01Understand the requirements. Document what different teams need, including approvals, accounting, reporting and day-to-day work.
02Evaluate software and vendors. Help compare options against agreed requirements and review what each partner is expected to deliver.
03Guide ERPNext implementation. Bring processes, data, controls and business requirements into the implementation plan.
04Review the work as it happens. Work with your implementation partner to review workflows, identify gaps and track open decisions.
05Prepare for go-live. Plan testing, master data review, responsibilities, employee training and the move to the new system.