Table of Contents
ERP Project Overview: [Project Name] .......................................................................................... 1
1. Project Objectives................................................................................................................... 1
2. Project Scope .......................................................................................................................... 1
3. User Stories............................................................................................................................. 2
4. Module Functionalities .......................................................................................................... 2
5. Customization Requirements ................................................................................................. 3
6. Pending Requirements ........................................................................................................... 3
7. Project Summary .................................................................................................................... 4
ERP Project Overview: [Project Name]
This document provides a comprehensive yet concise overview of the [Project Name] ERP
implementation project. It serves as a central reference for all stakeholders, outlining the
project's scope, objectives, and key components to ensure clear understanding and alignment.
1. Project Objectives
The primary objectives of this ERP implementation are to:
• Streamline Business Processes: Automate and optimize key business operations across
departments.
• Improve Data Accuracy and Accessibility: Establish a single source of truth for
organizational data, enhancing reporting and decision-making.
• Enhance Operational Efficiency: Reduce manual effort and cycle times for various tasks.
• Increase Scalability: Provide a robust and adaptable system to support future business
growth.
• [Add any other specific project objectives, e.g., "Reduce operational costs by X%,"
"Improve customer satisfaction," etc.]
2. Project Scope
This project encompasses the implementation of the [ERP System Name] ERP system, focusing
on the following key modules:
• [List Core Modules, e.g., Financial Management, Supply Chain Management, Human
Resources, Customer Relationship Management, Manufacturing, etc.]
3. User Stories
The following user stories capture the needs and expectations of end-users across various
departments:
• As a [Role], I want to [Action], so that [Benefit].
o Example: As a finance manager, I want to view real-time cash flow reports, so
that I can make informed investment decisions.
• As a [Role], I want to [Action], so that [Benefit].
o Example: As a sales representative, I want to access customer order history
quickly, so that I can provide personalized support.
• As a [Role], I want to [Action], so that [Benefit].
o Example: As an inventory clerk, I want to track stock levels accurately, so that I
can prevent stockouts and overstocking.
• [Add more specific user stories relevant to your project and modules.]
4. Module Functionalities
This section details the core functionalities offered by each ERP module within the scope of this
project:
4.1. [Module Name 1, e.g., Financial Management]
• General Ledger management
• Accounts Payable and Accounts Receivable
• Budgeting and Forecasting
• Fixed Asset management
• Financial Reporting and Analytics
4.2. [Module Name 2, e.g., Supply Chain Management]
• Procurement and Purchasing
• Inventory Management
• Order Management
• Warehouse Management
• Logistics and Shipping
4.3. [Module Name 3, e.g., Human Resources]
• Employee Information Management
• Payroll Processing
• Time and Attendance Tracking
• Recruitment and Onboarding
• Performance Management
4.4. [Add other modules as per project scope]
• [List key functionalities for each additional module.]
5. Customization Requirements
To align the ERP system with our unique business processes, the following customizations are
required:
• [Customization 1]: [Detailed description of the customization, e.g., "Development of a
custom approval workflow for purchase requisitions exceeding $10,000, involving
departmental head and finance director approvals."]
• [Customization 2]: [Detailed description of the customization, e.g., "Integration with the
existing legacy CRM system for customer data synchronization."]
• [Customization 3]: [Detailed description of the customization, e.g., "Custom reporting
dashboard for executive-level sales performance metrics."]
• [Add more specific customization requirements.]
6. Pending Requirements
The following requirements have been identified but are currently pending further analysis or
stakeholder confirmation. These will be addressed in future phases or as the project progresses:
• [Pending Requirement 1]: [Brief description, e.g., "Integration with third-party e-
commerce platform."]
• [Pending Requirement 2]: [Brief description, e.g., "Advanced analytics module for
predictive forecasting."]
• [Pending Requirement 3]: [Brief description, e.g., "Mobile application development for
field sales team."]
• [Add more pending requirements.]
7. Project Summary
In summary, the [Project Name] ERP implementation aims to revolutionize our operational
capabilities by deploying the [ERP System Name] system. This project will address critical user
needs through key modules covering [reiterate main modules], supported by essential
customizations to fit our unique business model. While focusing on current needs, we are also
proactive in identifying and planning for future requirements. This initiative is pivotal for
enhancing efficiency, improving data integrity, and positioning [Organization Name] for
sustainable growth and increased competitiveness.
