Category: articles

What are the types of ERP systems?

Post author By Maksymilian Śniegocki
Post date February 1, 2024
No Comments on What are the types of ERP systems?

Table of contents

What criteria should you consider when choosing an ERP system?
What are user opinions on various ERP systems?
What are the costs of implementing and maintaining an ERP system?

ERP (Enterprise Resource Planning) systems are crucial for effective business management. They allow different business processes and departments to be integrated into one cohesive environment, helping to streamline operations and make better decisions. There are many types of ERP systems, each of which can be tailored to the specific needs and size of the enterprise.

In this article, we will focus mainly on two types of ERP systems from Microsoft: Microsoft Dynamics 365 and Microsoft Dynamics Business Central.

Microsoft Dynamics 365 is an advanced ERP system that offers a comprehensive range of tools and features that can be customized for different industries and business needs. This flexible ERP software allows you to manage many aspects of your business, such as sales, customer service, project management, marketing, finance, and more. With online and cloud access, Microsoft Dynamics 365 allows employees to access data from any location and device, making it much easier to manage your business.

Microsoft Dynamics Business Central is an ERP system for small and medium-sized businesses. It is a financial, sales, purchasing, inventory, and production management solution that integrates with other Microsoft applications such as Microsoft 365 – Word, Excel, Outlook, and Teams. Dynamics Business Central provides tools to streamline business operations and helps make data-driven decisions.

What criteria should you consider when choosing an ERP system?

In the context of Microsoft ERP systems, namely Microsoft Dynamics 365 and Microsoft Dynamics Business Central, several criteria are worth considering when choosing the right solution. Here are the main aspects to pay attention to:

the first criterion in selecting an ERP system is its functional scope. ERP software must meet the unique needs of the company. Microsoft ERP systems offer many functions, including sales, marketing, customer service, finance, and operations management,
it is essential that the ERP system grows with the business. Both Dynamics 365 and Business Central enable scalable solutions, which means they can be adapted to the changing needs of the organization,
the ERP system must be able to connect with other existing systems in the company. In the case of Microsoft Dynamics solutions, they can be easily integrated with other Microsoft products, such as Microsoft 365 or Microsoft Azure,
Microsoft Dynamics offers a cloud-based option, which means you can access the system from anywhere, which is especially important in today's remote working environment,
Microsoft is known for regular updates and technical support. The ERP system is easy to implement but also provides continuity of service and comes with new features,
it is helpful to understand the total cost of implementing and maintaining an ERP system. Microsoft Dynamics 365 and Business Central have different pricing models, so it's essential to choose the model that best fits your business budget,
some industries require specialized ERP modules. Microsoft Dynamics offers several industry-specific applications that can make it easier to customize the system to meet specific needs,
data security and compliance are essential in an increasingly stringent data protection regulation era. Microsoft products are compliant with the latest regulations.
pay attention to reviews of other companies using these systems and check with the vendor to see what references it can provide,
finally, a key factor is the availability of training and technical support. Companies should ensure adequate support when implementing and using the system.

What are user opinions on various ERP systems?

User opinions on available ERP systems vary and depend on industry, company size, and individual needs. However, the differences in user opinions on ERP systems are mainly due to respective companies’ unique needs and expectations. Some users may be satisfied with the features and performance of Microsoft Dynamics Business Central, while others may prefer the features offered by the more extensive Microsoft Dynamics 365 ERP system.

ERP systems are highly valued for their ability to increase productivity and streamline operations. However, choosing the right ERP system depends on a company’s needs, budget, and growth strategy. Therefore, please carefully review the available options before deciding and consulting with ERP experts.

What are the costs of implementing and maintaining an ERP system?

Implementing and maintaining an ERP system is integral to many companies’ business strategy. However, before deciding to implement such a system, you must familiarize yourself with the implementation costs.

Implementation costs

purchasing a license for an ERP system such as Microsoft Dynamics 365 or Business Central is one of the most significant investments. Costs can vary depending on the system and type of license,
ERP system implementation requires advanced knowledge and experience. Hiring a consultant or company specializing in implementing ERP systems is essential. Consulting costs include salaries and possible travel expenses,
companies often need to customize their ERP systems to meet their unique needs. This may require the development of custom modules and incur additional costs for,
employee training.

Maintenance costs

regular payment of ERP software license fees. These fees can be monthly or annual, depending on the option chosen,
technical support from the ERP software vendor,
the ERP system is constantly being developed and updated. Companies should invest in system upgrades and expansions as their business grows,
for on-premises systems, companies incur costs related to servers, hardware, and secure IT infrastructure.

articles Business knowledge

KSeF – what is it?

Table of contents

KSeF – since when?
KSeF – how does it work?
How do we prepare for the implementation of the KSeF system?

The National e-Invoicing System (KSeF) is a modern response to the growing demand for electronic document exchange in Poland. It’s an official system that collects, processes, and provides invoices electronically. The introduction of KSeF aims to simplify the settlement process, enhance transaction efficiency, and improve control over document flow.

Companies can issue invoices electronically within the system, leading to time and cost savings. Invoices are stored in a central database, facilitating archiving and making them easily accessible for both the issuer and the recipient. The introduction of KSeF also aims to combat tax fraud since electronic invoices are more difficult to falsify than their paper counterparts.

KSeF - since when?

The initiative to introduce KSeF in Poland gained popularity in recent years. The system’s launch took place after a series of consultations, tests, and adaptation works. Officially, KSeF started operating in 2023, marking a significant step towards the digitization of the economy and enabling more automated handling of financial transactions. Using KSeF will be mandatory from July 1, 2024, for active VAT taxpayers and from January 1, 2025, for taxpayers exempt from VAT both subjectively and objectively.

KSeF - how does it work?

The core functionality of KSeF is storing invoices electronically in one centralized location. Entrepreneurs want to use the system to register and submit invoices electronically, which are verified and processed.

As a result, state institutions and entrepreneurs have access to up-to-date and complete invoice data. This streamlines settlement processes enables faster transaction verification and ensures better control over fund flows. This happens in a secure environment, maintaining all personal data protection standards.

Critical features of KSeF include:

Issuing an invoice: After logging into the system, entrepreneurs can issue an invoice in a structured form. This means the invoice is created according to a specific schema, facilitating automatic processing.
Sending the invoice: Once issued, the invoice is automatically sent to the recipient through the KSeF system. The recipient is informed about the new invoice and can review and accept it.
Storing the invoice: All invoices issued through the system are stored in a central database, allowing entrepreneurs easy access to their invoices anytime.
Integration with other systems: KSeF allows integration with various accounting and financial systems, automatically automating the invoice booking process.
Security: The system ensures a high level of data security. Invoices are stored securely against unauthorized access, and all communication with the system is encrypted.
Availability: KSeF is available 24/7, meaning entrepreneurs can issue and review invoices anytime.

How do we prepare for the implementation of the KSeF system?

Preparing for the KSeF implementation requires several key steps:

Education and information: It's crucial to understand how the system works, its benefits, and requirements for entrepreneurs. It's worthwhile to attend dedicated trainings and webinars on the topic.
Software update: Many companies use specific accounting or financial software. Ensure your software is compatible with KSeF or plan an update facilitating system integration.
System registration: Before using KSeF, you need to register in it. The process is relatively simple, but preparing all necessary documents in advance is a good idea.
Testing: Before entirely using the system, conducting a series of tests is wise to ensure all processes function correctly and identify potential issues early.
Support for employees: Introducing a new system always involves changes in daily operations. It's essential to organize training for employees responsible for invoice handling and provide them support in the initial stages of using KSeF.

The introduction of KSeF represents a significant advancement in Poland’s digitization of business processes. Therefore, entrepreneurs can expect more efficient and transparent financial document management. Staying updated and adapting to the new system’s requirements is crucial.

Inlogica, known for delivering advanced technological solutions, offers a professional tool for handling the National e-Invoicing System (KSeF), specifically designed for Microsoft Dynamics systems. With this solution, users of the Microsoft Dynamics platform can seamlessly integrate with KSeF, enabling effective management and processing of electronic invoices in line with the latest standards. Not only is this solution efficient but it’s also designed with maximum security and optimization of e-invoice-related processes in mind. Thanks to the innovative technologies that Inlogica has implemented in their product, companies using Microsoft Dynamics systems are now better equipped to meet the requirements of the modern digital economy in Poland.

Check our application: https://inlogica.com/en/products-and-services/ksef-national-system-of-e-invoices/

articles Business knowledge

Payment congestion – what is it and how to avoid it?

Post author By Maksymilian Śniegocki
Post date January 18, 2024
No Comments on Payment congestion – what is it and how to avoid it?

Table of contents

Payment congestion: what is it?
What are the causes of payment congestion?
Payment congestion, what is its threat?
How do we deal with payment congestion?

Payment congestion: what is it?

These are payment delays that can result from various reasons, such as financial difficulties, cash flow problems, inefficient accounting processes, or a deliberate decision by the company.

Avoiding late payments is essential for maintaining healthy business relationships and ensuring the company’s liquidity. This requires accurate payment tracking, effective cash flow management, payment process automation, and a proactive approach to financial risk management.

The Law on Payment Congestion regulates the timing of payment of invoices and financial obligations in business-to-business commercial transactions. Its purpose is to avoid excessive payment delays, protect the interests of suppliers, and promote fair practices. The main elements of such legislation are establishing maximum payment terms, penalties for late payment, rules for extending payment terms, information obligations, and protection of suppliers.

The maximum payment term for the 2023 invoice is 60 days from the delivery date. The deadline can be extended, but this must be by the law and fairness to creditors.

What are the causes of payment congestion?

The causes of payment congestion can vary due to many factors.

Here are some of them:

financial difficulties related to the lack of funds to make payments on time
inadequate liquidity management
accounting processes and invoices - errors in accounting processes, incomplete or incorrect documents
conflicts with a customer or supplier
ambiguities in communication between contracting parties
delays in the flow of information
internal problems of the company - changes in structure, layoffs of employees
unpredictable market changes, such as a decline in demand for the company's products or services
excessive payment terms can cause difficulties in settling payments with their suppliers
sudden expenses or investments.

It is worth identifying these causes and taking action to avoid payment congestion and effectively manage payments in the company.

Payment congestion, what is its threat?

Even single payment congestion can be a problem for both companies awaiting their payments and those that delay payments.

Here are some of them:

poor relations with suppliers may cause problems in obtaining products or services in the future
penalties and interest
a deteriorating reputation can create an impression of dishonesty or financial uncertainty
increased financial costs by paying penalties and interest, which affects profitability
the threat of liquidation. In extreme cases, especially for small companies, payment bottlenecks can lead to financial difficulties so severe that the company faces the risk of bankruptcy
liquidity problems make it challenging to settle its financial obligations
loss of customers. If the company is a supplier of products or services, delays in payment can discourage customers and lead them to seek other suppliers
difficulties in planning future investments and expenditures
deterioration of internal relations
legal risks. In some cases, payment congestion can lead to disputes and legal risks related to violations of contracts or payment regulations.

Therefore, it is essential to effectively manage payments to avoid these potential risks and ensure the company’s liquidity.

How do we deal with payment congestion?

Solutions to this problem require several vital steps:

monitor and identify problems - collect information on late payments
negotiate new payment terms with suppliers
focus on effective management of the company's cash flow
use automation of accounting and payment processes to reduce time and errors
find areas where costs can be reduced
develop a plan to repay outstanding payments and follow it
if you are a supplier, consider flexible payment terms for customers
use a loan or credit if necessary
change your company's accounting and payment processes
track progress and report on payment management solutions
seek financial advice in developing strategies to manage payments and avoid payment bottlenecks.

INLOGICA has prepared a modification for the ERP systems Microsoft Dynamics AX 4, 2009, 2012 and Microsoft Dynamics 365, which prevents payment congestions by reporting overdue payments from customers and to suppliers. In case of an audit by the Office of Competition and Consumer Protection, we have full documentation to avoid messy fines.

Check out our application: https://inlogica.com/produkty-i-uslugi/zatory-platnicze/

articles Business knowledge

What is JPK?

Table of contents

Who introduced the JPK?
Who is affected by the JPK?
When JPK is not required?
Standard Audit File – How to submit it and where to send it?
Generation of JPK files in accounting programs

The article refers to the SAF-T (en. Standard Audit File for Tax) file, valid in Poland under JPK (pl. Jednolity Plik Kontrolny). In this article, we will use the phrase JPK to make it easier to understand.

The Standard Audit File, or JPK, is a term that many people, especially those unfamiliar with tax and accounting issues, may need help understanding. However, it is an important concept that plays a crucial role in business in Poland.

A JPK, or Standard Control File, is an electronic document containing information about transactions made by an entrepreneur during his business activities. The most critical JPK is the JPK VAT, which includes detailed value-added tax (VAT) payment information. Value-added tax (VAT) payment information The launch of the JPK is part of a broader initiative to improve tax audits and combat illegal trade.

Who introduced the JPK?

The Ministry of Finance introduced JPK in response to the need to streamline the collection and analysis of tax information. With JPK, businesses can submit VAT data, i.e., the standard VAT Control File (JPK VAT) and other tax returns in a standardized electronic format. This has streamlined the JPK filing process, eliminating the need for manual paper filing.

When was JPK introduced? The first stage of JPK for VAT was introduced on July 1, 2016, for large entities. The second stage applies to small and medium-sized entities as of January 1, 2017, while microenterprises must file JPK as of January 1, 2018. From then on, businesses must send VAT JPK on specific monthly dates. Since then, JPK has become an essential part of the tax settlement process in Poland.

Who is affected by the JPK?

This obligation primarily applies to entrepreneurs conducting business activities in Poland subject to VAT and other taxes, such as CIT (corporate income tax) or PIT (personal income tax). In practice, this means that most companies operating in Poland must file JPK regularly. However, the exact requirements may vary depending on the type of business and form of taxation.

When JPK is not required?

First, it is essential to remember that the JPK is only mandatory for VAT taxpayers. This means that individuals running a business, a company, or another entity, not a VAT taxpayer, are not required to report VAT to JPK. The critical criterion is, therefore, VAT taxpayer status.

Another situation in which it is unnecessary to submit a JPK is the period before the company is registered as a VAT taxpayer. This means newly registered entrepreneurs do not have to send JPK until officially registered for VAT. In addition, there is no obligation to file a JPK if the taxpayer has not conducted business activities for a certain period and, therefore, has not earned income subject to VAT. In such a case, sending a JPK VAT is unnecessary.

Standard Audit File - How to submit it and where to send it?

To file JPK, an entrepreneur must prepare documents in a suitable format that meets the technical requirements. It is best to use the JPK generator program, available on the website of the Ministry of Finance. Once the documents are prepared, the entrepreneur must log on to Podatki.gov.pl and submit the JPK to the relevant tax authority.

The VAT JPK file should be sent to the relevant tax authority via the online e-Declarations system on Podatki.gov.pl. To file a JPK, each bidder must have a suitably qualified electronic ID. After sending the document, the system will automatically confirm receipt of the document and any errors in the file.

Generation of JPK files in accounting programs

To create a JPK, one must use appropriate accounting software that meets the requirements of the tax authorities. Accounting software programs can automatically create JPK files based on entered accounting data. Please make sure your software is updated regularly to make sure it complies with the latest regulations.

INLOGICA has prepared a modification for Microsoft Dynamics AX 4, 2009, 2012, and Microsoft Dynamics 365 ERP systems, with which you can quickly generate a JPK file based on data from the system. In addition, it is possible to directly send the file from the system level to the appropriate tax authority and receive an Official Certificate of Receipt (UPO).

Check out our application: https://inlogica.com/en/products-and-services/jpk/

articles Dynamics 365/AX INLOGICA products Recommended

Letting go of documentation – Mistake 7 – ERP D365 implementations

Post author By Maksymilian Śniegocki
Post date January 4, 2024
No Comments on Letting go of documentation – Mistake 7 – ERP D365 implementations

7
Letting go of documentation

Regardless of the industry or project, you often hear, “Do you have it on email?”

And no wonder. This is essential in any job where we rely on other people’s decisions, especially when money and the time input of an entire team of specialists.

Usually, the obstacle to writing down the arrangements after business, working, and summary meetings is the need for more time. Structures “by word of mouth” prevail. Mutual trust is essential, but there are aspects where you should act according to the principle of limited faith on the road. It is better to be wise before any harm is done and document all project arrangements.

This way, we will avoid misunderstandings, and the work will go according to the previous record. Each time, we can change the record or update the status or scope of tasks.

We know the unwritten rule that a working system is more important than detailed documentation. However, we prefer not to risk “in-your-face” arrangements.

Let’s strive to define acceptance criteria for the task or at least establish a definition of task completion.

Otherwise, we may get something we no longer need, didn’t order in the first place, or not get what we wanted.

An efficient implementation is characterized by design flexibility. However, it is essential to record a common understanding of the purpose and scope of the performance in the contract or other project document. And the so-called “word-of-mouth” arrangements are better documented as a summary in an email or other established communication tool. This will save time and money as a result.

Hiding behind the lack of time to write a summary email is incomprehensible because, in practice, it often does not take more than a quarter of an hour and costs as much as nothing (although de facto, it does cost – and must be part of the recorded work effort in the project).

Thanks to the documentation, we have the assumptions written down in case of a misunderstanding, error, or simply “screwing things up” during implementation. In case of contentious issues, both on the part of the client and the implementation team, there will be something to refer to. Common sense in such a situation often avoids nerves and rising costs. It is worth having everything “in black and white.”

Top tips

Invest time in documenting your assumptions business.
Use process maps, graphics, and diagrams where possible.
Consider the preparation of documentation for end users - it will be helpful when introducing new employees.
Include time and budget for drafting documentation in the work schedule.

This is the last publication. If you want to download them all as a free ebook check out the link.

articles Dynamics 365/AX INLOGICA products Recommended

Overestimated budget – Mistake 6 – ERP D365 implementations

Post author By Maksymilian Śniegocki
Post date December 28, 2023
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6
Overestimated budget

At this point, it is again worth recalling the framework schedule. Estimating the implementation is one of the primary activities that must be performed before any work begins.

To begin with, you need to verify the need for a particular solution in your company. Do you think it’s necessary? Is there a budget to implement an ERP solution in the organization? This is extremely important for the start of the work and the success of the entire implementation. Budgets and cost estimates have it that they often do not want to “pin down” at the final stage. There are always unforeseen expenses that should be included in the tables. And it’s hardly surprising – that’s why they are unpredictable. Hence the need to set up a budget “on top.”

In our experience, the buffer should be 10 – 20% of the value of the original assumptions.

Therefore, everything must be calculated carefully and then scaled again to the needs of a given company/plant/enterprise.

It is worth asking ourselves a fundamental question: can we afford it, will this investment bring us the expected benefits (not only purely financial ones).

As they say: budget is not made of rubber, and nerves are not made of steel.

Top tips

Stick to the plan or consciously make changes - you will avoid uncontrolled budget expansion
Park - create a list of all exciting improvement ideas and include them in the framework schedule or move them to the end of the implementation work queue - this way, you can maintain the pace of implementation and come back to them when the most critical work is completed.
Read the reports - the contractor should make the information available anytime.
Be proactive - ask questions, involve your team in work, and find time for testing - these activities will reduce costs and improve understanding and control of the budget.

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Confidence shaken – Mistake 5 – ERP D365 implementations

Post author By Maksymilian Śniegocki
Post date December 21, 2023
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5
Confidence shaken

Any cooperation is based on relationships. Often of various types: business, partnership, courteous, social, and collegial. It tends to be, that one of the evoked is involved, and it happens that all of them are together.

Either way, the basis of fruitful cooperation on the customer-implementation company line is “good relations.” “Chemistry” is expected, ideally when “something sparks” between the Customer and the contractor. Because when there is good cooperation, the best results are worked out. This is a truism – a fact. But it still works.

Good relations are built not only on trust but also on mutual respect.

Respect for one’s and others’ work makes it possible to avoid misunderstanding. And if this is accompanied by an elementary knowledge of the scope of work of a programmer, then the job “goes like butter.” Then we will not hear comments like: “adding one column to a table, after all, cannot take a good programmer of more than 15 minutes” etc., etc.

Building friendly relationships is helped by proven and good practices in communication:

it is always worth speaking clearly and directly
it’s not worth “wrap out”; there is no point in diluting the message
it is best to appreciate the whole team’s work to ensure the message is complete
it is necessary to keep the given promises
and, above all, respect each other’s time spent and the job done

Two parties must trust each other. Maybe not boundless, but at a decent level.

Both the client and the implementation contractor know their job, do it professionally, so it is enough to let the specialists quietly work, and sometimes try not to disturb them. Each stage they finish, they will certainly discuss with the client, i.e., with the people appointed to do so.

The partnership allows for free and clear communication of the status of the work. Lack of agreement and understanding affect the time implementation deteriorates the friendly atmosphere cooperation.

It is impossible to implement a program – especially with such a complex system – anything in 15 minutes. The work consists of various activities. In addition to pure programming there are hours of testing, consulting, and documentation…

People and relationships/interactions matter more in the work of implementation teams/companies than processes and systems. This is because people from both business sides implement strategies and techniques.

If there is no agreement between them, problems can arise during implementation.

Cooperation always starts with mutual understanding and trust.

Top tips

Talk and listen. That's all it takes.

We know that your company is probably not in the business of implementing IT systems - which is why you have started or are planning to work with implementation professionals. You can use their experience, tips, and recommendations. They, too, want the implementation to be successful and the path to it to be as safe and easy as possible.

Be bold and ask questions. It would be best if you concluded that you understand each other's expectations and business goals of the cooperation. Every challenge can be discussed frankly so that lessons learned from this conversation can improve collaboration.

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articles Dynamics 365/AX INLOGICA products Recommended

Arbitrary decision making – Mistake 4 – ERP D365 implementations

Post author By Maksymilian Śniegocki
Post date December 14, 2023
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4
Arbitary decision making

The echo of this “error” has already appeared in the points above. And as in the earlier descriptions, it is worth recalling what is at the heart of the implementation, that is a framework schedule.

When we plan the functionalities, we want to implement, we need to define them together with representatives of all departments having contacting and working with the tool in question.

Ideally, this “brainstorming” should involve team/department managers participate. However, before this happens, managers should know the potential expectations and possible problems “their people.”

Before they take part in the brainstorming, it would be good for them to know how they can improve the work in their teams and what they should obtain at the end.

Such an “internal communication path” is critical and essential for another reason. The idea is that everyone on the team has the same state of knowledge about the implementation.

The team leader communicates to the others the key findings. So that there is no uncomfortable situation of someone making an arbitrary decision that no one else knows about. Such an action may result in complications in implementation, additional unnecessary costs, and sometimes nervous movements or even unpleasant consequences.

The internal circulation of information helps keep the course of the performance according to the established schedule without unforeseen deviations.

Top tips

Determine together with the contractor the managers project or decision-making committee composition.
Establish at the schedule level the priorities and the order in which individual work is to be completed.
Empower your team - give your team members the authority to make decisions about the final shape and operation of of individual functionalities affecting on their daily work.
Don't allow poll voting - agree with the contractor on how and who is authorized to make the final decisions.

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Over-creativity – Mistake 3 – ERP D365 implementations

Post author By Maksymilian Śniegocki
Post date December 7, 2023
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3
Over-creativity (so-called whims)

Before starting the implementation process, it is worthwhile – and even necessary – to learn about the capabilities and application of a modern ERP system. Will it be helpful, and to what extent is the company ready for it, is this “the moment” for such an investment?

The answers to the questions posed may bring a pre-implementation analysis or constructive consultation with specialists from implementation company.

If the decision is “yes,” the next step is a discussion of the needed functionalities.

Why? Because one of the main mistakes, and thus, the brakes on implementation are “whims” that arise in the course: – “and it used to work like this…” “and let’s make another such functionality…”

Microsoft has 2 core ERP solutions: Microsoft Dynamics 365 and Microsoft Dynamics Business Central. Each of these solutions is aimed at a different group of customers.

Before starting work, you can verify which groups you find yourself in.

Start, for example, with Business Central for the Department of Finance, instead of immediately “throwing yourself” at Microsoft Dynamics 365.

Sometimes the step-by-step method more quickly will take a company to the finish line than starting a marathon implementation without adequate preparation and “over the top

It is only worth investing in solutions out of the box if we are convinced, they will improve system performance. There is not also make sense in leaving something out of pure sentiment because “it’s always been this way…”.

A new solution should and can be tailored to the specific enterprise. Prior identification of the needed functionalities (this has to do with the prepared framework schedule) will enable effective optimization of costs and implemented solutions.

A helpful but often overlooked step by clients is to examine whether each company area needs a “modernization” of the system. But, whether in every department: finance, production, warehouse, or sales – it will work, and so will need an ERP system, and which of its variants will be optimal.

Top tips

Stay close to the solution standard - Microsoft business software operates in thousands of companies around the world. Modifications should possibly apply only to those unique processes that are at the heart of the basis of your company's success.
Follow the basic plan - sticking to the the original framework schedule you will keep your budget and calendar under control project.
Park - create a list of all the interesting ideas for improvements and incorporate them into the framework schedule or move it to the end of the queue of implementation work - this will maintain the pace of implementation, and you can return to them when the most critical work is completed.

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Insufficient commitments – Mistake 2 – ERP D365 implementations

Post author By Maksymilian Śniegocki
Post date November 30, 2023
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2
Insufficient commitments

Implementation – or colloquially speaking. “proving” the project depends on teamwork. And it’s not just about a dedicated, close-knit team of specialists on the contractor’s side. Success depends on fruitful and effective cooperation between both parties. When one part becomes more involved than the other, an implementation may encounter unnecessary difficulties.

Another issue is the deep involvement in designing the assumed solutions. Unfortunately, this is impossible when no specific people are assigned to the task, and the responsibility is dispersed. The optimal solution would be to give to the project on the client’s side, such persons who can, on behalf of the principal make binding decisions, and approve subsequent stages of the work.

This often involves competence and “substantive and technical” preparation. Questions, doubts, or new ideas often need to be discussed. Then it would be best if you understood the issues and openness in the discussions of persons responsible for the project (at the Client).

For the implementation to proceed by the previously developed framework schedule, the specialists need – provided by the client – all the required data for the project.

These include the chart of accounts, suppliers, customers, product/service directories, and guidelines for VAT

As you can see, knowledge of the solutions to be implemented is essential for testing, technical and organizational arrangements throughout the implementation process.

Pre-implementation training courses can help with this. On the one hand, they will prepare the client’s team to work with the new system; on the other, they will allow us to check the “state of knowledge” of what we are implementing.

Top tips

Be proactive - allow specialists to use their experience and, at the same time where possible, suggest improvements and modifications to facilitate the work in your organization.
Control the process - schedule periodic meetings, during which you will verify the progress of the work, deviations from the original plan, etc.
Empower your team - give your team members the authority to make decisions about the final shape and operation of individual functionalities affecting on their daily work.
Ask - your company is not in the deployment business. If something needs to be clarified, feel free to ask questions.
Test, test, test - check quickly, thoroughly and repeatedly prepare solutions.

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