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Integration with ERP - how to avoid mistakes

ERP integration - how to prepare well for the project and avoid costly mistakes?

Tired of working on multiple Excel files, manually rewriting data and discrepancies between systems? It's not only frustrating, but also risky - especially in the medical distribution industry, where precision, compliance and responsiveness matter. If you notice that your processes are starting to resemble makeshift solutions from a previous era, it's time for a concrete change. It's time to integrate with ERP.

But beware - a well-planned integration is not just about implementing technology. It's a project that can bring real benefits... or generate unnecessary costs and chaos. In this article, I'll show you how to prepare for such an undertaking with your head - so that you don't burn through your budget and discourage your team at the start.

ERP integration is more than an API

Too often we encounter the approach: “ERP has an API, then somehow it will work”. Unfortunately - it won't. Integration with ERP is not just a technical issue. It's a strategic decision that affects every aspect of your business - from order entry to batch control and regulatory compliance.

It's not enough for the systems to “get along.” You need to plan exactly which data will be synchronized, when, how and what happens if something goes wrong. In medical distribution, the margin for error doesn't exist.

Add to this the fact that not every ERP system is flexible - some have outdated architecture, lack of documentation or zero technical support. Modern cloud solutions, on the other hand, also impose their own conditions. Therefore, it is crucial to prepare properly even before the IT team writes the first line of code.

integration with ERP software services

Where to start. 5 steps that will build the foundation for ERP integration

1. Understand your processes

Don't start with coding. Start by asking: what do we really want to improve? Maybe it's order processing? Maybe verifying expiration dates or handling returns? If you don't understand your current processes, you won't design an effective solution. And it's not just about maps and diagrams - you need operational knowledge, preferably gathered from people on the front line.

2. Take care of ERP documentation

This is one of the more common mistakes: we set out to integrate, and along the way we find that we don't have access to ERP technical documentation. Without it, even the best development team will be operating in the dark. Determine beforehand what data can be pulled, how interfaces work and whether the ERP vendor makes support available.

3. Define priorities and start with an MVP.

Want to integrate everything at once? Wrong. Choose one process that will have a quick and measurable effect - such as automating order entry. Minimum Viable Product (MVP), a minimal version of the software, helps reduce risk and convince skeptics in the company that ERP integration really works.

4. Understand the pricing model and schedule

Working with a software house is usually based on the Time & Materials model - you pay for actual work time. This is fair and flexible, as long as you agree in advance on budget forks, labor hour rates, milestones and scope of activities. Don't be afraid to ask - a good business partner will be transparent.

5. Prepare the team

Without a decision-maker on the client's side, the project simply won't take off. Someone has to make decisions, answer questions, test solutions. If you don't have such a person, you also don't have integration readiness. What's more, when planning any software project, it's a good idea to plan a strategy for software implementation even before you start programming. A good strategy will engage the team and prepare them for change. We wrote more about this in a separate article.

Where do companies most often stumble?

ERP integration is quite a challenge for many companies. Here are three mistakes that can derail even the best plan:

  • Lack of access to ERP - fix the technical details with the vendor before the project starts. You'll avoid surprises later on.
  • Endless testing - without a test environment and a test plan, everything goes awry. Set the rules for testing the solution at the beginning of the project.
  • Users at the end of the chain - if they find out about changes only on the day of implementation, it is likely to trigger their resistance. Engage them from day one.

Integration with ERP is a business decision

It's not just about implementing new technology. Integration with ERP is a way to increase efficiency, eliminate errors and have more control over company data. But to make it work, you must be ready to carry out such a project. You are prepared if:

  • You know your processes,
  • You have ERP documentation,
  • You know where to start (MVP),
  • You understand the cost model,
  • You have a team ready to work together.
integration with ERP

Bottom line - ERP integration starts with a decision

Integration with ERP is a real opportunity to regain control of your data, increase the efficiency of your team and eliminate errors that are costing you time and money today. But the key to success lies in preparation - without it, even the best technology won't deliver the results you're looking for.

If you're serious about implementation, don't put it off. Let's talk about your situation, processes and integration options. Book a free consultation with our team and see how we can help you.

Contact us today to find out how we can help your business with digital transformation!

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Our team is looking forward to helping you!
Business Development Manager w firmie IT: ekspert w budowaniu relacji biznesowych i tworzeniu innowacyjnych strategii sprzedaży rozwiązań software'owych

BUSINESS DEVELOPMENT MANAGER

Karolina Marzyńska

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