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Summary – Ensuring adoption and value creation post-go-live involves role-based phased training, contextual digital onboarding, local support, and feedback loops to measure and adjust usage. Setting up super-users, a tiered SLA helpdesk, BI dashboards, and agile mini-developments secures processes and boosts adoption while avoiding the rigidity of a standalone ERP. Solution: deploy a continuous improvement program with optimized UX, targeted automations, and modular APIs under agile governance to transform the ERP into an evolving, high-performance platform.
While launching your ERP in production marks a major milestone, the real challenge lies in daily adoption by teams and ongoing value creation. Beyond the technical infrastructure, post–go-live success depends on a continuous‐improvement program that includes targeted training, on‐the‐ground support, feedback collection, and rapid adjustments.
Effective adoption stems from role‐tailored digital onboarding journeys, detailed usage monitoring, and agile governance of updates. Finally, to avoid a rigid system, the ERP must fit into an open, modular, and scalable ecosystem via APIs and customized workflows.
Embed Adoption through Training and Digital Onboarding
A progressive skills‐building approach ensures user autonomy and confidence from day one. Digital learning paths tailored to each role facilitate adoption and minimize resistance.
Progressive Training Path
To reinforce the fundamentals, a phased training plan ensures smooth transitions. It starts with hands-on workshops on key functions, then extends to advanced modules based on responsibilities and business use cases, leveraging change management principles. Each session is built around real company scenarios, with access to a comprehensive online Learning Management System (LMS). This phased approach maintains motivation and prevents cognitive overload while aligning skills with updated processes.
For example, a Swiss industrial SME first trained its production managers on scheduling screens, then, two weeks later, its quality teams on KPI tracking. This sequence halved data‐entry errors and accelerated time-to-competence by 30%.
Blended training combines e-learning, video tutorials, and in-person workshops. This hybrid format addresses diverse learning preferences and ensures rapid skills development.
Finally, post-training tests measure knowledge retention and identify further support needs, ensuring each user masters their functional area before progressing.
Role-Based Digital Onboarding
Creating customized journeys for each profile—purchasing, finance, logistics, sales—helps contextualize usage. Onboarding modules combine interactive tutorials, step-by-step guides, and in-app help bubbles. At each login, users receive contextual assistance to complete specific tasks, reducing reliance on support and helping to secure the adoption of a new digital tool.
A Swiss financial services firm deployed role-based digital onboarding: client relationship managers received workflows broken into micro-tasks, while the IT department monitored progress via a dashboard. The result was 85% adoption of contract-management features within the first month.
Thanks to open-source tools, these help modules are easily customizable and evolve with ERP updates. Project teams adjust content based on field feedback without relying on an external vendor.
Digital onboarding also integrates with existing collaboration tools (Microsoft Teams, Slack) to trigger automated notifications and reminders aligned with each user’s learning pace.
Empowerment through Super-Users
Identifying and training local super-users is essential. These ambassadors, close to daily operations, serve as references, accelerating peer learning and sharing best practices. They organize experience-sharing sessions and relay improvement needs. Their involvement establishes a local support network, reducing pressure on the IT department and speeding up issue resolution.
Super-users gain privileged access to the roadmap of upcoming updates, making them project partners. They test prototypes, validate UX tweaks, and prepare internal change cycles.
In recognition, an internal rewards system (badges, newsletter mentions) highlights their contribution, boosting engagement and the quality of daily user support.
ERP Support and Structured Feedback
A targeted support setup minimizes friction and keeps operations running smoothly. An organized collection of user feedback feeds a continuous improvement plan focused on business value.
On-the-Ground Support and Priority Tickets
Implementing an internal helpdesk with differentiated SLAs based on incident criticality ensures rapid response. Blocking tickets (invoicing, production halts) are addressed within one hour, while enhancement requests follow a dedicated cycle. A centralized back office logs requests and assigns them to super-users, the IT department, or an internal ERP optimization team.
Evolving, self-service documentation addresses frequent questions and reduces ticket volume. Dynamic FAQ solutions can link articles directly to ERP screens, guiding users to the right answer.
Finally, weekly reporting analyzes ticket trends to adjust development priorities, anticipate training needs, and stabilize the ecosystem.
Structured Feedback and Feedback Loops
Deploy quick surveys after each key phase (go-live, training, major update) to capture on-the-ground impressions. These short polls, integrated into the ERP or sent by email, amplify user voices and guide corrective plans. Each response is categorized by business impact and technical feasibility, then incorporated into the project’s agile roadmap.
Co-creation workshops bring together the IT department, business teams, and super-users to enrich development projects with real scenarios. This collaborative approach fosters buy-in and ensures relevant UX improvements.
Tracking the Customer Satisfaction Score (CSAT) on core modules allows continuous priority adjustment and demonstrates tangible experience improvements.
Usage Monitoring and Business KPIs
Setting up BI dashboards connected to the ERP provides real‐time visibility into usage metrics: transaction volumes, most-used features, average task times. Sharing these metrics with business teams helps identify under-utilized areas and plan targeted actions (training, UX tweaks, additional features).
Open‐source monitoring tools facilitate KPI integration into the existing ecosystem, whether via Grafana or Power BI, without disrupting daily operations. For deeper insight, see our article on BI ERP for precise, data-driven industrial management.
By showcasing these indicators in steering committees and business meetings, you cultivate a culture of continuous improvement and prove the ERP’s direct impact on performance.
Edana: strategic digital partner in Switzerland
We support companies and organizations in their digital transformation
Optimize the ERP via UX, Automations, and Agile Micro-Developments
Refined UX and targeted automations maximize efficiency and user satisfaction. Agile micro-developments quickly address friction points and add business value.
UX Improvements and Screen Simplification
User‐journey analysis often reveals cluttered screens or overly linear processes. By refining navigation, visual hierarchy, and labels, task completion becomes easier. Workshops to validate prototypes align ergonomics with business needs before any development.
A modular approach based on reusable open‐source components speeds up UX enhancements and ensures visual consistency across the application.
Coupling regular user testing with agile cycles ensures each release improves the experience without disrupting operations.
Complementary Automations and Robotic Process Automation (RPA) Bots
In environments where processes cross multiple systems, adding automation scripts or RPA bots tackles repetitive tasks outside the ERP’s native scope. Invoicing, bank reconciliation, dashboard data feeds—these routines can be automated to free up time and reduce manual errors.
A Swiss e-commerce site implemented an RPA bot to feed daily external sales into its ERP. This automation eliminated 80% of manual work and cut inventory discrepancies by 60%.
Lightweight open-source tools ensure quick integration and simplified maintenance, while offering the flexibility to develop custom scripts for specific needs.
By governing these automations in an agile manner, each new use case is evaluated for ROI before scaling up.
Agile Micro-Developments and Rapid Adjustments
To quickly fix a friction point without waiting for a large project cycle, iterative micro-developments (spikes) are ideal. Planning 1- to 2-week sprints addresses priorities identified through support and feedback. These short initiatives deliver immediate gains and showcase the IT department’s responsiveness.
Built on a modular architecture, these micro-developments don’t disrupt overall stability or the standard release cycle. They integrate seamlessly via existing APIs and connectors.
By capitalizing on these quick wins, the IT department builds trust with business teams and encourages further suggestions to enhance the ERP.
Evolve the ERP Ecosystem with Integrations and Agile Governance
Custom Integrations via APIs and Service Bus
Opening your ERP through well-documented APIs simplifies exchanges with other systems (CRM, WMS, BI). By leveraging an open-source service bus, you ensure traceability, security, and scalability of data flows. Each new integration follows a reusable template to accelerate future projects, particularly with an API-first integration approach.
This standards-based strategy lets your ecosystem evolve without inflating costs or depending on a single vendor.
Automatically generated, centralized documentation maintains interface consistency and minimizes regression risks during updates.
BI Dashboards and Fact-Based Management
ERP operational data feeds interactive BI dashboards. Combining Power BI, Metabase, or Grafana, decision-makers access custom reports: product margins, delivery times, supplier performance. This visibility boosts responsiveness and guides strategic decisions.
Dashboards include proactive alerts on critical thresholds (low stock, overdue deadlines), shifting management from reactive to predictive.
Thanks to agile governance, each report is reviewed quarterly and adapted to evolving business objectives.
Agile Governance and Shared Roadmap
A steering structure that brings together the IT department, business teams, and service partners defines a five-year roadmap refined in quarterly sprints. Steering committees reassess priorities at each quarter’s end, measure the impact of changes, and adjust the backlog based on key metrics.
Choosing open-source, modular solutions strengthens governance flexibility, as components can be updated or replaced without creating excessive dependencies.
Transparent decision-making, ROI-based project scoring, and precise effort tracking create a virtuous cycle, continuously aligning the ERP ecosystem with strategic goals.
Transform Your ERP into an Organizational Alignment Lever
Securing adoption and optimizing post–go-live performance relies on a setup that integrates progressive training, structured support, continuous feedback, and agile micro-developments.
Your ERP should not be a rigid silo but the heart of an open ecosystem governed by agile processes and modular integrations. By combining refined UX, targeted automations, and robust APIs, it becomes a driver of performance and innovation.
Our experts are ready to support you in your continuous improvement program, transforming your ERP into a flexible automation platform and the foundation of a modern information system.
