How to Develop a Framework for Managing Records in an ERP System
Enterprise resource planning (ERP) software tools are easily the most important pieces of software that any company can possess. An enterprise resource program is a comprehensive computer program capable of tying essential functions of the business like accounting, finance, human resources, order entry and service management together. Setting up a records management framework is essential to making the system efficiently work for employees and managers. Records that contain the appropriate data elements can interact with all parts of the ERP software. This is essential in creating a successful application.
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Instructions
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Assess your plans for the ERP system. Write down on paper every part of the program you plan to activate. Record the names of all departments that interact with the tool.
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List the screen names and number of screens that will eventually become active. Note that this should be a complete list. It is better to have too many fields in a record than not enough fields. If there aren't enough fields in each record, valuable business data will be lost.
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Consult with various departments about these screens and variables. Review the current system against what the new ERP software will offer. Record the feedback of the departments. Make adjustments to make the software fit the current business process. Be careful to note when records should be accessible and inaccessible. Also note what fields should be fixed and which ones can be freely edited. Dropdowns are critical for managing this type of data.
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Build a final version of the data object framework. This should include all the changes recommended by the specialized groups in your organization. Review your framework for compliance with the input you received.
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Test and roll out the new framework for your ERP system. Go back and check with users to see if their expectations have been met.
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Tips & Warnings
Lean heavily on subject matter experts during this process.
Screen edits are crucial for clean record-keeping and overall database management.
Failure to include minimal record detail will render your ERP system unusable.
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Resources
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