Select Page

Click here to read:

In Parts One and Two of this blog, we offered ERP implementation tips and outlined the roles played by the various actors in your company’s implantation team and that of the EstesGroup to ensure successful implementation of your chosen ERP solution.

As you might imagine, it takes a high degree of ERP collaboration to keep all the moving parts of a project humming synchronously.

So how do we do it?

Foremost among our tools of the trade for keeping a project on track is the PID, or Project Initiation Document. Think of our PID as the all-encompassing business plan for your successful ERP implementation.

An EstesGroup PID lists:

  • Your company’s critical success factors
  • The overall scope of the implantation project
  • Assumptions and risks
  • The project’s timeline
  • Roles and responsibilities of each participant from each implementation team
  • A Communication Plan which establishes basic protocols while spelling out Stage Reviews and Audits
  • Project milestones

Another key driver of successful implementation team coordination is our Totally Transparent Project Planning and Metrics. EstesGroup uses online based project management software. At any time from anywhere, your team members can log on and check the up-to-the-second status of your implementation effort. Our project management software features simple, informative dashboards that provide total clarity into project categories such as Time, Cost, Resource, Risks, Issues, and Changes.

Finally, we employ Gantt Charts to their maximum effectiveness. Our charts clearly and meticulously break down each task that needs to be done on open activity lists. This way, the resources assigned to handle each task can finish them properly and in a timely fashion to facilitate overall project success.


By properly using the three tools outlined above, your team and ours will communicate effectively and proceed swiftly over the oft-times complicated landscape of your ERP.

Give us an hour of your time and we WILL make your business run better.

Join Us At Epicor Insights 2017

For a special gathering at Fuse Sports Bar.

You could win an Amazon Alexa and a two our business process review from Ben Nixon.

Join the fun as we talk Epicor and the issues you have in business.

Check your E-Mail for some special information.