Guide to Installing ERP Software for Businesses

In order for a company to efficiently and controlled manage all internal processes and even part of its communication with customers and users, they should implement ERP software immediately and enjoy its benefits.

In an article published by Microsoft they define this software as "a type of software system that helps organizations automate and manage core business processes for optimal performance. ERP software coordinates the flow of data between a company's business processes, providing a single source of truth and streamlining operations across the enterprise. It is capable of linking a company's financials, supply chain, operations, trading, reporting, manufacturing and human resources activities on a single platform."

Steps to installing ERP software

What ERP software should look like

Before installation begins, the user or customer must define an important first step: what the ERP software should look like. A gap analysis meeting will be scheduled between the organization implementing your ERP selection and internal resources that can explain the business process across all aspects of the organization. It is likely that the business package will have configuration points that dictate how the system will react.


Another step before beginning the actual installation is to define the budget. The software agency or expert in charge of installing the ERP software will meet with the customer to define a budget. In addition to the money, it is necessary to set a time goal, how soon the customer wants the software installation and by what date.

Choose the right project manager

To ensure that all processes are completed on time, you must have a project manager on the ERP software installation team. This professional will guide the team through the entire process, making sure they understand and execute each assigned task, as well as keep in constant contact with the customer to update them on how the installation is going and to keep an eye out for any last minute changes.

Getting the right ERP software

In an article published by Sentrien they explain "Finding the right ERP software for your needs is perhaps the most important step you should take, because not all ERP solutions will give you the same benefits. What worked perfectly for someone else may not be the right solution for your specific business requirements. One-size-fits-all is definitely not the way to go with this particular software implementation, so consider your business needs, the industry you are in, and your system requirements, as well as your expectations."

Data Migration

A successful data migration is vital to a successful ERP software installation, because if done correctly it speeds up the process and can be completed faster than anticipated, but if it goes wrong, you may have to start all over again. It is important that before migrating the data, a filter is made with what is considered really important and what can be discarded.


Once you have the ERP software that best suits the needs of the customer and the company, the software configuration and implementation phase begins. After installing the infrastructure, you must configure the ERP system and optimize it for your business needs. This duration may vary depending on the solution and vendor chosen, some ERP software is more robust than others, so it requires more time for implementation and testing.

Then, the entire ERP software must be tested, as it would be used on a daily basis in the company's processes, to verify that everything is working properly. If everything is working, then the customer can start using the solution without any problems.

Another step in the installation, although perhaps not considered a fundamental part, is maintenance. The software agency or experts that installed the ERP software must provide maintenance from time to time, updating the system and improving the functions that merit it.