Implementing MYOB Advanced or MYOB Exo is not something to be taken lightly. There are a lot of steps involved and it is essential that each one is done right. Sometimes, change management can be a bit challenging and knowing what to expect up front can help with the resistance to change. Below are the basic steps of an ERP implementation.
STEP ONE – PROJECT KICK-OFF
Your project will be assigned a lead consultant who will manage the implementation from end to end. You will receive some documents outlining your responsibilities. For example:
- Appoint an internal Project Manager and Super User.
- Commit resources (people)
- Preparedness to modify or adapt some business processes.
- ‘Change Management’ including informing staff of upcoming changes, training, timing and dealing with any resistance to change.
- Provide consultant with clear requirements in respect of business forms i.e. invoices etc. and reports
- Provide a list of users and their required access
- Commitment to training
- Documentation of business processes
- Pilot testing
STEP TWO: SCOPING AND REQUIREMENTS ANALYSIS
- Assessing server and workstation compatibility
- Configuration surveys
- Project plan confirmation – critical success factors defined
- Process workflows – business process reviews and configuration review
STEP THREE: BUSINESS MODELING & DESIGN
- Installation of software and connections (for on-premise solutions)
- Migration of data including customer, vendor and item master files
- Configure prototype and test system ready for super-user training
- Procedure development and documentation.
STEP FOUR: SYSTEM TAILORING
- Forms and reports customisation
- Custom applications if applicable
- Refine the prototype
STEP FIVE: PILOT
- Training of super-users – this step is critical
- Testing scripts for pilot testings
- Super-users conduct pilot testing
- Address and resolve any discrepancies from pilot testing
STEP SIX: PREPARATION
- Super-user training and testing sign off (system and environment fit for purpose)
- End-user training
- Cut over plan – agreed and go-live readiness meeting
- Live system – master data setup and ready for opening balances
STEP SEVEN: GO-LIVE
- Opening balances signed off prior to live transactions being processed
- Live system processing – go live
- Go-live handholding
STEP EIGHT: POST IMPLEMENTATION REVIEW
- First-month end support
- Implementation review
- Support handover – implementation signed off and site handover to support.
Depending on the complexity of your business an implementation MYOB Advanced or MYOB Exo can take between two and four months. Momentum have many years’ experience in implementing MYOB Advanced and MYOB Exo and can help you take your business to the next level. If you would like a free business review or a demonstration of the software, call us on 07 5479 1877.