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ERP End User in Business Process Redesign

ERP End User in Business Process Redesign

$199.00
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Course access is prepared after purchase and delivered via email
Toolkit Included:
Includes a practical, ready-to-use toolkit containing implementation templates, worksheets, checklists, and decision-support materials used to accelerate real-world application and reduce setup time.
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This curriculum spans the full lifecycle of an ERP-supported business process redesign, equivalent in scope to a multi-workshop organizational change program, covering diagnostic analysis, stakeholder alignment, system configuration, and governance protocols across procurement, finance, and inventory functions.

Module 1: Assessing Current Business Processes and ERP Alignment

  • Conducting process walkthroughs with department leads to map as-is workflows and identify redundant manual entries in the ERP system.
  • Documenting discrepancies between formal SOPs and actual user behaviors in procurement and inventory modules.
  • Identifying shadow IT systems used alongside the ERP and evaluating integration necessity versus decommissioning.
  • Using ERP transaction logs to quantify process cycle times and pinpoint bottlenecks in order-to-cash.
  • Classifying processes as candidates for automation, simplification, or elimination based on volume and error rates.
  • Establishing baseline KPIs in the ERP for post-redesign performance comparison, such as PO approval duration and invoice variance rates.

Module 2: Stakeholder Engagement and Change Impact Analysis

  • Facilitating cross-functional workshops to validate process pain points and align on redesign objectives.
  • Developing role-specific impact assessments to communicate changes in user responsibilities within the ERP.
  • Identifying power users in each department to serve as change champions during transition phases.
  • Negotiating process ownership between departments when ERP workflows cross functional boundaries.
  • Documenting resistance triggers, such as loss of local data control, and designing mitigation strategies.
  • Creating communication plans that address how ERP field visibility and approval hierarchies will shift.

Module 3: Designing To-Be Processes within ERP Constraints

  • Selecting between standard ERP functionality and custom development for handling complex pricing rules.
  • Configuring approval workflows in the ERP to balance control rigor with operational speed.
  • Defining master data ownership rules for vendors, customers, and materials to prevent duplication.
  • Designing inventory valuation methods in alignment with both ERP capabilities and GAAP requirements.
  • Mapping intercompany transaction flows and determining whether to use built-in modules or manual journal entries.
  • Setting thresholds for automated PO generation versus manual requisition in procurement workflows.

Module 4: Master Data Governance and Integrity Controls

  • Implementing data validation rules in vendor and customer creation forms to enforce tax ID and banking details.
  • Establishing a data stewardship model with defined roles for data creation, review, and audit.
  • Creating a reconciliation process between ERP charts of accounts and external financial reporting systems.
  • Enforcing SKU classification standards during item master setup to support reporting and planning.
  • Designing a periodic review cycle for inactive GL accounts and obsolete inventory items.
  • Integrating supplier onboarding checklists with ERP vendor master activation workflows.

Module 5: Configuring Role-Based Access and Security

  • Defining segregation of duties rules across procurement, accounts payable, and inventory functions.
  • Assigning transaction-level access based on job function rather than department-wide defaults.
  • Implementing field-level security to restrict visibility of sensitive cost and pricing data.
  • Creating temporary access protocols for month-end closing and audit support roles.
  • Documenting and reviewing emergency access (firecall) procedures for system outages.
  • Conducting access certification reviews quarterly to deactivate orphaned user accounts.

Module 6: Testing, Validation, and Go-Live Readiness

  • Developing test scripts that replicate real-world scenarios, including partial shipments and returns.
  • Validating integration points between ERP and external systems like CRM or WMS.
  • Executing parallel runs to compare financial reports from legacy and redesigned processes.
  • Training super users on how to diagnose common transaction errors and escalate appropriately.
  • Freezing configuration changes 72 hours before go-live to stabilize the environment.
  • Preparing rollback procedures in case of critical failure during the cutover weekend.

Module 7: Post-Implementation Monitoring and Continuous Improvement

  • Setting up automated alerts for unusual transaction patterns, such as duplicate payments or off-cycle payroll.
  • Reviewing user adoption metrics, including login frequency and feature utilization rates.
  • Conducting post-go-live surveys to identify unanticipated usability issues in daily tasks.
  • Adjusting workflow timeouts and escalation paths based on actual approval delays.
  • Initiating root cause analysis for recurring master data errors and refining validation rules.
  • Scheduling quarterly business process reviews to align ERP usage with evolving strategic goals.
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