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blog | January 15, 2015

5 Things To Include In An ERP Scope Document

When undertaking an ERP (Enterprise Resource Planning) software implementation, having a defined and agreed upon scope of work makes a world of difference. Although it may sound intimidating, a...

By WorkWiseSoftware

When undertaking an ERP (Enterprise Resource Planning) software implementation, having a defined and agreed upon scope of work makes a world of difference. Although it may sound intimidating, a good scope document can be as simple as one page with a main statement and supporting sections/ideas.

Here is some information that will help make a great ERP scope document.

1: It all begins with a scope statement. Describe what the project is, when it will be done, the estimated costs, and its effects on the company’s procedures and goals. It is essentially a summary of the biggest pieces of information pertaining to the ERP implementation project.

2: Write objectives, not goals. Objectives are actions that will happen during the project. They are always measurable and usually problem-solving based. For example, an objective could be: install third party software.

3: Plan for potential problems. In your document, anticipate problems that you foresee becoming an issue. Whether it be unexpected costs, added workload for certain employees, a lack of hardware, or time constraints, preparing ahead of time can make handling these problems a lot easier.

4: Define roles and responsibilities for team members. List all of the team members, their contact information, and their specific roles and duties. This way, any confusion about who to speak to or who to assign tasks to as they come up can easily avoided.

5: List what is not going to be completed/addressed. This is especially important if you break down the ERP implementation into phases, with each phase having its own scope document. It is important to address the most pressing issues and not get side tracked with other duties. Putting those other items here can help team members stay on track.

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