Article
| Technology, X3
Mysoft

The Importance of Project Management from Your ERP Provider

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.

Arrange a 30-min Discovery
Workshop with a Sage Specialist

About The Sponsor

Swoop Funding is a global fintech platform that helps businesses discover and secure the right funding solutions to fuel growth. Through a single digital marketplace, Swoop connects organisations to loans, equity investment and grants, simplifying the funding journey with tailored recommendations, streamlined applications and expert support.

Sessions

Thought Leadership Session

  • Swoop Thought Leadership

Breakout Sessions

  • Swoop Roundtable Session
    • Roundtable Description
  • Swoop Roundtable Session
    • Roundtable Description

Meet The Team

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

About The Sponsor

Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

Sessions

Thought Leadership Session

  • To Be Confirmed

Breakout Sessions

  • SEI For Sage X3 Users – Breakout Room One
  • Nectari For Sage Intacct Users- Breakout Room Two

Meet The Team

Christopher Nguyen

Business Development Manager

About The Sponsor

Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

Sessions

Thought Leadership Session

  • Authentic AI In Sage Copilot

Breakout Sessions

  • Sage X3 Roadmap – Martin James – Cowdray Hall
    • Summary of R1 2026 and Sage X3 Roadmap
  • Sage Intacct Roadmap – Sarah Swift Room
    • Summary of R2 2026 and Sage Intacct Roadmap

Meet The Team

Martin James

Global Product Marketing

Rob Walker

Account Manager

Anna Lasko

Tech Partner Manager

About The Sponsor

X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

Sessions

General Talk

  • X3CloudDocs R1 Summary and Roadmap.

Breakout Sessions

  • Breakout One:
    • Smarter Alerts, Faster Action: Pre-Configured ENA Workflows
  • Breakout Two:
    • E-Invoicing Is Here: What It Means for X3 Users

Meet The Team

Shezad Beg

Relationship Manager

Brian Martin

R&D
Director

Paul Mincer

Product Manager

Archie Stevens

Software Engineer