ERP Implementation Guide for Indian Businesses

A Successful ERP Implementation Doesn't Have to Be Complex

Large enterprise ERP implementations can take months or years and cost crore of rupees. But for SMEs with modern cloud ERP, implementation is dramatically simpler. With the right approach and support, most Indian businesses are live and billing within 24–72 hours.

This guide walks through the complete implementation process — requirements, data preparation, go-live, training, and optimisation.

Step-by-Step ERP Implementation

Step 1: Requirements Definition (Day 1)

Define what you need your ERP to do. Create a simple list:

• How many users need access and what roles?
• How many locations/branches?
• What inventory/product data needs importing?
• What existing data (customer list, supplier list) should be migrated?
• Any specific compliance requirements (pharmacy, FSSAI)?

Step 2: Data Preparation (Day 1–2)

Gather and organise your master data:

• Product/item list with HSN codes and GST rates
• Current stock quantities (opening stock)
• Customer master with GSTINs
• Supplier master with GSTINs
• Opening balances for customer and supplier ledgers

MILAAN ERP provides standard Excel templates for all master data — just fill and upload.

Step 3: System Configuration (Day 2)

Configure your business in the ERP:

• Company details, GSTIN, and tax information
• Financial year and accounting periods
• User creation and role assignment
• Invoice templates and numbering series
• Payment terms and credit limits

Step 4: Data Import (Day 2–3)

Import your master data via the prepared templates. MILAAN ERP validates the data on import — flagging any issues before they reach your live system.

Step 5: Staff Training (Day 3)

Train each user on their role-specific functions. Billing staff need 2–4 hours. Accountants need 4–6 hours. Managers need 3–4 hours. MILAAN ERP provides video tutorials and live support during training.

Step 6: Parallel Run (Days 3–7)

For the first few days after go-live, some businesses run both old and new systems in parallel — validating that ERP outputs match expectations before fully switching over.

Step 7: Go-Live and Full Adoption (Week 2+)

Discontinue old systems. Start the optimisation phase: review reports, configure additional alerts, add more users, and start leveraging analytics for business decisions.

Key Success Factors for ERP Implementation

• Owner involvement: The owner's commitment to using ERP sets the tone for the entire team
• Clean data: Accurate opening stock and master data is crucial
• Complete staff training: All users must be trained before go-live
• No shortcuts: Enter all transactions in ERP — not just select ones

MILAAN ERP Onboarding Support

• Dedicated implementation consultant
• Excel import templates for all master data
• Step-by-step video training library
• WhatsApp support during implementation
• Free setup consultation call