In this blog post, we explain the roles needed for a successful ERP implementation.
The composition of your internal Enterprise Resource Planning (ERP) implementation team is a critical component to ensuring the long-term success of the implementation project. It is important that your approach to selecting an implementation team is aligned with your ERP system selection, general ERP planning, and accounts for several major internal and external factors.
The two biggest factors to consider throughout your ERP implementation team selection are the size and structure of your company, as well as the complexities of the project scope. The needs of the implementation project will dictate the roles and responsibilities necessary to ensure all components of the project are addressed. Meanwhile, the size and structure of your company will determine how these roles are identified and assigned. With these factors, designing an effective and efficient team must be strategic.
To ensure the success of your ERP implementation, your team must be holistic and thus comprised of individuals from across the entire organization. It must also include any necessary external support. This includes senior executives, project managers, domain experts, end-users, and the implementation partner or vendor. By factoring your organization and the project scope together, you will be able to establish an ERP implementation team structure that is reflective of your company and the implementation project goals simultaneously.
Outlined below are 6 core roles necessary to your ERP implementation team.
It is important to have an executive sponsor to oversee the high-level ERP responsibilities of the implementation project. They can either be an individual executive for a small to mid-sized company or a group of senior individuals that make up an executive suite in the case of an enterprise business. The executive sponsor plays a significant role in determining the right ERP software based on business needs, budget, and the readiness to implement.
This can be an enormous task for a company to undertake, which is why it is important to also consider acquiring an implementation partner to assist with selecting and integrating the right ERP software for your enterprise. Outlined below are important responsibilities of the executive sponsor, and whilst the executive sponsor oversees the project, the implementation partner can assist with the various tasks necessary to align the project with the company needs.
The responsibilities of the executing sponsor can include, but is not limited to:
The internal project manager is responsible for driving the ERP implementation within the organization. This involves working with the executive sponsor to facilitate the vision for the project. Important responsibilities for the role include, but are not limited to:
The change management team is a critical intermediary in the ERP implementation process. Their position is vital to the integration of the new software as they work with the implementation partner to provide the support and training necessary throughout the whole project and set up the company for success in the adoption, and post go-live phases of the ERP implementation project.
Building a cross-functional team ensures cohesion in the ERP implementation process. A cross-functional team means that individuals across the company understand the system in its entirety and how it interrelates. By establishing a functional team within the overall ERP implementation team, the business needs of each department will be factored into the ERP solution. Ultimately these departments will contain the employees who use the ERP software daily, so their input and needs form the basis of the ERP software solution. Therefore, they are important members in the ERP implementation team structure by providing details for project scope and needs.
Super Users are responsible for learning the new ERP software and are considered the cross-functional internal expert once the implementation is completed. The super-user is critical to the post-implementation stage of the project however by identifying and including the super-user throughout the implementation process they can gain the requisite knowledge and insight into the ERP solution necessary for the knowledge transfer to the rest of the organization.
The super-user has several key responsibilities:
There are several factors when establishing your ERP implementation team that will be unique to your implementation project. The outlined positions in this article will give you a baseline for understanding the roles and responsibilities required for an ERP implementation. Additionally, this outline will convey how your team can be structured to align with your company, and project needs.
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