As the end of the year approaches, it’s not just time to think about your New Year’s resolutions—it’s also the perfect moment to prepare your CERM MIS Software for a smooth start to the coming year. By taking care of a few key tasks now, you can ensure your system stays efficient and ready to support your operations.
Since these tasks may involve different areas of the software, it’s a good idea to involve the appropriate people from each department. Let’s break it down:
Mandatory actions
- Process invoices and costs: Ensure all invoices and stock costs are processed. This depends on the period and year settings in your journals.
- Update the production schedule: The production schedule relies on your calendar setup—make sure it’s ready for the new year to avoid disruptions.
- Process invoices and costs
- Update schedule
Recommended actions
We strongly suggest tackling these tasks to stay ahead:
- Update rates and costs: In today’s dynamic economic environment, keeping your costs accurate is crucial. Review and adjust your rates to reflect current conditions.
- Set accurate prices: Double-check your pricing to ensure it aligns with updated costs and market trends.
- Update rates and costs
- Set accurate prices
Specific or optional actions
Depending on your company’s policies and workflows, these actions can also be beneficial:
- Manage numbering in the software: Review numbering settings to ensure continuity and compliance with your processes.
- Clean up data: A little digital housekeeping goes a long way. Delete outdated records or archive them as needed.
- Plan software updates: Schedule a convenient time to update your CERM version, so you can benefit from the latest features and improvements.
- Manage numbering
- Clean up data
- Plan software updates
Why it matters
Taking the time to complete these tasks now means you’ll hit the ground running in the new year. Whether it’s avoiding operational hiccups or ensuring your software stays up to date, these proactive steps can save time and effort later on.
Don’t forget to watch the Academy course "Actions to Do Around New Year" for more details and practical tips.
Need help with setting up the CERM MIS Software? We are happy to help!
Get in touch with your CERM consultant or contact the CERM Helpdesk.