ERP implementation is the process of installing and configuring ERP software systems to streamline business operations. An ERP system integrates many functions across business, such as financial management, human resources, sales and manufacturing, to deliver benefits such as increased productivity and efficiency.


ERP Implementation

At Chartersfield, we are product and delivery experts with a wealth of experience in both technology and industry. You can trust us to take charge of your project and guide you through each step of the process, providing the support you need in the long term.

The number of team members involved in your implementation will depend on the Dynamics solution being implemented and the size of your project. Some Dynamics 365 for Enterprise implementations, which can become more complex, typically include a project manager, functional consultant, technical consultant, developer, and solution architect. Our team is committed to delivering successful implementation, and we believe in working closely with our clients to understand their unique needs and requirements.

With Chartesfield, you can trust that your projects are in good hands, and we invite you to learn more about different tools involved in a successful implementation with us.

Project Management

Chartesfield believes that excellent project management is important for success. That is why we follow a perfectly crafted Process Centric Methodology, employing Michrosoft’s proven step-by-step implementation architecture as well as our own best practices and years of expertise.

Consulting & Architecting

Our consultants work closely with your teams to create tailored solutions that meet your organization’s unique needs. We prioritize clear communication in the process for our clients. We understand that technology can be complex, so we ensure our consultants have a deep understanding of how product works and how it can be utilized to meet your needs.

Development & Customization

We provide customizations to ensure Dynamics 365 meets your specific needs. Our development team works closely with you to identify areas that need customization, and we create solutions that go beyond the standard Dynamics functionality. We document and review your business processes to determine your unique needs, and our development team steps in to find a solution if there is a critical area for which there is no obvious correlation to a concept in the Dynamics solution being implemented.


Our methodology is designed to help you succeed. We take a process-centric approach, working closely with you to understand your business needs and design a solution that meets them. We have extensive expertise and experience in implementing Dynamics 365, and we are committed to your success.
Here are the key steps in our methodology:

  • Discovery: We meet with you to understand your business needs and goals.
  • Design: We develop a solution that meets your needs and goals.
  • Implementation: We implement the solution and train your staff on how to use it.
  • Support: We provide ongoing support to ensure that you are successful with the solution.

We are confident that our methodology can help you achieve your business goals. Contact us today to learn more.

ERP Implementation Process Overview

ERP Implementation is the process of installing, configuring and testing an ERP system. It can be a time consuming and complex process but it can be very rewarding. A well-implemented ERP system can help you improve your business processes, streamline your operations, and make better decisions.

Here are some tips for a successful ERP implementation:

  • Choose the right ERP system for the requirements of your business.
  • Work with a qualified ERP implementation partner.
  • Test the ERP system thoroughly before going live.
  • Have a plan in place for training your employees on the new system.
  • Have a support plan in place in case any problems arise.

ERP implementation can be a complex process, but it can be very rewarding. With careful planning and execution, you can implement a new ERP system that will help you improve your business processes, streamline your operations, and make better decisions.


What are the ERP Implementation Steps?

Implementing an ERP system can seem like a daunting task, but with proper planning and execution, it can bring significant benefits to a business. Here are the typical steps involved in an ERP implementation:

The first step is to assemble a team consisting of executive sponsors, business process owners, end users, business analysts, technical consultants, and project managers. Effective project management is critical to communicate progress, manage issues, and achieve objectives.
The team needs to define the project scope, milestones, customizations, process maps, and expected results. This provides a clear direction for the implementation process.

The next step is to analyze the business requirements and configure the system to match the workflow. It involves installing the software in a “sandbox” environment and testing its functionality.

The team must migrate and map data from the old system to the new one and perform verification checks to ensure accuracy.
Once the system is configured, it’s time to test it across all departments and consistently run through the quote-to-cash cycle. End users should be trained on the system based on their roles and permissions.
After thorough testing and training, the system can be deployed into the production environment, commonly referred to as the “go-live.” Extra manpower is required to monitor the process and ensure a smooth transition.
The implementation process doesn’t end with go-live. The team should continue to provide support and conduct a project review to identify areas for improvement.

In conclusion, a comprehensive plan and rigorous testing are the two main aspects of an ERP implementation to ensure a successful system transition. With a dedicated project team and careful execution, an ERP system can bring significant benefits to a business.