Free ERP Processes Cheat Sheets

Cheat Sheets Notion Database for ERP Consultants

This notion template caters to ERP consultants of all experience levels. Whether you’re a seasoned professional seeking to refine your approach or a new consultant building your foundation, this resource provides valuable insights.

By using these cheat sheets as a foundation, you can help consultation teams throughout the selection, implementation, and post-implementation phases.

Main Content

I. Pre-Implementation

• Business Analysis
  • Cheat Sheet 1: Key Business Processes (KBP) Flowchart – Map core workflows across departments (Sales, Finance, Inventory etc.)
  • Cheat Sheet 2: Pain Points & Needs Analysis – Identify issues in current systems and desired functionalities in the new ERP.
• Requirements Gathering
  • Cheat Sheet 3: User Interview Questions – Predefined questions for different user roles to understand needs and expectations.
  • Cheat Sheet 4: Functional & Non-Functional Requirements – Template to categorize requirements by features and system attributes (performance, security etc.)
• Selection & Scoping
  • Cheat Sheet 5: ERP Vendor Comparison Matrix – Compare features, pricing, and implementation timelines of different vendors.
  • Cheat Sheet 6: Project Scope Definition – Define functionalities included and excluded in the initial implementation phase.

II. Implementation

• Data Migration
  • Cheat Sheet 7: Data Mapping Template – Map old data fields to corresponding fields in the new ERP system.
  • Cheat Sheet 8: Data Cleansing Checklist – Ensure data accuracy and completeness before migration (identify duplicates, missing values etc.)
• Configuration & Customization
  • Cheat Sheet 9: Common ERP Configuration Settings – List of frequently used settings for core functionalities (security, workflows etc.)
  • Cheat Sheet 10: ERP Customization Guidelines – Best practices for customizing the ERP to fit specific business needs.

III. Post-Implementation

• Testing & Training
  • Cheat Sheet 11: ERP Test Case Template – Define test scenarios for different functionalities and user roles.
  • Cheat Sheet 12: User Training Materials – Outline for creating training modules and resources for different user groups.
• Change Management
  • Cheat Sheet 13: Communication Plan Template – Develop a communication strategy to keep stakeholders informed and address concerns during the transition.
  • Cheat Sheet 14: User Adoption Strategies – Techniques to encourage user buy-in and ensure successful adoption of the new ERP system.

**Looking forward to hear your feedback to develop more templates for ERP projects