3. Research

First, understand why you need a new ERP and your company’s current situation:

• Decide on the desired outcomes and write them down.
• Document your current business processes, skills and systems.
• Define your available budget and time constraints.
• Research available ERP technologies and what they can do.

Pitfall: Current processes or systems are not documented.

Without this information, transitioning from the current to the new is more difficult to plan.

Solution: Begin mapping processes and systems if this hasn’t been done.