How to Implement a New Order Management System

Implementing an order management and fulfillment solution is a team effort, which requires solid project management to identify all necessary steps that should be assigned to a timeline along with designations of responsibility.

In addition to configuring, modifying, and customizing the new system, implementation also entails data conversion of customer files, inventory files, and some key information from order records — all of which need careful planning, testing, and review (even eyeballing random samples) when completed.

You will also need to write up several dozen business use case scenarios that you and the vendor can use to see how the system handles everything.

Here’s what to consider during the testing and training phase for your new order management system:

Within a month or so of your scheduled “Go Live” date, begin to test the final system with the same test scenarios, and do “regression” testing to determine how well the new systems are integrated with your legacy applications. This is a painstaking process so don’t neglect it or give it short-shrift, especially checking how well the new system integrates with your accounting package.

Simultaneously, you should undertake training of users and managers on the new system. You may be training only a small number of your own staff who will then train everyone else and new employees hired later. This ‘training the trainers’ approach is a sound one, and is actually preferable, if it makes sense for your company.

Here’s what to consider before full implementation:

Plan your Go Live for the middle of the week so you can have a few days of final practice. Come in the next day and start using the new system for real, then have a couple of more days to firm up everyone’s confidence.

Keep your old system up and running not just as an “emergency fall-back,” but for reference purposes, at least until all back-orders generated on that system have been filled.

Finally, congratulate everyone on a job well done — and make sure everyone makes full use of the new resources they now have at their disposal. It would be a shame to waste them!

Ernie Schell is director of Marketing Systems Analysis.

Partner Content

Hincapie Sportswear Finds Omnichannel Success in the Cloud - Netsuite
For more and more companies, a cloud-based unified data solution is the way to make this happen. Custom cycling apparel maker Hincapie Sportswear has leveraged this capability to gain greater visibility into revenue streams, turning opportunities into sales more quickly while gaining overall operating efficiency. Download this ecommerce special report from Multichannel Merchant to more.
The Gift of Wow: Preparing your store for the holiday season - Netsuite
Being prepared for the holiday rush used to mean stocking shelves and making sure your associates were ready for the long hours. But the digital revolution has changed everything, most importantly, customer expectations. Retailers with a physical store presence should be asking themselves—what am I doing to wow the customer?
3 Critical Components to Achieving the Perfect Order - NetSuite
Explore the 3 critical components to delivering the perfect order.
Streamlining Unified Commerce Complexity - NetSuite
Explore how consolidating multiple systems through a cloud-based commerce platform provides a seamless experience for both you, and your customer.