4There are many different responses to an ERP upgrade, from fear, to procrastination, excitement or dread. Top areas of concern companies face prior to implementing an upgrade often revolve around keeping costs minimal, staffing concerns, and end-user adoption. At iLearnERP, we can not only help with the process of implementing an upgrade, we can ensure the right kind of training is in place to make the upgrade a success.

So what are some important factors for your business to evaluate and plan for while making the leap (aside from a cost/benefit analysis of course!)? We find that the more attention given to these three factors at the evaluative stage, the better the company will be set up for success.


This is a tricky one, so I wanted to get it on the table right away. Evaluating customizations along with why they exist is an important step in the process. If customizations enable the business to reflect a best practice, it may be worth maintaining the customization. If the customization is out dated or does not reflect a best practice, adequate training in new processes can help bridge the gap. The discomfort in the short term with a change in process will pay off in the long run and in the end make the upgrade less painful.


Have you identified key users who can test data or help research new features? Will they have the allotted time they need to test, and test again, to make sure that the software accommodates business processes? Can this testing be done well in advance of go-live to ensure that any changes can be made prior to go-live?


And last, but not least! Training can begin with basic communication detailing coming changes and benefits of the upgrade to ensure that everyone gets on board in the beginning of the project. Don’t wait to begin communication, which should include a plan for testing, the time that will be set aside for training, and the resources users will have at their disposal throughout the process. Documentation during and after go-live for current users, or to have to teach new hires, is also a key to success. You may choose training that is virtual, or take the traditional route with on-site classes. We love implementing a blended training approach.

We recently interviewed one of our favorite customers, Jim Demes from W.L. Gore. He provides a testimonial to their experience working with us during their upgrade. We provided blended learning solutions to make the upgrade a success! Watch

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