4 Critical Success Factors to Upgrading Your ERP Solution

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When your company invests in ERP software (like Microsoft Dynamics ERP), it’s not a decision that’s taken lightly. There’s typically much research, money and resources expended in the process because you know that the ERP software you choose is going to serve your business for an average of 7-10 years or even longer.

But as companies inevitably experience changes in their business, their ERP software over time needs to adapt. One of the key ways an organization can assure that their ERP continues to work for them is to keep up with software upgrades. By investing in upgrades throughout the software’s lifecycle, companies get even more out of using their existing ERP system. Those companies that don’t elect to take advantage of the millions of dollars of R&D that companies like Microsoft invest in improving its ERP products will miss out on significant business benefits.

While upgrading ERP software is typically easier than a full implementation, there are still some critical factors that companies looking to upgrade their ERP software need to consider:

  1. Software Upgrade Site Assessment – Any upgrades should be considered both from a value and execution perspective. Work with an experienced partner, like Borek Business Solutions, to provide an analysis to determine the need for upgrading. The motivation for upgrading varies from company to company but for the most part, upgrading enables you to enjoy new functionalities and features in the ERP. As an experienced partner, we can advise you on what’s new and how best you can take advantage of the new functionality in an upgraded ERP version.
  2. Follow Methodology and Roll-out Plan – Changes brought about by an ERP upgrade may seem small compared to a full change in the system. However, new functionality and feature may be significantly different from previous software versions which can impact an organization. You will want to work with a partner that has a solid implementation methodology including best practices, proven project management principles and user-friendly tools, which will help minimize and hopefully alleviate any surprises.
  3. Project Management – Upgrades may not be as complex as a full implementation but a lot of things can go wrong so every upgrade requires an effective project manager who will ensure the deployment in a timely fashion and cost effective manner.
  4. ISV/Third Party Solutions and Customizations – Often times the  external integrating applications, add-on modules and customizations are overlooked when performing an upgrade assessment.  This can lead to some major headaches and cost overruns as sites scramble to pull in resources to address these needs and keep an upgrade project on schedule.  Borek Business Solutions will identify all ISV/Third-party solutions and customizations in our Site Assessment and work with vendors as needed to ensure a smooth and predictable upgrade experience.

An ERP software upgrade can be a critical milestone for a company both in terms of operational efficiency and growth. Working with an experienced ERP partner that understands the scope of your ERP upgrade and the needs of your company, is crucial to the success of any upgrade.

Feel free to contact us at Borek Business Solutions for more information. We’ve been successfully implementing Microsoft Dynamics ERP solutions for more than 15 years and can help get your questions answered.

Roger Borek, Borek Business Solutions, Eugene, Oregon, Microsoft Dynamics GP Partner, Implementation and Support


1 thought on “4 Critical Success Factors to Upgrading Your ERP Solution”

  1. Hi Roger Borek,

    You have very nicely put down the major factors in a very clear and easily understandable manner which we should consider while implementing or upgrading our ERP software system.

    I would like to share few factors which can also be considered while upgrading your ERP software: - Know whether the most recent version of your ERP system still “speak” the language of your industry? Plan & decide the project budget and timeline, Know the deployment issues and risks involved.


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