Designing Your ERP Success: Why Workshops Matter

When you're gearing up for an ERP implementation, it's tempting to jump straight into the technical stuff. But hold your horses! Skipping the design phase is like building a house without a blueprint. You might end up with a kitchen where the bathroom should be.

Let's break down why design workshops are your secret weapon for ERP success:

Getting Everyone on the Same Page

Picture this: You're in a room with the CEO, the IT guru, and Sally from accounts payable. Sounds like the start of a bad joke, right? But these workshops are where the magic happens.

For VARs, it's your chance to really get under the skin of your client's business. You're not just configuring software; you're solving problems. And trust me, clients notice when you truly get their pain points.

End-users, listen up! This is your moment to shine. No one knows the daily grind like you do. Speak up about that report that takes ages to run or that process that drives everyone nuts.

Without these sessions, you risk building a system that looks great on paper but falls flat in real life. It's like buying a fancy sports car for off-road driving – not gonna end well.

The Guest List: Who's Who in the Workshop World

Think of design workshops like planning a wedding. You need the right mix of people to make it work:

  • The big cheeses who sign the checks

  • Department heads who see the big picture

  • The folks in the trenches who'll use the system daily

  • Tech wizards who can turn ideas into reality

VARs, you're like the wedding planner. You're guiding discussions, suggesting ideas, and making sure Uncle Bob (or in this case, that one department that always resists change) doesn't derail everything.

For end-users, don't be wallflowers! Your insights are gold. Without your input, you might end up with a system that looks pretty but makes your job harder. Nobody wants that.

Keeping the Ball Rolling: Workshop Tricks of the Trade

Ever been in a meeting that goes nowhere? Yeah, our demos don’t suck and neither do our design workshops. Here's how to keep things buzzing:

  • Set clear goals for each session (no aimless chit-chat)

  • Use visuals – software insights and mock ups

  • Break into smaller groups to tackle thorny issues

  • Keep a "parking lot" for ideas that are good but not for now

VARs, your job is to be part ringmaster, part translator. Keep the energy up and turn those business wishes into concrete system requirements.

End-users, this is no time to be shy. Speak up about what would make your work life easier. After all, you're the ones who'll be using this system day in, day out.

Skipping these techniques can lead to workshops that drag on forever, with no real decisions made. That's a fast track to project delays and budget overruns.

The Endgame: What You're Aiming For

By the end of these workshops, you want everyone leaving with a spring in their step and a clear vision in mind. You should have:

  • A solid list of must-haves and nice-to-haves

  • Agreement on how key processes will work

  • Genuine excitement from everyone involved

For VARs, these workshops are gold for scoping the project accurately. No more nasty surprises halfway through implementation.

End-users, you're helping design a system that fits how you actually work, not how someone in corporate thinks you work. It's the difference between a custom-tailored suit and one off the rack.

Conclusion

Without this clarity, you risk a project that drags on, costs more than expected, and leaves everyone frustrated. It's like trying to navigate without a map – you might eventually get there, but it won't be pretty.

Remember, a great ERP system isn't just about fancy features. It's

Derek Groniger

Derek is a solution architect with more than three decades of ERP expertise spanning manufacturing, distribution, field service, construction, and retail. He has worked across pre-sales and sales for VARs and publishers and holds certifications in systems including Infor, NetSuite, Sage, and Salesforce. Outside work he is happiest near water — a river, a lake, or the beach.

https://www.linkedin.com/in/derekgroniger/
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Design Workshops: The Secret Sauce of Successful ERP Implementations