Start with the accountability chain.
The shared ERP foundation can connect budgets, requests, procurement, suppliers, assets, people, payroll, finance, approvals, documents and management reporting. Project and donor-specific structures should be defined from the organization’s accepted reporting and control requirements.
Protect the boundary between ERP and programme systems.
Beneficiary, clinical, survey, monitoring or other specialist programme systems may remain separate. The ERP should own the administrative and financial controls it can support well, then integrate where there is a clear reason.
Use real grant or project evidence in discovery.
Walk through one purchase, advance, payroll allocation or asset transaction and show which project, location, approver and supporting document must remain visible through to finance and reporting.
