So you’re considering making use of an Enterprise Resource Planning system (ERP), and you’re wondering how your company can get the most out of your new software? We get this question often, so we decided to put together this post with our five top tips for optimizing your ERP:

Automate Your Daily Expenses 

ERP systems like Pronto Xi come with a range of helpful add-ons. Utilizing AP automation in Pronto ERP is one of the best things you can do from a productivity standpoint. Not only will this help ensure that nothing gets forgotten and all the bills are paid on time, but it will also free up the mental processing space of those who used to have to complete these tasks manually. This allows them to increase productivity in other areas while also giving you confidence that everything is running smoothly.

Get Everyone on Board

Like any software, your new ERP isn’t going to be very useful if no one is using it. Because of this, it is important to ensure that everyone within your organization is introduced to the platform when it is implemented. Training in this area may be required, so be sure to check how confident team members are when working with this type of system. Once you have an idea of how everyone’s feeling, you can arrange any necessary education.

Customize Your Enterprise Resource Planning System to Suit Your Needs

One of the biggest perks of Enterprise Resource Planning systems is that they’re generally fairly customizable. This is important to remember if you’re looking to get the most out of your new software. If you don’t customize it to suit your business structure and needs, you may be missing out on valuable functions. 

Have Diverse Input

Speaking of customizing your ERP, you’re going to want input from people within various roles in your organization to ensure that it works well across all levels. This is also a great time to review your workplace diversity strategy and make sure you’ve got the best staff to cover all the areas your business needs to thrive. If you bring on any new hires, we suggest also involving them in the process of getting your ERP set up.

Keep up to Date

This one may seem obvious, but you’d be surprised by how many ERPs appear to be a set-and-forget program. In order to get the best results and security, however, you’re going to want to make sure that you keep your software up to date. This can be set to happen automatically at a time that will not impact productivity. Alternatively, you can have authorized users manually update as required. 

Have a Solid Backup

Finally, although they’re fantastic, ERPs aren’t bulletproof, so user error can still occur. Because of this, we strongly recommend making use of a cyber resilience and cloud-based disaster recovery program in order to protect your business against data loss. 

These platforms are far more secure than standard cloud servers, and unlike physical backups, they are not exposed to the risk of getting broken or otherwise destroyed. You’ll also find that you may be able to store information such as certain settings or software that would have otherwise been quite a pain to keep on top of.

Now that you know how to get the most out of your new Enterprise Resource Planning system, it’s time to get everything organized and implement the platform across your workforce. Good luck!