Phase 1: Discovery and process mapping
- Define target outcomes (cycle time, audit readiness, cash visibility, stock accuracy).
- Map current workflows and identify handoffs where errors occur.
- Decide what the source of truth should be for customers, items, vendors, and accounts.
- Agree on roles: process owner, approvers, admins, and reporting owner.
Checklist:
- Current-state workflow map per department
- KPI baseline (before ERP)
- Master data ownership rules
Phase 2: Configuration and pilot
- Configure core entities first: users/roles, permissions, chart of accounts, items, suppliers.
- Implement the smallest “end-to-end” workflow (example: procure-to-pay or order-to-cash).
- Run a pilot with real data and controlled scope.
- Capture exceptions and update policies (not just fields).
Checklist:
- Pilot scope document + success criteria
- Training plan for pilot users
- Go/no-go readiness review
Phase 3: Go-live, adoption, and stabilization
- Launch with clear support channels and daily checkpoints.
- Track adoption signals: logins, workflow completion rates, approval cycle time.
- Fix the top 10 exceptions quickly (these drive perception).
- Stabilize reporting and month-end routines.
Checklist:
- Daily cutover checklist
- Support ownership + escalation path
- Weekly review cadence for KPIs
Phase 4: Optimization and expansion
- Expand to adjacent modules only after the first workflow is stable.
- Add automation (alerts, approvals, SLA rules) after data quality improves.
- Establish quarterly governance to keep processes consistent.
KPIs to track
- Approval cycle time
- First-pass accuracy (invoices, receipts, postings)
- Days sales outstanding (DSO) / payables timing
- Stock accuracy and stockout frequency
- Time to produce management reporting
FAQ
Next steps
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