5 Best Practices for Successful ERP Implementation in Educational Institution

5 Best Practices for Successful ERP Implementation in Educational Institution


ERP implementation is now a crucial part of effective management of the educational institution. All concerns right from the management of finance to attendance to an exam to publicization of results can be a lot easier with the adoption of right ERP software. The education environment is changing; at a faster pace; new and advanced methods of learning have replaced the traditional forms. To keep up with the changing face of education, institutions have to be smart with the management part as well.

Opting for ERP implementation is a major undertaking and it just not ends with purchasing of the ERP software. Choosing the right ERP solution to planning and execution- everything has to be in the right place for a rewarding experience at the end. A well designed ERP implementation plan is the key.

Here are the top 5 best practices to successfully implement the ERP solution in your institution:

1. Review the pre-installation scenarios. 

Do you at all need an ERP for your school?

ERP implementation should not be a decision in haste. Make sure you have enough knowledge about the benefits you’re going to get with an ERP implementation in your educational institution. It’s advisable to create a team with some teachers and non-teaching administrators who’ll be the end -users, to develop the objectives and chart out the entire plan. A complete analysis of the processes to be automated, the scope of implementation and well-defined objectives will surely pave way for a smooth implementation process.

2. What are your requirements? 

Choose an ERP software accordingly.

The functions of an ERP software is extensive, and there are various types of ERP software available in the market.  Before deciding on any ERP software, dedicate some days in intensive research of the various software available and match them with your requirements. Perhaps, the greatest reason for the failure of ERP implementation is a disparity between the capabilities of an ERP software and the institution’s processes and requirements. Perfect coordination between these two can produce optimal results.

3. Create the database.

Collect and store all necessary data

Keep in mind: You cannot transfer or convert 100% data as there will be some really old and insignificant ones. A complete analysis of the currently available data has to be done to determine the important data be included in the database. Create a spreadsheet/CSV file to properly segment and store data. A good ERP will allow an easy transfer or upload of data from a spreadsheet to the database. Make sure all data transferred to the database is accurate and complete.

4. Training- An important step to successful ERP implementation

A very crucial step to ERP implementation, training of the staffs in the institution who’re going to use it is necessary to realize all the benefits of an ERP software. If the end-users don’t understand how the system works, the entire purpose of an ERP usage will go in vain. Training documents or any other additional tools required must be provided to the team getting trained. Usually, the training part comes clubbed with the ERP from the provider. Once the training gets over, a pilot-run of the software in the institute with real data to consider any adjustments is needed.

5. Go live!

Perhaps, the most satisfying part of an ERP implementation process, going live on the system without any hiccups is always most welcoming. But going live shouldn’t overshadow an important aspect- post-implementation matters. Proper utilization of the software and timely maintenance and upgradation are equally important as the ERP implementation.

Adopting the best practices for ERP implementation should be a priority for the optimal utilization of an ERP software. If you are looking out for some helpful tips for successful ERP implementation in your institution, we have a write-up for you. Read here.

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