Cloud ERP implementation is no easy feat as we mentioned in previous blogs. We laid out a few easy steps to take towards implementing Acumatica software. Here we like to walk alongside you and dig deeper into one of those steps, creating an implementation team. Installing software, transferring data, all the new business processes, and much more require great efforts. All this while maintaining daily operations can seem like an impossible task. 

In order to make this a smooth transition, it is vital that you create an implementation team. Members from each department should be assigned a role and their amount of work will be based on that role. However, Business Software Advisors will be there every step of the way. We provide resources, training, and support throughout the process. 

A few of the roles and responsibilities you should assign:

Executive Sponsor: This person will be a member of the team from the very beginning of the process. They will be responsible for keeping the project on track, required to communicate, organize and make plans as the process moves forward. The Executive Sponsor should also be in charge of problem solving any unforeseen difficulties that may arise. 

Project Manager: This person should be the center of the project, communicating the status of the project to the company’s leadership team. They should also coordinate resources, create a project plan, hold meetings with us and team members. 

Technical Lead: The technical lead should be required to create detailed documentation of the required customizations, reports, and integrations. For Private Cloud, they may be responsible for the procurement of the hardware and software installation. 

Subject Matter Experts: SMEs should have specialized skills and/or knowledge of your company’s financial requirements. Their role should help define user access roles, rights, and privileges, segregation of duties, and audit requirements. 

We want to be there with you every step of the way to ensure success. Contact us to learn more!