ERP Implementation Playbook — Prospera

Internal Consulting Platform — Confidential

ERP Delivery Playbook System

Standardise every implementation. Score complexity. Automate planning. Generate scopes. Manage all 10 delivery phases from discovery to hypercare — in one platform built for Prospera's consulting team.

Phases

Complete

—

Complexity

—

Est. Hours

Project Setup

Client Company Name

Industry

ERP Platform

Lead Consultant

Project Start Date

Project Status

Overall Complexity

—

Score / 5.0

Implementation Tier

—

Run scoring engine

Estimated Hours

—

Consulting hours

Project Duration

—

Estimated months

Risk Level

—

Run scoring engine

Phases Complete

0/10

Implementation progress

Implementation Phases — Status Overview

Estimated Implementation Timeline Run scoring engine to generate timeline

Company Structure

15% weight

Number of legal entities / subsidiaries

Countries of operation

Currencies in use

Intercompany transaction volume

Finance Complexity

15% weight

Chart of accounts complexity

Financial consolidation requirement

Fixed asset management

Foreign currency revaluation

Operations Volume

10% weight

Monthly transaction volume (invoices + POs combined)

Number of approval workflow chains

Reporting and analytics complexity

Inventory & Warehousing

10% weight

Number of active SKUs / item codes

Number of warehouse / stock locations

Warehouse management complexity

Lot / batch or serial number tracking

Manufacturing

10% weight

Manufacturing type

Bill of Materials (BOM) depth

Material Requirements Planning (MRP)

Integrations

15% weight

Number of external system integrations

Integration technical complexity

Integration data volume and frequency

Data Migration

15% weight

Data migration scope

Data quality assessment

Total records to migrate

Customisation

10% weight

Number of custom reports / dashboards

Custom development / scripting requirement

Number of custom approval workflows

Complexity Analysis

Updates live as you score

0.0

/ 5.0

Not Scored

Consulting hours—

Project duration—

Implementation risk—

Recommended team—

Daily rate estimate—

Category Breakdown

Phase Duration Estimates

Risk Flags

Generate Proposal Outputs →

Click any phase to expand. Check off activities as you complete them. Assign status and add notes per phase.

Overall:

Phase 01

Sales Qualification & Discovery

⏱ 2–3 wksDiscovery

›

Phase 02

Solution Design

⏱ 2–4 wksDesign

›

Phase 03

Project Planning & Kickoff

⏱ 1–2 wksPlanning

›

Phase 04

System Configuration

⏱ 4–10 wksConfiguration

›

Phase 05

Data Migration

⏱ 3–8 wksMigration

›

Phase 06

Integrations & Development

⏱ 3–8 wksIntegrations

›

Phase 07

Testing & UAT

⏱ 2–4 wksTesting

›

Phase 08

Training

⏱ 1–3 wksTraining

›

Phase 09

Go-Live & Cutover

⏱ 1–2 wksGo-Live

›

Phase 10

Post-Implementation Support

⏱ 4–8 wksHypercare

›

Implementation Scope Summary

Generated by Prospera Complexity Engine

Complete the Complexity Scoring Engine and click "Generate Outputs" to produce this document.

Implementation Timeline Plan

Auto-generated from complexity score

Complete the Complexity Scoring Engine to generate timeline.

Recommended Team Structure

Based on complexity tier and project scope

Complete scoring to generate team recommendation.

Risk Register

Auto-generated from discovery inputs

Complete scoring to generate risk register.