Software-ImplementationDuring the years of experience in software implementation, we have met business leaders that have various points of view on the use of IT technology such as ERP system, CRM software, as well as software implementation and software Integration in general. Perhaps you recognize yourself as one who:

Currently, do not have a software management system. You put a system implementation on hold and keep using Microsoft Word and Excel to store your sensitive data until you really have no choice but to upgrade to an ERP/CRM system

Currently, use a legacy system.  You keep using your legacy system for a few more years and continue making minor fixes here and there to accommodate the changes in your industry/business

Go through with a software upgrade anyways. No matter what you’ve heard or what you’ve previously been through during previous IT projects implementations, you still go ahead with a software upgrade because you know in the long run this will be best for your company’s prosperity and employees.

Software Implementation: Fear of Change

Why Software Implementations are known to be so painful to Business Executives? Among the most commonly called causes are price, time-consuming, and fear of big change. It’s an actual fact because often the final price is so expensive. Normally, implementations take more time than expected, while staff are resisting to the change in business processes. New systems seems too complex, so they pretend they were better off with Excel Spreadsheets and Word Documents, or their old legacy system.

Helpful Reading:

Achieving the Easiest Software Implementation Ever

Here are some pointers that will allow you to have a smooth implementation and avoid major problems, as listed above.

1.      Put together a small internal team to oversee & manage Implementation Project. Easy Software Implementation

An internal team, made up of 5 employees or less, is critical for a successful software implementation. This group should be continuously interacting with all the departments and top management as well. They work hand in hand with the ERP Service Provider.

On top of this, it is best if these employees are not distracted by their normal daily tasks as they should fully commit their time to the software implementation project. This will ensure everything is running smoothly and everyone’s needs are met.

2.      Hire a qualified IT/ERP Provider

Many Small and Medium size Enterprises do not always have an in- house IT team. Nowadays, an in-house IT team is not even necessary due to the emergence of cloud computing and Software as a Service.

However, it is highly important to hire the right Software Provider that can act as your IT Consultant and ERP implementation team for your SaaS ERP project. A qualified ERP Consultant/Provider should have:

  • the necessary IT experience and knowledge
  • a solid business understanding
  • great communication skills, as they will be working hand in hand with your internal team (as mentioned in #1)
  • provide a detailed analysis of the different costs upfront (including any potential fees for unexpected situations during implementation)
3.      Get the full support from Management

Management should remain unified in supporting the project. They should continuously encourage and motivate their teams not give up.

The support of top management is not only the financial backing but more for encouragement, as this may be a difficult time for employees to get accustomed to a new system and potentially new processes.

On top of this, as there will be a lots of end user training, it can be very helpful if management can alleviate certain team members from regular responsibilities – especially the internal implementation team during that short period of time.

4.      Make the Right ‘IT Budget’ Decisions

Management must define the role of IT before any decision can be made. IT can play a major role in meeting the company’s objectives, which is why the Accounting department should fully understand the IT strategy in order to make the right decisions regarding software investments.

It’s about seeing IT not as a cost but rather as an investment.

5.      Introduce staff to new processes & standards PRIOR to Implementation

Usually, SMEs have informal, undisciplined types of environments and processes.

The big problem is that ERP systems and other software solutions bring in procedural rigidity and discipline. This is when user resistance and conflicts are likely to arise.

Leaders need to bring in some process consistency & standardized procedures before software implementation begins. It’s all about easing employees into this new work environment.

6.      Train your whole team on how to use the new system

Investing in end-user training is not optional if you want to have a successful, smooth software implementation.Investing in end-user training is not optional if you want to have a successful, smooth software implementation. If your employees do not know how to use the system the right way, they will begin to resist and your team still won’t be working as efficiently as possible.

For successful training, begin this process during implementation and continue after the Go-Live date as well. Follow these steps:

  • establish goals
  • have the internal team assess each user’s needs and training requirements
  • create a training program and schedule
  • have the IT Consultant/ERP Provide educate and train the users

Let’s summarize: to achieve an easy software implementation you should:

  • Put together a small team at the company to manage the Implementation Project
  • Hire a qualified IT Provider
  • Get full support from top Management
  • Define the role of IT to make better budget decisions
  • Introduce staff to new processes & standards early on
  • Thoroughly train end-users on the new software

Not sure if your business is running as efficiently as possible? Request a FREE one-on-one 1-hour consultation session with our in-house experts.


Systems integration: how to avoid mismanagement

As we mentioned in one of our previous articles, change in the workplace is inevitable. The business world is constantly evolving, and companies must always be ready to adapt to change.

This change is happening whether we like it or not, for example, systems integration needs to be well managed in order to constantly improve and take advantage of the surge in technology. As a result, companies with a well-detailed plan that explains the procedures to be followed will gain a competitive edge. That said, unfortunately, poor implementation management is more common than good management, and will often lead to internal resistance.

Business Automation

The major changes we see every day are the implementation of new management software, B2B integration and systems integration.

When business leaders realize that they need to innovate and streamline their business processes, they need to introduce changes to their workplace. Many of them put off this change for as long as possible, until it affects the growth of their business.

Why does this happen so often? Partly because people are creatures of habit. Habit makes our tasks and jobs much easier, and it’s not surprising that people like repetitive actions, stability and security. So it’s not surprising that employees are generally the biggest opponents to business process change. This happens, not because employees don’t want to see their company thrive; but mostly to poor implementation management , the main topic of today’s blog.

Poor management of system implementation and integration

Change is a sensitive subject. As mentioned above, not too many people accept change with open arms. So broaching this subject with employees is a difficult task, and it needs to be presented well.

So why do employees tend to resist software implementation?

  1. Managers don’t communicate with their people properly. If employees don’t know exactly what’s going on (they’re in complete darkness), they’ll resist. Will they lose their jobs as a result? Will their daily tasks be affected? Who will be responsible? How long will it take? When employees have more questions than answers, it becomes a slippery slope.
  2. Employees do not trust the management team, which is not as transparent and open.
  3. The timing of the new software implementation was poorly chosen by management, i.e. during a company’s busy season, causing additional constraints and pressures on the entire team.
  4. Managers, who are responsible for disseminating information, are not competent or expert in this field. Their stress and anxiety about the new project don’t help to calm employees. Fear of the unknown is contagious – managers should be aware of this.

How to implement changes effectively

First of all, managers need to understand that everyone handles change differently, and that resistance is always a possibility. The best way to deal with it is to COMMUNICATE and LISTEN. This strengthens trust between management and employees.

In addition to this, once a Systems Integration has been announced, through a corporate email or meeting, it’s important to address the following points:

  • Why is this integration necessary?
  • Why it’s important for the company (what are its general benefits, short-term benefits and long-term benefits)
  • How will Systems Integration impact the work of individual departments and employees? (What’s in it for them?)
  • What are management’s objectives and expectations for this integration?
  • Who will manage this change? Who can employees contact to discuss change-related issues or share ideas to make change easier for everyone?

By sharing all important information with the whole team, everyone will be on the same page and feel listened to and appreciated.

integrationSoftware implementation in several stages

It is also extremely important to implement any type of software implementation or systems integration in several stages. There are many steps that managers can take before starting a software implementation. Once the news of a software upgrade is announced, it is essential that employees take the time to ask questions, address concerns, read any system documentation, view a system demo (for each department) understand their role during implementation, plan training during implementation, learn about the new process changes that will take place with the new system… After all this, the implementation can take place. Jumping headfirst into an implementation without proper preparation can lead to major resistance and setbacks in the future.

Systems integration – a major advantage for your company

There’s no stopping creation and improvement in the business world. As industries develop, companies must evolve; as technology advances. Companies need to implement changes as quickly as possible; when governments pass new laws, companies need to comply. As customers become more demanding and better informed, companies need to provide better products and fast, efficient service.

It’s time for managers to stop putting off software integration and implementation, and instead focus on helping employees see change in a positive light, which will undoubtedly bring major benefits to your business.

Contact us
today for a smooth and successful software implementation.

End User Training During Software ImplementationFor many business owners or managers, making the decision to implement a new software system is a difficult one to make. Oftentimes, the changes and risks that come with a software implementation can discourage those business managers who are looking to streamline their company’s processes and improve overall efficiency with a new system. There’s a ton of information out there on the advantages of using an efficient, up-to-date ERP system but not that much on how to properly handle an implementation phase. No Software Provider wants to scare their clients right from the get-go but this is definitely the wrong approach. By not educating the new software users and providing all the necessary information right from the start, all parties will suffer during the implementation phase.

Therefore, to begin with, it’s important to know the possible risks involved in such a project. This can include failure, user resistance, employee stress and anxiety, improper use of the system, misunderstandings, problems, doubts, fear of change etc. In order to ensure that these risks are eliminated or reduced, end user training is definitely required. These trainings will provide employees (or end users) with the right amount of attention and skills needed to help them acclimate to new processes (that have been changed by the new system implementation) as well as to the new system itself.

You can begin by creating a training plan then scheduling it accordingly, by department or simply by department heads and managers. Trainings can be given either in small groups or on a one-on-one basis. Documentation of course will also be provided to ensure that employees can easily access a “how-to” guide on using the system.

Once these trainings are underway, its advantages will be quite evident since trainings can alleviate stress, combat fears, bring acceptance to the system, reduce system errors and misunderstandings. Bottom line, when software users are properly educated on new functionality and processes, it’s a WIN-WIN for everyone! The trainings will teach end users the necessary skills needed to prevent problems and to use the system in the most efficient way possible. Individual performance will improve thus increasing productivity. Business managers will be happy as well as Software Providers.

As a Software Provider, our team truly understands just how important it is to pay attention to the USERS (or employees) and their needs during an implementation phase, rather than on solely the system itself. We realize how difficult this time may be for some people, especially if they have been used to working with the same processes and systems for years and have developed habits and routines in their workplace. Introducing a new software management system, with new processes, can disrupt their work life and this most definitely can cause stress and fear.

As a complete ERP software implementation can typically take about 12 months, it’s important that during this time, everyone is working together, as a team, for a successful and smooth phase. No surprises or headaches!

Common mistakes ERP softwareWe’ve all heard our fair share of nightmare stories when it comes to new software, more specifically Enterprise Resource Planning (ERP), implementations. What we don’t often hear, however, are the mistakes that were made during this project that could have been avoided. In many of these stories, the blame is put on the Software Provider or on employees who resist change and the system. However, there are some mistakes that business executives make that can affect the outcome of an ERP software implementation.

Here are 5 common mistakes that business leaders make throughout a new software project;

  1. They opt out of End User Training and After-Sales Support

Before any implementation project begins, a Software Provider will approach the management team with various support plans to choose from. These discounted plans will include billable hours for end user training and post-implementation support. It is up to the customer to choose which plan they’d like to have, depending on the amount of hours they request for support and training for themselves and for all their system users. In many cases, however, in order to keep costs down, executives will opt out of any support plan (which in turn opts them out of end user training for their employees). This is a huge mistake that many business leaders make. Without proper user support and thorough end user training sessions, the chances of user resistance and low productivity increase. If employees don’t fully know how to use the system to its full potential, then companies won’t realize the full benefits of an ERP system, but rather will experience decreased individual performance and thus decreased overall productivity.

In the end, by saving on the support plan, they are losing out more in the long run. End user training and proper support can alleviate stress and combat fears of employees, associated to using a new system, and allows them to accept this big change. It also teaches them the necessary skills to prevent any problems in the system and to efficiently handle unexpected issues with confidence. Never forget that a software system is nothing without its users. System users are the key to unlocking the benefits and improvements that a good software system can bring to a company. Invest in your end users and never pass up on support and training plans. It’s an investment you’ll be happy you made in the long run.

  1. Lack of participation from business leaders

In our very own ‘Process to Succeed’ guideline that we share with customers prior to any new ERP software implementation, we stress the importance of top-level management participation during the planning process as well as throughout the implementation phase. This is a prerequisite to any of our large software implementations, in order for our customers to achieve a successful implementation. What does this participation include? We understand that business owners and executives are extremely busy with their day-to-day tasks and therefore won’t have the time to constantly be working on the implementation project (and we don’t expect them to). Normally, companies will put together a small internal team of about 5 (or less) employees, from various departments, to manage and overlook the ERP implementation project. This is great! The participation that we require from top management comes more in the form of support, motivation and encouragement. Company owners, executives and managers need to have their own confidence in using the system and share their excitement and knowledge with their team, especially when they see them frustrated or afraid of the new changes ahead. Management should remain unified in support of the project and should continuously encourage their employees to not give up and learn all they can about new processes and the new system. During the end user training periods, it would also be helpful if management can alleviate their team, for a short period of time, from regular responsibilities, in order to take the necessary time to get properly trained by the Software Provider.

  1. Leaving it all in the hands of the IT Software Provider

We’ve said it before and we’ll say it again and again and again…a software implementation, especially one as large as a full ERP implementation, is only successful if ALL parties participate since everyone in a company will be affected by the change. Similar to mistake #2 above, every team member, even the leaders, needs to have some sort of involvement in the implementation project. It requires synchronous collaboration, which involves the IT team and the business team working together simultaneously and remaining in constant communication as the project progresses, to ensure everything internally is running smoothly and everyone’s needs are being met. Employees are the ones that know the business processes inside out; the IT team is there to help streamline, automate and integrate those processes. It’s important to explain to employees how their participation and role in the project will influence its success. This will give them a sense of commitment to the project and hopefully instil a positive attitude towards the system and implementation process, which is definitely welcome.

  1. Having unrealistic expectations of timelines and costs

Every software implementation is unique. During a new project, Software Providers deal with a new company, new business people, new processes, new requests and new expectations. The business as a whole may be similar to other companies but an implementation is never the exact same from company to company. It’s absolutely critical to share all of your expectations and assumptions you have of the new system and the implementation phase. This includes any timelines, costs, benefits, project roles, etc. By sharing all of this with the IT Provider, they’ll be able to set things straight right from the start. For example, if you were expecting an implementation phase to only last 1 month, the IT Provider, from experience and expertise in the field, may come back to you with a more realistic timeline of 3 months. Therefore, you won’t be disappointed and frustrated when the implementation lasts longer than your 1-month expectation. The Software Provider will also share all of their expectations from your team and of the project as a whole. Together you’ll come up with realistic goals and expectations for your specific case, allowing everyone to be on the exact same page.

Talk with your Software Provider first and get their input on timeframes and realistic expectations, as they can provide their expertise on the matter and knowledge from previous experiences.

  1. Beginning the new software project without a plan of action & workflow

It is never a good idea to start ANY project without a plan of action. So why start an ERP implementation without one? What every business leader should do is;

  • Sit down with the Software Provider to discuss and outline the complete process or plan of action for the implementation phase and create a workflow
  • Identify everyone’s role and responsibility throughout the implementation phase
  • Share the plan of action with all involved parties, along with their roles and responsibilities
  • Properly educate all employees (or users of the new system) about any change in business processes that will affect their day-to-day work life.

It’s best if companies have a well-designed plan before starting the project, accounting for minor changes, in order to avoid confusion, frustrations, increased costs, etc. Major software or process changes should all be accounted for during the outline of the plan of action. Inform all employees of the coming changes so they aren’t surprised and can have time to accept these changes.

If you’re a leader of a company, looking to implement a new software system, don’t make these common 5 mistakes. Contact us today for more information.

In today’s business world, the right technology can make a world of difference. IT experts are always pushing to install the best hardware, software, IT services and cloud applications to simplify the lives of business people. This year has been another big year for IT advancements and we couldn’t be more excited about that. We love seeing businesses leverage technology with the right solutions for them, in order to benefit from efficiencies and cost savings.

Here are our most popular and most requested management software solutions and services.

EDI2XML Translation Service

Year after year, we keep seeing an increase in demand for EDI (Electronic Data Interchange) services. Business executives don’t want to hire a full-time in-house EDI specialist anymore to handle their EDI transactions. Nor do they want to hire more customer service reps to manually enter all incoming purchase orders anymore. Many retailers and suppliers are now requiring that any company they do business with must send and receive documents, like Purchase Orders Invoices and Advance Shipping Notices, via EDI.

Companies today are looking not only to implement EDI but to automate this entire process with an outsourced EDI provider. This is why our EDI2XML Translation Service has been one of our most popular services this year. We handle our customers’ EDI requirements from A to Z; we convert their incoming EDI documents into their preferred file format, such as XML (and convert their outgoing XML documents into EDI), as well as handle all new Partner and document setups and manage their continuous communication with their Trading Partners. Our service is affordable, our setup phase is quick and our EDI support team is easily accessible and available; making it the perfect EDI service for any business.

EDI2XML Translation Service

Try it for yourself today!


QBR Business Continuity

With ransomware cyberattacks increasing worldwide, it’s not unusual for business executives to come running, asking about our QBR solution. Using the latest technology on the market, this Business Continuity & Disaster Recovery solution is THE best way to protect your data from hardware/software failures, human error, natural disasters, ransomware, computer viruses and more.

No matter the disaster, QBR allows you to recover your data quickly and easily. Businesses can no longer afford to incur downtime that lasts days or weeks, only to later realize that their old, dusty backup tapes haven’t been working for months! With on-site and off-site virtualization, ransomware detection, advanced screenshot verification emails, infinite cloud retention, unlimited agent licensing, instant recovery of entire servers/workstations and more, a company’s data is well protected!

QBR Business Continuity

Learn more about QBR here.

Management Software Solutions – The ErpWizard Suite

We are definitely still seeing a demand for complete Enterprise Resource Planning (ERP) systems in the business world. The demand comes from companies that either don’t currently use IT systems to manage their business operations, but instead still use Microsoft Office tools like Excel and Word, as well as companies looking to update their outdated, complex, expensive ERP software.

The transition to a simple, modern ERP system, like our homegrown system – The ErpWizard Suite, has allowed companies to increase visibility into their operations, improve data quality, reduce manual data entry, improve customer service and increase productivity. At the end of the day, when a company has found the right ERP system and Software Provider for their business, they can automate and streamline their processes and improve business agility and performance. That’s the goal of any ERP system. Unfortunately, not many companies realize these benefits at the end of their software implementation (you’d be surprised how many companies don’t even successfully make it to the end of their implementation!).

Technology in the workplace is meant to make business people’s lives a whole lot easier, which is why executives are realizing the importance of a helpful, available, and accessible support team, a flexible, easy-to-use system, and affordable IT costs.

ERP system qualities

Here are some of the main qualities of an ERP system that business executives are looking for:

  • Flexibility
  • Can easily integrate with other systems
  • Is effortlessly accessible from anywhere, at any time to allow users to stay in touch with business operations, even while on vacation or on a business trip
  • Easy to use, with a simple, modern interface
  • Is continuously updated to accommodate to the ever-changing business environment
  • Is well supported by an available and accessible IT support team
  • Is affordable !!

This year we have been especially excited about our newly improved ErpWizard Suite. Now, with its new modern, sleek interface, end users will actually enjoy using an ERP system. It’s about time companies moved away from those complex, boring looking, out-dated systems and towards simple, visually appealing management applications, that won’t break the bank.

What do you think of ErpWizard’s new look?

WIMS 2.0 – Warehouse Management


Warehouse Management is another popular software solution, usually integrated within a company’s ERP system. This system allows for better visibility and control of all warehouse activity, which is an absolute must today. A Warehouse Management system allows businesses to know;

  • What’s been delivered and when

  • Where all items are stored in the warehouse facility

  • Which items to pick and how much to pick for delivery

  • The right items to pack using the right shipping cartons and materials

  • What items to ship and where to ship them

All of this is exceptionally important in order to reduce operating expenditures, increase data accuracy, shorten fulfillment lead times, move inventory faster and increase data accessibility. By using wireless scanners, this inventory data collection system is truly bringing better control and insight into warehouse processes. If a company’s warehouse is in order, customers are better served and happy!

Business Intelligence & AnalyticsBI

A big favourite among our customers is our Business Intelligence offering. Our Business Intelligence experts are integrating Tableau Software’s BI solution into our customer’s management system in order to provide detailed analyses with customized drillable dashboards, using all real-time data. Our customers are now able to identify hidden trends and strategic information, turn raw data into visual graphs and tables, identify new business opportunities, spot areas of weakness and avoid problems. The insights that our customers are getting from this Business Intelligence solution is giving them the ability to stay ahead of competition.

Contact us to see how our Business Intelligence experts can help you!

The Best Management Software Solutions

mobile-app-1We are certain that demand for these management solutions will only increase, as executives are actively looking to transform their businesses using the latest technologies on the market. We predict that mobile business applications will make this list next year, as business owners are looking to supply their on-site teams with access to their management system to input and review real-time data. Modern, visually appealing, easy to use applications don’t just have to be for personal use; companies should be benefiting from these types of applications as well! One thing is for certain; businesses are looking beyond the brand name when it comes to software systems and taking the time to ensure that the Software Provider and offerings are a good fit for their company.

Contact us today to learn more about how we can help YOU.


This post was updated to reflect current trends and information.


When speaking about a new software implementation, a bank of hours for end-user training is typically brought up in the discussion. More often, IT Software Providers will refer to this service as optional, leaving business executives with the belief that the training is unimportant or not fully necessary for a successful implementation. This false perception associated to user training can later causes issues for the company, such as user resistance, unsuccessful implementation or not fully understanding the system benefits, as originally promised by the IT Software Provider.

Read more

Effectively Dealing with Change in the Workplace As we’ve mentioned in previous articles and papers, change in the workplace is inevitable. The business world is constantly evolving and businesses should always be ready to adapt accordingly. As industries grow, businesses have to evolve; as technology advances, businesses have to keep up; as governments pass new […]

User Training for New ERP Implementation – Done Right!

In many of my previous articles, I repeatedly mentioned the term “user resistance” when it came to implementing a new software solution at a company (no matter its size). I tend to put quite a bit of focus on user resistance since this happens all too often at companies and it can easily be stopped (with a bit of work of course)! Read more

We know signing on to do a major software upgrade at your company is a big deal. We make sure our customers do not treat this process lightly as there are many factors that need to be considered prior to any software implementation  However, nothing should stop you from going through with this improvement, since, after all, it IS an improvement. Read more

We’ve compiled a list of our most read and shared blog posts. These IT articles cover tons of different topics ranging from EDI communication to Productivity Apps to ERP Implementations to IT Business Tools.

False Advertisement: The Truth about ERP Implementations

This article really touched upon the negative experiences of ERP implementations at businesses. It goes on to answer the question: “Why do companies have such terrible software implementation experiences?” Our experts’ conclusion was that either their ERP Provider is only providing them with half-truths about implementations to sell their own products OR business executives make their own assumptions and do not do the proper research required beforehand. Getting the RIGHT and TRUTHFUL information from IT Providers as well as doing your own research on implementations is absolutely critical. Read more to get the real story behind those false statements about ERP Implementations. Read more