ERP Readiness & Kickoff

 

NEXT STEP: Phase-1 – ERP Readiness & Kickoff

This phase transforms intention into a real project. Here’s what you should do immediately:

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1️⃣ Form the ERP Project Team

Role	Responsibility
Project Sponsor (MD / CEO)	Final authority, budget approval
Project Manager (Internal)	Coordinates between departments & vendor
Process Owners	Finance, Sales, Purchase, Production, HR heads
IT Lead	Infrastructure, software integration
Vendor Team	ERP configuration & support

Output: ERP Governance Structure

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2️⃣ Create a Detailed Project Charter

Include:

✔ Project Objective (Why ERP?)
✔ Scope (Departments + Modules)
✔ Budget Estimate
✔ Timeline with milestone dates
✔ Risk assumptions (e.g., data quality, user resistance)

Output: Signed Project Charter — authorizes the ERP project

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3️⃣ Conduct AS-IS Process Study (1–3 Weeks)

For each department, collect:

• Current workflows

• Pain points

• Reports generated

• Key data used (items, customers, vendors, employees)

Output: AS-IS Process Document

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4️⃣ Identify ERP Requirements (Business + Technical)

Make a list of:

✔ Master data fields needed
✔ Mandatory reports
✔ Approval workflows
✔ Integration requirements (Tally/SAP/CRM/eCommerce/etc.)
✔ Security roles & access control

Output: Functional Requirement Specification (FRS)

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5️⃣ Vendor Shortlisting (Now Practical Step)

Prepare comparison sheet with:

Parameter	Vendor A	Vendor B	Vendor C
Cost
Modules
Customization
Support Team

Output: Final vendor selection based on capability + TCO (Total Cost of Ownership)

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🔜 After This Phase

Once these steps are completed, the next milestone is:

➡ Phase-2: TO-BE Process Design & ERP Configuration