ERP has a lot of effort
This is a very popular article, the author and the author's many friends, and many readers are deeply inspired after reading, but also provide valuable concepts for their current ERP implementation. Here, since sincere gratitude to the author of this article (Taiwanese, unknown)!
Since the author is a Taiwanese, this article is the traditional PDF file. Author's writing is very clear, but it is not subject to the session, many places have no punctuation, and segment is not very clear, there are many typographical words (may be because they are busy), now transform it into Chinese Simplified Word documents, and modified many The text punctuation is wrong, and the paragraph is re-adjusted. Due to time problems, there is no repeated inspection, the error is definitely inevitable, please forgive me.
I am now engaged in ERP implementation (gold disc). Mailto: cxkingdee@eyou.com Jiang Mr. Zhejiang.
The first section is prepared before implementing the ERP system
I have seen a lot of articles about ERP selection. Most of the articles are in an assessment provider's perspective, but few mention: As the demand side of the software needs to prepare, what needs to be prepared before the ERP system What do you need to examine what contents of the ERP software, I will give a detailed description.
Personally, first prepare the company's business process sales procurement warehouse management life planning and even include the company's organizational architecture. Software suppliers can analyze a company's process can analyze a company's management level power distribution and even see if your company's ERP implementation can successfully be dispersed. Through the ERP consultant company, before implementing the ERP system, the progress of the company's process will be transformed (BPR) that will be greatly accelerated. In addition to the process information, the basic information should be prepared in the company before selecting the ERP system. The basic information here is not only for future implementation of the ERP system, but also as the test data. ---- Only one company is complete, the real information is checked whether the selected ERP system is really satisfying the demand in the process of preparing the information can be truly understood ---- What do I need!
First, basic information
1. Material control material type, material classification and classification code, material coding rules, metering units of materials (procurement units, inventory units, sales units), measurement unit conversion, material production / procurement advance, material loss, ordering batch , Plan method.
2, the list of products, BOM type, BOM preparation method works and the conversion of the life list.
3, the work center and process route work center settings, machines and machine coding, task task, process route settings, birth test, key work center settings.
4, cost accounting parameters, cost type and cost price factor, cost calculation method, external processing cost calculation method, surcharge cost calculation method, calculation cost price, cost calculation, standard cost calculation.
5, inventory control warehouse setting, warehouse storage location setting, inventory classification inventory analysis and inventory evaluation, safety inventory and stock order, inventory query and report.
Second, planning and control
1. Basic prediction prediction and planning of mutual relationship, prediction basic principles, prediction methods
2, the collection, resource demand, improvement of production planning, approve production planning
3. The main production plan MPS time segmentation benchmark, the source of main production plan, how to predict the actual needs of the birth, and the step of preparing the primary plan
4, material demand plan MRP BOM structure, MRP operation strategy
5. Report of the ability to approve the CRP work center capability
Third, the plan is implemented
1. Push-agency order works placement order and basic format, the cost of the original order cost is estimated, the actual cost of the original order, the workshop in the workshop controlled the external process
2, repeated recurrent logistics analysis, repeated operation procedures, referencing cost record
3, process biomass control, basic structure, process route, cost calculation, plan method
4. Time-operated time-operated time-operated job setting, working hours budget method, working hours accounting procedure
Fourth, procurement and sales
1. Purchase management procurement order basic format, procurement receiving process, procurement cost control, procurement inventory and financial relationship, tax processing, procurement offer, supplier assessment, purchase price control; 2. Sales management sales order handler, basic operation Program, sales and financial relationship, product sales cost, sales orders example, sales price control, sales offer, customer reputation assessment.
V. Project Management
1. Project cost estimation
2, project plan
3, project process control (project inventory control, project student control)
4, project settlement
6. Financial management
1. Accounting equation and subject system account system, account level structure, account hierarchy, cost center, ERP financial computers;
2, the total classification account GL account data and account structure, accounting period and period balance setting, during the period of transaction;
3, integration, purchase invoice registration, purchase invoice and purchase receipt matching, payment, settlement;
4, payment, sales and finance integration, payment, settlement;
5. Source, report structure of financial statements;
6. Fixed capital management of the cost range of fixed capital, fixed leveling method;
Other special requirements.
The second section implements the establishment of the pre-ERP (process) system
In the previous section, I talked about the system basic information that needs to be prepared before the implementation of the system, but the preparation of basic materials is still inadequate. The basic information is ready to speed up the implementation, but the implementation of the ERP system is to improve the management level of the entire company. The process, so in addition to the preparations of the above information, we should also do a good job in the system, and the so-called establishment of the rules in the rules and the rules of the text also have a record of text.
First, the meeting system
ERP Implementation Conference is an essential part of the implementation process, and can assist the progress of the entire ERP implementation through ERP implementation meeting, coordinating relevant personnel, discussing, and solving problems in the implementation process.
But the meeting is not casual, the wrong time discusses the error, which may include what the confession should include that the meeting system should include?
1. Organization system for the meeting
That is: What time is the opening of what a meeting is to participate in ERP, which is mainly including two kinds, one is a fixed problem discussion summary or reporting meeting, and the other is temporary to solve a problem. The conference is formerly, but should make certain regulations for the conference's agenda. These meetings include: Week / Month / Season ERP implementation summary meeting different times require different people, and for departmental managers should participate One to two related topics, the senior management of the factory, and the summary of the factories, one-week summary, it is best to personally attend the implementation of the ERP, and it is not necessary to have a hand. It is not necessarily too much time to take into account. How to effectively use a hand to be true or a problem, the meeting is not a lot of benefits. On the contrary, too intensive and boring meetings will only be bored: the meeting must reduce unnecessary participants ---- Nothing let them Stay this?
2. The document organization of the meeting
The meeting must also involve the writing of three documents: conference notice, meeting records, and regular program files formed by the conference discussion: Any meeting requires relevant document support, otherwise it is empty talk.
A, conference notice
The meeting notice should include the following: When is the meeting the theme of the conference, the aim of the theme gives the user to be prepared, and the meeting notice should also take into account which leadership, let the leadership The agenda has been understood and arranges the relevant personnel to attend.
B, meeting record
The content of a meeting that is often overlooked is that the question that is signed in our participation in the meeting is late, 8 shots will be taken nine times, and see the report because of a person's problem, is it reasonable? The meeting is signed in a meeting that is effective to prevent such problems, how to analyze the problem, which conclusions should be explained by one by one.
C, program file formed after the meeting
This part will be described later.
3. The implementation system of the conference content
The implementation of the conference content is also an important part of the meeting, but there is no effect, who will participate in such a meeting? In addition to the meeting record, the content of the meeting also forms a regular operation Guide to guide the user to continue to summarize and correct the issues in the process of implementation, so that the predetermined purpose and operation manual is different. The operation guidelines for the meeting are for a particular problem. He stipulates the problem of the problem, participating person, completion time, and the effect needed. This document is often merged with the meeting record into a document. Second, the training system
For the entire implementation process, the implementation of ERP is also essential. The content of the training includes the declaration of the rules and regulations, the promotion of the ERP concept has been directed by the ERP operation, which can be said that the training runs through the entire process of ERP implementation? What kind of training should participate in which type of training is also required to give the initial, systematic training can accelerate the process of the entire implementation. I personally think that effective training is one of the main factors of ERP implementation.
Training will also involve the training document, I personally divide the training information into the following five parts:
1. The training program needs to be considered from global before implementation, how to train, how to achieve the best effect, what steps need to pass, what is the purpose of each training?
2. Training textbooks (textual description) Description documents mainly explain conceptual problems encountered in training, such as what is ERP, MRP, inventory control, etc., simple text description can have a preliminary understanding of training materials It should also include a graphical process description (ie, flow chart), briefly introduce the entire operation process and steps.
3, training textbooks (demo documents) I often use PowerPoint to make demo files, graphical plus vivid instructions to attract users' attention.
4. Training Textbook (Operation Demonstration) Lotus screen entry software is an excellent tool, for most simple operations, we can record the entire operation procedure step, the user is unclear how to proceed when it is It can be viewed through this software ---- This textbook is especially suitable for the implementation of the initial operational guidance training.
5. Training record training records include training, teachers, training content (including textbook materials),
I have encountered the training of four times that I have complained by the user, so I have a training record and the user's own signature, otherwise I have been complained that there is no sense of justify it? Different documents are different, but there is a different requirement: Popular understanding of users to understand the ERP understanding and computer operation capacity and document writers tend to differ, so specially need to explain the problem according to the user's language, the most It can be used in conjunction with the user's manual operation, and for the operation of the ERP, according to the actual operation steps, one step will be explained.
Third, implement the operating system
The implementation operation system herein refers to the document that guides the system operation. Different companies have different problem feedback solutions, which requires you to think and develop corresponding systems in actual work.
The early development of the rules and regulations is also conducive to the assessment of ERP systems. Have you considered which documentation should be established? I simply summarizes, at least include the following sections:
1. Which documents should be included in the text document specified system, as well as the content and role of the document
2, system role, power, responsibilities set document, such documents mainly include:
a. System Authorization Manual: What is the need to authorize, what rights are granted, what is the role? Whoever is approved, who performs this operation.
b. System Information Demand Manual: What reports do users need to need to add which files need to be completed, and the files should be explained in the format and actual operation of the report, the user's demand is constantly changing, the document is also It can cause users to think about the reasonability of the requirements.
c. Fault Report Manual: How should I report when requiring a problem in this manual, a time-reporting problem, a problem registration / solving time method, and the cause of the problem, and the like. d. User Support Manual: The user's training record.
3. System Integrity Security Settings Document This section file mainly introduces the daily maintenance and backup system of the system, including:
a. System Daily Maintenance Manual When is checking the system log, when the ERP system status (data traffic, database size, disk space, etc.).
b. System Backup Manual System Backup What levels include which levels of system backups, how to back up, how to recover, etc. At the same time, the file is also upgraded to the future system upgrade, and the system needs to be upgraded.
c. The installation of the system installation setting Manual system includes two parts: the installation of the server-side installation and the installation server side of the client is mainly to prevent how to recover from the original installation disk when the system crashes, the installation recovery and backup recovery Various and client installations can belong to a part of daily maintenance.
d. How should the system failure handle The system failure should handle, for each system failure, a large ERP system fault handler should be classified according to the ERP system, the operating system, and the hardware system, and the hardware system It should be more indicative of hardware maintenance / maintenance / security service company's contact methods.
4. System business process system business processes mainly refer to the system's operating manual, strictly speaking, the operating manual includes two parts:
a. Department-Level Operating Manual This manual is written by all departments, mainly in conjunction with the actual operation of this department.
b. Operating Manual This manual is written according to the system function module. The operation of the same system function module may involve different departments. The document must be started from the global perspective, introduce each department how to cooperate and how to train This document also needs to point out that the procedures and files of the handover include the most important part of the entire document, and the ERP implementation consultant is responsible for writing.
5. The correction procedures for information The reason for the correction procedures for information is listed separately in the errors' influence on ERP systems. For example, the system's parameter settings are even causing system crashes, and data and data are often Mutual association, the generality of the whole body is generally responsible for the maintenance personnel of the data, but the data for the information must be confirmed by the relevant personnel to confirm that the program includes three parts:
a. Modification of system parameter setting This section mainly guides the revision of the ERP system maintenance personnel to the ERP system parameter setting, the revision of this part of the parameters is only a few data, setting the wrong parameters or errors. It is possible to cause the system to crash, and if necessary, the ERP system needs to be backed up when the system parameters are modified.
b. Modification of module parameters This part is also responsible for the ERP system maintenance personnel, such as adjustment of the procurement control function in the factory control or distribution module of the manufacturing module, or the modification of the module parameters such as the process recombination of the ERP system is different from the system The modification of the parameters should indicate which documents should indicate the impact of the modification. How to adjust the user operation, how to adjust it, and the operation of which documents will be modified after the parameter adjustment is required.
c. Correction basic information of basic materials refers to information that affects other modules / procedures, such as material information, warehouse information, process data, etc. Take material information as an example, need to modify the inventory unit of the material. Not only the inventory unit in the maintenance material, including the inventory data inventory unit, inventory data 100 represents 100 kg, if the inventory unit changes to grams, the inventory data should be multiplied accordingly by 1000.
d. For errors when the ERP data is performed, such as incorrect P / O, an inner order, etc., the error does not affect the operation manual of the wrong correction program when operating the operation. It will be explained.
Fourth, the feedback system of the problem
Feedback of the problem is also the problems that are often encountered in the implementation of ERP. Users often stay in that failure to process and reflect, or try to solve it, but users' permissions or capabilities often do not meet the requirements. This can only make Problem has different problems with different problem feedback solutions, which requires you to think about actual work and develop the corresponding system. There is also a relatively special problem feedback in the actual operation, that is, the software or implementation of the problem feedback to the software supplier, the feedback and fixation procedures of such issues are also part of the examinator, and the ERP system is also implemented The management of ERP system staff should be given to the ERP system issue feedback to software vendors, and cannot be delayed. Section III Implementing ERP Tips
ERP's implementation can see problems from the two perspectives of the implementation personnel of the consultant company and the implementation personnel of the factory. Due to the detailed introduction of the implementation personnel inside the factory should handle the implementation of the implementation of the ERP system. Most of the ERP system implementation of the author is mostly the general manager, the general manager is engaged, and the professional ERP manager is responsible for the implementation of the view of the project management. This is the so-called functional organization by the project manager (person in charge) coordination The work of the functional department is normal. The management mode will not be affected by a large impact. The project manager needs to have a large power to directly intervene. ERP system operations of the relevant departments, although the implementation of ERP is known as a hand project, it is often implemented in implementing unsuccessful enterprise leading ERP systems It is a friend who is familiar with the ERP system or a computer system but not too much. Although they have sufficient energy to handle problems in the ERP system, they also need them to coordinate the work between various departments, but often do not from the heart - - why?
In the actual operation, it is generally used in the new and old system and used for hand-man-handed users. They are used to meeting the first thing to be manually handled in an empty time. I also deal with the problem of the ERP system. The ERP system is how to coordinate their free time How to coordinate the work of relevant departments How to guide users from the old system to ERP system operation is our focus of this discussion.
First, if the personnel implemented by ERP do not have a relatively large power, it should not be again competed with the manager of the function or should not let it feel that you will implement the right to compete with him is to build a complete management system. Strengthen the support of the implementation of ERP system through the management system of high-level approval of the company.
At the same time, by the detailed operating manual, the user is operated, and the operation process is adjusted by the problem feedback mechanism, and the error is corrected. Secondly by changing the manual partial operation, the complete operation of the ERP system and the manual system can reduce the workload of manual operations through the ERP system - not adding the user's burden.
The three, so that the company's high-rise in the process of implementing catalysts in the process of ERP system, even to make a monthly session of the holiday, the monthly regular session was held by the company's high-level organization, and we will provide a detailed information to facilitate the implementation of high-level control system. For problems in the system implementation, we will not be too excited to criticize the relevant personnel but to make it realize the importance of the problem, and improved under our guidance, the most important thing in the implementation process: First, let companies understand The state and progress implemented by the system, and the high-level strong support is obtained. It can be said that the strength of the high-level support is the key to the implementation of the ERP. In the case of the implementation, there are currently two methods: overall switching method, segment adjustment consultants general recommendation: through two to three months trial, adjust the warehouse inventory at a certain time and update finance For birth information, it is actually switched to normal ERP production at one time. This kind of switching is difficult to success ----- Especially in the test information is not complete enough, we use segment adjustment methods when training is not in place: first from the procurement system, control the import and out of the raw materials, to ensure the PO receipt and The real thing is consistent. After a month of operation, the relevant personnel have no problem, and the sales system will be cut to the sales system, ensure that the sales list and the finished goods delivery can not think that all problems can be solved by simple training, especially for MRP and The problem of the birth plan, issued by more constant adjustment systems and the actual operation of the actual operation to meet the perfect cooperation.
The implementation process is also a process of restructuring of business processes. It is necessary to adjust the manual operation of many departments, which will also affect the interests of the relevant departments, which must also be recognized by the company's high level. The adjustment of the information is a long process. For some companies, it may take a year or even longer. As the saying goes, it is good to eat a fat man, and the meeting in the implementation process is also an internal negotiation process. Requires ERP system implemenia pays very much attention to the skills of negotiations, analyzes the problem, and organizes the problem, and even thinks about the mood of the relevant department's supervisor, don't insert the mouth, you can do it, I also also Not much to say, maybe the process of implementation will have some pain, but it is the executive mechanism of people in all aspects of exercise, especially to cultivate user initiative, reflect the ability of the problem, this is also the ERP system An inspection of the capacity of the implementation personnel. The internal ERP system implementer is also easy to develop the habit of relying on consultants, that is, the consultant of the general expectation consultant can help them issue problems, and put forward the problem that the implementation personnel have been very clear about the various problems in the company, they will also send I hope to ask for consultants, or ask for consultants to help them - this is a typical lack of self-confidence, especially if they often think that they are not in the company's unintentional implementors: Since they are consultants, they have more Rich experience, but also the company's boss, the boss will naturally respect their opinions, and they will ask questions that the executive ERP project management personnel will also think: I have spent the money, please come, nature To send and solve it by them -? Otherwise, is it not white?
When you go to see, the consultant will also think that I don't understand the company's internal situation, I will have a big impact on the company's image, as long as there is no statement in the contract, I can only open my eyes, close I don't say it, I can say that I can say less, I don't say that the views of the two sides are actually practiced, and they are used to think about problems in their own perspective, rather than considering solving problems, and don't understand the specific operation of the company. In the case of the situation and power distribution, the consultants will never dare to make their opinions. If they mentioned, then they will be the documents in writing ---- Xinkou is a taboo! Therefore, the correct way should be: Who is issued by whoever, who decided by both parties, and decided in writing, main responsibility is still in the factory's internal situation, and their internal situation is more understanding, the system implementation follow-up Work is also responsible for them, considering the problem, it must be long and comprehensive.
Section IV Winning the implementation of ERP system from the perspective of project management
The ERP system implementation here includes not only the preparations for the previous period, but also the later working handover from project management, ERP system implementation includes project preparation, project assessment, project negotiation, project implementation, project transfer, project transfer Range management, project time management, project fees management, project quality management, project communication management, project risk management, project procurement management, project transfer management, etc. nine units.
Project preparation
The project preparation is mainly to evaluate the feasibility and necessity of the implementation of the ERP system. According to the ERP software supplier, no company does not need to manage it with an ERP system. Is it true? The company's high-level decision will inevitably have his reasons when using an ERP system, and this reason may only need to achieve its purpose by simple strengthening manual management, and the use of ERP systems with a large festival to manage the delay. Time will eventually let the boss lose interest. However, I can't get the company's high-level ERP system. Only one deadline, the ERP system project manager must first clarify the intention of the company's leadership, and quantify it: implement the ERP system, sales, birth or inventory management must reach one What levels can be improved through other routes.
For some companies, the internal management itself is very confusing. If we rash in the implementation of the ERP system, you can only make a mess in the ERP system, but increase the burden of employees; Erp should also be developed when assessing the system The implementation range of the system, participating personnel, progress plan, cost budget, these quantified information can not blindly look for ERP suppliers; at this stage, the project should be clarified, and the project is responsible for the form of written documents People are in the company's internal position, making the teacher's name through the document clearly in the process of collecting instructions and system implementation, the relevant business unit should give the relevant business unit to give the project implementing personnel, the implementation of the project implementation person is unimedious, the whole project implementation, there are many Corporate habits are the title of the company's old pair hanging up the responsible person of the ERP system, but the project implementation person in the actual operation is too busy for the excuse, and the technical personnel of the specific project do not have the corresponding power to control the whole. The project, that is, the so-called responsibility is no right, and the progress implemented in this situation will be struggling. Project Evaluation
The project assessment is mainly for the choice of software suppliers, that is, project procurement management may find ten ERP software suppliers. After preliminary comparison will function, price, strength and plan far from the supplier, the supplier is excluded, Then, the remaining proceedings of the projects that often have some responsible techniques originate, and they are used to finding the technical powerful, well-known ERP software, and the brand of the ERP project selection is available --- In essence, the company's budget or plan does not meet the requirements of the implementation of the advanced system, this approach will only delay the time of others. The results of the assessment need to be listed in the form of reports, including: ERP system implementation scope, cost range, basic situation of the company's industry, eligible ERP software and software (company creation time, development platform, use platform ), Excellent, lack, applicable industry, industry success cases, evaluation software situation comparison, implementation method recommendations, implementation cost budget (software offer), etc. Because ERP system implementation is only the internal project, so on the superiors Report content is omitted here.
Project negotiation
Project negotiations refer to the implementation methods and cost issues of ERP project staff and ERP suppliers. The initial quotation has made a pavement for project negotiations, and the agreement will be explicitly expressed by negotiations.
First, cost calculation method
ERP project implementation, that is, software and implementation requires software for calculating the same value of 100,000 yuan, the implementation cycle is too long, and the implementation fee may be as high as 1 million yuan. In general, the ERP software supplier sells a standard function software, that is, software includes partial functions in distribution, manufacturing, finance, system maintenance, other special requirements, additional charges (such as some software advanced distribution, advanced Health plan, human resources, system secondary development module) At the same time, software also comes with several concurrent use users (generally 5), such as customers need to increase concurrent user prices, press each additional or 5 calculations (also known as BAAN The system has been used in May 2001 to calculate the price of ordinary users. The number of concurrency users is the number of users who can use the user of the system. For example, the system allows both users to generally do not limit the total user using the ERP system. Quantity, and limit the number of users of concurrent access systems determine that the concurrent users can consider from the following aspects:
1, the number of modules of the system This module is not a large distribution, manufacturing module, but the basic data, born, procurement, sales, warehouse, human resources, list management, etc., this type of module is generally made of a certain department. It can be responsible for one to two alone.
2, the department of the ERP system is completed in the collection, the number of concurrent numbers is 1 or 2, and the material data is maintained by the two departments, and the user cannot be less than 2; for project management personnel In addition to ensuring that users must use the ERP system to prevent redundancy to prevent rapid increase in the number of users in the future; the period of implementation is also a major reason for the cost of ERP system costs. Consultants. Every day's implementation cost is generally 800 ~ 1800 US dollars, how much should 5 implementation consultants implement 3 months? It should be noted that the internationally renowned software and implementation of the implementation of the case software company in different companies have considered issues from the perspective of ERP system development and design, respectively, rather than in accordance with the specific circumstances of the project implementation unit. The price of the consultant company agent generally is generally higher than the price of the software developer (agency fee), and the consultant company agent software also limits the user's choice ---- is not a set of software to adapt to all companies can't Because the software limits the user implementation.
Second, common ERP systems and implementation costs
SAP, ORACLE, JDE, PEOPLESOFT, BAAN system generally lowest software, implemented total costs of more than 2 million yuan (very small functionally simple implementation cycle project costs can be below 2 million) and QAD, SYMIX, Macola, Scala Software, ACCPAC, LILY VM, etc., the implementation costs are generally between 700,000 to 2.5 million; if the project implements the total investment of 600,000, it can only choose the domestic ERP software (the above fees are for reference only !!! )
Third, project negotiation content
Before the project negotiation, an ERP software consultant needs an initial investigation of the company's preliminary research. It is necessary to pay for the specific consultant to see the specific consultant. The purpose is to let the consultant have a preliminary understanding of the project implementation enterprise. It is necessary to analyze the resources (software, hardware, and other) of the company's implementation project, the company's current situation (human, material, management, organizational structure, etc.), the company currently exists, the goal of the expectation, and to achieve the goal needs Which improvements, the solution to these problems in the project implementation, the need to implement an ERP system, which needs to be a very important job, that is, before the project signing, it is recommended to quantify the company's management status: annual value, employee, year Profit, mean inventory value, monthly average overtime hours. . . . . . These quantified information will be used as a subsequent evaluation of the implementation cost and software costs, such as the software fees, etc., as well as the process of negotiation implementation, for example, whether the consultant is required to provide the Company's Survey Report, Do you need a consultant to carry out business process restructuring of the company, how to train users, what levels should be achieved after training, etc. Many things that need to be decided. Some people will be able to sign a specific contract. The content is no longer narrative in this article, and it is possible to tell you that the implementation investigation report I have seen more than 100 pages.
Project implementation
The implementation of the ERP system is generally divided into three steps: the system training phase, the system trial operation phase, the length of time in the system online phase is related to the details of the contract negotiation, here I will be every stage
Ask questions need to be a brief description
First, the system training stage
The system training phase refers to the consultation company / software company to operate and implement training for the company's ERP users, and the consultant only trains the KEY USER of the ERP system, and the training of the ERP data personnel to the specific operation is responsible for being here. Make a brief explanation for the task of Key User and End User:
Key User: The key user of the ERP system is generally composed of relevant business units in the process of implementation of KEY USER, generally not responsible for data entry, only responsible for the oversight control and implementation guidance of a business module for ERP system (training). The business function module requires at least one Key User responsible.
End User: End User of ERP System Responsible for ERP System Data Materials Entry and Daily Works Due to the actual operation End USER often changes (work mobilization, leave, leave, leave, etc.), so there must be two to work. The three END USER actual operation can also consider the file that END USER works in a file that needs to be added to each other, and the KEY USER and END USER for each system is responsible for each system, and the USER does not deal with agents when working. During the training process, the three have, that is, a clear purpose, there is a suitable textbook, a specific evaluation (evaluation) project training time is related to the implementation cost of the ERP system, some computer operations (such as Win98, Word, Excel, etc. Training is not necessary to deal with consultants (such issues) Training ERP system operation in the company in a company that is directly turned directly to ERP system, also needs to train the company's ability to use function modules. Other unrelated expansion modules can train less or not training. Formal consultants will have their own standard textbooks, but they need to be approved by the company's ERP project leader before training: Many textbooks are formulated in accordance with standard processes, the textbook is not compliant The company's actual situation, can the company understand the content of the textbook, but need to conduct a review; each training must have a result, and the judgment of the results need to be related to the two parts: learning content for students Assessment and assessment of teacher guidance capabilities (evaluation) The method of paying attention to the evaluation is required to prevent evaluation. The content in system training should be determined according to the implementation method in the project contract. In the process of the entire training, there should be one to two ERP system implementers (the person in charge of the ERP system) to participate in all training programs to facilitate future System maintenance.
Second, the system trial operation stage
The trial operation phase of the ERP system refers to the company's ERP system operators (including key user and end user) under the guidance of the consultant, and fully test the ERP system in the future operation mode. Two: All processes should Fully followed the processes and procedures used in the formally implementation of ERP, all data should be as close as possible to the original data, and can be issued from the process of implementation.
One problem in the trial operation is to make it, the process has a problem, and the data is not allowed to make it in time. In this way, it is very difficult to issue a problem in the trial operation, and the person in charge of the ERP system can consider designing a special purpose during the trial operation. The form is used for registration issues, and the recommendation of the ERP consultant is recorded, and all methods are tested one by one, and to find the best solution; the trial operation phase is inevitable to adjust the personnel or operation of each business unit, due to involving To the redistribution of power, especially the high-level support of the company is especially required; directly affecting the preparation of the trial operation period is that the previous data preparation has been mentioned, and the relevant basic data has been collected in the project plan phase. The system training phase can consider gradually improve the data of these data under the guidance of the consultancy, and the system's test is improved, and it can be timely and accurate.
Many consultants also integrate system training and system trial operation, which is the purpose of reducing system implementation. In fact, training and trial operation is two completely different stages, and the focus is different. Work is also different. Don't ignore any one-time trial operation phase when I have saved money, I'm not allowing one to two all-round consultants to resolve problems, if the company The person in charge of the ERP project is familiar with the system and can assume the corresponding tasks, and the requirements can be lower.
Third, the system is online
The system is online refers to the phase of the ERP system in the company's internal official trial, and the official line can be divided into: Splitting block is gradually online and the system is fully online.
1. System once a comprehensive launch system is a comprehensive online refers to clearing the test data in the ERP system, and enters new, officially used data simultaneously, the advantage of the old manual operation, the garbage in the ERP system Extremely, the switch is relatively easy, and the results are easy to be seen by the company's high-level, but it is obvious that any problem in the implementation process will affect the accuracy of other modules, the quality of the ERP operator high expectation.
2, the division block is gradually online
The division block is gradually online refers to the process of improving a module during the process of the ERP system, and corrects the content of the data correcting and gradually completes the content of other modules. The system is stable and solid, and the system is officially launched. The problem is very short. The system switching process is not obvious, and there are many spam data. Especially for the financial module, the time that the implementation may be dragged long and long, there are two views when using the method for implementing the ERP system, that is, the financial module, or first implement other easier modules (purchases, sales, etc. ) The specific method and recommendation have been discussed before, and there is no longer discussed in detail herein.
For most consultants, it is highly recommended to be a comprehensive launch, but this method is extremely difficult to prepare for insufficient pre-preparatory work. When the system is online, the consultant is required to guide the process of online. The contents of the guidance mainly include: the backup and recovery of the original system, the reuse of the original data, the system parameters, the confirmation of system stability, etc.
After all the stages are completed, the two sides of the implementation should be signed for the results of this stage to confirm that the structure and plan of this article are not in the process of collecting incomplete and their own time problems. The evaluation of the "1 million" 左 ERP system is no longer Continue, the next stage will consider the help of all the helps, this article hopes that you can propose Pek Intercontinations and suggestions.
Published in SMILING CRM Technology Discussion Forum
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