ResourcesGuide to ERP implementation 
Aug. 21, 2025
ERP

Guide to ERP implementation 

Subscribe to the newsletter

See how Priority works for you

Summarize with AI:

What is an ERP implementation?

An ERP implementation is the process of installing, configuring, and deploying an Enterprise Resource Planning system across a business. It includes data migration, user training, process redesign, and system testing. A successful ERP implementation aligns software with business goals to streamline operations and improve efficiency.

Although it may appear to be pretty straightforward, ERP implementation can take months or even years to complete. During an ERP implementation, an organization goes through radical changes in terms of changes to current software usage and organizational culture. The process includes:

Planning your ERP implementation.
Configuring or customizing your ERP depending on A/B testing.
Deploying your brand new ERP across your business.

Most businesses find it hard to implement ERP successfully, so it's no surprise that nearly 50% of ERP implementations fail around the first time. Avoid being a part of the statistics by following our 9-step ERP implementation planning guide for successful ERP implementation:

9-Step ERP implementation planning guide

Step 1: Identify your goals

ERP is a complex software program that requires much forethought before the implementation begins. It is a costly affair, but it is also a long-term investment. As such, it is vital to identify your technological goals and expectations. It is important to note that operational requirements vary across different organizations.

Step 2: Set realistic expectations

Set realistic expectations and define your Implementation project. An ERP will not magically transform your organization. It cannot fix underlying organizational issues, financial mismanagement, and lack of goals or purpose. An ERP helps you automate your business processes and enhances communication between various departments while creating a single copy of data that is verifiable and synced automatically.

Step 3: Find an ERP vendor who understands your industry

Every business has unique requirements that change over time. The reasons you need an ERP today won't be the same tomorrow. Most buyers understand this dilemma and often find it challenging to decide. Make sure your vendor understands the origins of your hesitation and provides you with the necessary tools to lower the risk of making seemingly irreversible decisions when implementing an ERP system.

Step 4: Conduct a thorough audit

Once you have chosen your vendor and the ERP product you seek to implement, conduct a complete audit of all technology-related items. This includes the hardware, software, and peripheral infrastructure necessary to run your business.

Step 5:  Prioritize tasks

For your ERP to function the way it should, you should identify things that need to be done on a priority basis, even before you install the software program.

Step 6: Appoint an internal ERP implementation team

It's easy to make mistakes when implementing ERP, simply because there isn't a hands-on team to oversee the entire project. As ERP implementation affects every aspect of your business, from customer service to production, finances, Human Resources, and inventory management, it is necessary to put a team that liaises with everyone involved. Identify key stakeholders who understand their domain best.

Step 7: Conduct testing and configuration during deployment

ERP implementation is a process during which you discover your organizational shortcomings. It is a time of revelation that will leave you vulnerable and exposed to technical loopholes. However, it also allows you to test which processes work better when certain ERP functions are tweaked, configured, and reconfigured.

Step 8: Prepare your staff for a change in work culture

Any ERP implementation brings about a change to your organizational culture. In the best scenario – It results in a dramatic shift in how things get done.

Step 9: Deploy ERP organization-wide after successful staff training

Staff training is an integral part of ERP implementation. However, many companies assume that users will learn to use the ERP along the way. This is primarily untrue and can lead to disastrous consequences.

Schedule today!

Schedule a no-obligation call with one of our experts to get expert advice on how Priority can help streamline your operations.

Continue to seek support from your ERP vendor

Technology changes rapidly, and it is essential to keep your ERP updated and customized to reflect these changes. Maintaining an ongoing relationship with your vendor, who can advise you regarding critical updates, is vital. Your business processes are not stagnant, either. They often change dramatically within a short period.

Your ERP will have to play catch up to reflect these changes to your business processes. An empathetic ERP vendor will factor in these transformations and help you attune your new ERP on an ongoing basis.

Dunlop systems and components

Dunlop wanted a more flexible ERP system to replace their legacy system as the legacy system was overly expensive to maintain.

Priority provided an overall standard system with pertinent modifications to suit the business processes at DSC.

We put together processes & data flow solutions that provided smooth & efficient work flows in the challenging environment of a manufacturing platform in a multi-company setup.

A conscious decision was made before migrating to the new system. This ensured the ease of use of the various data analyzers to get accurate results every time with the press of a button in every area of Priority ERP.

Results:

  • Enhanced Project Management
  • Improved Executive Reporting
  • Improved Production Efficiency
  • Improved Operations
  • Improved Inventory Management
Dunlop Systems and Components ERP case study
Read now

Smart energy

As one of Florida's leading solar panel and renewable energy product and service providers, Smart Energy knew it had to up its game to remain competitive. That meant enhancing their product offering, but more importantly, gaining tighter control of their operations.
After working with Samrt Energy on their ERP implementation, Priority's cloud ERP now fully manages and controls all of Smart Energy's operational business processes, including finance, logistics, sales, project management, and a robust built-in CRM, to handle customer service and technical support.

Results:

  • Fast Implementation Process: Priority's local project team was not only fast, but they were on time and within budget. Their employees were well trained by Priority, so there wasn't anything they couldn't handle.
  • Customized User Experience: User interface, reports, and even the look and feel of purchase orders and customer invoices are all aligned with Smart Energy's logo and graphics. Access Real-Time Data: Smart Energy can work at customer sites and on the go. Project managers, surveyors, and technicians can work onsite with 100% system functionality from their tablets or mobile devices.
  • Quantify Results: Operating costs have decreased by nearly 20%, with a significant boost in system performance. On-Premise ERP: Fully manages and controls all of Smart Energy's operational business processes, including financial management, logistics, sales, project management, and a robust built-in CRM, to handle customer service and technical support.
Smart energy ERP case study
Read now

Boddingtons electrical

Boddingtons looked for a reliable, long-term solution with a quick onboarding and implementation process and one that could reliably and securely transfer data from their old ERP system to a new one with minimal system downtime.
With a dedicated data migration plan in place, project implementation time was drastically reduced to six weeks and two days of staff training.

Results:

  • Automated Systems: Priority's built-in BPM efficiently handles the same manual tasks with notifications forwarded automatically to all departments.
  • Reduced Order Processing Time: Order to shipment in just three days, when previous processes could take weeks.
  • Business Process Management: Boddingtons no longer uses any programming to control their business. It's automatic – and the entire order management process is optimized and efficient.
  • Streamline Overall Operations: Boddingtons automated their entire sales process. When a report needs to be created, the sales team uses the system's Report Generator, an easy-to-use tool that anyone in the company can access and deploy.

How Priority Software Can Help?

At Priority Software, we specialize in providing cloud-based ERP solutions tailored to your business needs. Our platform offers modular functionality, rapid implementation, and AI-driven insights to enhance productivity and streamline operations. If you're ready to transform your business with an effective ERP solution, see how Priority Software can help.

Discover more success stories

Resources

Webinar

3 ISV solutions for the construction industry

The construction process is a complex process consisting of several layers. Watch the webinar for best practices!

Article

ERP benefits for businesses

One of the primary ERP benefits is the ability to streamline business operations by automating tasks and workflows.

Article

Choosing the best ERP system: Why it's important to find the “best fit” for your business

If your company is searching for a new or replacement ERP system, it’s safe to assume that you’ve either outgrown your legacy software, or that your current ERP system can no longer keep pace with your growing business, and your growing business needs. 

See how Priority works for you


Frequently Asked Questions

ERP Implementation & Process

What is an ERP implementation?

An ERP implementation is the process of installing, configuring, and deploying an Enterprise Resource Planning system across a business. It includes data migration, user training, process redesign, and system testing. A successful ERP implementation aligns software with business goals to streamline operations and improve efficiency. (Source)

What are the key steps in a successful ERP implementation?

Priority Software recommends a 9-step ERP implementation planning guide: 1) Identify your goals, 2) Set realistic expectations, 3) Find an ERP vendor who understands your industry, 4) Conduct a thorough audit, 5) Prioritize tasks, 6) Appoint an internal ERP implementation team, 7) Conduct testing and configuration during deployment, 8) Prepare your staff for a change in work culture, and 9) Deploy ERP organization-wide after successful staff training. (Source)

Why do nearly 50% of ERP implementations fail the first time?

ERP implementations often fail due to lack of planning, unrealistic expectations, insufficient staff training, and failure to align the software with business goals. Priority Software addresses these risks with a structured 9-step planning guide and expert support. (Source)

How does Priority Software support ongoing ERP updates and customization?

Priority Software emphasizes maintaining an ongoing relationship with your ERP vendor to keep your system updated and customized as business processes change. Their team provides advice on critical updates and helps attune your ERP to evolving needs. (Source)

What role does staff training play in ERP implementation?

Staff training is integral to ERP implementation. Priority Software recommends comprehensive training before deployment to ensure users can fully utilize the system and avoid costly mistakes. (Source)

How quickly can Priority Software implement an ERP system?

Implementation timeframes vary by project. For example, Boddingtons Electrical completed their ERP implementation in six weeks, with just two days of staff training, thanks to Priority's dedicated data migration plan and efficient onboarding process. (Source)

What is involved in migrating data from a legacy ERP system to Priority?

Priority Software provides a dedicated data migration plan to securely transfer data from legacy systems to the new ERP, minimizing downtime and ensuring data integrity. This approach helped Boddingtons Electrical reduce implementation time and avoid disruptions. (Source)

How does Priority Software ensure a smooth transition during ERP implementation?

Priority Software assigns a local project team for fast, on-time, and within-budget implementation. They provide comprehensive staff training and customized user experiences, as demonstrated in the Smart Energy case study. (Source)

What are the benefits of automating business processes with Priority ERP?

Automating business processes with Priority ERP leads to reduced order processing time, streamlined operations, and improved efficiency. For example, Boddingtons Electrical reduced order-to-shipment time from weeks to just three days using Priority's built-in BPM and automation tools. (Source)

How does Priority ERP improve executive reporting and project management?

Priority ERP enhances executive reporting and project management by providing accurate, real-time data analyzers and customizable reports. Dunlop Systems and Components benefited from improved project management and executive reporting after migrating to Priority ERP. (Source)

Features & Capabilities

What products and solutions does Priority Software offer?

Priority Software offers cloud-based business management solutions including ERP systems, Retail Management, Hospitality Management, and School Management platforms. Each solution is tailored to specific industries and business sizes. (ERP, Retail Management, Hospitality Management, School Management)

What are the core features of Priority ERP?

Core features of Priority ERP include comprehensive business management, modular functionality, rapid implementation, AI-driven insights, advanced analytics, automation, no-code customizations, and industry-specific modules for retail, manufacturing, healthcare, and hospitality. (Source)

Does Priority Software support integrations with other platforms?

Yes, Priority Software offers over 150 plug & play connectors, unlimited API connectivity, embedded integrations, and supports ODBC drivers, RESTful API, and SFTP file integration for legacy systems. Integrations are available for hospitality, ERP, and retail management. (Source)

Does Priority Software provide an open API?

Yes, Priority Software provides an Open API for seamless integration with third-party applications, enabling custom workflows and tailored operational solutions. (Source)

What technical documentation is available for Priority ERP?

Priority Software provides detailed technical documentation covering features, supported industries, and product capabilities. Documentation is accessible online for prospects and customers. (Source)

What industries does Priority Software serve?

Priority Software serves industries including retail, manufacturing, automotive, healthcare, pharmaceuticals, technology, hospitality, construction, agriculture, and education. Solutions are tailored to meet the unique needs of each sector. (Source)

What are some examples of Priority Software integrations for hospitality?

Priority Software integrates with platforms such as Webhotelier, Ving Card, Viajes el Corte Inglés, Vertical Booking, Verifone, Upstay/Plusgrade, TrustYou, Triptease, SiteMinder, SAP, Salto, Sabre, Ryanair, RoomPriceGenie, and Roomchecking. (Source)

What is the user experience like with Priority ERP?

Priority ERP is praised for its intuitive interface and ease of use. Customers report quick learning curves, efficient daily task management, and minimal reliance on IT teams. The system is user-configurable for fields, logic, reports, and workflows. (Source)

How does Priority ERP support automation and business process management?

Priority ERP includes built-in BPM (Business Process Management) tools that automate manual tasks, send notifications across departments, and optimize order management. This leads to streamlined operations and reduced processing times. (Source)

Use Cases & Benefits

Who can benefit from Priority Software?

Priority Software benefits global enterprises, SMBs, retail chains, manufacturers, healthcare organizations, hospitality providers, and educational institutions. Its solutions are scalable and adaptable to various business sizes and industries. (Source)

What problems does Priority Software solve for retail businesses?

Priority Software solves retail challenges such as lack of real-time insights, operational inefficiencies, inventory inaccuracies, disconnected customer experiences, and high IT costs. It centralizes management, automates workflows, and supports omnichannel commerce. (Source)

How does Priority ERP help manufacturing companies?

Priority ERP helps manufacturers by improving quality control, providing real-time traceability, optimizing inventory management, and supporting multi-company setups. Dunlop Systems and Components improved project management, executive reporting, and production efficiency after switching to Priority ERP. (Source)

How does Priority Software support hospitality businesses?

Priority Software offers an all-in-one guest-centric Property Management System (PMS) for hospitality businesses, covering hotel management, guest experience, and integrations with leading hospitality platforms. (Source)

What are some real-world results achieved with Priority ERP?

Smart Energy reduced operating costs by nearly 20% and improved system performance. Boddingtons Electrical reduced order processing time to three days and completed implementation in six weeks. Dunlop Systems and Components improved project management and inventory control. (Source, Source, Source)

How does Priority Software help businesses replace outdated systems?

Priority Software replaces outdated systems and spreadsheets with a centralized ERP, streamlining operations, reducing risk, and empowering better decisions. It offers a scalable, future-proof platform that evolves with your business. (Source)

How does Priority Software address fragmented data and integration complexity?

Priority Software maintains a single source of truth for all operational and customer data, eliminating fragmented data and integration complexity. Its modular, all-in-one solution ensures seamless workflows across operations and customer engagement. (Source)

How does Priority Software improve customer experience for retailers?

Priority Software enhances customer experience with centralized customer data, loyalty program capabilities, efficient promotion engines, and omnichannel CRM. Retailers benefit from improved satisfaction and retention. (Source)

Competition & Comparison

How does Priority ERP compare to Microsoft Navision?

Microsoft Navision has reached end of life, forcing businesses to migrate. Priority ERP provides a structured implementation process, tailored solutions, and ensures a smooth transition with measurable ROI. (Source)

How does Priority ERP compare to Acumatica?

Acumatica focuses on cloud ERP but lacks industry-specific features, has limited WMS, a steep learning curve, and unpredictable pricing. Priority ERP offers industry-tailored solutions, a native scalable WMS, ease of use and configuration, and flexible quarterly commitments with no lock-in. (Source)

How does Priority ERP compare to Microsoft Dynamics 365?

Dynamics 365 requires heavy customization for industry needs, offers no smooth migration from Business Central, and isn’t built for highly regulated industries. Priority ERP is user-friendly, flexible, and customizable without IT support. It grows with your business and ensures compliance with FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2. (Source)

How does Priority ERP compare to SAP Business One?

SAP Business One is powerful but complex, expensive, and lacks multi-company capabilities. Its Version 10 will also reach end-of-support in 2026. Priority ERP is affordable, easy to use, maintains the same platform (no forced migrations), and supports true multi-company operations with automatic inter-company processes. (Source)

How does Priority ERP compare to Sage X3?

Sage focuses on accounting, not full ERP. Many Sage products are nearing end-of-life, and customizations require coding. Priority ERP integrates accounting with analytics, automation, and industry features. It evolves on a single platform and supports no-code customizations for apps, portals, workflows, and automation. (Source)

How does Priority ERP compare to NetSuite?

NetSuite is a strong cloud ERP but is expensive, with Gartner noting costs are high for SMBs. It also enforces contract lock-in. Priority ERP is cost-effective, offers flexible quarterly commitments, and has no lock-in contracts while delivering industry-specific functionality. (Source)

How does Priority ERP compare to Microsoft Business Central?

Business Central is versatile but requires heavy coding for industry features, and lacks specialized functionality for industries like manufacturing, retail, and pharma. Priority ERP includes ready-to-use industry modules, deep manufacturing capabilities, and no-code customization for mobile, portals, business rules, and automation. (Source)

How does Priority ERP compare to Odoo?

Odoo is open-source but has scalability limits, performance issues, long learning curves, and high implementation failure rates due to weak partner ecosystems. Priority ERP provides structured implementation, scalability, proven methodologies, experienced partners, and quick user adoption. (Source)

Support & Implementation

What professional and implementation services does Priority Software offer?

Priority Software provides professional and implementation services to ensure smooth onboarding and optimal utilization of its solutions. Services include project management, data migration, staff training, and ongoing support. (Source)

How does Priority Software support customers after implementation?

Priority Software maintains ongoing relationships with customers, providing advice on updates, customization, and support to ensure the ERP system continues to meet evolving business needs. (Source)

What feedback have customers given about Priority Software's support?

Customers praise Priority Software for quick turnaround customer support, efficient onboarding, and ongoing assistance. The support team is noted for being responsive and knowledgeable. (Source)

How does Priority Software ensure data security during ERP implementation?

Priority Software follows secure data migration practices and complies with industry standards such as GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2 to ensure data security during ERP implementation. (Source)

Customer Success & Proof

Can you share specific case studies of customers using Priority ERP?

Yes, Priority Software features case studies such as Smart Energy (20% cost reduction), Boddingtons Electrical (six-week implementation), Dunlop Systems and Components (improved project management), Solara Adjustable Patio Covers, Arkal Automotive, Dejavoo, Nautilus Designs, TOA Hotel & Spa, Global Brands Gallery, and Cowtown Retail Chain. (Case Studies)

Who are some of Priority Software's notable customers?

Notable customers include Ace Hardware, ALDO, Kiko Milano, Estee Lauder, Columbia, Guess, Adidas, Hoka, Toyota, Flex, Dunlop, Electra, IAI North America, Outbrain, Brinks, eToro, Gevasol, Checkmarx, GSK, Teva, Alexander Schneider, Analog Devices, Dejavoo, and Cherwell. (Source)

What customer feedback has Priority ERP received regarding ease of use?

Priority ERP is rated approximately 4.1/5 on G2, with users highlighting its simplicity, intuitive interface, and user-configurability. Customers report improved management, quick learning, and satisfaction with the software. (Source)

What industry recognition has Priority Software received?

Priority Software has been recognized by leading analysts such as Gartner and IDC, and ranked #1 by TEC in 2025. It is trusted by companies like Toyota, Flex, and Teva. (Source)