ERP Implementation

A successful enterprise resource management (ERP) implementation begins with a comprehensive cloud ERP implementation plan. That means you need a software partner with a proven process for selecting and implementing an ERP system. ProShop is a complete solution backed by a team of experts who know how to implement an ERP successfully.

Check out what some of our clients have to say about our Implementation process:

OR Check out our Implementation webinar!

Our ERP Implementation Process

We have a continuously improving, six-step onboarding process to help set you up for success.

1. Introductory Meeting

Our ERP implementation steps begin with an introductory meeting. We're proud of ProShop and the robust tools it contains to optimize your time, equipment and workforce. It's an ideal solution for companies willing to embrace innovation, adapt to change and go paperless.

We'll get to know your business, its needs and its culture. If we don't think ProShop is right for you, we'll be upfront about it.

2. Kick-Off Meeting

At your kick-off meeting, you'll meet your dedicated specialist who knows how to implement ERP systems in your company. They'll go over the entire process in detail and create your personalized training schedule for minimal disruption to operations.

3. Configuration

Configuration is one of the most essential steps in ERP implementation because it comprises the step where we make the system work for you. Our specialist handles most of this step, conducting tasks like:

  • Customizing your settings.
  • Configuring your users.
  • Uploading your logos.

When we finish this step, ProShop is ready to handle your unique business needs.

4. Data Migration

It's likely that your manual or legacy systems contain data you'll want to access in ProShop. Your ERP software implementation specialist will help you determine what data should migrate and how to move it.

5. Training

We'll start with the basic functions within ProShop with screen-based one-on-one instruction. Next, we'll move through the platform module by module, beginning with estimating. You'll provide feedback each step of the way until we score 100% together.

Once you've mastered the fundamentals, we'll take it to the shop floor for more training. Successful implementation means having everyone on board. That's why we train shop floor staff and demonstrate our comprehensive, paperless system's power. On-site advanced training is also available and can help maximize return on investment.

6. Legacy Systems Retirement

Once everyone is equipped to use it, ProShip is fully implemented. It's time to let go of those legacy systems with the peace of mind that our support team is just a connection away.

Learn How Quick and Easy ProShop Implementation Can Be

We have a continuously improving, six-step onboarding process to help set you up for success.

Hear our customers explain how easy it is to implement an ERP system for manufacturing when you partner with us. Contact us for more information, explore our customer testimonials or book your no-cost demo today.

“ProShop hands down fastest and flawless onboarding. I’ve installed SAP, Peoplesoft, JDEdwards, while at bigger companies… all took 1.5 years and 8-10 consultants. One SAP project we never got to work and cancelled 2 years into it, CEO was fired, and they built some custom piece of Frankenstein ERP because the CIO wanted to be emperor. That never came online either. I then installed E2 Shoptech and JobBoss at my own startups in past. Installs took 4-6 months and many modules never functioned as advertised so we still ended up using Ms Excel everywhere UGH! I was about to send PO to E2 again for my new company thinking I would just go with “the devil you know”… but thankfully I came across a video like this about ProShop and learned there is a better way!”
What does a day in the life of an Implementation Specialist at ProShop look like? Check out the video below!
All of our implementation staff have deep manufacturing backgrounds – check out the pictures below to learn more about some of our amazing team members!


Vince Ceausu

Implementation Team Manager

Michael Hegwood

Implementation Team Manager

Luc Dorais

Senior Training Specialist

Alyssa Ballard

Implementation Specialist

Anthony Alardo

Implementation Specialist

Billy Parks

Implementation Specialist

Elliot Miller

Implementation Specialist

James Cook

Implementation Specialist

Jasin Anderson

Implementation Specialist

JC Payne

Implementation Specialist

Justin Bower

Implementation Specialist

Kelly Sairls

Implementation Specialist

Kevin Sagely

Implementation Specialist

Malcom Pruitt

Implementation Specialist

Michael Lacey

Implementation Specialist

Rick Byard

E-Learning Product Specialist

Wade Smith

Implementation Specialist


While we can’t guarantee success with ProShop, we have an incredibly high success rate which is improving all the time as we improve our process for onboarding new clients. Here are the things we focus on:

1. Making sure the customer is a good fit! Making sure the customer is a good fit! This the first and most important step. After a demo, many companies are pretty blown away with the ease, power and flexibility of ProShop. They are often eager to get started after evaluating their other options.
But not every company is a good fit for ProShop. If we don’t believe the company will be successful, we won’t sell ProShop to them. We’d rather help everyone avoid the pain, even if it means losing a sale. ProShop is an amazing tool for transforming the efficiency of the right kind of company, but a few things are important to consider.

1A. Is the company excited about going paperless? If the answer is no – then ProShop isn’t a good fit. ProShop can’t really be used well if the company wants to retain paper job travelers as the “controlling document” where people record their work. It’s fine to have a router for reference only, but that’s it.
All activity needs to be recorded in ProShop in as close to real time as possible. This is essential for a number of systems to work well, and for people to be able to see the real-time status of jobs in the system.

1B. Are they open to doing things differently? If they are open and eager to improve with an open mind, that’s a great start! Some companies want to make a new system adapt to the old way they do things. This isn’t always a good idea. While you shouldn’t need to add tedious steps to your process in order to make an ERP system work, there are often new and more efficient ways of doing things, some of which may make your old processes obsolete.
Keep an open mind and really understand how the new system works. You will likely be pleasantly surprised by the results.

2. Employing manufacturing experts on our implementation team. All of our implementation staff have deep manufacturing backgrounds. They truly understand our customers’ challenges because they’ve personally seen them before. They will be your close partner though your journey of implementing ProShop.

3. Designing an implementation process that is built for success. With a really well defined set of learning objectives, delivered in a quick but manageable pace, our clients can find the time to keep jobs shipping out the door while they learn ProShop. And with our proven process, they start using ProShop nearly instantly, so they learn on the job while using ProShop to start estimating new jobs, doing order entry and contract review, planning, purchasing, scheduling, etc.  All training sessions are recorded and provided as videos to clients for later reference or to share with new hires in the future. And one of the coolest parts, is we manage the whole process of implementation within ProShop. Yes, we use our own system to manage the process with a work order that outlines every step and every learning objective, and we let our customers sign off when they have learned each step. Holding our feet to the fire to ensure they are successful

4. Sticking with our customers! For some companies, the process is really fast and simple, taking just a few weeks. For others it’s more of a challenge. We want 100% of our customers to have success and do our very best to help achieve that goal, including holding their feet to the fire, and providing “tough love” when it’s needed. Sometimes an owner or CEO needs to hear some outside perspective on what the challenges are they are experiencing to see it from a different angle.


Sometimes, despite the very best efforts and intentions of everyone involved, there isn’t a successful outcome. Here is our list of the top three reasons ERP implementations fail:

1. The system wasn’t a good fit from the start. The sales people put on a good show, but the system doesn’t live up to the demos. Trying to make it work for a company for which it isn’t a good fit, is too difficult and never takes hold. It feels like everything is a work around and people resent that fact from day one. We see this most often with machine shops and job shops who buy a “shop” type ERP and it turns out to be inadequate for their needs.

2. The ERP vendor doesn’t have a good process. We’ve heard of too many times where an ERP system is sold, and then it’s up to the customer to send staff to a training class, and then call in to get support. Those classes are like drinking from a firehose, for 3-5 days straight. It’s optimistic at the best of times to take a week off of work, and think that you can go learn an entire ERP system. Then come back to work, with everything you need to get caught up on, and then self-implement the system. It’s a recipe for disaster to be honest.

3. The customer isn’t committed. We see this in a small percentage of cases. The system looks like a cure-all during the demos, but there is a problem with follow through on the part of the owner or management team that no amount of software can fix. Work gets in the way, training sessions are missed, and a poor training process gets in the way of actually getting the training done. Often the owners have the best intentions, but don’t prioritize getting the system implemented.


More info here
This is how most customers access ProShop. It provides a very secure, highly reliable, and great accessibility from anywhere. This is the least costly method for clients, and the easiest from an IT perspective. No servers to buy and maintain! We host our cloud customers on AWS servers exclusively and have the option to host clients on the highly secure ITAR compliant AWS GovCloud system. On the full cloud system, the ProShop application, database and clients files are stored securely on the cloud. We have a sophisticated and redundant system of backups so you can be assured you will never lose data. When on a full schedule of backups, there are up to 30 secure copies of your data!
With this option, the ProShop application and database is hosted on our AWS or AWS GovCloud servers. Your system will be backed by AWS’s legendary security and uptime. But the file storage for all of your documents (models, drawings, images, g-code, etc.), are stored exclusively on your internal network in your facility. If you or your customers are nervous about having your most sensitive data on the cloud, this can be a great option. Your only requirement is to provide access to a local WebDAV file server, as all your files are still stored locally. You control the firewalls, and other network configurations for all that sensitive data.
This method is more expensive for clients as they need to provide their own server to host ProShop, but it is the best option for some clients who aren’t able to do the cloud option. Clients who choose on-premise generally have lower uptime compared to our cloud offering because of not being able to manage their servers as well. Clients who buy their ProShop licenses and then pay maintenance to stay current on software updates and support typically do this option. But we also do allow subscription customers to do an on-premise installation if they prefer the subscription model but can’t or don’t want to use our cloud service.
After completing the basic and advanced training that is part of the installation and ERP implementation project as outlined above, clients will move over to our highly rated support system with our dedicated team of support specialists.

Support staff are available during business hours to answer questions and provide support and 24/7 support is always available for emergency situations. Support is always included at no cost when on maintenance or active subscriptions. We also have an extensive online help system with lots of walk-throughs and videos, and we offer in-depth monthly client webinar training on common topics at no cost.

Some clients may want more dedicated one-on-one training in the future and we’re happy to help with this need. Clients may request more formal training sessions at our normal hourly or daily rate. We understand that every client is critically important to our future success. We won’t stand for anything less than raving fans of our software, our support and our people. We achieve this by providing world-class software and support at a very fair and competitive cost.
Watch some videos of our customers who will tell you themselves how great our training and support is. If you’d like to talk directly with shops who have implemented ProShop, please ask us for references!
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