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When should your ERP system go live?

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Maria Hrabikova
Community Champion
Ricany U Prahy, Prague, Czechia
When is a good time /not a good time to go live with your ERP system? Let's consider accounting periods, a fiscal year, and other factors.
What are your lessons learned?
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George Freeman Thought Leader | Author | Architect| Florida, United States
Hi Maria,

When you have an elaborate and/or complex go-live plan in an enterprise that runs over multiple days, the risk may dictate that you take advantage of a holiday schedule that corresponds to the beginning-of or end-of a month. Leveraging these types of windows reduces the business’s exposure and provides more opportunities to adapt to unplanned events.

The “business closing period” can be adapted by a few days, and catch-up processing can occur as the first step after go-live. Other assumptions would include; multiple “full processing” dry-runs of the plan and a roll-back option.

Strategic IT and Business resources (in my experience) are willing to put in the extra effort and sacrifice what would typically be family time for these rare project execution events.
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1 reply by Maria Hrabikova
Jan 15, 2021 5:07 PM
Maria Hrabikova
...
George, thank you for your valid points - possible assumptions such a multiple “full processing” dry-runs of the plan, roll back option. Simultaneously, good observation on IT guys' attitude (my own experience as well) to the projects; on the other hand, it shouldn't be the norm.
avatar
Maria Hrabikova
Community Champion
Ricany U Prahy, Prague, Czechia
Jan 14, 2021 9:59 PM
Replying to George Freeman
...
Hi Maria,

When you have an elaborate and/or complex go-live plan in an enterprise that runs over multiple days, the risk may dictate that you take advantage of a holiday schedule that corresponds to the beginning-of or end-of a month. Leveraging these types of windows reduces the business’s exposure and provides more opportunities to adapt to unplanned events.

The “business closing period” can be adapted by a few days, and catch-up processing can occur as the first step after go-live. Other assumptions would include; multiple “full processing” dry-runs of the plan and a roll-back option.

Strategic IT and Business resources (in my experience) are willing to put in the extra effort and sacrifice what would typically be family time for these rare project execution events.
George, thank you for your valid points - possible assumptions such a multiple “full processing” dry-runs of the plan, roll back option. Simultaneously, good observation on IT guys' attitude (my own experience as well) to the projects; on the other hand, it shouldn't be the norm.
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Syed Arshad Ali Ahmed General Systems Analyst| SCC Hyderabad, Telengana, India
Well, my 2 cents would be to have parallel run with dummy data for the users to experience & once end-users are comfortable go live !
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1 reply by Maria Hrabikova
Jan 16, 2021 4:19 PM
Maria Hrabikova
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Thank you, Syed. Another option that could work.
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Maria Hrabikova
Community Champion
Ricany U Prahy, Prague, Czechia
Jan 16, 2021 5:38 AM
Replying to Syed Arshad Ali Ahmed
...
Well, my 2 cents would be to have parallel run with dummy data for the users to experience & once end-users are comfortable go live !
Thank you, Syed. Another option that could work.
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Mayte Mata Sivera PMO Leader | Speaker | Author Ut, United States
It depends on the ERP and the downtime that you need.
For big ERP systems that impact finances we try to "Start clean" on 1st January that we start the fiscal year.
For small manufacturing plants, we usually try to fit it with the quarterly shut down and cleaning.
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1 reply by Maria Hrabikova
Feb 08, 2021 5:36 PM
Maria Hrabikova
...
Thank you, Mayte.
The first case "big ERP systems" - any lessons learned worth sharing with the audience?
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Maria Hrabikova
Community Champion
Ricany U Prahy, Prague, Czechia
Feb 08, 2021 5:22 PM
Replying to Mayte Mata Sivera
...
It depends on the ERP and the downtime that you need.
For big ERP systems that impact finances we try to "Start clean" on 1st January that we start the fiscal year.
For small manufacturing plants, we usually try to fit it with the quarterly shut down and cleaning.
Thank you, Mayte.
The first case "big ERP systems" - any lessons learned worth sharing with the audience?
...
1 reply by Mayte Mata Sivera
Feb 08, 2021 6:03 PM
Mayte Mata Sivera
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Ensure that you have people during holidays and are willing to work during new years eve. Also plan to have backups.

We did some dress rehearsals before hand, however the key for success is People, so ensure that each of them know what they have to do and when.
avatar
Mayte Mata Sivera PMO Leader | Speaker | Author Ut, United States
Feb 08, 2021 5:36 PM
Replying to Maria Hrabikova
...
Thank you, Mayte.
The first case "big ERP systems" - any lessons learned worth sharing with the audience?
Ensure that you have people during holidays and are willing to work during new years eve. Also plan to have backups.

We did some dress rehearsals before hand, however the key for success is People, so ensure that each of them know what they have to do and when.
avatar
Keith Novak Tukwila, Wa, United States
I will share a bit of experience with "big ERP systems". The Big Bang/Flip-the-Switch/All systems go live on D-Day approach may involve impacts too large to accept.

It might need to be implemented in stages. Portions of the system may be implemented and validated before others. In a large business, the implementation may be site specific, so Site A can encounter and work through the problems before inflicting them on everyone.
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1 reply by Maria Hrabikova
Feb 08, 2021 6:24 PM
Maria Hrabikova
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Keith - thank you for sharing your experience.
Yes, there are pros and cons of the big bang versus phased-scenarios.
a) the big bang - such as shorter implementation time and lower costs (on the one hand) versus high risk: business, revenue, reputation, employees (morale), sink or swim for employees, etc. (on the other hand)
b) phased-scenarios (by geography, business units or departments, or by ERP's modules, etc.): lower risk versus higher costs, longer implementation time, and building temporary bridges from the old systems.
avatar
Maria Hrabikova
Community Champion
Ricany U Prahy, Prague, Czechia
Feb 08, 2021 6:08 PM
Replying to Keith Novak
...
I will share a bit of experience with "big ERP systems". The Big Bang/Flip-the-Switch/All systems go live on D-Day approach may involve impacts too large to accept.

It might need to be implemented in stages. Portions of the system may be implemented and validated before others. In a large business, the implementation may be site specific, so Site A can encounter and work through the problems before inflicting them on everyone.
Keith - thank you for sharing your experience.
Yes, there are pros and cons of the big bang versus phased-scenarios.
a) the big bang - such as shorter implementation time and lower costs (on the one hand) versus high risk: business, revenue, reputation, employees (morale), sink or swim for employees, etc. (on the other hand)
b) phased-scenarios (by geography, business units or departments, or by ERP's modules, etc.): lower risk versus higher costs, longer implementation time, and building temporary bridges from the old systems.
...
1 reply by Mayte Mata Sivera
Feb 09, 2021 11:28 AM
Mayte Mata Sivera
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I'm fan of big bangs implementation, love the challenges, as the team says here "Go big or go home" :). Maria don't hesitate to send me an message in the inbox if you want to disclose more info about the ERP that you are implementing.
avatar
Mayte Mata Sivera PMO Leader | Speaker | Author Ut, United States
Feb 08, 2021 6:24 PM
Replying to Maria Hrabikova
...
Keith - thank you for sharing your experience.
Yes, there are pros and cons of the big bang versus phased-scenarios.
a) the big bang - such as shorter implementation time and lower costs (on the one hand) versus high risk: business, revenue, reputation, employees (morale), sink or swim for employees, etc. (on the other hand)
b) phased-scenarios (by geography, business units or departments, or by ERP's modules, etc.): lower risk versus higher costs, longer implementation time, and building temporary bridges from the old systems.
I'm fan of big bangs implementation, love the challenges, as the team says here "Go big or go home" :). Maria don't hesitate to send me an message in the inbox if you want to disclose more info about the ERP that you are implementing.
...
1 reply by Maria Hrabikova
Feb 09, 2021 2:12 PM
Maria Hrabikova
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Thank you, Mayte (I very much appreciate your support).

Of course, I have the questions - and will reach out to you soon.
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