Discover how technology simplifies ERP tasks for better productivity and time management in businesses.

Beyond training and support, SOPs should be developed for all key processes in two layers. The first is the business process itself. How does the business perform the process regardless of the system. This should clearly define roles, responsibility and how the process works. The second is the work instruction for the use of the ERP system that facilitates that business process. What functions/menus/screens are used in the process, what is the order of operation as the user navigates fields. Facilitate this with screenshots, videos, user guides and online training sessions.

Last updated on Jul 17, 2024

You're drowning in ERP tasks. How can you use technology to simplify your workload and reclaim your time?

Feeling overwhelmed by your Enterprise Resource Planning (ERP) responsibilities? You're not alone. ERP systems are complex, integrating various business processes to streamline operations and improve data visibility. But when the workload becomes too much, it can feel like you're sinking under the weight of tasks. Thankfully, technology offers several lifelines to not only keep you afloat but also to propel you forward. By leveraging the right tools and strategies, you can simplify your ERP tasks, boost your productivity, and ultimately reclaim your precious time.

1 Automation Magic

Automation is a game-changer for managing ERP tasks efficiently. By setting up workflows that automatically handle repetitive tasks, such as data entry or report generation, you free up your schedule for more strategic endeavors. Modern ERP systems often come with built-in automation capabilities; take full advantage by identifying the processes that can run in the background without your constant oversight. Once these are in place, you'll notice a significant reduction in your day-to-day workload.

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Jarrad Liam Sonnenberg

Managing Director at Pronto Solutions Alliance Inc.
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People are quick to turn to "automation" when it comes to ERP, but most people asking for it, don't know what actually needs to be automated and cannot provide the logic behind how it should be automated. Automation tools are everywhere and many ERP have existing tools within the platform. This is typically not the roadblock. If a business cannot articulate how to automate something, then the conversation is not worth having. Automation for the sake of automation is a waste of time and money. Define a clear scope and understand WHAT is being automated and HOW it is being automated before even uttering the phrase "automation". It is not a silver bullet for lazy and poorly thought out processes.

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2 Data Centralization

One of the key benefits of an ERP system is its ability to centralize data from various departments, but this can also lead to information overload. To simplify your workload, use technology to create a centralized dashboard that displays only the most critical data points. This way, you can quickly access the information you need without sifting through mountains of data. Tailor your dashboard to highlight key performance indicators (KPIs) that align with your business objectives.

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Shawana Hafeez

Oracle Technical Developer at Sapphire Textile Mills
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While an ERP system centralizes data, it can also lead to information overload. A well-designed dashboard helps by focusing on key performance indicators (KPIs), so you can access critical information quickly and manage data efficiently.

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3 Cloud Collaboration

The cloud has revolutionized the way you can manage ERP tasks. With cloud-based ERP solutions, you and your team can access the system from anywhere, fostering collaboration and flexibility. This means you can address tasks on-the-go and ensure that everyone is on the same page, reducing the time spent on coordination and communication. The cloud also offers scalability, so as your business grows, your ERP system can easily grow with it.

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4 Streamlined Processes

To further simplify your workload, regularly review and streamline your ERP processes. Technology can help identify bottlenecks and inefficiencies through data analysis tools. Once these areas are pinpointed, you can re-engineer processes to be more efficient. This might involve consolidating steps, removing unnecessary approvals, or reconfiguring the system layout to better suit user workflows. A leaner process means less time spent on each task.

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Shawana Hafeez

Oracle Technical Developer at Sapphire Textile Mills
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To simplify your workload, regularly review and refine your ERP processes. Technology can help identify inefficiencies through data analysis tools, allowing you to streamline tasks, eliminate unnecessary steps, and improve workflows. A leaner process means reduced time and effort for each task.

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5 Training and Support

Don't underestimate the power of proper training and support in managing your ERP workload. Ensure that you and your team are well-versed in the full capabilities of your ERP system. Utilize online tutorials, user forums, and in-house training sessions to deepen your understanding of the system. A well-trained team is more efficient and can better leverage technology to simplify tasks, leading to a collective increase in productivity.

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Jarrad Liam Sonnenberg

Managing Director at Pronto Solutions Alliance Inc.
Report contribution
Beyond training and support, SOPs should be developed for all key processes in two layers. The first is the business process itself. How does the business perform the process regardless of the system. This should clearly define roles, responsibility and how the process works. The second is the work instruction for the use of the ERP system that facilitates that business process. What functions/menus/screens are used in the process, what is the order of operation as the user navigates fields. Facilitate this with screenshots, videos, user guides and online training sessions.

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Shawana Hafeez

Oracle Technical Developer at Sapphire Textile Mills
Report contribution
Investing in thorough ERP training not only enhances individual skills but also boosts team effectiveness and productivity, making it a key factor for successful ERP implementation and management.

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6 Analytics Insight

Lastly, harness the power of analytics within your ERP system to make informed decisions that can save time in the long run. Analytics tools can provide actionable insights into business performance, helping you prioritize tasks and focus on areas that require immediate attention. By analyzing trends and patterns, you can anticipate issues before they arise and proactively address them, thus streamlining your workflow and improving time management.

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You're drowning in ERP tasks. How can you use technology to simplify your workload and reclaim your time?

1

2

3

4

5

6

1 Automation Magic

2 Data Centralization

3 Cloud Collaboration

4 Streamlined Processes

5 Training and Support

6 Analytics Insight

Enterprise Resource Planning (ERP)

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You're drowning in ERP tasks. How can you use technology to simplify your workload and reclaim your time?

1

2

3

4

5

6

1 Automation Magic

2 Data Centralization

3 Cloud Collaboration

4 Streamlined Processes

5 Training and Support

6 Analytics Insight

Enterprise Resource Planning (ERP)

Rate this article

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