Resources / Guides
Prepare the decisions before the project starts.
Use these guides to organize a useful first conversation with your team and an implementation partner.
ERP readiness
Identify the process owner, the first-release workflow, the records it depends on, and the time people can commit. Readiness is about having decisions and responsibilities in place, not having every detail solved.
QuickBooks migration
Document the edition and connected tools. Plan the cutover boundary, clean the source records, rehearse an import, and reconcile the result with finance and operations.
Pricing scope
Separate delivery work, third-party costs, ongoing operations, and your team’s contribution. Use the scope guide to make supplier estimates easier to compare.
