Tip: With proper planning your Project Team should make a recommendation based on knowledge, not emotions.<\/h5>\n<\/blockquote>\n\n\n\n![\"\"](\"https:\/\/www.rockeye.com\/blog\/wp-content\/uploads\/2025\/03\/2.-Infographic-23.png\" "\\"\\"")
<\/figure>\n\n\n\n1) Be Organized: Organization is the Key to Success<\/h3>\n\n\n\n
Selecting a new ERP solution<\/a> is a huge project that takes a lot of planning for an organization, and as obvious as this sounds, not all ERP projects are well organized from the beginning.<\/p>\n\n\n\nYou know your business best, and taking the time up front to identify a Project Team with a team lead with team members to steer your project will save you time during both the selection and implementation process. If you don\u2019t have the right mix of internal resources to head up your project, then an outside Value Added Reseller (VAR) or consultant should be engaged.<\/p>\n\n\n\n
\nTip: Identify an ERP Project Team upfront to save valuable time later.<\/h5>\n<\/blockquote>\n\n\n\n
Businesses that allocate resources to keep their project running smoothly by incorporating discipline and best practices in identifying an ERP solution will:<\/p>\n\n\n\n
\n- Save valuable resources by speeding up the decision process without sacrificing knowledge.<\/li>\n\n\n\n
- Have a much clearer understanding of the requirements, goals and objectives of the organization as a whole.<\/li>\n\n\n\n
- Be empowered and in control throughout the selection an implementation process.<\/li>\n\n\n\n
- Be better able to stay focused and more quickly identify their short list without getting sidetracked or wow\u2019d by fancy sales demonstrations.<\/li>\n\n\n\n
- Experience shorter implementation cycles and be up and running faster.<\/li>\n<\/ul>\n\n\n\n
2) Get Upper Management Buy-In<\/h3>\n\n\n\n
There are many reasons companies look to a new ERP solution. The search process<\/a> can start anywhere within your organization, but in the end, it\u2019s upper management\u2019s buy-in that you need for both budget allocation and gaining an understanding of the needs of the entire enterprise.<\/p>\n\n\n\nWithout executive level involvement the purchasing decision gets delayed, sometimes indefinitely. Upper management does not need to know the minute details of the project, but they do need to understand and support the overall scope and goals as well as be kept informed of any delays.<\/p>\n\n\n\n
3) Understand Enterprise-Wide Requirements, Goals and Objectives<\/h3>\n\n\n\n
For your project to be managed efficiently and to be a success, you need to understand which features and functionality are most important to all areas within your organization. Start the process early.<\/p>\n\n\n\n
Ask your C-Level, department managers, IT and anyone else who interfaces with your current ERP system about their likes and dislikes and what their ideal ERP solution would look like and put together a Requirements Document. Gathering and prioritizing key <\/p>\n\n\n\n
requirements, goals and objectives from the start will keep your project on track, saving you time later.<\/p>\n\n\n\n
\nTip: Gather and prioritize key requirements, goals and objectives early to keep your ERP project on track.<\/h5>\n<\/blockquote>\n\n\n\n
ROCKEYE has been helping organizations of all sizes identify and implement accounting and ERP systems for almost three decades, and based on our experience, most decisions to switch ERP systems are based around:<\/p>\n\n\n\n
\n- Outgrowing of current ERP solution capabilities.<\/li>\n\n\n\n
- Scalability and flexibility in supporting business changes.<\/li>\n\n\n\n
- Changed business goals or direction.<\/li>\n\n\n\n
- Perceived benefits of new technology or functionality such as speed, collaboration, responsiveness, mobility, SaaS, or better access to data for improved decision making.<\/li>\n\n\n\n
- Integration requirements.<\/li>\n\n\n\n
- Wanting to streamline business processes for increased efficiencies and cost reductions.<\/li>\n\n\n\n
- Outdated technology that is difficult and expensive to support.<\/li>\n\n\n\n
- Current ERP solution being obsolete or no longer supported.<\/li>\n\n\n\n
- Current ERP solution that is too expensive to maintain and wanting a ERP solution with a Lower Total Cost of Ownership (TCO).<\/li>\n<\/ul>\n\n\n\n
4) Understand Your In-House Resources and Expertise<\/h3>\n\n\n\n
Know your resources. What in-house resources do you have available to dedicate to this project? Do you have IT personnel with the type of expertise needed to support and maintain a new ERP solution? Or, do you need to hire a consultant each time a maintenance release becomes available or a report or dashboard needs to be modified? In house expertise, or lack of, will affect your overall budget and narrow down your choices as well.<\/p>\n\n\n\n
\nTip: In house expertise, or lack of, will affect your overall budget.<\/h5>\n<\/blockquote>\n\n\n\n5) Know Your Budget and Its Components<\/h3>\n\n\n\n![\"\"](\"https:\/\/www.rockeye.com\/blog\/wp-content\/uploads\/2025\/03\/1.-Infographic-21-1.png\" "\\"\\"")
<\/figure>\n\n\n\nDeploying an ERP solution is expensive from both a dollar and a resource perspective. Knowing your overall budget will save you time as solutions are targeted to organizations of all sizes. It is important that you understand your budget, both from a purchasing and maintenance perspective as this can vary greatly from system to system, as follows:<\/p>\n\n\n\n
\n- Hardware and Hardware Upgrades<\/li>\n\n\n\n
- Software and User License Fees<\/li>\n\n\n\n
- Maintenance and Support Contracts<\/li>\n\n\n\n
- Project Management, IT Staff and\/or Third Party Consultant<\/li>\n\n\n\n
- Implementation<\/li>\n\n\n\n
- Data Migration<\/li>\n\n\n\n
- Customizations<\/li>\n\n\n\n
- Third Party Integrations<\/li>\n\n\n\n
- Training, including refresher and new employee training<\/li>\n<\/ul>\n\n\n\n
If your budget is limited, but you want all the bells and whistles that come with the latest technologies, or if you don\u2019t have the in house IT resources to adequately support a new ERP solution, you may want to consider a SaaS ERP solution rather than on-premise. A SaaS ERP solution can be likened to renting a home rather than purchasing it. With a SaaS agreement, the ERP vendor provides you with monthly access to the software and handles all of your software and hardware upgrades. A SaaS ERP solution often has its limitations, but can be simpler and more cost effective, especially for smaller businesses.<\/p>\n\n\n\n![\"\"](\"https:\/\/www.rockeye.com\/blog\/wp-content\/uploads\/2025\/03\/CTA-17.png\" "\\"\\"")
<\/a><\/figure>\n\n\n\nFAQs<\/h4>\n\n\n\n
Q1: Why is ERP technology evolving, and what benefits can it offer businesses?<\/strong><\/p>\n\n\n\nLike your business, technology continues to evolve, bringing with it new opportunities for improved business operations and streamlined business processes. Today\u2019s ERP capabilities, such as collaboration and responsiveness, improved customer, supplier and vendor relationships, mobility for easy access to key information, powerful dashboards with data for proactive decisions, and more, are helping businesses stay more competitive than ever before.
Q2: What are the different ERP deployment options available?<\/strong>
Options for ERP deployment continue to evolve as well. In recent years there\u2019s been an influx of newly introduced cloud-based solutions including hybrid solutions that allow for greater flexibility and choices with deployment options for on-premise, cloud or both. At the same time, many traditional on-premise software vendors are offering cloud solutions that offer smaller businesses an opportunity to have a more robust solution with many of the bells and whistles of the big guys at a much lower cost.<\/p>\n\n\n\nQ3: How can I start organizing the selection of a new ERP solution effectively?<\/strong><\/p>\n\n\n\nSelecting a new ERP solution is a huge project that takes a lot of planning for an organization, and as obvious as this sounds, not all ERP projects are well organized from the beginning. You know your business best, and taking the time up front to identify a Project Team with a team lead with team members to steer your project will save you time during both the selection and implementation process. If you don\u2019t have the right mix of internal resources to head up your project, then an outside Value Added Reseller (VAR) or consultant should be engaged.<\/p>\n\n\n\n
Q4: Why is executive-level buy-in so important?<\/strong><\/p>\n\n\n\nThe search process can start anywhere within your organization, but in the end, it\u2019s upper management\u2019s buy-in that you need for both budget allocation and gaining an understanding of the needs of the entire enterprise. Without executive level involvement the purchasing decision gets delayed, sometimes indefinitely.<\/p>\n","protected":false},"excerpt":{"rendered":"
Like your business, technology continues to evolve, bringing with it new opportunities for improved business operations and streamlined business processes. Today\u2019s ERP capabilities, such as collaboration and responsiveness, improved customer, supplier and vendor relationships, mobility for easy access to key information, powerful dashboards with data for proactive decisions, and more, are helping businesses stay more […]<\/p>\n","protected":false},"author":4,"featured_media":1905,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[406,417,120,412,405,411,410,408,415,413,416,407,409,414],"class_list":["post-1904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erp","tag-budget-planning","tag-business-processes","tag-cloud-based-erp","tag-erp-deployment","tag-erp-project","tag-erp-selection","tag-erp-solution","tag-hybrid-erp","tag-implementation","tag-on-premise-erp","tag-project-team","tag-saas-erp","tag-scalability","tag-upper-management-buy-in"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts\/1904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/comments?post=1904"}],"version-history":[{"count":2,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts\/1904\/revisions"}],"predecessor-version":[{"id":1911,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts\/1904\/revisions\/1911"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/media\/1905"}],"wp:attachment":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/media?parent=1904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/categories?post=1904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/tags?post=1904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/figure>\n\n\n\n1) Be Organized: Organization is the Key to Success<\/h3>\n\n\n\n
Selecting a new ERP solution<\/a> is a huge project that takes a lot of planning for an organization, and as obvious as this sounds, not all ERP projects are well organized from the beginning.<\/p>\n\n\n\n You know your business best, and taking the time up front to identify a Project Team with a team lead with team members to steer your project will save you time during both the selection and implementation process. If you don\u2019t have the right mix of internal resources to head up your project, then an outside Value Added Reseller (VAR) or consultant should be engaged.<\/p>\n\n\n\n Businesses that allocate resources to keep their project running smoothly by incorporating discipline and best practices in identifying an ERP solution will:<\/p>\n\n\n\n There are many reasons companies look to a new ERP solution. The search process<\/a> can start anywhere within your organization, but in the end, it\u2019s upper management\u2019s buy-in that you need for both budget allocation and gaining an understanding of the needs of the entire enterprise.<\/p>\n\n\n\n Without executive level involvement the purchasing decision gets delayed, sometimes indefinitely. Upper management does not need to know the minute details of the project, but they do need to understand and support the overall scope and goals as well as be kept informed of any delays.<\/p>\n\n\n\n For your project to be managed efficiently and to be a success, you need to understand which features and functionality are most important to all areas within your organization. Start the process early.<\/p>\n\n\n\n Ask your C-Level, department managers, IT and anyone else who interfaces with your current ERP system about their likes and dislikes and what their ideal ERP solution would look like and put together a Requirements Document. Gathering and prioritizing key <\/p>\n\n\n\n requirements, goals and objectives from the start will keep your project on track, saving you time later.<\/p>\n\n\n\n ROCKEYE has been helping organizations of all sizes identify and implement accounting and ERP systems for almost three decades, and based on our experience, most decisions to switch ERP systems are based around:<\/p>\n\n\n\n Know your resources. What in-house resources do you have available to dedicate to this project? Do you have IT personnel with the type of expertise needed to support and maintain a new ERP solution? Or, do you need to hire a consultant each time a maintenance release becomes available or a report or dashboard needs to be modified? In house expertise, or lack of, will affect your overall budget and narrow down your choices as well.<\/p>\n\n\n\n Deploying an ERP solution is expensive from both a dollar and a resource perspective. Knowing your overall budget will save you time as solutions are targeted to organizations of all sizes. It is important that you understand your budget, both from a purchasing and maintenance perspective as this can vary greatly from system to system, as follows:<\/p>\n\n\n\n If your budget is limited, but you want all the bells and whistles that come with the latest technologies, or if you don\u2019t have the in house IT resources to adequately support a new ERP solution, you may want to consider a SaaS ERP solution rather than on-premise. A SaaS ERP solution can be likened to renting a home rather than purchasing it. With a SaaS agreement, the ERP vendor provides you with monthly access to the software and handles all of your software and hardware upgrades. A SaaS ERP solution often has its limitations, but can be simpler and more cost effective, especially for smaller businesses.<\/p>\n\n\n\n Q1: Why is ERP technology evolving, and what benefits can it offer businesses?<\/strong><\/p>\n\n\n\n Like your business, technology continues to evolve, bringing with it new opportunities for improved business operations and streamlined business processes. Today\u2019s ERP capabilities, such as collaboration and responsiveness, improved customer, supplier and vendor relationships, mobility for easy access to key information, powerful dashboards with data for proactive decisions, and more, are helping businesses stay more competitive than ever before. Q3: How can I start organizing the selection of a new ERP solution effectively?<\/strong><\/p>\n\n\n\n Selecting a new ERP solution is a huge project that takes a lot of planning for an organization, and as obvious as this sounds, not all ERP projects are well organized from the beginning. You know your business best, and taking the time up front to identify a Project Team with a team lead with team members to steer your project will save you time during both the selection and implementation process. If you don\u2019t have the right mix of internal resources to head up your project, then an outside Value Added Reseller (VAR) or consultant should be engaged.<\/p>\n\n\n\n Q4: Why is executive-level buy-in so important?<\/strong><\/p>\n\n\n\n The search process can start anywhere within your organization, but in the end, it\u2019s upper management\u2019s buy-in that you need for both budget allocation and gaining an understanding of the needs of the entire enterprise. Without executive level involvement the purchasing decision gets delayed, sometimes indefinitely.<\/p>\n","protected":false},"excerpt":{"rendered":" Like your business, technology continues to evolve, bringing with it new opportunities for improved business operations and streamlined business processes. Today\u2019s ERP capabilities, such as collaboration and responsiveness, improved customer, supplier and vendor relationships, mobility for easy access to key information, powerful dashboards with data for proactive decisions, and more, are helping businesses stay more […]<\/p>\n","protected":false},"author":4,"featured_media":1905,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[406,417,120,412,405,411,410,408,415,413,416,407,409,414],"class_list":["post-1904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erp","tag-budget-planning","tag-business-processes","tag-cloud-based-erp","tag-erp-deployment","tag-erp-project","tag-erp-selection","tag-erp-solution","tag-hybrid-erp","tag-implementation","tag-on-premise-erp","tag-project-team","tag-saas-erp","tag-scalability","tag-upper-management-buy-in"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts\/1904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/comments?post=1904"}],"version-history":[{"count":2,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts\/1904\/revisions"}],"predecessor-version":[{"id":1911,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/posts\/1904\/revisions\/1911"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/media\/1905"}],"wp:attachment":[{"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/media?parent=1904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/categories?post=1904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rockeye.com\/blog\/wp-json\/wp\/v2\/tags?post=1904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
Tip: Identify an ERP Project Team upfront to save valuable time later.<\/h5>\n<\/blockquote>\n\n\n\n
\n
2) Get Upper Management Buy-In<\/h3>\n\n\n\n
3) Understand Enterprise-Wide Requirements, Goals and Objectives<\/h3>\n\n\n\n
\n
Tip: Gather and prioritize key requirements, goals and objectives early to keep your ERP project on track.<\/h5>\n<\/blockquote>\n\n\n\n
\n
4) Understand Your In-House Resources and Expertise<\/h3>\n\n\n\n
\n
Tip: In house expertise, or lack of, will affect your overall budget.<\/h5>\n<\/blockquote>\n\n\n\n
5) Know Your Budget and Its Components<\/h3>\n\n\n\n
<\/figure>\n\n\n\n\n
<\/a><\/figure>\n\n\n\nFAQs<\/h4>\n\n\n\n
Q2: What are the different ERP deployment options available?<\/strong>
Options for ERP deployment continue to evolve as well. In recent years there\u2019s been an influx of newly introduced cloud-based solutions including hybrid solutions that allow for greater flexibility and choices with deployment options for on-premise, cloud or both. At the same time, many traditional on-premise software vendors are offering cloud solutions that offer smaller businesses an opportunity to have a more robust solution with many of the bells and whistles of the big guys at a much lower cost.<\/p>\n\n\n\n