WHAT DOES AN ENTERPRISE RESOURCE PLANNING SPECIALIST DO?

Updated: Feb 07, 2025 – The Enterprise Resource Planning Specialist manages the ERP architecture lifecycle and sets strategic direction. Analyzes processes, develops roadmaps, and ensures architectural alignment. Collaborates with partners oversees governance and monitors industry trends.

A Review of Professional Skills and Functions for Enterprise Resource Planning Specialist

1. Enterprise Resource Planning Data Entry Specialist Duties

  • Shipment Processing: Packaging and the processing of documentation for all outbound shipments
  • ERP Management: Update and manage queries in the ERP tool
  • Report Creation: Create reports using ERP tools and create layouts that can be constantly updated
  • Troubleshooting: Help with any troubleshooting as it pertains to ERP reports if the software is not working properly or does not demonstrate the intended data
  • Logistics Knowledge: Learn and demonstrate knowledge of Isoplexis logistics processes
  • SKU Management: Create and update SKUs - BOMs
  • Inventory Tracking: Assist in all tracking of inventory
  • ERP Transactions: ERP transaction for all inbound and outbound shipments as well as internal work orders
  • Inventory Traceability: Maintaining inventory traceability
  • Storage Organization: Organization of various storage conditions (stockroom, freezers, refrigerators)
  • Procurement Training: Cross-trained in all procurement ERP transactions

2. Enterprise Resource Planning Specialist Details

  • ERP Mapping: Continuous and ongoing mapping of ERP (Sage X3) to meet business needs
  • Application Expertise: Be the hands-on application expert during integration and user acceptance testing
  • System Optimization: Optimize, test, and debug system configurations to meet company needs
  • Documentation Maintenance: Maintain ERP procedural documentation
  • Upgrade Management: Manage ERP upgrades, add-ons, widgets, and new module implementation
  • Data Management: Manage data from available systems including integration as required, reporting, archiving, etc.
  • Troubleshooting: Perform system troubleshooting as required to minimize user downtime and risk
  • User Support: Provide end user support and training
  • Industry Knowledge: Maintain current knowledge of the industry, best practices, and compliance requirements
  • Process Improvement: Identify opportunities for process improvements

3. Enterprise Resource Planning Specialist Responsibilities

  • Architecture Management: Manage the entire architecture lifecycle of the organization's ERP ecosystem (on-premise, cloud, hybrid)
  • Strategic Direction: Set the overall ERP strategic direction
  • Process Analysis: Analyze the current state and work with functional teams to identify weaknesses and develop opportunities
  • Roadmap Development: Build and keep updated the ERP ecosystem roadmaps
  • Business Case Building: Build investment business cases to support the delivery of foundational roadmap capabilities
  • Architectural Alignment: Work with other architects to ensure the ERP ecosystem fits the broader organizational architecture
  • Partner Collaboration: Collaboratively partner with application delivery and implementation partners
  • Governance Alignment: Align ERP governance activities to ensure organization EA compliance
  • Trend Monitoring: Keep abreast of ERP and technology industry trends
  • Vendor Management: Manage relationships with ERP ecosystem vendors and incorporate vendor roadmaps

4. Enterprise Resource Planning Customer Support Specialist Accountabilities

  • Query Handling: Handling inbound and outbound queries via phone, live chat, and email
  • Customer Understanding: Listening to customers to understand their needs and work out how to best help them
  • Professional Communication: Professionally and personably answer questions and queries whilst adhering to company policies and processes
  • Customer Education: Guiding and educating the customer through various self-help options and articles
  • Troubleshooting: Performing logical troubleshooting
  • Documentation: Accurately documenting troubleshooting steps and confirming resolution of the reported issue
  • Customer Service: Providing consistently awesome service to customers by utilizing all available tools and resources
  • Continuous Learning: Constantly learning new technical information as the product evolves

5. Epicor Enterprise Resource Planning Specialist Functions

  • Domain Oversight: Oversight of the domain structure and strategy for the Epicor system (E10.0) in a manufacturing environment
  • Task Delegation: Review upgrade and enhancements package details, and delegate tasks amongst team members
  • Process Improvement: Implement process improvements, to increase the productivity of the Epicor system
  • Training and Mentoring: Training and mentoring new team members in the Epicor workflow and build at the organization
  • Project Prioritization: Determine and prioritize department projects for the benefit of the company
  • Timeline Development: Development of project timelines and resource schedules
  • Leadership Participation: Participate in leadership meetings, and presentations to stakeholders
  • Resource Management: Manage resources across multiple departments and manage end-user processes

6. Enterprise Resource Planning Specialist Job Description

  • IT Business Partnering: Act as an IT Business Partner to develop a comprehensive understanding of application features and capabilities
  • Issue Documentation: Thoroughly document inconsistencies/issues/concerns for follow-up and/or resolution by the software vendor(s)
  • System Improvement: Responsible for recommending and implementing improvements in systems functionality
  • Business Process Analysis: Analyze information problems, requested changes, and required modifications to develop appropriate business process solutions
  • Reporting Development: Develop effective reporting tools needed to support the business unit information requirements
  • Training Coordination: Assist with the development, coordination, and delivery of training programs
  • Technology Monitoring: Stay up to date on any changes or upgrades to existing technology around responsibilities
  • Training Delivery: Develops and delivers training on new systems and processes
  • Functionality Documentation: Document and expand functionality where required and develop training programs to maximize the use of these applications

7. Epicor Enterprise Resource Planning Specialist Overview

  • System Oversight: Oversight of the domain structure and strategy for the Epicor system (E10.0) in a manufacturing environment
  • Upgrade Review: Review upgrade and enhancement package details, and delegate tasks amongst team members
  • Process Improvement: Implement process improvements to increase the productivity of the Epicor system
  • Training & Mentoring: Train and mentor new team members in the Epicor workflow and building at the organization
  • Project Prioritization: Determine and prioritize department projects for the benefit of the company (BAQ, dashboards, BPM's customizations, SQL, C#)
  • Project Management: Development of project timelines and resource schedules
  • Process Management: Manage end-user processes
  • Stakeholder Engagement: Participate in leadership meetings and presentations to stakeholders
  • Resource Management: Manage resources across multiple departments

8. Enterprise Resource Planning Specialist - HR Systems Details and Accountabilities

  • Issue Analysis: Perform analysis and effective diagnosis of issues and manage day-to-day client relationships
  • Stakeholder Engagement: Engage with HR, Finance, IT, 3rd party vendors to plan and execute
  • Communication Management: Ensure effective and open communication throughout the project team and with stakeholders
  • HR Transformation Support: Support the HR Transformation team as they conduct a current state assessment, identify risk areas, and build out a plan for technical transformation activities alongside the HR transformation team
  • System Training: Support the system training schedules and assist in developing materials to enable HR members to be more autonomous when answering inquiries, understanding system functionality, generating and managing reports directly from systems, and resolving queries in real-time
  • HR System Coaching: Work directly with HR personnel on system-based activities with the expectation that the competencies and skills will be built within HR with each session
  • Process Standardization: Develop and maintain processes that ensure accuracy, consistency, and integrity of HR processes & data
  • Process Documentation: Create process documentation to support Workday functionality, Interfolio, HUMANIC, ICIMS, ServiceNow, and other future technologies adapted in NYU NY
  • HR Systems Support: Provide daily operational support for HR systems and related processes in both a tier 1 and tier 2 capacity
  • System Upgrade Testing: Support the HR team with regular system updates/upgrades, including testing new functionality and performing regression testing

9. Enterprise Resource Planning Specialist - HR Systems Tasks

  • HR Systems Support: Guide HR in the research and the correct functional/process issues to continually develop HR users for self-sufficient systems support
  • Team Support: Provide backfill support to other team members
  • HR Systems Analysis: Facilitate, document, and perform HR systems analysis
  • Issue Escalation: Identify problems and escalate to the next level of tiered support with sufficient lead time to avert crisis and provide adequate reports to the transformation lead
  • Technical Queries Management: Act as a main contact for receiving all queries related to technical transformation enhancements
  • HR Application Development: Responsible for analysis, design, development/implementation, configuration, testing, and deployment activities related to HR Applications
  • Requirement Analysis: Decomposing high-level business and user-defined requirements into system functional requirements and design documents
  • Product Validation: Responsible for helping to ensure that the new products meet the objectives and any other appropriate criteria associated with the system requirements and Statement of Work
  • Solution Implementation: Work with functional, technical, and reporting peers to implement approved solutions
  • Testing & Validation: Performing and supporting Functional Unit Testing, Integration Testing, System Testing, and User Acceptance Testing

10. Enterprise Resource Planning Specialist Roles

  • ERP Implementation: Assist with the ERP implementation project
  • Process Flow Analysis: Understand process flow and relationships with ERP applications: financial, engineering, purchasing, inventory management, manufacturing operations, etc.
  • Data Management: Data Management using advanced data and reporting tools
  • Process Documentation: Help develop process documents for training
  • End-User Support: Provide support to end-users
  • Business Process Improvement: Develop and improve business processes with a focus on improving business performance
  • User Support: 2nd level support for key users (key user support end users)
  • Incident Management: Dispatching of incidents to 3rd-level SAP experts within the Zehnder Group
  • User Management: User management assignment of authorization roles or creation/deletion of users
  • Interface Monitoring: Controls and monitors selective interfaces from/to local systems
  • System Customization: Basic customizing of the system including documentation, e.g., logistical route changes
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