaining new flexibility to compete more effectively.

Here are four ways manufacturers, wholesale distributors and retailers can use Comgine e-Commerce for SAP Business One to take control of your inventory to drive profitable growth: 

1. Forecast supply and demand effectively: this often involves a precarious balancing act, as too many materials on hand can tie up cash, while too few cause delays and interruptions. Use SAP Business One to find the right levels, ensuring that your capital remains available without disruption to your operations. 

2. Stay connected with every aspect of your business: your business is not a collection of unrelated departments—it’s an integrated whole. So, it makes sense to treat it (and view it) that way. SAP Business One collects data from across your company, delivering an accurate picture of your production and supply chain. You’ll get a complete understanding of how your business runs. 

3. Use software that aligns with your processes: there’s no substitute for software that works the way you do. Instead of changing your processes to fit your ERP solution, implement a solution that is flexible enough to fit your company. Your ERP solution should not force you to your operations. 

4. Streamline and optimize your inventory: use the insights in SAP Business One to understand future demand, improve inventory control, and maximize warehouse space. You’ll also be able to reduce procurement costs to make smarter purchasing decisions based on pricing and available discounts. With SAP Business One, you’ll extend the impact of your capital. 

Manufacturers, wholesale distributors and retailers: Call (888) 665-1411 for your FREE 30 Day Trial of SAP Business One ERP business management software.  Experience SAP Business One in your own private cloud today!