Successfully Select ERP Software in 8 Simple Steps

8 Steps to Choosing your Ideal ERP Solution

Whether you are looking for your first Enterprise Resource Planning (ERP) system or upgrading from an existing system, the ERP selection and implementation process is a long-term strategic decision that your business will live with for years to come. Naturally, you want to get it right!

To support you on your ERP journey, this short white paper outlines the 8 essential steps you’ll need to complete in order to choose a solution that fits your current and future business needs.

Additional questions? Get in touch.

Eight simple steps for a successful ERP system selection.

Step 1: Evaluation

Form an evaluation committee that includes representation from the key stakeholders impacted by the implementation. This committee should include top management, functional experts, and end-users from the different departments within your company. Consider hiring neutral, external consultants to assist in your evaluation. Throughout the selection process, end each step with a consensus of all members to gain enterprise-wide acceptance of the final ERP system.

Step 2: Assess Your Options

Assess your existing business processes and the scale of your operation, so you can determine what’s being done well. Identify the gaps or key challenges that can be solved with the help of an ERP system. Take a futuristic approach, determining what solution fits your current best practice and future requirements.

Step 3: Establish Criteria

Develop your selection criteria to evaluate the available solutions. Criteria can include features, price, platform, and anything else your committee deems important. Group the criteria according to importance to your business—i.e. very important, important, and less important. Assign a score to each to make the evaluation easier.

Here are some example criteria:

  • Industry expertise—How well does the ERP vendor understand your industry? Does the vendor offer industry best practices or pre-defined processes that are generalized or horizontally focused? ERP solutions should at the very least address the critical business requirements specific to your industry.
  • Total cost of ownership—Determine the long-term TCO for hardware, software, and support—both before and after implementation.
  • Multisite operations support—If you need to collaborate with multiple operations, then ensure your ERP vendor can support multi-site operations. Can your ERP vendor support all your locations?
  • Customer support—Does the ERP vendor have its own in-house Support Team, or does it outsource? You’ll gain the most out of your investment if you have access to a customer care center that can answer your key application and technical questions, solve your complex technical or software related issues, and advise on best industry practices.

Step 4: Schedule Consultations & Demonstrations

Arrange consultations with both a sales representative and product expert from as many different ERP vendors as possible. Discovery calls and demonstrations will provide you with better insight on the vendor and its solution than if you were to rely solely on brochures and sales literature.

Step 5: Create a Shortlist

Shortlist three to five ERP solutions that best meet your business needs. Your discovery calls will have helped you eliminate the solutions that are poor fits.

Step 6: Make Contact & Build Trust

Contact the vendors of your shortlisted ERP systems to arrange additional presentations and product demonstrations with key stakeholders. Identify whether the vendor is one with which you want to develop a long-term relationship.

Step 7: Prepare Questions that Address Your Concerns

How each vendor responds will help you determine the best fit for your company.

Step 8: Check Vendor References

Visit and consult companies where the ERP system has been implemented. Find out if the system is working as expected and what the company likes or dislikes. If there were issues, then determine how the vendor resolved them.

Conclusion

Your evaluation committee should now be able to select an ERP solution based on how well it met your selection criteria, how it performed during the demonstration, and how the references checked out.

Finally, with your selected ERP vendor, spend the time to scope the entire project from start to finish. Work with your ERP vendor to map your critical milestones and chart your course to success.

 

Epicor 2021 Industry Insights Report

What Technologies are Shaping the Success of Industry Leaders Like You?

Recently, Epicor surveyed 1,250 professionals around the world and asked what technologies are driving their company’s bottom line and growth opportunities. The results found overwhelming optimism for cloud capabilities, with 94% of the businesses surveyed declaring an interest in. cloud-based solutions over the next 12 months.

Why is Cloud gaining acceptance?

  1. Adaptability – providing the flexibility to keep technology ahead with built in scalability, simple integration, and easier compliance.
  2. Security – with improved security being the topmost recognised benefit of migration to the cloud.
  3. Future Proofing – with increased opportunities for more agility and resilience.
  4. Partnership – they key to successful cloud migration and implementation lies in working with a dedicated, experienced partner such as Aspera Solutions.

Reality V Myth

Myth: It’s difficult to migrate cloud into existing systems
Reality: 77% of those mostly on cloud say cloud is easy to integrate, with the right partner

Myth: It’s not as secure as an on-premises solution.
Reality: Almost 9 in 10 businesses believe data is safer in cloud-based solutions.

Myth: It’s not always flexible and may not meet business needs.
Reality: 93% of those mostly on cloud say it’s flexible enough to meet their business needs.

Myth: It can’t help my company comply with data regulations.
Reality: 86% of those mostly on cloud say cloud solutions help them adhere to government data regulations.

Find out how your strategy compares by downloading the full Epicor report.

ERP for Manufacturing: Epicor Kinetic 2021.1

Introducing Kinetic: The New Name of Epicor ERP

Epicor Kinetic is the cloud ERP solution built with manufacturers, for manufacturers.

Kinetic helps manufacturers accelerate growth and gain momentum to maximise profitability and position their business for the future of manufacturing.

Intuitive, Scalable, and Made for You 

Check out the Kinetic 2021.1 highlights video, including capabilities to improve experiences, meet industry requirements, adopt self-service analytics, globally comply, and simplify your move to the cloud.

Kinetic 2021.1 Highlights Video

Over 100 customers have participated in the preview program focused on experience and our controlled release programs, and the response is incredible.

“Epicor’s new web-based Kinetic ERP system provides an additional layer of flexibility to support our business. Application Studio is an intuitive, low code, drag and drop programming tool that allows us to quickly configure screens to fit our unique requirements.” – Sean Simmons, President, Tuffaloy Products Inc.

Get in touch to learn more.

 

Easily Integrate & Automate Multiple Platforms with Epicor ERP and BPA Platform

Integrate or Automate Epicor ERP with other platforms

Many of Aspera Solutions’ customers are adopting BPA platform for their Epicor ERP integration and automation requirements.

“We were looking for an integration tool that was easy to use, flexible and relatively inexpensive, so we liked what we saw in the BPA Platform and immediately saw that there is plenty of opportunity for BPA to deliver value within our Epicor ERP customer base,” explained Graeme Fraser, Technical Services Manager, Aspera Solutions.

“Epicor has exposed all of its functionality through RESTful API calls, which BPA Platform can easily access, so it really extends what you can do in Epicor. You can run reports, send emails, generate PDF’s or invoices, and return information back to the BPA platform, the possibilities are endless. Anything that you can receive into BPA Platform can trigger off a really complex workflow within Epicor”.

At one customer site, Aspera Solutions has used the BPA platform to upgrade a legacy eCommerce solution and enable the customer to react faster to orders, make decisions in real-time and improve customer service.

Another customer is delighted that they have been able to handle increased sales without increasing their order processing overhead. In addition, they’re giving their salespeople better visibility of what their customers are spending money on, which leads to better sales discussions and value add.

“Aspera’s knowledge of BPA Platform has come a long way in sixteen months” concludes Fraser. We’re delighted with its flexibility, the range of possibility it opens up within Epicor ERP and ultimately the value it delivers. We know that it’s making our customers lives easier, and for us, that’s gold”.

Learn more about BPA Platform here

We Are Hiring!

Join the Aspera team

Are you an ERP Project Manager or a Technical Consultant looking for a new opportunity?

Aspera Solutions is a successful, award winning ERP Consultancy serving mid-tier manufacturing, distribution, service and solution companies in EMEA. We are growing year on year and pride ourselves on innovation, knowledge leadership and value delivery of Epicor’s flagship ERP system, Epicor ERP.

In working with Aspera Solutions, you will have the opportunity to work alongside a team of innovative and value driven, ERP professionals. Currently, we are recruiting for experienced ERP Project Managers (UK) and Technical Consultants (Ireland and UK).

Candidates must have at least 5 years of hands-on experience.

Check out our careers page for full details on these roles.

Epicor Rebrands & Simplifies its Customers ERP Journey

Epicor Helps Customers Make, Move & Sell

Epicor has rebranded in order to simplify its customer journey and focus on its core differentiators of industry expertise, experience across the supply chain, and curated enterprise resource planning solutions.

The company has streamlined 70+ products into 5 core industry areas with clear naming principles and protocols.

Speaking on the rebrand, Paul Stoddart, CMO at Epicor Software stated, “We partnered with Together Design to create a brand that builds on the nearly 50-year heritage of Epicor but is fit for the future – a brand that defines our unique deep vertical expertise as the essential partners for the world’s most essential businesses. Above all, we wanted to create a brand that reflects who we are today. Our new brand better represents what our customers experience with us, and we’re delighted with the results”.

Read more here.

Aspera Solutions Partners with Codeless Platforms for Ease of ERP Integration to CRM, eCommerce & more

Premium Epicor Partner Uses BPA Platform for ERP Integration Projects

Aspera Solutions signs partnership agreement with Codeless Platforms to offer additional integration and automation solution to its customers

[Oct 22nd, 2020] Codeless Platforms is pleased to announce that it has signed a partnership agreement with Aspera Solutions, an official Epicor Partner. The partnership will enable Aspera to offer integration, automation and innovative applications to its Epicor ERP customers via Codeless Platforms’ Business Process Automation (BPA) Platform.

An Epicor partner since 1999, Aspera Solutions has extensive in-depth knowledge of Epicor ERP and is currently Epicor’s International Partner of the Year. The addition of Codeless Platforms’ software to its solutions offering will help Aspera Solutions enhance its Epicor implementations, saving time and money for its customers.

Matthew Lidster, Managing Director, Codeless Platforms: “Aspera Solutions is a key Epicor EMEA partner providing a comprehensive range of implementation and consultancy services, both on-premises and in the cloud. We are delighted that Aspera Solutions has joined our channel partner programme, and we look forward to working in collaboration with the company on innovative and effective Epicor ERP integration and automation projects.”

Lonan Byrne, Managing Director, Aspera Solutions: “As an Epicor partner focused on driving customer value through innovative business solutions, we prize business and technical applications that allow us to create unique, value-driven enhancements to Epicor ERP. Codeless Platforms BPA can quickly and simply facilitate the integration of Epicor ERP with other business solutions, such as CRM, eCommerce, warehouse management and more. The key benefits include faster implementation times, and lower implementation and ongoing support costs.”

For more information on how to integrate Epicor ERP with your other business systems contact Paul Egan.

 

About Aspera Solutions

Aspera Solutions delivers world class enterprise software solutions that drive profitability, control and collaboration within its customer sites.

With over 100 customers ranging from single site SMEs to global, multi-site corporations, we balance innovation with pragmatism. Delivering both out-of-the-box and customised Enterprise Resource Planning (ERP) solutions that deliver results beyond expectation.

With particular expertise in the unique business processes and operational requirements of the manufacturing and distribution sectors, our experience is built into every solution we deliver in the cloud, or on premise.

About Codeless Platforms

Founded in 1999, Codeless Platforms is at the forefront of rapid application development and business process automation. It has a proven track record of developing and delivering agile, flexible and robust next generation software solutions, empowering businesses to get the most from their data as well as the ability to respond to the rapidly changing business demands of today.

Its knowledge of the marketplace and channel has grown in line with this development and established us as a highly experienced and reputable software company, working with partners and software vendors (Epicor, Access, Microsoft, Sage and SAP) who have the confidence to invest in Codeless Platforms.

With over 450 global partners, more than 8000 customers use Codeless Platforms’ software solutions, ranging from diverse global organisations to the small local enterprise. The company is headquartered in Poole, UK, with representative offices throughout the world. Learn more at www.codelessplatforms.com

Successfully Select an ERP System in 8 Simple Steps

An enterprise resource planning (ERP) system is a series of software applications or modules that collects data from your sales, purchasing, finance, inventory, supply chain, manufacturing, and quality functions into a common database. By unifying your enterprise, your company can more easily share information, coordinate activities, and collaborate.

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