ERP Implementation Success: The role of a project manager in driving change

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Mason Whitaker

Microsoft Dynamics 365 | Simplify your IT footprint and make decisions faster.

As small to mid-sized businesses look to implement new ERP systems, the role of the Project Manager in the implementation cycle becomes increasingly important. At Volt Technologies, we understand the importance of having a Project Manager who not only has the technical expertise to guide a project to success, but also the ability to connect with the clients on a strategic and cultural level.  

Here are a few of our project management best practices: 

1. Understand the client’s needs: both strategic & cultural

A Project Manager must have a thorough understanding of the client’s needs in order to lead a successful project. This includes not only understanding the strategic goals and objectives of the project, but also the cultural context in which it will be executed. We know each organization is unique, this knowledge is crucial in order to effectively communicate with the client, make decisions that align with their priorities, and ultimately deliver a project that meets their needs and expectations. 

This means not only understanding the technical requirements of the project, but also the business goals and processes the new ERP system will need to support. Additionally, a Project Manager must understand the internal dynamics of the organization and be able to effectively communicate and work with all stakeholders involved in the project. 

2. Identify & work in coordination with key stakeholders

In order to successfully implement a new ERP system, a project manager must also be able to identify and work closely with key stakeholders who will be involved in the change management process. This means not only communicating with upper management, but also with the teams who will be using the new system on a day-to-day basis.

A Project Manager must be able to act as a trusted advisor to these stakeholders, helping them understand the benefits of the new system and how it will improve their work processes.

3. verify the project goals & mitigate potential risk factors

To ensure the successful implementation of a new ERP system, a Project Manager must also be able to verify the overall project goals, current processes, and potential risk factors. Practically, this is accomplished through thorough assessments of the current system and identifying any areas that may need to be improved or changed. 

Additionally, a Project Manager must also be able to identify and mitigate any potential risks that may arise during the implementation process. At Volt, we accomplish this during on our onsite diagnostics phase where we come along side your organization and conduct a full audit of your systems, processes, and culture. We have found that the key to project success lies in a thorough discovery and scoping phase. To learn more, check out our video on the Top 3 Reason Why ERP Implementations Fail

4. Actively Steer Projects & Facilitate in-house discussions

Once the project is under way, a Project Manager must actively steer the project and facilitate in-house discussions and development efforts. This includes managing the internal team, providing opportunities for user testing and training, and ultimately ensuring the successful turnover to the client. A Project Manager must also be able to communicate effectively with the client and internal teams, keeping them informed of the project’s progress and addressing any concerns that may arise.

At Volt Technologies, our Project Managers hold the map to the implementation process. They understand the client’s needs and are able to guide the project to success. They have the technical expertise and ability to connect with clients on a strategic and cultural level. Our Project Managers act as trusted advisors to key stakeholders, and always inform the clients and internal teams of where we are, where we’re going, and how we are going to get there. With our team of expert Project Managers, you can trust that your ERP implementation project will be completed on time and on budget.

Related: 6 Key ERP Implementation Best Practices​ | 2024

Related: Is ERP for me? A quick guide to reinventing business productivity

Additional Resources

Interested in learning about a more tailored solution for your business? Reach out to one of our team members today.

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