Methodology

This article presents my method for structuring an ERP budget based on functional domains, sprints, and phases (analysis, setup, etc.). It compares budget entries to actual data via Excel, using a compound code (domain-sprint-phase) and the SUMIFS function, which provides a precise 3D dashboard to anticipate variances and manage ongoing projects.

Discover how to orchestrate data migration on Microsoft Business Central thanks to a rigorous methodology and monitoring dashboards. This approach ensures a smooth transition, avoids duplicates, and preserves financial integrity from day one.

Functional analysis in an ERP project is an indispensable deliverable. It is essential for defining the project scope, ensuring a shared understanding of needs, and strengthening transparency with the client. The article describes its ideal structure (including introduction, requirements, models, and constraints) and demonstrates how this document serves as a vital guide throughout the design, development, testing, and change management phases.