ERP implementation timeline and phases

Every project is different, but most follow the same phases. Knowing them helps you plan your own team's time, which is often what decides the schedule.

Phase 1: Discovery

The partner studies your processes and agrees the scope with you. A clear written scope here prevents most later disputes.

Phase 2: Design and configuration

The product is set up to match your processes: accounts, workflows, roles, documents and reports.

Phase 3: Data migration and integrations

Masters and opening balances are loaded and checked. Connections to other systems are built and tested.

Phase 4: Testing and training

Your team tests real scenarios and is trained on their own tasks.

Phase 5: Go-live and support

You switch to the new system, with the partner on hand to fix issues in the first weeks. Ongoing support follows.

What makes it longer

Changing requirements
Slow decisions on your side
Poor data quality
Many integrations or branches
Too many customisations

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Frequently asked questions

How long will my project take?

It depends on size and scope. Ask partners for a phase-by-phase plan with dates.

Can we go live in phases?

Yes. Starting with core modules and adding others later is common and lowers risk.

Who should be on our team?

A decision-maker, one lead from each department that will use the system, and someone who knows your data.