ERP projects
In short. Five projects that decide whether an ERP helps or hurts: choosing the system, going live, closing the month, upgrading and keeping access under control. Each page is a checklist or decision guide you can work through with your team.
Written for Administrators, finance and operations, leaders.
Some ERP work happens around the system rather than inside one screen: choosing a system, going live, closing the month, upgrading and reviewing access. These pages are vendor neutral and written for the distributors we work with, whichever system they run.
- Choosing an ERP for distributionHow a wholesale distributor should evaluate ERP systems: distribution capabilities, deployment models, total cost, partners, scripted demos and scoring.Decision guide · Intermediate · 5 min read
- ERP go-live cutover checklistPhase-by-phase checklist for moving a distributor onto a new ERP, from the final rehearsal through cutover weekend, the go/no-go call and 30 days of hypercare.Checklist · Intermediate · 7 min read
- Month-end close for distributorsThe month-end close sequence for a wholesale distributor, from shipping and receiving cutoff through inventory, rebate and freight accruals, to the KPI review.Checklist · Intermediate · 9 min read
- ERP upgrade checklistA checklist for an ERP version upgrade, from inventorying customizations and reading release notes to regression testing, rollback and post-upgrade checks.Checklist · Intermediate · 6 min read
- ERP security roles and access reviewsChecklist for ERP role design, segregation of duties in distribution, quarterly access reviews, joiners, movers and leavers, shared accounts and audit logs.Checklist · Intermediate · 9 min read