If you’re still relying on spreadsheets, outdated software, or patchwork legacy systems to run your building materials business, you’re not alone—but you’re likely falling behind. Modern ERP platforms offer speed, visibility, and flexibility that older systems simply can’t match.
Making the move may seem overwhelming, but with the right steps, you can transition smoothly and start unlocking real business value. Here’s how to get started:
- Understand Why You’re Migrating
Before touching any data or signing a new contract, get clear on why you’re making the move. Common reasons include:
Lack of real-time inventory visibility
Disconnected systems across sales, warehouse, and delivery
Inability to support multiple locations
Poor reporting and decision-making tools
Difficulty scaling with business growth
Your reasons will shape how you plan, prioritize, and evaluate your new ERP.
- Audit Your Current Systems and Processes
Take stock of what you’re using today and where the gaps are:
What tools are in use for inventory, sales, invoicing, and logistics?
Where is data duplicated, delayed, or manually handled?
Which teams are impacted by system limitations?
What are your most common pain points?
This audit gives you a clear baseline and helps you identify what to keep, replace, or improve.
- Define Success and Set Goals
What does a successful ERP migration look like for your business?
Faster order fulfillment?
Improved inventory accuracy?
Real-time delivery tracking?
Elimination of manual re-entry or paper tickets?
Define your goals upfront so you can choose the right ERP, track ROI, and keep your project focused.
- Choose the Right ERP for Your Business Model
Not all ERPs are built the same—especially when it comes to distribution and building materials. Look for a solution that supports:
Multi-yard or multi-warehouse operations
Complex units of measure (e.g., pallets, bundles, linear feet)
Contractor and job-site account management
Integrated delivery, staging, and logistics tools
Real-time dashboards and alerts
Also consider ease of use, mobile access, and integration capabilities.
- Clean and Prepare Your Data
One of the biggest challenges in ERP migration is data. Legacy systems often contain:
Outdated product lists
Duplicated customer records
Inconsistent pricing or units of measure
Manual notes that aren’t structured or searchable
Before migrating anything, clean your data. Organize SKUs, remove duplicates, and standardize formats. Good data = good ERP performance.
- Build a Rollout Plan With Your Teams
ERP success isn’t just about the tech—it’s about your people. Create a rollout plan that includes:
A phased implementation (e.g., start with one yard or one process)
Clear training for each department
Internal champions who help lead adoption
A communication plan to manage expectations
This minimizes disruption and builds momentum with each successful rollout phase.
- Don’t Skip Testing and Training
Test every workflow before going live. From quoting and ordering to receiving and delivery, make sure everything works the way your team expects.
And don’t treat training as a one-time event. Offer follow-ups, how-to guides, and on-demand support so users stay confident and capable.
Final Thought
Migrating from a legacy system to a modern ERP is a big move—but it’s also a necessary one if you want to stay competitive, efficient, and scalable. With the right plan, the right system, and a team-first approach, your new ERP won’t just replace your old software—it’ll transform how your business runs.
