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.