1 First Implementation Meeting
When the contract is signed, the software company and the customer agreed to the meeting time, the two sides held the first implementation of the meeting, to determine the implementation of the team list, project implementation cycle, training schedule, implementation master plan, System preparation master file data preparation, software company technical support contact.
2 Project Implementation Master plan
System installation and testing: Business Research, demand matching analysis, discussion, and determine the main file data coding scheme (material coding, BOM and other materials), the initial implementation plan
System Training: Product training, program implementation, collation and import of master file data, trial run-the overall integration training, production of ERP work instruction book
Parallel operation of the original system: Permission assignment, main file data entry, and the original system and run, cut-off data preparation system parallel start Conference parallel review
Officially on-line: Technical support Project Acceptance
3 Project Research Report
For the business process, procurement, sales, finance, production and production planning, find each department head to meet to understand the existing practices and expectations of the software.
4 Software Installation Confirmation form
Install the trial software on the customer's server, confirm the trial, sign the software installation confirmation to facilitate the software company to return money.
5 Module Function Comparison table information Implementation Group Organization structure chart
Describes all the modules of an existing system and the feature points included in it. The interaction before the function needs to be described in the form of a flowchart.
6 Training Plan Form
After entering the implementation phase, train the System key users, let the system flow run up. For the module to implement ERP, each department needs at least one employee to participate in the system process, running through the process of at least 7-10 employees.
The training of the system administrator to start from here, the system management to understand the installation of the system, configuration, parameter settings, database maintenance, common function points of the location and approximate function, the system administrator also need to know how to deal with common errors, for the problem can not be resolved in time to contact the software company technical support.
7 Product Application Evaluation report
When the enterprise user through the training of the product has a basic understanding, which is the need for the actual line operating system, the theory into practical ability. After the system users in each department have centralized use of the system, to issue a product application assessment report, so that the company management and software companies understand the system of the end-user ability to grasp the system. Lack of understanding of the function needs to increase training, the function is not satisfied with the software company customized modification, the use of custom issues need to consult with software companies, to adapt to the software operating mode.
8 Basic Data preparation
Prepare system master data such as user, customer, supplier, currency, unit, payment terms, department and other basic data encoding.
Prepare coding rules for system business data, such as sales orders, purchase orders, invoices and other business documents.
9 Work task pairing
ERP system has a large number of functions, how to let the users of different roles to properly complete their own tasks, so need to draw up a work task matching table, explaining what conditions, what kind of user needs to do what the operation. This form is issued to the ERP users, ERP users to gradually grasp the system.
The vast majority of users only need to use their own very little part of the function, unfamiliar users can face-to-head training to explain.
10 Implementation Manual Department operation process
Implementation Manual ERP Operation procedure
Implementation manual financial cutoff data programme
Three documents develop ERP implementation specifications, how each part of the user to collaborate, the last document to consider the cut-off scheme, prepare for the official on-line system.
11 System Acceptance Form
System on-line success, customer participation in the assessment function is expected.
12 Technical Support
When the system administrator discovers the problem that cannot be solved, contact the software technical support in time. The software company promptly follows up the system problem, releases the new hotfix to solve the software problem. When customers find that existing functionality does not meet actual requirements, consider signing software contracts with software companies to customize software to improve efficiency.
Analysis of large. NET ERP system Enterprise information Implementation Personnel Toolkit