Blog Post

5 Best Practices in ERP System Integrations

Adopting an Enterprise Resource Planning (ERP) solution to improve the quality and efficiency of business-critical systems can be a daunting, yet highly rewarding endeavor. The significant expansion of ERP systems into business areas such as procurement, manufacturing, and HR over the last decade has allowed organizations to improve overall efficiency and ROI. Whether you are overhauling a legacy system or starting from scratch, it is critical to partner with a trusted ERP implementation partner.

ERP Integration Framework

Developing an ERP integration framework for a current or new ERP system involves outlining the guiding principles and essential components that are required for a successful ERP system integration.

A successful ERP framework encompasses all aspects of the ERP project to ensure that relevant stakeholders, resources, and impacted systems are taken into consideration. 

Below are the top 5 best practices to follow when integrating an ERP system.


#1: Scope the Project

The project scope involves defining a specific list of project goals, tasks, deliverables, budgets, and deadlines. This process is also referred to as a scope statement or terms of reference. The scope statement explains project boundaries and establishes the responsibilities of each stakeholder. ERP systems integration may be considered unsuccessful if scope creep results in missed deadlines or blown budgets.

Establish a strong project team and ensure they are all accounted for when deciding on the scope of the ERP project. Team members should represent key business groups within the organization and be responsible for developing key performance indicators (KPIs).


#2: Audit Current Operations, Processes, and Tools 

Performing an internal audit helps organizations assess the performance of current operations, processes, and tools. The results of the audit provide allow stakeholders to:


  • Identify security and compliance concerns
  • Establish automated and manual controls
  • Verify current system integrations


Once the internal audit is complete, stakeholders can determine whether current records and processes are adequate.


Ensure to thoroughly document key findings as these will help reduce your organization’s avoid chances of ERP system errors after implementation.


#3: Roadmap New Technology and User Requirements 

A technology roadmap creates a plan of action to onboard new technology solutions and/or maintain existing ones. Technology roadmaps should include long and short-term business goals, release plans, and milestones to track progress and keep implementations on track. When rolling out new or updated systems, it’s critical to provide training and guidance for all personnel interacting with it.

Talk benefits, not tactics, and think big-picture. Focus on how the technology will benefit the business and have a clearly defined audience so the organization can understand the new or updated technology for both the business and its end-users.

#4: Build and Integrate 

Once stakeholders have clearly defined goals, completed an internal audit, and mapped out a plan for implementing new technologies, it’s time to build and integrate the ERP modules with the existing infrastructure. 


Because an ERP system is built using modules, it’s important that the integration must be thorough and done in phases to ensure accuracy and prevent data loss or duplication.


#5: Test and Deploy

Testing and development may occur simultaneously. A project team may test specific modules and develop fixes while others are still in development. Once all modules have been tested and approved, the ERP system is ready to go live.   Data may be migrated prior to or after deployment, and once complete, the project team will train personnel on the new system.


Audit your accomplishments to determine whether or not you are meeting the goals and KPIs outlined in the scope of the project.


Contact Cre8tive Technology & Design

Finding a partner who truly understands the role of ERP systems in system integrations. System integrations can be the difference between a successful migration and a catastrophe. Cre8tive's mission is to help our customers optimize the capabilities of the Epicor ERP solution throughout the life of the technology platform, including during the implementation phase, go-live period, as well as by providing ongoing support and employee training.


Contact Cre8tive Technology and Design to explore how they can help grow your business with innovative Epicor ERP solutions today.