00 — Getting Started

Recommended starter roles:

• System Administrator: Full system configuration, user provisioning, security policies, integrations.
• Implementation Lead: Business setup owner, module activation, process validation.
• Department Manager: Approves settings and workflows for their function.
• End User: Executes operational tasks based on assigned module permissions.
• Auditor (Read-only): Accesses reports and logs without editing rights.

Permission baseline:

1. Apply least-privilege access at user creation.
2. Separate setup/admin privileges from day-to-day transaction entry.
3. Enable approval workflows where financial or legal commitments exist.
4. Restrict export/download permissions for sensitive financial and employee data.

Complete each item and mark status internally:

1. Tenant profile configured

• Legal company name, tax number, default currency, fiscal year, timezone.

1. Security basics enabled

• Strong password policy, optional MFA, session timeout, IP/region restrictions (if applicable).

1. Organization structure created

• Branches, departments, cost centers, business units.

1. Master data initialized

• Customers, vendors, products/services, chart of accounts (if accounting is enabled).

1. Role matrix finalized

• Role-to-permission mapping approved by process owners.

1. Document standards configured

• Numbering series, print templates, tax defaults, language options.

1. Approval flows activated

• Sales discount approval, purchase approval, payment approval.

1. Data migration validated

• Import test run completed and validated against source totals.

1. Integration checkpoints completed

• Email/SMS provider, payment gateways, external compliance systems (where required).

1. Go-live rehearsal completed

• End-to-end scenario from transaction entry to report output.

### 1) Initial admin setup

1. Sign in as System Administrator.
2. Configure company profile and localization settings.
3. Create branches/departments and default financial dimensions.
4. Create user roles and assign permissions.
5. Add users and enforce credential reset on first login.

### 2) Master data onboarding

1. Import or enter customer and vendor records.
2. Import product/service catalog with taxes and units.
3. Validate duplicates and mandatory fields.
4. Approve master data for operational use.

### 3) Readiness verification

1. Run a sample lead-to-cash or request-to-payment flow.
2. Confirm approvals trigger correctly.
3. Verify document numbering, tax handling, and posting behavior.
4. Generate trial reports and compare with expected results.

### 4) Go-live handoff

1. Freeze legacy entries as of cutover date.
2. Import opening balances and outstanding transactions.
3. Communicate go-live support contacts and escalation path.
4. Monitor first-week operations daily and log issues.

Use these reports during and immediately after implementation:

• User Access Audit: Confirms role assignments and privilege boundaries.
• Master Data Completeness: Detects missing mandatory data fields.
• Transaction Validation Summary: Tracks failed postings or approval bottlenecks.
• Implementation Readiness Dashboard: Measures completion of setup milestones.
• Exception Log: Lists rejected imports and system validation errors.

Q1: Users can log in but cannot access module pages.

• Re-check role assignments and module-level permissions.
• Confirm module is enabled for the user’s branch or business unit.

Q2: Imported data appears incomplete.

• Validate import template mapping and mandatory fields.
• Review duplicate prevention rules and rejected-row logs.

Q3: Approval workflows do not trigger.

• Verify thresholds, approver hierarchy, and workflow activation status.
• Ensure document status transitions are configured correctly.

Q4: Report totals do not match legacy system totals.

• Confirm cutover date and opening balance methodology.
• Reconcile sample transactions and tax handling differences.

Q5: What is the recommended go-live sequence?

• Start with CRM/Sales and Procurement master data.
• Enable financial posting controls.
• Gradually activate additional modules after stabilization.