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5 Proven Tips for a Seamless ERP Move

By September 16, 2025April 15th, 2026No Comments1 min read

Meet Tyler, Implementation Consultant at Prima Software US.

Tyler was one of the finalists for Young Executive of the Year at the NAOPA’25 (North American Office Products Awards). He has guided countless dealers through the process of switching to Prima, helping them feel confident and supported every step of the way.

In this blog post, Tyler shares his expert insights and proven strategies to help you move from your current ERP system to Prima with confidence. From planning and preparation to implementation and beyond, he reveals his top tips for ensuring a smooth, stress-free, and ultimately successful transition.

Check out Tyler’s Top Tips below

Tyler Dees, Onboarding Consultant

Tyler's Top Tips

5 Steps to a Successful Onboarding with Prima

1

Lean on your Prima Coordinator

From the moment you sign up, you will have a dedicated Prima coordinator as your first point of contact. They’ll guide you through each stage, keep everything on track and make sure you always know what’s next.
2

Kick Off with a Business Review

We will learn more about your dealership, tailor your training to fit your needs, and start looking at your data. Our Onboarding team follows a proven process that takes the guesswork out of switching and we are with you every step of the way.
3

Use the Testing Environment

We provide you with a full testing environment so you can run through your everyday processes before going live. It’s the perfect way to spot gaps, ensure everything works just the way you need and build confidence before launch.
4

Involve Your Team Early

Bringing your staff into the process from the start helps them feel confident and comfortable with the system. It saves time later, makes the learning curve much easier and means everyone’s ready to hit the ground running.
5

Take It One Step at a Time

Switching systems is a journey, not a jump and it doesn’t have to be overwhelming. We will guide you through a phased approach that keeps things manageable and stress-free.
With the right support in place, making the move to Prima is smoother than you might think and the results are worth it!

Ready to make the switch?

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