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ERP Checklist

If your firm subscribes to an outside service for information there might be a data format problem needing a conversion routine. Theses checklists help identify the type of conversion needed, and how often they must be used.

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System Planning Guide
 
ERP Requirements Checklist
 
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ERP Project Checklist
 
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Project Domain Checklist

     In MS Excel spreadsheet form, these project domain checklists enable you to quickly identify the key environmental issues that will impact your software implementation project and set the scope of your RFP. These checklists will help you systematically identify the appropriate RFP topics needed to obtain:

Effective End User Training. Get the best user training. Make sure your RFP questions are worded to correctly match your user needs. User these checklists about user demographics and skill sets to do just that!

Maximum Integration. Optimize the procedural interfaces with other departments in your company. People communicate in many ways - by fax, email, paper, and more. The information output provided to others in your company, or the way input information is given to you for entry into the new system, can have a dramatic impact on how well the new system works. These checklist items help identify what that impact will be!

Ideal Database Interfaces required with other databases maintained elsewhere in your firm. This can always be a problematic area, since data can be stored in many formats, most of which are not compatible with each other. For example, if your new software expects data from another database or flat file to be numeric format, but that alien database actually stores it in ASCII form, then you have a problem. A conversion routine is needed. These checklists help identify data format, update frequency, representation, the type of conversion needed, and how often they must be used.

Information from third-parties outside your company. This can also be a problematic area, since data can be stored in many formats, most of which are not compatible with each other. If your firm subscribes to an outside service for information there might be a data format problem needing a conversion routine. Theses checklists help identify the type of conversion needed, and how often they must be used.

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