ERP Selection & Implementation – Evaluation Templates

156.65 $
ERP Selection Matrix: A weighted evaluation framework covering finance/inventory requirements, plus a data migration plan and UAT testing scenarios. Delivers a documented selection decision, implementation plan, and testing pack before contracting.

Digital Transformation Roadmap – Roadmap

111.44 $
Practical Roadmap to Full Digital Transformation: A hands-on plan to increase finance efficiency through digital practices and data analytics, focusing on profitability improvement and operational performance.

Data Migration & ERP Controls – Working Templates

156.65 $
ERP Data Migration Pack: Includes migration templates, data cleansing, source-to-target mapping, and master data controls—plus a cutover plan and runbook. Delivers load files, tie-out reconciliations, and post–go-live operating steps for ERP and finance implementation teams.

Master Data Migration Pack – Excel Templates

156.65 $
ERP Data Migration Templates: Covers CoA, cost centers, customers, vendors, items, fixed assets, and employees with mandatory fields and validation rules. Delivers load-ready master data files and error logs to reduce duplicates during implementation.

Opening Balances Templates – Excel Files

84.84 $
Opening Balances Migration Template: Prepares GL, AR, AP, and inventory opening balances with tie-outs between the GL and subledgers. Delivers upload files and verified opening balances for a clean go-live.

Data Mapping Sheet – Source-to-Target Template

55.59 $
Source-to-Target Mapping Template: Maps legacy system fields to ERP fields with transformation rules (lookup/split/format) and exception handling. Delivers a traceable conversion file to reduce migration errors during transformation and load.

Data Cleansing Checklist – Rules & Standards

42.29 $
Pre-Migration Data Cleansing Checklist: Defines duplicate checks, mandatory fields, formatting rules, and data quality controls for each master data domain. Delivers an issues-and-fixes list before ERP loading—especially where codes and masters are inconsistent.

Master Data Governance & RACI – Word & Excel Files

84.84 $
Master Data Governance Policy: Defines data owners, RACI, quality standards, and creation rules for customers, vendors, and items. Delivers a governance framework that prevents duplication and improves data quality after go-live.

Master Data Change Request Workflow – Excel Template

42.29 $
Master Data Change Request Template: Documents before/after changes with an approvals workflow and audit trail for sensitive updates (e.g., IBAN, tax details). Delivers an approved change log that reduces errors and fraud risk in daily operations.

Master Data Controls Checklist – Excel File

34.31 $
Master Data Controls Checklist: Applies field validation, duplicate detection, and SoD review for create/change permissions. Delivers exception reports and remediation steps before approval—supporting internal audit and finance control.

Data Structure Guide – Excel Template

55.59 $
Company Data Organization Template (Excel): A centralized workbook to store and manage your company’s core data—org structure, employees, users & passwords, chart of accounts, cost centers, customers, vendors, and more. Improves access, updates, and decision-making across admin and finance.

Cutover Plan & Go-Live Readiness – Excel File

63.56 $
Cutover & Go-Live Plan: Defines transaction freeze, load sequence, operational testing, and pre-launch tie-outs. Delivers a readiness checklist and sign-offs that reduce business disruption after go-live.

Post Go-Live Runbook – Word & Excel Files

84.84 $
Post Go-Live Runbook: Defines daily/weekly/month-end tasks after ERP go-live—interface monitoring, error resolution, and monthly reconciliations. Delivers stable operating procedures that reduce reliance on consultants in the first months.

Hypercare Issue Log & KPI Dashboard – Excel File

55.59 $
Hypercare Tracker: Logs go-live issues and classifies them by impact and SLA, with KPI dashboards for case volumes, closure time, and recurrence. Delivers a daily ERP stability tracker for project, support, and finance teams post-launch.

Power Query Automation Kit – Practical Files

111.44 $
Power Query for Financial Reporting: Builds ETL flows to clean and merge TB, AR/AP, and bank data, refreshing reports with one click. Delivers repeatable monthly reporting without copy/paste—ideal for KPI dashboards in Excel.

E-Commerce Finance Toolkit – Excel Files

111.44 $
E-Commerce Accounting Pack: Links sales orders to payment gateway settlements, fees, refunds, VAT, inventory, COGS, and returns. Delivers bank-to-collection reconciliation and channel/product profitability reporting for month-end close in online stores.