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In early 2024, 65% of organizations reported to McKinsey that they had deployed generative AI tools...
For businesses using multiple management tools to handle scattered documents, workflows, budgets, and goals, maximizing efficiency is key to increasing uptime and ensuring productivity. ERP platforms streamline project management under one software umbrella.
Yet, the latest PWC data shows that 44% of workers don’t understand why their workflows need to change. Successfully scaling ERP platforms therefore requires a clear plan of action that can be communicated to workers at all management levels. Many business owners deploy ineffective ERP scaling solutions by failing to account for how the tool’s features will impact their workforce’s expectations for current and future organizational goals.
These 4 best practices aim to help business owners select, scale, monitor, and improve their ERP platforms. Following these practices will help you integrate professional services automation software with your current workflows while future-proofing them against change.
1. Find Your Current Pain Points
Modern businesses rely on numerous applications to manage performance and communication workflows. Diverse applications such as Skype, Slack, WhatsApp, and dedicated mail clients slow down project management processes. According to the 27th Annual Global CEO Survey, CEOs report that 40% of the time their employees spend on emails, meetings, and admin processes is inefficient.
Despite advances in project management tools, many businesses rely on these inefficient management systems to communicate with their workers. Consolidation is therefore a key pain point for businesses that hope to scale their modern project management workflows to overcome barriers to adoption.
Before implementing and scaling project management software, business owners should understand their current pain points in detail. Analyzing current ERP solutions, including their limitations, will help you and your business operations managers identify the critical features and functionalities you need in your new ERP solution.
2. Select a Scalable Platform
An ERP platform integrates multiple suites of applications while collecting, storing, and analyzing the business’s performance data. These systems help managers view and manage their workflows through the entire project management lifecycle, including budgeting and record-keeping.
This visibility is key to choosing the right ERP platform for your business’s current needs, and it needs to scale with your future objectives. Scalable ERP solutions include numerous features, such as:
The ERP platform you choose should be accessible to all relevant team members, more cost-effective than your current solutions, and scalable to meet your changing objectives.
3. Assess Organizational Goals
Scaling business operations requires careful consideration in today’s software-dependent business models. You have to consider how new systems will impact both on-site resource allocation and digital infrastructure.
Adding new workflows or expanding existing ones requires adding technology resources such as memory, storage, servers, and applications. Their implementation must be timed and scaled according to your business’s budget and timeline.
An effective scaling strategy includes three key factors: testing, monitoring, and measuring. Managers need visibility on how their scaling strategy will impact the functionality of their project management workflows.
Modern ERP platforms deploy automated project management systems assisted by AI to collect and analyze performance data without adding administrative costs or labor. They solve crucial budgetary constraints that impact many performance-based businesses when they collect more data than their human administrators can feasibly analyze.
4. Review Scaling Processes
Scaling professional services automation requires continuous improvement. Your scaling strategy needs to be reviewed and altered to meet changing cost objectives and organizational goals.
Full transparency drives meaningful decision-making in modern project management workflows. Versatile ERP platforms consolidate authoritative records in one central hub, giving admins access to configurable reports per project. This saves your administrators time and energy on document retrieval, performance analysis, and skill allocation.
With AI assistance, modern professional automation services provide a per-task overview of projects – including their current status, priority level, due date, relevant documents, and more. These features render time-consuming email management processes obsolete.
Your scaling timeline will be unique depending on your budget, the functionalities you hope to integrate, and the competition in your market. However, ERP software can organize and continuously improve your scaling processes regardless of your business’s goals.
The Takeaway for Businesses
Top-performing businesses rely on versatile ERP platforms to scale their project management workflows without adding unsustainable analytics workflows and administrative budgets. The right software can scale your project management process based on current pain points and future objectives.
Contact our team at Darlean to learn how we can implement and scale the best project management software for your business. Every business’s needs are unique, which is why our professional services automation software will be customized to both your current workflow and your scaling timeline.
