Implementing an Enterprise Resource Planning (ERP) system such as BizCentric is a critical endeavor that can transform the way your organization operates, streamlining processes, enhancing productivity, and fostering growth. To ensure the seamless integration of BizCentric into your enterprise, it’s imperative to devise a comprehensive implementation strategy. While BizCentric offers a user-friendly interface and extensive documentation, engaging a certified implementation partner can significantly enhance your chances of a successful deployment.

Enterprise Implementation Strategy for BizCentric

While BizCentric offers thorough documentation and resources for self-implementation, deploying the system across large enterprises often entails complex processes and configurations beyond standard documentation. To ensure the success of your BizCentric deployment, follow these steps:

1. Needs Assessment: Collaborate with your certified implementation partner to assess your organization’s needs, challenges, and strategic goals that the ERP system should address.
2. Customization and Configuration: Utilize your partner’s expertise to customize and configure BizCentric to align with your business requirements, including mapping workflows and optimizing user interfaces.
3. Data Migration and Integration: Plan and execute seamless data migration from legacy systems to BizCentric, ensuring thorough testing of integrations to maintain data integrity.
4. Change Management and Training: Develop a comprehensive change management strategy with your partner to train employees effectively, minimizing resistance to the new system.
5. Testing and Quality Assurance: Work closely with your partner to rigorously test the BizCentric implementation, identifying and resolving any issues before full deployment.
6. Go-Live and Post-Implementation Support: Execute a controlled go-live process with your partner’s assistance, followed by ongoing support to maintain system stability and performance.

By following these steps and leveraging your certified implementation partner’s expertise, you can ensure a successful deployment of BizCentric across your enterprise.

The Role of an Implementation Partner 

An implementation partner refers to a certified expert or company that possesses extensive expertise in the functionalities, deployment methods, and industry standards of BizCentric. Engaging with a seasoned implementation partner can yield a multitude of advantages for your ERP implementation process:

Certified Expertise: Certified implementation partners bring invaluable expertise and experience to tailor BizCentric to your organization’s unique needs, ensuring alignment with your objectives.

Efficient Project Management: Experienced partners streamline implementation with clear milestones, timelines, and objectives, minimizing risks of delays and cost overruns.

Customization and Integration: Certified partners adeptly customize and integrate BizCentric with existing systems, ensuring seamless information flow.

Training and Change Management: Partners provide comprehensive training to facilitate the smooth adoption of the new system.

Ongoing Support: Certified partners offer post-implementation support and updates to safeguard your investment.

Risk Mitigation: Partners help identify and address potential issues early, reducing risks associated with ERP implementations.

Before you begin overseeing your Operations in BizCentric, it is essential to acquaint yourself with the system and the terminology utilized. To accomplish this, we suggest carrying out the implementation in two distinct stages.

A Test Phase, where you enter dummy records representing your day-to-day transactions, and a Live Phase, where we start entering live data.

Test Phase

• Read the Manual
• Create a free account at https://bizcentric.me/ (the easiest way to experiment).
• Create your first Customer, Supplier and Item. Add a few more so you get familiar with them.
• Create Customer Groups, Item Groups, Warehouses, Supplier Groups, so that you can classify your Items.
• Complete a standard sales cycle – Lead > Opportunity > Quotation > Sales Order > Delivery Note > Sales Invoice > Payment (Journal Entry)
• Complete a standard purchase cycle – Material Request > Purchase Order > Purchase Receipt > Payment (Journal Entry).
• Complete a manufacturing cycle (if applicable) – BOM > Production Planning Tool > Work Order > Material Issue
• Replicate a real-life scenario into the system.
• Create custom fields, print formats, etc. as required.

Live Phase

Once you are familiar with BizCentric, start entering your live data!

• 1. Clean up the account of test data or better, start a fresh install.
  2. If you just want to clear your transactions and not your master data like Item, Customer, Supplier, BOM etc, you can click delete the transactions of your Company and start fresh. To do so, open the Company Record via Accounting > Accounting Masters > Company and delete your Company’s transactions by clicking on the Delete Company Transactions button at the bottom of the Company Form.
  3. You can also setup a new account at https://bizcentric.me/.
  4. Setup all the modules with Customer Groups, Item Groups, Warehouses, BOMs etc.
  5. Import Customers, Suppliers, Items, Contacts, and Addresses using the Data Import Tool.
  6. Import opening stock using the Stock Reconciliation Tool.
  7. Create opening accounting entries via Journal Entry and create outstanding Sales Invoices and Purchase Invoices.