Implementing MYOB Advanced or MYOB Exo is not something to be taken lightly. There are a lot of steps involved and it is essential that each one is done right. Sometimes, change management can be a bit challenging and knowing what to expect up front can help with the resistance to change. Below are the basic steps of an ERP implementation.
STEP ONE – PROJECT KICK-OFF
Your project will be assigned a lead consultant who will manage the implementation from end to end. You will receive some documents outlining your responsibilities. For example:
Appoint an internal Project Manager and Super User.
Commit resources (people)
Preparedness to modify or adapt some business processes.
‘Change Management’ including informing staff of upcoming changes, training, timing and dealing with any resistance to change.
Provide consultant with clear requirements in respect of business forms i.e. invoices etc. and reports
Provide a list of users and their required access
Commitment to training
Documentation of business processes
STEP TWO: SCOPING AND REQUIREMENTS ANALYSIS
Assessing server and workstation compatibility
Project plan confirmation – critical success factors defined
Process workflows – business process reviews and configuration review
STEP THREE: BUSINESS MODELING & DESIGN
Installation of software and connections (for on-premise solutions)
Migration of data including customer, vendor and item master files
Configure prototype and test system ready for super-user training
Procedure development and documentation.
STEP FOUR: SYSTEM TAILORING
Forms and reports customisation
Custom applications if applicable
Refine the prototype
STEP FIVE: PILOT
Training of super-users – this step is critical
Testing scripts for pilot testings
Super-users conduct pilot testing
Address and resolve any discrepancies from pilot testing
STEP SIX: PREPARATION
Super-user training and testing sign off (system and environment fit for purpose)
Cut over plan – agreed and go-live readiness meeting
Live system – master data setup and ready for opening balances
STEP SEVEN: GO-LIVE
Opening balances signed off prior to live transactions being processed
Live system processing – go live
STEP EIGHT: POST IMPLEMENTATION REVIEW
First-month end support
Support handover – implementation signed off and site handover to support.
Depending on the complexity of your business an implementation MYOB Advanced or MYOB Exo can take between two and four months. Momentum have many years’ experience in implementing MYOB Advanced and MYOB Exo and can help you take your business to the next level. If you would like a free business review or a demonstration of the software, call us on 07 5479 1877.