Consider an Upgrade Strategy

We need to be able to clean up ERP data in ways other than by starting over completely.

It’s like only being able to clean up your attic by throwing everything out entirely.

Whether we’re talking about attics or ERP systems, the right solution, of course, is to keep what you can use and throw the rest out.

Does a good clean-up mean throwing everything out?

Unlike the situation with my attic at home, companies and ERP providers can’t clean things up by sorting through the data.

They are left with the choice of either upgrading and moving all of the data over to the new system – or throwing it all out and starting over.

If the company chooses to start over, then it has to start with a totally clean database every 5, 8 or 10 years – and employees will have a headache because all of the historical data is gone.

It is necessary to maintain access to the old system, where you can find old sales orders and other necessary information.

Always take the top third along

As an ERP provider, we have to develop ERP systems that give companies a real opportunity to sort through and clean up their data so they can always carry the top third over to the new system, rather than having to choose between ‘throwing it all out’ or ‘taking it all along’.

We have to be able to offer our customers flexibility and choice.

How many years of records do you want to carry over? Three years? – Great, then we’ll just carry over the last three years of the customer, vendor, financial and inventory records.

Are there products, customers and vendors that you don’t want to carry over into the new system? Then we’ll just leave them where they are.

Read more about this topic in the free book: The Profitable ERP Strategy

I have written a book with input for your ERP strategy, and you can read it for free.

It contains 7 recommendations for a healthy and changeable ERP system:

1. Consider a Cloud Strategy
2. Focus on value and readiness for change
3. Select “best practice” scalable standard functionality
4. Have a strategy for flexible management of master data
5. Select ongoing operating costs rather than large investments
6. Consider a strategy for upgrades where only relevant data is included
7. Select a needs-driven ERP strategy – perhaps with different platforms?