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Tom Rogers, Intellitec Solutions

Steps to Selecting an ERP Implementation Partner: Check, Check, Check, and Check.


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Choosing the right partner for your Dynamics GP implementation is crucial, but with so many qualified resources out there, it can be confusing to sort through them to find the one best suited to you. So you need to do your homework. To make sure you wind up with the right partner; do the “4 Checks”

 

Check the Partner’s experience.

  • Are they well-versed in the unique needs and “pain points” of your industry?
  • How many years have they been in business? How large is their client base?
  • Can they provide case studies of their engagements?
  • Have they worked with systems similar to yours?
  • Have they written custom reports in your industry?
  • Will they provide references of current clients? Are they keeping clients happy?

 

Check the Partner’s methodology.

The best resellers have a proven, peer-reviewed process to handle tough business challenges. That should include:

  • Diagnostics & Analysis – Review and document processes, define scope
  • Design – Create a plan that integrates needs, process, people, and product
  • Development – Adapt existing features, create new features, migrate and test data
  • Deployment – Set up operational environment on-site

 

Check the Partner’s training and support resources.

Make sure there are at least three consultants on staff who are fully certified and receive product education annually. To control the cost of training new hires, make sure the reseller has at least one resource dedicated to phone and remote support.

Check your gut.

During an implementation, you will be working very closely with your partner for quite a while, so it is important to determine your comfort level with potential partners. Ask yourself: Do they communicate clearly and effectively? Do they respond to requests quickly and thoroughly? Do they understand the unique demands of your industry? Can they explain and demonstrate technology in language all employees will understand? Are they open, and friendly?

By performing these 4 checks, you should wind up with an experienced solutions provider as your partner, which will make updating your accounting software solution  much easier and better ensure success.

By Intellitec Solutions, Microsoft Dynamics GP Partner serving Pennsylvania

One Response to “Steps to Selecting an ERP Implementation Partner: Check, Check, Check, and Check.”

  1. It’s really a nice and helpful piece of information. I’m happy
    that you shared this helpful information with us.
    Please keep us up to date like this. Thanks for sharing.

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