ERP consultant training

Lesson 1 • ERP Architecture and Data Model

Explains three-tier architecture, master data concepts, and transactional data flow. Provides the technical grounding needed for configuration and troubleshooting tasks.

Lesson 2 • Key Business Processes in ERP

Maps standard business functions—finance, procurement, HR, and supply chain—to ERP modules. Connects process knowledge to module selection decisions.

Lesson 3 • What ERP Systems Are

Defines ERP, its evolution from MRP to modern suites, and core integration principles. Establishes the conceptual baseline for all subsequent technical and functional content.

Lesson 1 • Gap Analysis and Fit Assessment

Compares documented requirements against standard ERP functionality to identify gaps. Gap analysis outputs directly inform configuration, customisation, and workaround decisions.

Lesson 2 • Requirement Validation and Sign-Off

Processes for reviewing, prioritising, and obtaining formal approval of requirements. Validated requirements form the contractual baseline for project scope.

Lesson 3 • Stakeholder Identification and Mapping

Techniques for identifying all relevant stakeholders and assessing their influence and interest. Accurate mapping prevents requirement gaps and scope disputes later.

Lesson 4 • Documenting Business Requirements

Teaches use cases, user stories, and business requirement documents as formal artefacts. Proper documentation reduces ambiguity and supports sign-off processes.

Lesson 1 • Project Planning and Scheduling

Builds detailed project plans with milestones, dependencies, and resource assignments. Accurate scheduling is the foundation for progress tracking and client reporting.

Lesson 2 • Implementation Methodologies Overview

Compares waterfall, agile, and vendor-specific accelerated methodologies for ERP delivery. Selecting the right methodology is the first governance decision on any engagement.

Lesson 3 • Project Initiation and Scoping

Covers project charter creation, scope definition, and initial resource planning. A well-scoped project prevents cost overruns and timeline failures.

Lesson 4 • Governance, Steering, and Escalation

Establishes governance structures including steering committees, RACI charts, and escalation paths. Strong governance reduces decision delays and scope creep.

Lesson 1 • Financial Module Configuration

Configures general ledger, accounts payable, accounts receivable, and cost centre accounting. Financial configuration underpins reporting accuracy across all other modules.

Lesson 2 • Organisational Structure Configuration

Maps client organisational hierarchies into ERP company codes, plants, and business units. Correct org structure is the prerequisite for all subsequent module configuration.

Lesson 3 • Master Data Setup and Governance

Covers creation and governance of customer, vendor, material, and employee master records. Clean master data is the single largest factor in post-go-live system quality.

Lesson 4 • Logistics and Supply Chain Configuration

Sets up procurement, inventory management, and order fulfilment processes within the ERP. Logistics configuration directly affects operational efficiency and inventory accuracy.

Lesson 1 • Data Extraction and Profiling

Extracts legacy data and profiles it for completeness, accuracy, and consistency issues. Profiling results drive cleansing priorities and migration risk assessments.

Lesson 2 • Cutover Planning and Execution

Designs the final cutover sequence, blackout windows, and rollback procedures for go-live. A rehearsed cutover plan is the last line of defense against migration failure.

Lesson 3 • Data Migration Planning

Defines migration scope, data objects, ownership, and timeline within the project plan. A detailed migration plan prevents last-minute data failures that delay go-live.

Lesson 4 • Migration Load and Validation

Executes test loads, reconciles record counts, and validates business rules post-load. Iterative test loads reduce cutover risk and build stakeholder confidence.

Lesson 1 • Unit and Integration Testing

Executes unit tests on individual configurations and integration tests across module boundaries. These tests catch defects early, reducing costly fixes during UAT.

Lesson 2 • User Acceptance Testing Management

Prepares business users to execute UAT scripts and formally accept system functionality. UAT is the final validation gate before go-live authorization.

Lesson 3 • Defect Management and Test Closure

Manages defect lifecycle from logging through resolution and tracks test completion metrics. Formal test closure provides the evidence base for go-live decision-making.

Lesson 4 • Performance and Regression Testing

Tests system performance under load and validates that fixes do not break existing functionality. Performance baselines protect the business from post-go-live degradation.

Lesson 1 • Change Management Fundamentals

Introduces structured change management models and their application in ERP contexts. Understanding change psychology is the foundation for effective adoption strategies.

Lesson 2 • Training Curriculum and Material Design

Designs role-based training curricula and develops job aids, e-learning, and instructor-led materials. Well-designed materials reduce support calls and accelerate user proficiency.

Lesson 3 • Training Delivery and Adoption Measurement

Executes training delivery and measures adoption through KPIs and post-go-live assessments. Adoption metrics provide evidence for continuous improvement and support planning.

Lesson 4 • Stakeholder Communication Planning

Builds communication plans that deliver the right messages to the right audiences at the right time. Consistent communication reduces uncertainty and builds project trust.

Lesson 1 • Cutover Execution and Go-Live Day

Manages the final cutover sequence, system activation, and first-day operations support. Structured go-live day management minimizes business disruption during the transition.

Lesson 2 • Hypercare Support Model

Establishes an intensive post-go-live support period with dedicated resources and rapid response. Hypercare protects business continuity while users build operational confidence.

Lesson 3 • Continuous Improvement and System Optimization

Establishes processes for ongoing system enhancement, user feedback collection, and upgrade planning. Continuous improvement sustains ERP value long after the initial go-live.

Lesson 4 • Go-Live Readiness Assessment

Evaluates system, data, user, and operational readiness against defined go-live criteria. A formal readiness gate prevents premature launches that damage client confidence.