Seven Tips for managing a successful Remote ERP implementation | Remote ERP Implementation Strategies

January 16, 2021

The most attractive advantage of the software world is that anything can be attained virtually without conventional physical contact. The virtual world has grown leaps and bounds to make everything possible in a technologically evolving world. Possibilities are endless and so is the case with the Remote (ERP) Enterprise Resource Planning software Implementation.

In the remote implementation of the ERP, the biggest attraction is that we do everything the virtual way. Instead of a real face-to-face meeting, we complete every step the virtual way without sacrificing quality. What you get from a real interaction is assured at the end of this virtual work. There will not be any sacrifice on the quality of the end product. 

The main advantage is that you can reduce your pillar to post-run for the project implementation. Like an ERP promise, you can do everything sitting in the comfort of your office. The ERP implementer will get in touch with you for the completion of all processes in a phased manner without dragging you into any complications.

  • Detailed analysis

A detailed analysis of the company and its existing status comes as the first step ahead of the actual implementation of the remote ERP. It is because the implementer may not be aware of a company that wants to migrate to the new platform. For many companies, data migration will be a strenuous task. There may be multiple concerns for the companies to clarify well in advance to proceed further with the ERP implementation. So, a detailed analysis will actually set the ground for a good virtual beginning. It will include processes such as checking the existing reports, hierarchical order of the company, working models, future expansion plans, and strength. 

  • The beginning

The process for remote ERP implementation, as everyone knows, begins with a virtual meeting. It is at this meeting that the clients share their actual requirements with the implementer. Odoo, is the best ERP for any industry. Believes in hosting such successful meetings with clients and understands their requirements first to proceed to the next. Unlike the unusual virtual meetings, this video conference will mostly focus on learning the clients’ requirements in full. There may be several sessions required to understand the nature of a particular company that is planning to shift its operations to an ERP. A special schedule will be prepared for the convenience of both parties and we will implement it in a phased manner. A virtual tour of the industry is also something expected by the clients to give a good picture of the business to the implementer.


  • Workflow templates

In remote operation, everything will have to be properly scheduled for effective implementation on time. The strategy adopted here is to mark down everything as charts for better understanding and communication. Building workflow templates, security templates, and metadata templates will make the process easy and the effortless exchange of ideas and data for better communication and implementation. The remote working hours will be well defined in such a way as to finish the assignment on time and ensure easy coordination between the two parties.

  • Pilot conferences

This is the central point of the remote ERP implementation where a team constantly monitors the process. It is at this point where the supervision part takes place. The team members who hold the role will be in an interactive mode to instantly address the requirements, complaints, or clarifications. They will be virtually sharing the screen to see the implementation process directly. It will also help the stakeholders in the industry to come up with suggestions and make suitable interventions at the right time. This team will also be responsible for the daily and monthly monitoring of the status.

  • Live assistance

The go-live support is one of the key attractions of remote ERP implementation. The team members specialized in data migration and related services will be available live in their virtual room for spot help. In effect, the clients will access their technical support and guidance throughout the working hours. Senior members of the implementing team will be available to supervise their subordinates. And hold talks with the company head on any topic. There will be separate meetings with the heads of different verticals for functional checks and do the required actions. It will increase the number of meetings depending on service and the industry functions.

  • Testing to perfection

An ERP will be on track after several rounds of testing and trials. In remote ERP implementation, the expert team will follow it with no casual approach. After each of such sessions, we will note the errors or troubles down for quick correction. Proper training videos and online training sessions will be given to the clients to make them comfortable with the new ERP. The project will be handed over to them only after they are properly trained and confident to handle it independently. It will also give a basic training module at the end of the ERP implementation. Which will be beneficial for the quick reference of anyone in the industry.

  • Handing over of project and review

The final part is of course the successful handing over of the ERP software after the migration of the data and integration of the required ERP modules. At Odoo, the whole process will be a cakewalk for the technicians as they have been doing it for decades. 

At the end of the implementation, there will be a final round of virtual meetings to explain everything and settle the remaining doubts. Even after the formal handing-over event, there will be also seamless support by the technical team to assist the clients. The 24×7 customer service will always be open for the clients to converse with the technical team and instantly address their concerns. 

Support to integrate any additional module in pace with the company’s future growth will also be possible with the remote help service. Compared to the physical ERP implementation, the remote alternative is a cost-effective solution. Which will reflect the real mood of a technology-driver industrial world in the 21 century.


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