When Transition to Software as a Service (SaaS) ERP Model is a Smooth Process

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When considering the switch to SaaS, you want to know what to expect as well as plan ahead to avoid potential pitfalls. We’re going to review a situation where a company moves to a SaaS deployment, so you can see first-hand how a smooth transition is possible.


ABC Company has been hearing a lot about the cloud and it has piqued their interest. They are a small firm of just 10 employees and currently use multiple spreadsheets to manage and track their business and financial activity. ABC Company knows the benefits of SaaS ERP by reading online resources, but they want to take the next step to find out more. So ABC Company first begins to seek out the ERP solution that is right for them, then they start contacting partners that can help deploy the solution in the way that fits ABC Company’s needs.

When they’ve narrowed down the right ERP solution along with the right ERP solution provider, they know the questions to ask. First of all, they communicate their current tracking process and business requirements. They ask, “Is the transition from excel spreadsheets to SaaS ERP easy to accomplish?” The partner responds that transition from spreadsheets to SaaS ERP is as smooth as it gets. This news makes ABC Company want to begin right away, but first they create a long-term budget plan to make sure a subscription based solution will fit their budget now and long into the future. They don’t need any surprises down the road. Once they realize it will work for them, they work hand in hand with their partner to get their SaaS ERP solution in place. Although some sources say cloud deployments are quick and easy, ABC Company makes sure to take their time. They know patience will help ensure the right functionality from their SaaS ERP solution.


This hypothetical situation may or may not be where you’re company is at. But a few key lessons to take away are to make sure to map out a long-term budget plan and be patient. Similar to any other software deployment, you can’t rush it. If you have any questions about a SaaS ERP solution, please contact us at Cargas Systems.

By Jullie Fuller with Cargas Systems, Microsoft Dynamics GP Partner

With over 400 successful implementations and a 95% customer retention rate, Cargas is one of the largest Microsoft Dynamics partners in Pennsylvania.


2 thoughts on “When Transition to Software as a Service (SaaS) ERP Model is a Smooth Process”

  1. Yeah this is an easy and simple methods to move to saas model. The SaaS provider takes care of all hardware and software maintenance issues, freeing a company's IT personnel to focus on high-value business process functions.Companies are no longer burdened with the time-consuming and costly tasks of managing an enterprise-class application infrastructure: no more backups, no more patches, no more software upgrades, no more purchases of additional disk space and CPU power.

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