5 Tips For Upgrading ERP Software 


ERP software is of multiple uses to a company and once integrated into an organization it becomes an essential system that is crucial for a business to operate. The features of ERP software are essentially designed to accommodate the need of the time. The ERP software vendors develop these features with the mind to help with the challenges businesses face. 


Today, when business dynamics are evolving into a challenging place where businesses have almost no comparative advantage over others because of openness of trade and resources the challenges become severe. 


To manage these challenges ERP software has to be updated with the new features that can work along with these challenges and modern methodologies. ERP software providers have to update their software with advanced means to help businesses face these challenges. 


When it comes to upgrading the software with new features companies often get confused about the plans. There are two types of upgrades in general. The first one is a general update that involves firmware updates, interface updates, and some bugs fixed. The second type of update is integrations and modules, these updates involve new features and tools added to the software. 


Some ERP software provides the option to the user to choose which integration they want to update and which they don’t want to. In this article, we will discuss the guide which will surely help you in upgrading your ERP software. 


Why Should You Upgrade Your ERP Software?


Before jumping to our topic it is important to note the basic need for the upgrade and why a company must update its ERP software. As we mentioned above, the need for an upgrade is due to emerging challenges and the need for complex and advanced means to manage them. An outdated ERP software can be of no use to a business or sometimes it can cause damage to the business false processing and misleading results. 


These are some general reasons for a business to upgrade its ERP software. When we get into the subject in detail we will learn that the upgrades that are developed by the ERP software provider are to increase the efficiency of the software. The upgrades have resolved bugs, with enhanced firmware and framework that can be more productive with the existing features. 


Tips To Consider Before Upgrading The ERP Software:


The company can plan its up-gradation in various ways to enhance its effect on the productivity of the business. The business can consider the following tips before upgrading the ERP software. The effectiveness of the upgrade may vary based on the considerations a business makes before it. 

  • Identify Modules And Features For Upgrade
  • Get Feedback From Users
  • Develop A Realistic Plan
  • Educate Users
  • Handle Data Mapping 



Identify Modules And Features For Upgrade:


Any business using the ERP software has the idea of which feature is of more use to the business and which software needs more up-gradation. ERP software upgrade plans are expensive if you consider advanced integrations so you have to be precise when selecting the module and feature for your upgrade.


Moreover, another analysis that is a must is your need and the future of your business. If you are planning to expand your business or add new things to it you must update your ERP software with the features that you will need or upgrade your existing modules with new tools to manage the needs of your business effectively. 


You must identify the module and feature you wanted to update and get it from your ERP software provider. 


Get Feedback From Users:


When it comes to planning or consideration you have to consider the front-end user of the ERP software. They will help you in identifying the modules that need the update. Other than that, every department and section of the business that is using the module must be considered for consultation before upgrading the software. They are the best party to share the exact need for upgrade and what features are needed and which module is of no use. 


It will not only save time but the money for the business as the organization is spending on the right features and upgrades. 


Develop A Realistic Plan:


Some business organizations upgrade their ERP software with hefty upgrades that are for so many advanced and complex tools that are of no use to the company and will take years for the business to start using them. This type of unrealistic ERP software upgrade will lead to a waste of time and money. 


The business has to construct a realistic upgrade plan that will be useful to the business. The business must consider the 2 or 5-year plan ahead of the business before upgrading the features. This consideration will lead to a precise selection of upgrades.


Educate Users:


As we mentioned earlier, the business must consider front end-users for the ERP software upgrade. Another important tip that includes the user is education about the upgrades. Before upgrading the ERP software every user of the software must be educated about the upgrade and how to use it. It is observed that the upgrades become useless because the users do not know how to operate the tools before the update. 


ERP software vendors offer education and user manuals for the tools to educate the users of the software. A business must arrange a training session or a workshop regarding the update to make them know how to navigate through the software and operate it effectively.


Handle Data Mapping: 


Data mapping refers to the alignment of all schemes and data packages of the update to the central point of execution or results. For a successful ERP software upgrade, a business must handle its data mapping before getting the update. The data handling helps the ERP software provider and the business regarding the set of upgrades a business needs. 


Other than that the data mapping will plan the implementation of the ERP software and helps in the evaluation of the performance of the ERP software update.