Experts Say That These Tips Will Help You Promote ERP User Adoption

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To successfully compete in today’s global economy, more and more businesses are seeing the benefits of upgrading their business management systems.

But when it comes to your ERP project, you can’t be the only one excited about it. Your entire organization needs to be on board.

Many times users of the new system drag their feet when it comes to making the switch. But to get the most out of your investment, you need your employees to understand and start using the system quickly.

How can you get them excited about the change?

To help you quickly promote user adoption, we’ve interviewed twenty Microsoft Dynamics ERP experts. They’ve shared best practice advice on how to successfully implement a new business system. Their pro tips are divided into four categories:

  • Plan Thoroughly
  • Lead Proactively
  • Manage Expectations
  • Train Effectively

Our contributing partner’s warnings, insights, and experiences can help you quickly realize the full value of your investment.

Plan Thoroughly

“Resistance to change: Employees who are used to the status quo may say, “That’s the way I’ve always done it and it’s worked just fine.” Make it your goal to identify these users early on so you can give them attention.” —Panatrack

“Automating processes is a major driver of the ROI provided by ERP, but it’s not the only consideration businesses should make. It is not enough to just look for ways to automate current tasks and functions. Instead, businesses should consider how these processes could combine or change, and even which ones could be eliminated. Implementing ERP is a time of great change for many businesses, and it provides a chance to remove things that may be unwieldy or inefficient—even if not directly related to ERP concerns.” —The TM Group, Inc.

“Designate a committed point person. This person needs to become a rock star. They’re the one who will be most involved with the implementation. They should be incredibly knowledgeable about current practices. And they need to have the fire and drive to want and get the job done!” —CAL Business Solutions

“Create an iterative project plan that clearly defines success through metrics and establishes the strategic priority of the project so users understand it’s something that requires their attention and adherence.” —BroadPoint

Lead Proactively

“Ensure there are clear, shared goals for the organization, team and individuals. Adoption will always suffer if the “why” for the project is not understood. Individual user adoption requires individual goals, and those must relate to team/departmental goals, which must relate to the organization’s goals.” —New View Strategies

“Without the ‘WHY,’ a new system implementation just becomes another task. It’s critical to identify the reason WHY. WHY are we spending the money? WHY are we spending time and effort. What’s the business case? What’s the justification? What’s the ROI? Make a strong case to drive user adoption.” —JourneyTEAM

“Make sure management is on board and leads by example. Users will not be motivated to use the new system if management is still using the same old tools as before to manage the organization.” —JOVACO Solutions

Manage Expectations

“Identify a ‘Superuser’ who will be the internal training lead and is the primary contact for support. They own the training and can make sure that the right people go to the training sessions.” —Tensoft

“COVID has brought many struggles and challenges to our everyday life; however, COVID may have also opened users’ eyes to the need to be flexible, adaptable and open to new options and systems. With the recent work-from-home environment, the adaptability of users has certainly increased as they’ve found ways to work from home, access their data and systems differently, etc.” —TrinSoft, LLC

“Users who are new to ERP are often unsure of how the whole process fits together. Those upgrading from an older ERP to a newer one don’t have as much of a challenge. Putting the process together from start to finish for students learning ERP is a key requirement when they are new to ERP and integrated systems.” —Sabre Limited

Train Effectively

“During training, not only should the trainer be fully aware (through a thorough discovery) of your business practices, but the trainer should also focus on HOW and WHY exactly processes will be done in the new software. Get end-users to complete the necessary steps, keeping them focused on the end game.” —Aisling Dynamics Business Solutions

“The best training is done using real data in your own system. Your partner should set up master records in an easy-to-understand way. Users don’t know what they don’t know until they try to do their own actual work.” —Intelligent Technologies, Inc.

“Tips to help users quickly adopt the new software during an ERP or CRM implementation project include:

  • Extensive testing period
  • Get everyone involved
  • Spend time on training
  • Supply users with training materials
  • Give users something that makes their job easier to show them the value of new system and get them excited about it.” —Dexpro Dynamics

Next Steps:

Successfully promoting user adoption might seem like a daunting task. But by listening to the experts, you can successfully get your employees to embrace and start using your new business management system quickly.

To hear more key insights and learn pro tips that you can put into practice today, download the full white paper “19 Brilliant Ways to Promote ERP & CRM User Adoption” at

When it comes to user adoption, experience counts! Visit the Microsoft Dynamics ERP Partner Directory on the ERP Software Blog to find a list of implementation and training partners who know how to prepare your users to take full ownership of new software.

By ERP Software Blog writer,

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