Introduction.

Starting with ERP can be a rather complicated process. That is why having a tested and documented implementation process is essential.For the system you need support for the complete implementation process which can take up to 1-2 years to complete.

The basic ERP functionality

These 8 steps are for an full ERP implementation process which requires a larger project organization.
  1. Introduction.
    1. Introduce this implementation process.
    2. Introduce the Scrum implementation framework.
    3. Explain roles and responsibilities.
  2. Document current situation.
    1. Automated processes.
      1. Systems and technology used.
      2. Data and data organization.
      3. Reports.
      4. Employee roles involved.
      5. Employee expert contact.
    2. Manual processes.
      1. Process description.
      2. Employee roles involved.
      3. Employee expert contact.
  3. Document the future situation.
    1. List employee roles involved.(Used in security)
    2. List the input every employee function needs to receive.
    3. List the actions every employee function need to perform.
    4. Define required reports and further output and/or interfaces.
  4. Create the Scrum requirements backlog of actions to go from current to future situation.
    1. Create Scrum backlog, a list of actions in priority order.
    2. Align backlog with existing OFBiz function. (system customization or organization change?)
    3. Estimate time for every backlog item.
    4. Prioritize backlog listing.
  5. Define project organization and setup Scrum support system.
    1. CEO or member of board of directors, Steering committee.
    2. Product owner, responsible for the backlog.
    3. Implementation team(s).
    4. Share holders for read access to the scrum support system.
    5. Set up the Scrum support system and import created backlog in previous step.
    6. Create all required log-ins in the Scrum system and notify by email.
  6. Implement top number 1-x backlog in first sprint.
    1. Implementation of backlog.
    2. Create automated test.
    3. Create installation/end user documentation/help screens.
    4. When finished start the next sprint until completed.
  7. Installation preparation.
    1. Test installation.
    2. Data conversion test.
    3. User acceptance test.
    4. User/Sysadmin training.
    5. Roll back test.
    6. Backup test.
    7. System load test.
  8. Go live.
    1. Last conversion.
    2. Last user test.
    3. Make the system available.