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Best Practices7 min read

ERP Maintenance and Support: Post-Implementation Best Practices

SL

Stephanie Lewis

October 17, 2024

ERP implementation doesn't end at go-live—ongoing maintenance and support are essential for long-term success. Post-implementation activities ensure systems continue to operate effectively, adapt to changing business needs, and realize expected benefits. Effective maintenance and support practices keep ERP systems current, optimized, and aligned with business requirements.

Establishing Support Structure

Establish a clear support structure with defined roles and responsibilities. This includes help desk support for user issues, technical support for system problems, and functional support for business process questions. Define support levels, escalation procedures, and response time expectations.

Develop super users who can provide first-line support and training. Super users understand both the system and business processes, making them valuable resources for user support. Establish a support knowledge base with common issues and solutions.

System Updates and Patches

Regularly apply system updates and patches to maintain security, fix bugs, and access new functionality. For cloud ERP, updates are typically automatic, but organizations should test updates in non-production environments when possible and plan for update windows.

For on-premise systems, establish a patch management process that includes testing, scheduling, and deployment procedures. Evaluate patches for relevance and impact before applying. Test patches in non-production environments before deploying to production.

Plan for major version upgrades that may require more extensive testing and potentially affect customizations. Evaluate upgrade benefits against costs and risks, and plan upgrades carefully.

Performance Monitoring

Monitor system performance regularly to identify issues before they impact users. Track metrics such as response times, system availability, error rates, and user activity. Establish performance baselines and alert thresholds.

Use monitoring tools to track system health and identify performance degradation. Regular performance reviews help identify optimization opportunities and ensure systems continue to meet performance requirements.

Data Management

Maintain data quality through regular data audits, cleansing activities, and validation processes. Establish data governance policies and procedures to ensure data accuracy and consistency. Regular data backups and recovery testing ensure data protection.

Archive old data to maintain system performance and reduce storage costs. Establish data retention policies that balance business needs with storage and performance considerations.

User Support and Training

Provide ongoing user support and training to address questions, resolve issues, and help users become more proficient. Establish help desk processes, create training materials, and conduct refresher training sessions.

Monitor user adoption and identify users who may need additional training or support. Gather user feedback to identify system issues, training needs, and improvement opportunities.

Continuous Improvement

Continuously improve ERP usage by identifying optimization opportunities, implementing additional functionality, and refining processes. Regular reviews of system usage, user feedback, and business requirements help identify improvement opportunities.

Implement additional modules or functionality as business needs evolve. Many organizations implement ERP in phases, adding functionality over time as users become comfortable and business needs change.

Vendor Relationship Management

Maintain strong relationships with ERP vendors and implementation partners. Regular communication helps stay informed about product updates, best practices, and support resources. Participate in user groups and vendor events to learn from other users and provide feedback to vendors.

Documentation and Knowledge Management

Maintain comprehensive documentation including system configurations, customizations, processes, and procedures. This documentation facilitates support, training, and future modifications. Keep documentation current as systems evolve.

Establish knowledge management practices that capture and share institutional knowledge about ERP usage. This helps preserve knowledge when staff changes and enables knowledge sharing across the organization.

Effective ERP maintenance and support are essential for long-term success. By establishing support structures, maintaining systems, monitoring performance, and continuously improving, organizations can ensure ERP systems continue to deliver value and support business objectives. Post-implementation activities require ongoing commitment and resources, but they are essential for maximizing ERP investment and ensuring systems remain effective as business needs evolve.