Services · Scale-Up

ERP Implementation Governance and Configuration Support

PDA03

Supports implementation governance, configuration decisions, issue logs, design sign-offs, workflow design and linkage between finance processes and system configuration.

What changes

Better-controlled implementation, clearer decision-making and reduced mismatch between ERP configuration and finance needs.

What you get

Implementation governance and decision-rights framework PDA010
Configuration design decision log PDA011
Process-to-configuration mapping and workflow design PDA012
Implementation issue log and sign-off register PDA013

What has to come first

PDA02ERP Requirements, Procurement and Vendor Selection Support Recommended

The requirements and selected vendor this implements
ICF and process maps Recommended

The finance processes the configuration is tied to
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment that frames the implementation

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Owns the implementation from the HNS side
HNS implementation steering group	Takes governance decisions
HNS finance process owners	Sign off configuration against their processes
HNS IT and the system administrator	Configure and integrate
The ERP vendor or implementer	Configures to the agreed design
GFDC delivery team	Advises and supports governance

How it is measured

Indicator	Target	Evidence
Implementation governance structure in place	Before configuration starts	Governance and decision-rights framework
Configuration decisions recorded with approval	100% of decisions	Design decision log
Design signed off by process owners before build	100% of design areas	Sign-off register
Configuration issues resolved before go-live	100% of critical issues	Issue log status

Tools

4 of 4 ready to download.

PDA010 Implementation governance and decision-rights framework Template DOCX
PDA011 Configuration design decision log Template XLSX
PDA012 Process-to-configuration mapping and workflow design Template DOCX
PDA013 Implementation issue log and sign-off register Template XLSX

Standards

COSO Internal Control - Integrated Framework
Recognised ERP implementation and project-governance practice

Request this service

The form arrives with PDA03 filled in. You can change it, and you do not have to be sure.

Request PDA03

Code: PDA03
Tier: Scale-Up
Outcome area: 4 · Finance operations, reporting, systems and audit readiness
Deliverables: 4
Tools: 4 of 4

Comes before

2 services name this one as a prerequisite.

Not sure this is the one?

Start from the problem instead of the service code.

What do I need?

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

Request support