ERPNext Implementation Framework
Our Proven ERPNext Implementation Process
A structured, transparent and collaborative delivery methodology — from discovery and BRD/FRS documentation to configuration, development, UAT, training, deployment and long-term support.
Discovery & Process Understanding
Every ERPNext project begins with understanding your business. We conduct workshops with department heads, managers and actual system users to map live processes.
Activities
- Process workshops (Sales, Inventory, Manufacturing, Accounting)
- Understanding KPIs, bottlenecks and risk areas
- Mapping AS-IS workflows and expected TO-BE improvements
- Identifying integrations, automations & compliance needs
Deliverables
- Process Maps (AS-IS and TO-BE)
- KPI Tracking Sheet
- Implementation Roadmap & High-level Timeline
- Scope of Work (SOW)
Documentation — BRD & FRS
The backbone of every successful ERPNext implementation. We prepare structured documentation so the entire project remains aligned and predictable.
BRD (Business Requirement Document)
Captures “what the business needs”.
- Business goals & challenges
- Department-wise requirement breakdown
- Compliance (GST, QC, traceability, etc.)
- User roles & permissions
FRS (Functional Requirement Specification)
Translates requirements into system behavior.
- Module configurations
- Custom Doctypes & fields
- Automation workflows & triggers
- Integration mapping (API contracts)
- Reports, print formats & dashboards
Configuration & Development
Once the FRS is approved, our team configures ERPNext and develops custom features following strict engineering standards.
Configuration
- Company setup, masters, roles
- Sales, Inventory, Manufacturing & Accounting setup
- GST configurations (HSN, tax templates, RCM)
Custom Development
- Custom Doctypes & workflows
- Server scripts & client scripts
- Frappe Apps using Python + JS
- Scheduled jobs & automation
Integrations
- Payment gateways
- E-commerce platforms
- Courier APIs / TMS
- Custom internal systems
Data Migration
We ensure data accuracy with a test-migration approach.
- Data templates provided to client
- Master data cleanup support
- Trial migration (UAT instance)
- Reconciliation of stock, accounting & ledgers
- Final migration before go-live
Testing & UAT
A full walkthrough of the system to ensure everything works exactly as per BRD and FRS.
- Module-wise functional testing
- Business scenarios testing
- User acceptance testing (UAT) with client teams
- Bug fixes & refinements
Training & Change Management
A successful ERP depends on users. We conduct role-based training sessions for all departments.
- Department-wise training (Sales, Inventory, Accounts, Production, Purchase)
- Training recordings & documentation
- Defined SOPs for daily operations
- Change management to ensure adoption
Go-Live & Deployment
ERPNext goes live only after all validations pass.
- Final data migration
- Production server setup (Cloud / On-prem / Docker)
- User access provisioning
- Hypercare period (3–4 weeks)
Ongoing Support & AMC
We stay with you after go-live to ensure smooth operations.
- SLA-based support
- Bug fixes & improvements
- Performance optimisation
- New feature development
- Monthly health reports
Want the same structured ERPNext process for your business?
Book a free discovery call — we’ll walk you through a sample BRD + FRS and share project timelines.