Discovery & Process Mapping
Understand goals, stakeholders, current processes, constraints, and data.
Process Map · Goals · Risks
Implementation Methodology
Every phase has a decision, deliverable, and acceptance gate
The method reduces surprises, prevents unnecessary customization, and confirms people and data are ready before go-live.
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Connected phases
No high-risk transition without readiness and approval.
Fit-Gap Analysis
Compare needs with Standard ERPNext and classify configuration versus customization.
Fit-Gap Register · Priorities
Solution Blueprint
Approve scope, structure, roles, reports, migration, and integrations.
Blueprint · Plan · Acceptance
Configure & Build
Configure the system and deliver approved development in short review cycles.
Configured System · Demos
Data Migration
Clean, transform, trial-migrate, and reconcile against source data.
Templates · Dry Run · Reconciliation
UAT & Training
Test end-to-end business scenarios and train users by role.
Signed UAT · Trained Users
Go-Live
Execute cutover and provide intensive monitoring for critical transactions.
Cutover · Hypercare
Support & Improvement
Manage issues, measure adoption, and maintain an improvement backlog.
SLA · Review · Roadmap
Governance
Project governance
- A clear business owner for every stream
- Documented scope and decisions
- Development/Staging environment
- Backup and rollback for high-risk changes
- Training and UAT before Production
Start with clear scope and acceptance criteria
Discovery and fit-gap can be a standalone engagement before committing to full implementation.