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Goal #9 in Selecting the Best Enterprise Resource Planning (ERP) System: Communicate and Deal with People Effectively

We continue to review the ten principles of success and how they apply to ERP selection, focusing on the ninth goal: communicate and deal with people effectively.

ERP Principles ERP Consultant Happy

The 10 Principles of Success

1. Weekly Meetings with Upper Management Involvement

  • Always include a meeting agenda so participants know what to expect.

2. Written Reports

  • Document potential ERP system candidates.
  • Include demonstration dates and reasons for each candidate’s consideration.

3. Track Pros and Cons

  • Regularly update a written list of each ERP system’s advantages and disadvantages.

4. Individual Tasks and Updates

  • Assign specific tasks to team members, with weekly updates on progress.

5. Accountability and Responses

  • Require team members to report their completed tasks weekly.

6. Upper Management Inclusion

  • Ensure management participates in tasks and receives updates on progress.

7. Timeline Updates

  • Communicate progress and upcoming tasks weekly.

8. Address Incomplete Tasks

  • Politely remind team members who haven’t completed tasks to ensure accountability.

9. Schedule Demonstrations in Advance

  • Communicate demonstration schedules well in advance. Attendance is critical.

10. Follow-Up Calls with ERP Vendors

  • Assign team members to follow up with vendors post-demonstration and share findings with the group.

It’s time to begin. You can put these ERP principles in action beginning now.

By over-communicating and keeping all team members engaged, you can ensure a smoother ERP selection process. Understanding that most people are apprehensive about change is key. Be positive and clear when discussing potential impacts and benefits.

If you need expert guidance on effectively communicating during ERP selection, EstesGroup can help. Simplify technology, improve operations, and gain efficiencies with our expertise.

ERP Principles at Your Service: EstesCare ERP

Building on this principle, EstesCare ERP emphasizes the importance of clear communication and collaboration throughout the ERP journey. With a focus on understanding the unique needs of every organization, EstesCare ERP provides tailored solutions that bring teams together, ensuring alignment and confidence at every stage—from selection and implementation to ongoing support. By fostering open dialogue and addressing challenges proactively, EstesCare ERP helps businesses streamline operations, improve efficiency, and achieve long-term success with a system designed to adapt to their evolving needs.

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