When implementing an ERP system, outside consultants play a critical role in the success of the project. However, the ultimate success of the project actually rests more on the internal project team members. After years of implementations I’ve found three key check-points on an implementation where I like to see the internal project team take an active role in the project.

1. As an outside consultant, we have numerous templates for a project plan that are well suited to implement an ERP system for most clients. We are very comfortable with the details in them and know them well. However, it is quite likely that the client is looking at this for just the first or second time. We encourage our clients to take the time up front to fully understand the plan and not rely too heavily on the outside consultant that it is complete or reasonable. When the internal project team understands the project plan, the project moves along in a much more efficient manner.

2. Training can take many forms during an implementation and might include some online tutorials, onsite training and reading. But before going live with a new system the internal project team has to conclude that their team has been properly trained and is ready to go live. This may take the form of some testing scripts, or some limited testing where each user is tasked with performing one or more actions in the new system.

3. Every implementation needs to have a clear definition of when it is complete. It’s quite common that after a business moves to a new ERP system, the consultants stays involved for 90 days to ensure all loose ends are wrapped up and in many cases, there are follow-up projects that are identified that begin after a client is up and running. However, it’s important that these other projects are considered other projects and not just rolled up into the implementation. The internal project team needs to be sure that the role of the external consultants doesn’t shift after go-live to full time GP administrator (unless of course that’s the plan).

As you’re planning your upcoming ERP implementation, take the time up front to consider your role in these three important steps and you’ll find that not only will the project run more smoothly, but your users will feel more empowered and connected with the new system – and you’re more likely to have a successful implementation.