ERPLaunch | First ERP project worksheet
https://erplaunch.com/erp-implementation-checklist-india
Updated: 19 October 2026

Copy this worksheet and fill in what you know. Leave undecided items blank.
Keep passwords, personal customer data and live financial exports out of this brief.

1. YOUR BUSINESS
Business type:
Current tools:
Main problem you want to resolve:
Number of users and roles:
Companies / warehouses / branches:
Project owner:

2. FIRST-PHASE WORKFLOWS
Must-have workflow 1:
Must-have workflow 2:
Must-have workflow 3:
Reports needed at launch:
Approvals and access restrictions:
Later-phase ideas (excluded from initial scope):

3. DATA AND INTEGRATIONS
Source systems and available export formats:
Customers / suppliers / items to migrate (approximate counts):
Opening stock and balances:
History to migrate versus archive:
Duplicate or incomplete records to resolve:
Required integrations and account owner:

4. DEMO AND ACCEPTANCE
Use your own workflow. Illustrative trading test, starting from zero stock:
- Receive 10 units: physical stock is 10 in the chosen warehouse.
- Deliver 3 units: physical stock is 7 and delivery links to the order.
- Accept 1 unit back into sellable stock: physical stock is 8.
- Invoice and payment: accountant verifies taxes, totals and outstanding balance.
- Restricted access: unauthorised users cannot edit approved prices.
Your additional test:
Person responsible for approving results:

5. BUDGET AND LAUNCH
One-time implementation budget:
Recurring hosting / licence / maintenance budget:
Third-party service costs and limits:
Desired date and why it matters:
Data cutoff and handling of late entries:
Backup / restore check and fallback decision owner:
Training required by role:
Support coverage and responsibilities to agree:

6. QUESTIONS FOR YOUR PROPOSAL
What deliverables and exclusions are included?
Which requirements need custom development?
How are scope changes priced and approved?
Who owns the hosting, source code and external accounts?
What are the acceptance criteria and payment milestones?

Ready to discuss? https://erplaunch.com/contact?service=erp-planning
Published ERPLaunch rates: https://erplaunch.com/pricing
This worksheet is a planning aid, not a quote or a guaranteed delivery schedule.