Athlete Quick Start Image by Pexels from PixabayRootstock Software has launched a QuickStart implementation methodology for mid-sized manufacturers who select its ERP solution. In this case, Rootstock determines mid-sized as those firms with annual revenues of over $15 million. However, that figure is likely a guide as it depends more upon the complexity and scale of the manufacturer. The methodology intends to ensure that the go-live occurs faster and that there is less burden on the often small IT teams within the manufacturers.

Initially, the service will only be offered by the Rootstock professional services team. However, Caroline Santander, SVP of Global Professional Services & Enablement at Rootstock Software, revealed that there are plans to train partners on the methodology so that, in time, they will also be able to offer the service.

Caroline Santander, VP of Enablement and Partnerships, Rootstock
Caroline Santander, VP of Enablement and Partnerships, Rootstock

Rootstock believes that this new methodology is a game changer. Santander commented, Rootstock Manufacturing ERP is a robust and powerful solution. Now, we’ve made it more accessible and manageable for growth-focused manufacturers. For this group of manufacturers, Rootstock QuickStart is a game-changer, offering a phased approach that is digestible and cost-effective. Since this implementation methodology offers a scope honed to their unique needs and capacities, it is designed to accelerate deployment and the timeframe to achieve value and success with Rootstock.”

Enterprise Times asked Santander some questions about the methodology.

What is the methodology?

The methodology is based on the best practices that Rootstock has developed over the years. It believes that there are four critical elements for any ERP implementation.


Choose the right people for your project. Three key people are the executive sponsor, the ERP Project manager and the subject matter expert. Externally, firms should select the best implementation partner.


Understand the difference between documented, actual and best practices, look at the various and document the current state to help determine the future state. The implementation itself includes critical processes such as the testing and training plans.


Understand where data is held in the organisation, are they in silos, are they accurate and up to date, and are data sources integrated? Identify the data owners and create a data project with a data migration plan to help profile, cleanse, transform and migrate the data.


The system element provides the end goal, bringing together the people, process and data to determine the go-live goals and achieve them. Rootstock believes that customers should minimise customisations, test everything and train everyone who touches the system. Finally, when the go-live is achieved, don’t stop; plan for the future. Cloud software such as Rootstock continuously improves, and you should plan a roadmap to take advantage of that continuous improvement.

QuickStart implementation is more than a methodology

The Rootstock approach guides organisations through this journey. It has a set of pre-configured industry-specific settings, templates, and a user-friendly wizard to guide users through elements of the implementation process. The methodology goes beyond the above processes; it includes access to best practices, robust customer support, and extensive training through the Rootstock Learning Center.

Customers can also take advantage of the Rootstock Community. Where they can discuss issues with peers who are going through or have already completed their implementation. This vibrant community helps manufacturers better understand the process, overcome challenges and take advantage of peer insights.

Santander added, “Implementation speed is usually dictated by the customer’s readiness, but with this methodology, we’ll be able to shepherd manufacturers through a more rapid launch. Our wizard offers a step-by-step guide, streamlining configuration and significantly saving time and effort. It also enables manufacturers to seamlessly import data. All of this contributes to a faster, more accurate setup — a crucial factor for manufacturers with limited resources. Overall, with Rootstock’s QuickStart Implementation, smaller manufacturers will experience a huge leap forward from typical implementation timelines.”

Time, proof points and Cost

I asked Santander how long a QuickStart implementation takes. She answered, “Every manufacturer has a unique set of solution and implementation requirements, as well as resource limitations. While our QuickStart Implementation approach utilizes pre-configured settings, the timeframe will still be dependent on a customer’s unique situation, but we anticipate a QuickStart Implementation could take three to six months.”

One might have expected this is an accumulation of processes and knowledge that Rootstock has gradually evolved to and productised. However, it appears as though an initiative created the QuickStart methodology to draw together learnings from different sources. I asked Santander if any customers had completed the QuickStart process.

Santander answered, “We’re just beginning to speak to manufacturers about the benefits of the QuickStart approach, but the value in going this route is really resonating. From early conversations, we anticipate many prospects may sign up, knowing we can get them up and running in a matter of months. A rapid go-live means they get a jump on optimizing their operations in 2024.”

What about the costs? The professional services element for implementation is a factor for any CFO. Will the QuickStart methodology mean that Rootstock can reduce implementation costs? Santander noted, “Since we’re just launching QuickStart this month, we haven’t had any customers go live using this methodology yet. But, since the approach utilizes templates and a wizard to reduce the time, resources, and effort required to deploy our Cloud ERP, it’s designed to save manufacturers significant costs in the implementation process.”

Good news for customers then, though it will be interesting to see whether Rootstock can quantify the savings achieved in a few months.

Enterprise Times: What does this mean

A bit tongue in cheek, I asked Santander why they called this QuickStart rather than QuickFinish; after all, the methodology aims to complete the ERP implementation rapidly. She replied, “We called this implementation methodology “Rootstock QuickStart,” because customers can more quickly get a start in using our Manufacturing ERP to experience faster time to value. While they start in this accelerated fashion, customers have the flexibility to continually add and configure ERP capabilities to meet the evolving needs as a growth-focused manufacturer.” 

What is important is that Rootstock has productised its implementation methodology with a clear definition that it will be able to improve the processes and tools from a documented position. This is important as it will enable them to scale effectively, especially once it is rolled out to partner organisations.

The new methodology will help ensure that mid-sized manufacturers selecting the Rootstock Cloud ERP can achieve a rapid return on investment from a solution that is cost-effective, scalable and easy to use. Its configurability and integration capabilities enable firms to introduce it into a technology stack quickly, and its flexibility should enable manufacturers to face the challenges ahead, no matter what they are. Using the methodology Rootstock should decrease the time to value it offers manufacturers.

Rootstock offers a short demonstration video of its ERP solution available (Registration required).

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