Delivery Templates

These are some of the templates which partners can use to perform certain processes with their customers.

1. Project Planning

Meticulous project planning is vital to the success of any ERP implementation. Leveraging a dedicated project management tool (instead of speeadsheet) is essential for ensuring efficiency, accountability, and real-time visibility throughout the process.

Here is a Sample Task Template that can serve as a reference for configuring your own template within the tool of your choice.

2. Training Sign Off

Confirms that end users have been properly trained and are ready to operate the new system confidently, reducing the risk of errors post-implementation.

Sample Support Dashboard


3. UAT Sign Off:

Ensures that the system has been thoroughly tested and meets business requirements, validatinthat it functions correctly in real-world scenarios.

Sample Support Dashboard


4. Go Live Sign Off:

It is the final approval from all stakeholders, confirming seamless migration to the production environmen. Go Live Sign Off indicates that the ERP system is officially Live and performing as per expectations.

Go live sign off template


5. Post Implementation Feedback:

This is helpful in understanding customer's perspective on the overall project execution. It also allows us to perform quantitative analysis of diffrert parameters with the help of ratings capture from customers.

Go live sign off template

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