ERP implementation best practices

Enterprise Resource Planning (ERP) systems are essential tools for modern businesses, integrating various functions such as finance, human resources, supply chain, and customer relationship management into a unified system. However, the implementation of an ERP system is a complex and often daunting task that requires meticulous planning, execution, and monitoring. According to Gartner, 55-75% of ERP projects either fail or don’t meet their intended objectives, so, adhering to best practices can significantly enhance the likelihood of a successful ERP implementation.

Since 2006, Inixion has been implementing Sage X3 and we have had zero failed projects as we follow strict ERP Implementation Best Practices. Here are some key strategies to consider ensuring a smooth and effective ERP deployment if you are at the start of your journey.

  1. Define clear objectives and requirements
    The first step in any ERP implementation is to define clear objectives and requirements. This involves understanding what the organisation hopes to achieve with the new system. Objectives should be specific, measurable, achievable, relevant, and time-bound (SMART). Requirements gathering should involve stakeholders from all departments to ensure that the system meets the needs of the entire organisation. This discovery process will help in selecting an ERP system that aligns with the company’s goals and operational needs.
  2. Choose the right ERP system
    Choosing the right ERP system is crucial. There are numerous ERP solutions available in the market, each with its own strengths and weaknesses. Organisations should conduct a thorough evaluation of different ERP systems, considering factors such as functionality, scalability, ease of use, integration capabilities, and cost. Sage X3 solutions are particularly suited to manufacturing, distribution, chemicals, food & beverages, pharmaceutical/medical devices and services industries.
  3. Assemble a competent implementation team
    A successful ERP implementation requires a competent and dedicated team. This team should include project managers, IT professionals, and representatives from key departments. The team should be well-versed in both the technical aspects of the ERP system and the business processes it will support. It’s also important to have executive sponsorship to ensure that the project has the necessary resources and support.
  4. Develop a detailed project plan
    A detailed project plan is essential for managing an ERP implementation. The plan should outline all phases of the project, including planning, design, development, testing, deployment, and post-implementation support. It should also include a timeline with specific milestones and deliverables. Regular progress reviews and updates to the project plan will help keep the project on track.
  5. Focus on data migration
    Data migration is a critical aspect of ERP implementation. Accurate and complete data is essential for the ERP system to function correctly. Organisations should conduct a thorough data audit and clean-up before migration. It’s also important to map data from the old system to the new ERP system accurately. Testing the migrated data is crucial to ensure that it has been transferred correctly and is usable in the new system.
  6. Provide comprehensive training
    Comprehensive training is vital for the successful adoption of the new ERP system. Users must be comfortable and proficient with the system to maximise its benefits. Training should be tailored to the needs of different user groups and should cover all aspects of the ERP system. Ongoing training and support should also be provided to address any issues that arise after the system goes live.
  7. Conduct thorough testing
    Thorough testing is essential to identify and fix any issues before the ERP system goes live. Testing should cover all functions and processes of the ERP system, including integration with other systems. Different types of testing, such as unit testing, system testing, user acceptance testing, and performance testing, should be conducted to ensure the system is working as expected.
  8. Manage change effectively
    ERP implementation often involves significant changes to business processes and workflows. Effective change management is crucial to address resistance and ensure a smooth transition. This involves clear communication about the benefits of the new system, involving employees in the implementation process, and providing adequate support to help them adapt to the changes.
  9. Monitor and optimise post-implementation
    The work doesn’t stop once the ERP system is live. Continuous monitoring and optimisation are necessary to ensure the system continues to meet the organisation’s needs. This involves regular system audits, performance reviews, and updates. Gathering feedback from users can help identify areas for improvement and ensure the system evolves with the company.


ERP implementation is a complex but rewarding endeavour. By following these ERP Implementation Best Practices, businesses can enhance their chances of a successful ERP deployment. Clear objectives, the right system selection, a competent team, detailed planning, effective data migration, comprehensive training, thorough testing, effective change management, and continuous monitoring are all critical components of a successful ERP implementation.
With careful planning and execution, an ERP system can transform business operations, improve efficiency, and drive growth.

If you’re looking at ERP Implementation Best Practices, then these guides may help you.

  1. COO to COO guide
  2. The ultimate ERP system guide for CEOs
  3. Enterprise Resource Planning selection checklist
  4. 5 ERP lessons learned from global implementations

Also please take a look at a couple of our client success stories

  1. Blagden Inventory and multi-currency management
  2. Taylor Wimpey Reduction of end-to-end costs with Sage X3

 If you would like to discuss your project with us, please contact our team or book a Sage X3 demo.


What types of training does Inixion offer for Sage X3?2024-02-13T12:15:31+00:00

We provide a range of training options for Sage X3 to ensure comprehensive knowledge and effective utilisation of the system. These training offerings include various options tailored to specific business needs.

We follow a “Train the Trainer” approach, which adds value and expedites user adoption of the Sage X3 solution. By appointing super users within your organisation, we provide them with comprehensive training encompassing all aspects of the system, ranging from administrator level to user level. These empowered super users then possess the knowledge and expertise to train their colleagues at the user level, ensuring a tailored training experience that focuses on individual needs. This ensures that knowledge is effectively disseminated throughout the organisation.

In addition, Inixion offers on-demand training for both new and existing users of Sage X3. This training can be conducted remotely or through face-to-face sessions, depending on the preference and requirements of the organisation. This training aims to increase user confidence, familiarise them with newly implemented or reconfigured processes, and ultimately enhance productivity and the quality of output.

In addition to implementation project training and ongoing training packages, our training solutions are designed to align with the specific needs of businesses, ensuring that organisations receive tailored training that addresses their unique requirements. With our comprehensive training offerings, we strive to enable businesses to optimise their usage of Sage X3 and maximize the benefits derived from the system.

How can Sage X3 training benefit users?2024-02-13T12:11:11+00:00

Sage X3 training offers numerous benefits to users, empowering them to fully capitalise on the potential of the system. We are dedicated to helping businesses rapidly and seamlessly unlock the advantages of their Sage X3 implementation. Our comprehensive and effective training programs enable users to optimise their workflow and achieve enhanced outcomes.

Our Sage X3 training can be conducted remotely or in-person, catering to the preferences and requirements of your organisation. Whether it’s training for groups or individuals, our programs aim to achieve the following objectives:

  1. Boost user confidence and onboarding: Through our training, we instil confidence in new users, enabling them to navigate the system with ease. By familiarising them with the functionalities and features of Sage X3, we facilitate a smooth onboarding process, allowing users to quickly adapt to their roles and responsibilities.
  2. Familiarise and train on new or modified processes: As businesses evolve and processes change, our training programs ensure that users have a comprehensive understanding of the updated workflows. We guide them through new or reconfigured processes, ensuring they have the skills necessary to operate within the system efficiently and effectively.
  3. Improve productivity and output quality: Our training aims to enhance the productivity and output quality of users. By equipping them with in-depth knowledge of Sage X3, they can optimise their utilisation of the system, streamline tasks, and achieve higher efficiency levels. This ultimately leads to improved output quality and increased overall productivity for your business.

In summary, Sage X3 training provided by Inixion delivers a multitude of benefits to users. It fosters confidence, accelerates onboarding, familiarises users with new or modified processes, and drives productivity and output quality. By leveraging our training expertise, businesses can maximise the potential of their Sage X3 implementation and achieve exceptional results.

Does Inixion also work in the USA/Canada?2023-10-13T11:49:56+00:00

We are a fully accredited Sage North America partner and experts in international implementations of Sage X3. Many of our customers are in North America and are supported by our team in the UK. Moreover, we proudly assist many of our customers with their global subsidiaries, providing comprehensive support every step of the way.

How often does Sage release new versions?2023-09-06T13:15:03+00:00

Sage currently provides new Sage X3 release updates twice per year.

Looking to upgrade? Download our Sage X3 V11 end-of-support guide.

What support options are available after the implementation when the system goes live?2023-08-21T08:53:09+00:00

Inixion works in partnership with you and offers support throughout the lifetime of your implementation.

Will Inixion manage my Sage X3 installation, or will I handle it?2023-08-21T08:52:53+00:00

This is part of the services provided by Inixion through the initial implementation of your Sage X3 system.

2024-06-05T12:18:07+00:00June 5, 2024|Blog|
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