ERP Implementation Methodology SAFAL ERP

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Trevor Reed
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1 ERP Implementation Methodology SAFAL ERP

2 Six Stage Implementation Plan SAFAL ERP Initiation Stage (IS) SRS Stage (SS) Development Stage (DS) Testing & Training Stage (TTS) Feedback & Review Stage (FRS) LIVE Stage (LS)

Implementation Lifecycle SAFAL ERP Project Closure Cut-over Parallel run Post Implementation Review Hand-over to Support Team Weekly Review Meetings Progress Sheet Preparation by EDP Department

3 Implementation Lifecycle SAFAL ERP Project Closure Cut-over Parallel run Post Implementation Review Hand-over to Support Team Weekly Review Meetings Progress Sheet Preparation by EDP Department Evaluation of Implementation Process User Feedback System Effective Gathering of Feedback Go Live Stage (LS) [F] Feedback Review Stage (FRS) [E] Project Kick-off Forming Project Team Identify Roles & Responsibilities Determine Hardware Infrastructure Draft Project Plan Initial Stage (IS) [A] Training Testing Stage (TTS) [D] SRS Stage (SS) [B] Development Stage (DS) [C] Preparation to Go Live Cut over Preparation Training to Team Software Configuration Test Run & Parallel Run (Internal) Training to End Users with Entire Lifecycle & Dummy Entries. Standard product walkthrough User Requirement Study (URS sign-off) based on gap analysis Review & confirm Project Plan Hardware setup review New requirements will be accommodated Tested functionally at SAFAL End

Responsibilities Determine Hardware Infrastructure Draft Project Plan Initial Stage (IS) [A] Training Testing Stage (TTS) [D] SRS Stage (SS) [B] Development Stage (DS) [C] Preparation to Go Live Cut

4 Project Kick - Off: General overview of SAFAL i.e Methodology, Standards, Planning etc. Forming the Project Team: Initiation Stage Stage 1 Identify best resources to form project team from both side who will be key resources during whole implementation process. They will be used for requirement filtering, training and implementation purpose. Identify Roles & Responsibilities: Define roles and responsibility for each team member as mentioned above Determine the Hardware Infrastructure: Determine required hardware and software keeping eye on number of end users. Draft Project Plan: Define detailed project plan with timelines like duration of SRS, data migration, development, testing, UAT and training.

They will be used for requirement filtering, training and implementation purpose.

5 Standard Product Walkthrough: SAFAL Will Provide General Overview Of Product With Actual System, So That End User Can Be Acquainted With The System And Think More For Missing Requirements. SRS Stage Stage 2 Software Requirement Study (SRS): Detailed Brainstorming Session With Each And Every Departmental Head, End Users For Their Requirements, Wishes From The ERP System. It Is Basically Gap Analyze Between AS-IS And TO-BE. Review & Confirm The Project Plan. Collection Of Report Formats From Various Departments. Hardware Procurement & Setup: Take A Look At Proposed Hardware Requirements And Its Procurement Progress.

SRS Stage Stage 2 Software Requirement Study (SRS): Detailed Brainstorming Session With Each And Every Departmental Head, End Users For Their Requirements,

6 Development Stage Stage 3 Development as per Signed SRS Documents will be Going On During This Phase. Each Requirement and Modifications Will Be Developed And Tested Functionally At Our End. Report Designing And Development Will Be Done Simultaneously. Testing and Training Stage Stage 4 Data Will Be Imported Into The System (Party Master And Item Master). All The Changes & Developments Checked Against SRS Document. Hardware Setup at Company Premises Verified. Installation Done at Customer End. Master User Training Will be Start from This Stage (SIT System Integration Test). End Users Will Be Trained And Encouraged For Maximum Dummy Entries And Testing (UAT User Acceptance Test) Cut Off Date Revised Accordingly

Testing and Training Stage Stage 4 Data Will Be Imported Into The System (Party Master And Item Master). All The Changes & Developments Checked Against SRS Document.

7 Feedback & Review Stage Stage 5 Weekly Review Meetings. Using This Possibility Client s Top Management can be Involve in to Implementation Progress & Suggest their Comments Progress Sheet Preparation by EDP Department Evaluation of Implementation Process by Top Management of Both Ends. User Feedback System Effective Gathering of Feedback Live Stage Stage 6 Parallel Run (Optional): It Is Advisable To Go For Parallel Run For Month Or Two. Go Live Date: Customer Can Go Live With All Modules or Some Preliminary Modules In One Shot (Phase Wise). Hand-Over To Support Team Project Closure

EDP Department Evaluation of Implementation Process by Top Management of Both Ends.

8 Documents Important During Implementation Service Request & Sign-Off Change Request & Sign-Off Issue Logs Project Status Report (Monthly) Project Meeting Minutes (Weekly) Some Key Factors for Successful & Timely Implementation Equal Participation From Client Company. Strict Implementation Of Policy Related Changes Upto End Users Proper Documentation There Should Be Minimum Alteration In Predefined Schedules

& Timely Implementation Equal Participation From Client Company.

9 Key Quotes for Any Change Implementation SAFAL ERP You can have the best technology in the world, but if you don t have a community who wants to use it and who are excited about it, then it has no purpose. Chris Hughes Co-Founder of Facebook. The Holy Grail (unwritten rule) of ERP implementation is, synchronizing existing company practices with the ERP package rather than changing the source code and customizing it to suit the company. However an organization can only get the maximum value of these inputs if it successfully adopts and effectively uses the system.

The Holy Grail (unwritten rule) of ERP implementation is, synchronizing existing company practices with the ERP package rather than changing

10 Find us here SAFAL Infosoft Pvt. Ltd. INDIA: Ahmedabad Mumbai Delhi NCR Hyderabad Kolkata OVERSEAS: MALAYSIA KENYA TANZANIA SAFAL is a registered trademark of Safal Infosoft Pvt. Ltd. All other product names are trademark of the respective manufacturers. This document is intended for information purpose only. Content are subject to change without notice and not warranted to be error-free

registered trademark of Safal Infosoft Pvt. Ltd.

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