01
Discover
Business objectives, current systems, stakeholder interviews, process gaps, integration needs, localization requirements, and readiness assessment.
Methodology
A controlled delivery model for discovery, design, configuration, integration, validation, deployment, and post-go-live support.
Delivery phases
A controlled path from discovery to post-go-live support, with measurable gates across design, configuration, integration, validation, deployment, and customer success.
01
Business objectives, current systems, stakeholder interviews, process gaps, integration needs, localization requirements, and readiness assessment.
02
Solution architecture, process maps, data model, security model, integration scope, reporting design, project governance, and delivery plan.
03
SaaS setup, roles, workflows, approval hierarchies, forms, reports, dashboards, business rules, and environment configuration.
04
APIs, middleware, legacy system connectivity, e-invoicing touchpoints, identity access, analytics, and operational data flows.
05
Functional testing, integration testing, regression testing, UAT, data migration validation, security checks, and performance review.
06
Cutover planning, end-user training, admin enablement, production readiness, go-live support, issue triage, and executive reporting.
07
Hypercare, SLA support, incident management, release management, optimization, adoption tracking, and continuous improvement.
90-day activation
An illustrative 90-day commercial activation plan for vendor discussions. It is not an ERP delivery schedule, completed project or promise of pipeline results. Agree activities, capacity and timing with the vendor.
01
Days 1-30
02
Days 31-60
03
Days 61-90