How to prepare your team for an ERP project
A practical checklist for documenting workflows, user roles, data and integrations before an ERP discussion.
Map the work before choosing features
List the recurring tasks your team performs and who owns each one. Record where information is first entered, where approvals happen and which reports people use. This helps separate essential workflows from features that can wait.
Review data and permissions
Identify the spreadsheets and applications that contain the records you need. Check for duplicate entries and missing fields. Write down which roles should be able to view, create or approve each type of record.
Prepare a realistic demo scenario
Use a representative workflow and sample data without confidential information. Ask the team to follow the process from start to finish, including exceptions. Record gaps and integration questions for the next discussion.
Agree on success before rollout
Decide what a successful first release must support and who will verify it. Include training, migration and support responsibilities in the plan. Review YarrowTech’s ERP services and industry products to prepare your requirements.
Related service: ERP Development
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