Running ERP software in your business will make it much more efficient, and you will be able to get a lot more done this way. Many of the systems and processes that used to take a lot of time, or that you had to delegate either to a staff member or to a third party (which could be expensive) can now be done automatically by whichever ERP you are running.
It doesn’t mean, however, that you can just ‘set and forget’ at this time of year. As the year draws to a close, you should take the opportunity before heading off on your holiday break, to make sure that your ERP is working exactly as you want it to. Follow our handy checklist, and you can go home for the holidays without worrying about it at all.
Back It Up
Although everything you do on an ERP program should automatically be stored in the cloud, it is worth checking this to ensure that it actually is happening. If not, and something was to happy to your office and computers, would you be able to recover those files? It would be unlikely unless there were another backup somewhere.
Backing up your work is one of the most critical elements to being prepared and in control and Dobson.net offers some great reasons why. You do it in the hopes that you never have to use that backup, but it is there if you do need it and that offers you complete peace of mind. Plus, it is no longer such a time-consuming task. You can even leave it running in the background while you use the computer for other things such as online Christmas shopping or Unibet games.
It’s not just a matter of hitting the button and thinking it’s all done though; you should check that the file is readable and complete once the backup is finished. Then you can step away knowing that the backup is ready.
Check The Automation
The point of an ERP is to automate many processes. This could include, amongst other things:
- Contract renewals
- Customers data updates
- Newsletters (check out TriDigital Marketing for why a newsletter will benefit your business)
- Price changes across your business
However, when was the last time you checked that your automation was doing what you want it to do? Now is the perfect time to do just that. You can ensure that newsletters are being posted with the right information and that your lists are up to date. You can also check the frequency of any updates and backups. It won’t take more than a few minutes to check that everything is working in the way you want it to, but that check can save a lot of problems further down the line.
Make Hard Copies
Although this is not something that you will normally find advocated on many cloud pages, making a hard copy of the most important contracts, invoices, and other documents is a good idea. Print them out and keep them in a secure, fireproof safe, ideally away from the office if you can. It could include payroll information and financial records that will be needed for tax purposes. It is better to be safe than sorry, and having one extra copy of the most important documents for your business certainly can’t hurt. If the absolute worst were to happen, you could still continue trading.