When orders get held up, the ERP is usually the first suspect. It may be the cause, but often it’s just where the problem shows up. A decision about its future therefore starts not with choosing a vendor but with a specific process.

First find the step that’s failing

Take the process that hurts and pin down where it stops:

  • Is something retyped when a document arrives?
  • Is an approval waiting in email?
  • Does master data disagree between systems?
  • Or can the system really not perform the business operation you need?

Only the last one counts against the ERP itself. The others happen around it, and a replacement would probably move them into the new system.

Four options

Configuration. Your ERP may include workflow, integrations and other functions you don’t use yet. Checking them is one of the first steps, because they can remove a limitation with no new development.

Integration. Data moves automatically between ERP, CRM, warehouse and documents. This makes sense where individual systems work but people carry data between them. It also covers automation and agents that prepare work for a person to approve.

Extension. Adds a specific function the standard product lacks. Expect it to need maintenance with every version upgrade.

Replacement. Often right when support is ending or where there is a security problem, a fundamental functional mismatch or unsustainable cost. It’s the largest intervention, but sometimes the only sensible route.

Compare the full costs

No option is automatically the cheapest. The comparison should include:

  • implementation and licences,
  • maintenance and future changes,
  • testing and your own people’s time, which rarely appears in proposals,
  • the risk to operations during the change and dependence on the vendor,
  • what the company gains, and when.

Two distortions to watch for

Replacing an ERP doesn’t mean the business has to stand still for years. Migration needs controlled scope and co-operation, but those conditions can go into a plan that delivers value in stages.

Equally, integration can’t be promised within a few weeks without knowing the environment. It depends on interfaces, data quality, customisation and people’s availability. Anyone who commits to a date before looking is guessing.

Data quality matters in every option

Inconsistent master records spread to other systems during integration and move house during migration. They need cleaning and an owner either way. Start with the data the chosen process really uses, not everything at once.

What a recommendation should contain

  • the problem and its impact in money,
  • a comparison of options, including changing nothing,
  • the main dependencies and risks,
  • expected benefits and acceptance criteria,
  • smaller steps on which the result can be checked.

How we approach this at ENTER

We don’t sell any ERP, so we have no reason to push a particular option. In the Audit we find the steps where work gets held up and compare the options. We build on the systems a company already has, and in the Integration phase we add connections, automation and agents in stages, with agreed testing and transition into operation. If it turns out replacement is the right call, we’ll say so.

Related: ERP integration · How we work · Discuss your environment