Assess
Agree what the project needs to address. Review the existing landscape, business objectives and constraints.
Provide process and system knowledge; identify decision-makers.
Agreed scope, requirements and dependencies.
Delivery approach
ERP and integration programmes involve connected decisions. We organise delivery around defined stages, business participation and documented outputs.
Agree what the project needs to address. Review the existing landscape, business objectives and constraints.
Provide process and system knowledge; identify decision-makers.
Agreed scope, requirements and dependencies.
Define the target processes, data model, configuration and interfaces. Record decisions and open questions.
Review the blueprint and confirm business rules and priorities.
Solution blueprint and delivery plan.
Configure the solution, prepare migration work and build the agreed connections. Track changes against the design.
Prepare source data, review configuration and resolve business decisions.
Configured solution and integration components.
Test complete business scenarios, reconcile data and resolve issues against agreed acceptance criteria.
Run user acceptance tests and review the evidence with process owners.
Acceptance evidence and cutover readiness review.
Coordinate the planned handover, knowledge transfer and operational documentation.
Confirm ownership of processes, access and ongoing operation.
Handover pack and documented operating responsibilities.
PROJECT GOVERNANCE
Document the agreed work and the impact of new requests. Review changes against business value, dependencies and the delivery plan.
Assign owners for source data, migration checks and access approvals. Consider the handling of sensitive information in the solution design.
Maintain visibility of unresolved issues and dependencies on teams, systems or providers. Agree who makes each decision.
Define acceptance scenarios and review evidence with business owners. Document the solution so operational teams can take responsibility.
ENGAGEMENT PLANNING
The size and sequence of the work depend on your system landscape and business priorities. A focused interface project and an ERP implementation need different delivery plans.
Before work begins, we agree the scope, responsibilities, outputs and review points. Timescales and ongoing service arrangements are defined for the engagement.