How to Prepare Your Organization for An ERP Upgrade

ERP Upgrade

Enterprise resource planning (ERP) systems are crucial nowadays for businesses. Most ERP software applications help companies integrate all the processes necessary to run operations with a single system. And, although ERP systems are highly comprehensive and versatile, a time will come when an upgrade would be necessary.  

Always remember that ERP upgrades are crucial for your business operations. If you prepare for an upcoming upgrade, it can positively impact the continuous improvement of your business processes. If you need professional assistance during this time, checking out reliable service providers, such as JD Edwards consultancy, would be a good start.


Why Upgrade Your ERP System? 

There are several reasons why upgrading your ERP system is worth considering. Here are some of the benefits of upgrading your system soon:

  • Gain access to the latest system. As technology constantly improves, your system might already be out of date. 
  • Better vendor support. You shouldn’t delay getting an upgrade since most vendors will eventually stop supporting the older releases. 
  • No need for comprehensive training. A refresher course might be enough to introduce your employees to the new additions to the system. 


Crucial Steps When Preparing for An ERP Upgrade  

1. Look for Ways to Streamline Your System 

Once you decide to upgrade to a new ERP version, try to streamline the current one to ensure a positive impact on the overall efficiency level.  

Go through all aspects and the available options to maximize the upgrade. Consider creating a list to outline areas requiring improvements and points where the current system might be lacking.  

During the upgrade, it’s best to include frequent users of the system since they usually have more insights regarding inefficiencies, problem points, or errors.  


2. Check Out the Extensions and Modules of Your Current Solution 

When implementing an ERP solution, some modules might not be present. Now that you’re getting an update, you might want to check if there are additional modules to include to fill any gap.  

Carefully assess unused modules to determine if they benefit your business operations once they undergo configuration during the upgrade project.  


3. Ensure All Information are Up to Date 

As part of the preparation for an ERP upgrade, you need to set aside time to ensure that certain elements, such as procedures, policies, and documentation, are up to date. Remember, most likely, there have been changes since the initial implementation.  

You should meticulously review applications, documentation, and procedures to ensure they’re up to date. The updates will significantly help in maintaining efficiency, compliance, and consistency in your company. 


4. Analyze the Workflow, Processes, and Reporting 

Aside from the documentation, the processes might change over time. Assessing the workflow and ensuring all tools play a role should be crucial considerations. 

If you’re going to upgrade, check if the workflows satisfy the audit and business needs. You should check if the new modules or features can improve the workflows and processes.  

As for the reporting, make it a priority to ensure that all reports comply with the standards and showcase crucial business details. During the upgrade, it’s the right time to discuss with those involved and thoroughly analyze the reports to determine if there’s a need for further improvement. 


5. Create a Plan and Assemble a Team  

One way to ensure the success is to create a plan and assign a team to handle it. Select a team with suitable skill sets and experience. With a plan and a team in place, it’ll help ensure a seamless process, while covering all the necessary modifications and updates.  

Don’t’ forget to align the objectives of the upgrade and your company. Doing so will ensure those involved fully understand the reason and importance of the update. 


6. Evaluate the New System Update 

Once everything is in place, it’s crucial to check on those utilizing the system after a few weeks. Make sure to cater to questions or concerns about the system.  

You should also evaluate the system to ensure everything is running optimally. With the upgrade, it’ll help your business get the most out of the ERP system, while getting the proper support and maintaining optimum efficiency. 



An ERP upgrade for your business will surely bring in more benefits to the business operations. As advancements continue to become available, keep your business up to date at all times. When you need to upgrade your system, these measures will significantly help ensure a seamless process in your business operations.