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ERP Implementation is the key process of establishing a business on sound and safe grounds of legalities and governing statutes. Next to choosing the right Enterprise Resource Planning software for your business, implementation plays a vital role in organizational setup and overall wellbeing of the stakeholders at large.
Thus, to ensure your organization is on the right track, consider these 4 essential ERP documents to drive the implementation success.
4 Key ERP Documents for Successful Implementation
1. Request For Proposal (RFP)
Request For Proposal (RFP) documents have all the content a buyer seeks from the ERP. It enlists the reasons for moving and planning to have or shift to an ERP.
RFP question answers and its related functionality documents the main core modules a business is looking out for. Having a read through this document brings in the base level understanding of why, how and what of an ERP Implementation.
2. Business Requirement Document and Functional Fit/Gaps
Once the ERP is selected, the next phase draws towards preparing the Kick-Off Meeting Deck. Following the Kick-Off – comes the preparation for drafting a formal Business Requirement Document mentioning the final pointers mutually decided to be included in the delivery scope.
A Fit-Gap Document mentioning what can and what cannot be achieved will be the second document to be prepared to get a clear picture on the implementation to be conducted over the ERP.
3. Work-Break-Down Structure (Project Plan)
A Work Breakdown Structure (WBS) is an important document to have before commencing the desired ERP Implementation for a client.
A WBS helps in aligning the requirements with the time constraints giving an overall overview of the time-based work deliverables to be implemented into the system.
This also highlights the resources allocated to the respective tasks and the status of each task as on the Start and the End Dates with a phased delivery against the project divided into – Initiate, Engage, Drive, Enable and Convert.
Thus, a WBS is nothing but the entire project execution plan at a glance.
4. Legal Documents for Implementation Partners and IT Support
Understanding the scope and duration of a project, it is beneficial to bring in Implementation Partners at an early stage, to share the business responsibilities – with an experienced partner who will bring in strategy and execution for the end-to-end project.
Alignment with the integration team, their fit-gaps to integrate systems is the key aspect to be focused before implementation to mitigate the possible implementation cycle delays and have a smooth start and end to the project.
Considering and abiding all these ERP Implementation documents, delivers a perfect and successful project completion. Thus, bringing-in transformative benefits to the organization at large!
