Implementing a Retail ERP System

With 40+ retail customers we know a thing or two about the best way to implement a retail management solution!

Implementing a Retail Management Solution Image

Our Unique Methodology

One of the things that distinguishes us from other Retail ERP implementation partners is our unique implementation methodology. 

This methodology involves talking to your retail business as a whole, and discussing your typical day processes in simple terms. Instead of writing a massive document to capture all of these processes, we develop a model of your business within the Retail Management Solution itself - your real data in a real ERP environment - so you can see exactly what you’ll be getting. This means that you get a solution that you have seen working in context, with items, suppliers and customers you know, not just a big old document with lots of caveats and clauses. Far better than the regular documented approach, eh?

The step-by-step process to implementing a Retail ERP

Step 1. Demo

We generally demonstrate end-to-end processes in our initial meetings with you and give you a good picture of what it would look like if it were running your retail business! Real data is important in demonstrating what the system can do. If your business sells cheese, we will show you the system selling cheese not bikes!

Step 2. Day in the Life Workshops

Prior to the Retail ERP Implementation, we will go through how you would use the solution and its processes. Again, some configuration and development will help the process along to show the flow. Of course, here too we use real data to help you understand and visualise within the context of your business. Processes are end-to-end flows to help your different departments understand how the pieces fit together.

Step 3. Implementation Phase

Here we really get to work - we go through the Day in the Life processes that we ran through with you in the previous stages and build what’s been imagined!

Step 4. Day in the Life Playbacks

Next we use playbacks to clarify and communicate the project progress as we move forward with implementation. These playbacks help you and the project teams on both sides (yours and ours) gain confidence in the progression of the implementation project, as well as provide an opportunity to sanity check decisions and discuss the visibility of interdepartmental communication needs (e.g. when I receive stock it appears on your screen (role centre) so you know we have had a receipt).

Step 5. User Acceptance Training and Testing

At this point it’s all about training and testing. Training and testing follow the same Day in the Life scripts developed in stages 1-4, meaning that at the testing stage you really are using the system in the same way that you will when it’s live.

Step 6. Pre-Live Playbacks

Hurrah – we are now at the final ‘Are we ready?’ playback! This allows us all, including your management and project teams, to assess readiness. This is a key user driven playback (not driven by us). This is because, at this stage the key users should be able to demonstrate their capability to process all Day in the Life scenarios. Basically – if you can’t work through a Day in the Life scenario with the system at this stage then it isn’t ready to go live! All your live data will be imported so you can assess it too. Provided you are happy all your scenarios can be worked through without a hitch then we are ready to GO LIVE! Pop the champagne, sit back and enjoy your seamless retail management solution do all the hard work for you!


So there you have it – A ‘Day in the Life’ Retail ERP Implementation – the ultimate way to deploy a retail management system!