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The good project

5 great tips

A good project requires something from everyone

It takes something from us, but also from you. Together, let’s increase the chances of your ERP project going live on time and on budget. At the bottom of the page you’ll find 5 tips to significantly increase your chances.

1. Align expectations

Setting expectations and defining the scope of a project before we start helps us make your project more predictable.

Every project is different… Some projects have a tight deadline – requiring compromises such as fewer reports when they go live, fewer design features and perhaps a more agile approach to development.

It’s important to set expectations at the beginning of the project:

  1. What is the desired and realistic go-live date? (deadline)
  2. The level of document security
  3. What does it take to ensure uninterrupted operation? (test)
  4. The scope of legal requirements
  5. Internal resources and expertise

Remember: Make a realistic schedule! It’s no good going live just before a summer vacation, as there will always be fixes.

2. Allocate the right resources

You must participate in the project with dedicated resources that can provide the necessary information to our consultants.

Output Management is a business-critical area that needs its own resources. The best people to assign to the project are the users of the reports – because they know their business and operational needs.

Project resources must give up other tasks that need to be outsourced to others in the organization. Make sure the project and its resources are anchored in management. For example, if a key person is removed from the project, the steering committee/management team is convened to reassess the project.

The resources needed depend on:

  • Complexity
  • Number of reports
  • Internal resources and expertise

3. prioritize the tasks around your documents

This area of the ERP project is business critical…

No labels, no shipping
– no invoices, no revenue

If you don’t take it seriously, you’ll end up with an ERP project that doesn’t go live:

  • Time
  • Budget
  • Reporting requirements

“The involvement of our employees has been crucial. They are the ones who know the needs best and how things work in everyday life”

Jens Engbo Norddahl, CEO

Nviro – Nordic Wood Industries

4. Create good specifications

Tabellae’s Document Design Specifications (DDS) are there for a reason. Fill them with as much data and requirements as possible, e.g. legal regulatory requirements, format, design, etc.

We’re happy to provide resources to help you create super-quality specifications. However, you still need to have the right resources available for clarifications.

3 tips:

  1. Every little detail counts – so make a note of it!
    (If you miss something afterwards, it requires a change request)
  2. Spend the right amount of time on each specification.
  3. Remember to involve the people who use the documents – they know what they need.

5. Testing with users and real-world data

Good test data and examples created in Dynamics make the project easier and minimize risks:

  • The better the data and description of what data we need to test, the easier it will be.
  • Testing isn’t just about printing a document – it’s about the entire process from creating the document to sending it. If you don’t test, you risk shutting down your entire business. For example, you may experience an error when shipping to the UK but not to EU countries. Therefore, test wherever you ship your goods to.

NB. Data in environments is often overwritten, in which case you need to provide us with new data.

Get the most out of your solution

Tabellae’s solutions include many application areas and can make a big difference to your business:

  • A good invoice makes handling easy for the recipient
  • Labels with images get your parcels through customs quickly
  • SMS provides a good overview of the shipping process

Well-thought-out document management optimizes many business processes. Contact me to set up an appointment to discuss the possibilities for your business.

Kristian Truesen, Key Account Manager