1st Read ME – Your ERP Implementation Project Plan

  1. Step 1: Please made a payment as per agreement for
    1. One Time Software Cost and
    2. Monthly Support Agreement Payment
  2. Step 2 KYC: we need following details from customer – Expected Customer Response Time: 1 week
    1. Compulsory Items
      1. Company Name:
      2. Company Address:
      3. Contact Person / Point of Contact for Software:
        1. Cell:
        2. Email:
      4. Product List (Finish Goods, Raw Material, Packing Material, Semi Finish Goods) in excel as per our format Download from Here
      5. Customer List in excel as per our format Download from Here
      6. Supplier List in excel as per our format Download from Here
      7. Your Country:
      8. Tax requirement (S/TAX / VAT) – for example all your invoice required tax option
      9. Godown: are you manging multiple Godowns or single Godown?
      10. Do you need virtual Godown / physical location / venue etc for managing Godown?
      11. Are you a wholesaler or retailer?
    2. Optional but recommended
      1. Soft copy of your logo
        • Most of the time your printer or your designer can provide this
      2. Your current Invoice Copy
      3. Your current Receipt Format
      4. Any Other Document Printout e.g.
        1. Stock Transfer
        2. GRN
        3. PO
        4. SO
        5. DC
      5. Any Report which you are making in excel
      6. Copy of reports which are must (if any)
    3. Optional
      1. users list – who are using the ERP / CRM / Software
        • with their access rights or roles e.g., Accountant / Operator / Manager / Admin etc
      2. Chart of account as per our format Download from Here
        1. Banks List
        2. Expense List
      3. Godown List
      4. Employee List – for payroll module
      5. Stax / NTN
  3. Step 3 Basic Setup: We will setup your ERP: Expected Response Time: 3 Days
  4. Step 4 Your Data: we will import the information provided by you: Expected Response Time: 3 Days
  5. Step 5 Training: Training Sessions as per your agreement: Expected Duration 2 Weeks – Approx 3-4 Training Sessions
    1. Online Training on Any Desk
    2. Training on our premisses
    3. On Site Training
    4. Video Training
  6. Step 6 Trial Run: Trial Run – Expected Duration 4-6 Weeks
    1. Customer will require to check day to day activates and cross check reports with manual records or with old systems
  7. Step 7 Go Live Preparation: Go Live Preparation – Expected Duration 2-4 Weeks
    1. Customer will provide opening balances of
      1. their customers
      2. suppliers
      3. banks etc
      4. products / inventory
  8. Step 8 Parallel Run: Parallel Live Run with existing system (Optional) 1-2 Months
  9. Step 9 Go Live: Go Live and close old system – only use them for old records

Leave a Reply

Your email address will not be published. Required fields are marked *