Map the operating pressure
List the workflows causing delay, duplicate entry, approval uncertainty, stock blind spots, payroll difficulty, weak reconciliation or late management reporting.
Identify owners
Each critical process needs a responsible business owner who can confirm policy, exceptions and acceptance criteria. ERP cannot resolve internal ownership ambiguity by itself.
Inventory data and documents
Know where customer, supplier, employee, item, financial and historical records live, how clean they are and what must legally or operationally be retained.
Clarify infrastructure and integration constraints
State whether on-premise, private cloud or managed hosting is required and list external systems that must exchange data with the ERP.
Prepare for user acceptance
Choose responsible users who can test real scenarios. Demonstration approval is not a substitute for workflow validation.
Hybrid ERP perspective: These guides explain implementation principles. A customer’s approved proposal and project documents define the actual solution, responsibilities and commitments.