Discovery template
Capture processes, owner roles, reports, approvals, integrations, compliance touchpoints, and current data sources before configuration begins.
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TEMPLATE GUIDE
ERP Implementation Templates for Indian SMB Projects
Useful ERP templates cover discovery, master data, workflow approvals, branch rules, GST checks, user roles, import testing, training, and go-live acceptance.
Acceptance template
Define the reports and workflows that must be correct before go-live so sign-off is based on evidence, not optimism.