ERP Process Documentation.
We document how your business processes run in the ERP so that configuration, training and audits work from one agreed reference. The output is a set of process flows, standard operating procedures, approval matrices and control points for cycles such as procure-to-pay, order-to-cash, inventory and record-to-report.
Typically 2–4 weeks for the core finance and supply-chain cycles. The number of processes and locations, and the availability of process owners, drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses about to implement or replace an ERP
- Companies whose ERP use has grown without written procedures
- Teams preparing for an internal or statutory audit of system controls
- Owners who depend on one or two people knowing how the system works
What you receive at the end.
- 01Process flow diagrams for each cycle in scope
- 02Standard operating procedures with roles and screen steps
- 03Approval matrix and segregation-of-duties map
- 04Control points and key reports for each process
- 05Version-controlled document set for future updates
ERP Process Documentation, step by step.
Typically 2–4 weeks for the core finance and supply-chain cycles. The number of processes and locations, and the availability of process owners, drive the time.
- 1
Process inventory
We list the processes in scope and the person who owns each one.
- 2
User walkthroughs
We sit with users to capture how each process runs today, including workarounds and exceptions.
- 3
Target design
We agree the target flow in the ERP, its approvals and control points, including segregation of duties between administrative, financial and data roles.
- 4
SOP drafting
We write step-by-step SOPs with screen references, inputs, outputs and responsibilities.
- 5
Review and sign-off
Process owners review the drafts, and the final set is issued under version control.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Access to the ERP, or its design documents if it is not yet live
- Process owners' time for walkthroughs
- Existing policies, approval limits and delegation of authority
- Sample documents for each process
- Any audit observations on processes or controls
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about ERP Process Documentation.
Ready to discuss ERP Process Documentation?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.