The Importance of Project Management from Your ERP Provider

March 25, 2020

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Content

Project Management is a service that is not always understood.

However, it is critical to the success of all workstreams that are delivered by a professional services organisation.

If you are about to embark on an ERP journey, you will most likely have a project manager, or a team member nominated as the project supervisor, within your organisation to manage your own team. However, obtaining a project manager from your ERP supplier should not be overlooked. Mysoft deliver two types of Project Management during an ERP project: ‘In-Project’ and ‘Out-of-Project’.

‘Out-of-Project’ Project Management

Firstly, what is this and why would you need it?

This covers the work that occurs outside the framework of a formal project. This can be a request for bespoke software delivery, an integration with a third-party piece of software, or the delivery of a series of consultancy activities. All of these tasks require a degree of Project Management.

Project Management for these activities is important because it ensures that all services delivered to your business are correct and bring value to your business, as well as guaranteeing that the resources from your supplier are in place.

‘In-Project’ Project Management

This particular type of project management is key to the success of your ERP project. ‘In-Project’ Project Management ensures that:

  • The project is completed on time and on budget
  • There is good and clear project communication
  • The project budget is controlled and monitored

A Project Manager will be there throughout your ERP project to navigate the ups and downs and quickly resolve any clashes or catastrophes that may occur. They will allow your business to fully benefit from the resources that both parties are providing.

There are 7 key phases that Project Management are involved in during a project:

  1. Project initiation phase
  2. Project launch phase
  3. Initial build phase
  4. Workshops phase
  5. Post-workshop phase
  6. Pilot phase
  7. Go-live

Each area has its own set of sub-activities and a Project Manager provides the resource to be able to carry out these vital tasks, bringing team members from both the customer’s business and their own business, together to work efficiently.

A Project Manager provides a key point of contact for your business and helps to ensure continuity and clear communications for all of the parties involved.

The crucial activities that apply to all of the phases listed above are:

  • Regular project update calls
  • Planning and executing regular review meetings
  • Detailed minutes
  • Budget management
  • Service planning
  • Produces, Agrees and Monitors the statements of work
  • Identification, and Management of issues
  • Identification, Mitigation and Management of risks
  • Service co-ordination with Internal, Customer and 3rd party teams

It goes without saying that the snapshot of benefits listed in this blog, far outweigh the cost of Project Management.

Please contact us to discover the complete list of Mysoft Project Management capabilities.

Read more.

Is Your Finance System Holding Your Business Back?

Is Your Finance System Holding Your Business Back?

Is your finance system making work harder than it should be? Jamie Kirby, Account Executive at Mysoft, explores the warning signs that it’s time for change and what finance leaders should consider before choosing a new solution.

October 23, 2026

The Cost of Not Knowing
Technology

The Cost of Not Knowing

From disappearing stock visibility to spreadsheet-dependent forecasting and rising logistics costs, our conversations at the Total Supply Chain Summit highlighted an important challenge: businesses have more data than ever, but that doesn’t necessarily mean they have the information they need.

October 19, 2026

Start Now: A Practical Approach to AI in Business.
Technology

Start Now: A Practical Approach to AI in Business.

Where should businesses start with AI? Jamie Watts, Managing Director at Mysoft, shares how AI is already creating value and four practical steps organisations can take to start adopting it responsibly…

October 1, 2026

Next Step

The AI Readiness Assessment places your organisation on the maturity ladder and identifies the specific gaps standing between you and a credible AI strategy.

Your Challenges

Growth Bottleneck

When your back office can't keep pace

AI Mandate

Board has asked for a credible AI strategy

Scale Ambition

Infrastructure for 2X, 3X+ growth

Compliance Event

Acquisition, audit, or regulatory change

Who we serve

CFO & Finance Director

AI strategy, close cycle, scalable infrastructure

COO & Operations Director

Integrated operational ERP and supply chain

CTO & IT Director

Architecture, integration, security, and TCO

CEO & Board

Investment case, governance, strategic finance

AI Transformation Stages

The Journey - Overview

How we take you from stage 1 to stage 4

Stage 1 — Operational Foundation

Building the platform your business deserves

Stage 2 — Intelligent Automation

Remove the manual transactional layer

Stage 3 — AI Augmented Finance

Intelligence at the speed of the business

Stage 4 — Agentic Finance Governance

Finance at scale without headcount growth

Frameworks & Tools

Agentic Finance Governence

Board-defensible AI governance

Finance Operations Review

Structured discovery process

ISV Partner Ecosystem

Netstock, Nectari, Avalara and more

Platforms

Compare Platforms

Sage Intacct vs Sage X3, find your fit

Sage Intacct

AI-enabled, cloud-native finance solution

Sage X3

AI-driven, scalable, comprehensive ERP

X3CloudDocs

AI document and workflow automation

Full Ecosystem

Netstock, Nectari, Avalara and more

Release Hub

Information on each release of our platforms

Services

Sage X3 Implementation

Structured delivery for successful implementation

Support Services

Expert support that keeps you moving

Localisation & Legislation

Local compliance for global operations

Upgrade to Sage X3 or Intacct

Looking to upgrade your ERP or FMS to Sage?

Sectors

Manufacturing & Distribution

Solutions for complex operations

Food & Beverage

FEFO, traceability, compliance, and scalability

Chemical & Pharmaceutical

Formula management, regulatory and quality control

Professional Services

Project accounting, revenue recognition

SaaS & Subscription Business

Subscription billing, revenue recognition

Financial Services

Multi-entity, regulated environments

Charities & Not-for-Profit

Fund accounting, SORP compliance

Content

Content Hub

Selection of blogs and content

Video Hub

Selection of Mysoft & Sage videos

Events & Webinars

Events, roundtables & webinars

Whitepapers & Guides

In-depth PDF DLCs

Demo Hub

On-demand demos

Bootcamps & Insights

AI Bootcamp

AI in plain English for finance

ERP Bootcamp

ERP selection and implementation

FMS Bootcamp

Financial management systems

Cloud Migration Bootcamp

Moving your ERP to the cloud

Strategic Insights

Agentic AI. Reality versus hype

In Focus & Resources

SaaS & Technology Finance

In-focus, ARR, revenue recognition

Master Data Management

In focus, the AI data foundation

AI ready finance guide

Free download asset

ERP Selection Framework

Six stage evaluation process

CFO Strategy

Finance as a growth enabler

Operational Transformation

AI in AP, AR and beyond

Who we are

Our Story

Over 20 years, first Sage X3 partner

Meet the Team

50+ in-house Sage experts

Careers

Join Mysoft

Refer an Organisation to Mysoft

Know any company that might benefit from our services?

Contact us

Start a conversation with our team

Credentials

Sage Tech Partner & Platinum Club

Only UK Tech & Business partner with the highest partner tier badge

Community & Giving Back

Supporting local initiatives