Course Description

The Discovery module serves as the bridge between readiness and execution—transforming internal alignment into clear, validated requirements that will guide every ERP decision that follows. As the cornerstone of the Prepare milestone, Discovery ensures your future system is built on facts, not assumptions.

Through 12 focused videos and 6 supporting assets, this module equips you to map current processes, uncover system and data gaps, engage stakeholders across functions and translate operational realities into prioritized ERP requirements.

This is where assumptions get challenged, gaps get documented, and real-world input begins shaping your future system. For CFOs, Discovery provides the clarity and discipline to ensure investments are grounded in measurable outcomes, not vendor promises.

Learning Objectives

Upon successful completion of this course, participants will be able to:

• Explain the role of Discovery as the critical bridge between internal readiness and ERP requirements definition, and articulate its value in preventing scope gaps and misalignment
• Apply structured discovery methods—including process reviews, employee questionnaires, and executive interviews—to capture input across organizational levels
• Utilize discovery templates (Requirements Intake Log, Key Reports Log, Master Data Tracker – Part 2) to document, organize, and consolidate findings in a consistent format
• Evaluate and prioritize requirements by balancing business impact, risk exposure, and implementation effort, and present results in a way that secures executive alignment
• Translate discovery outputs into actionable requirements that directly inform ERP vendor selection, budgeting assumptions, and change management planning

Course Title: ERP Mastery Program – Discovery Module

Sponsor: Vindasius Advisory, LLC
Instructional Delivery Method: QAS Self-Study (online, asynchronous)
Field of Study: Computer Software (non-technical)
Program Knowledge Level: Overview
Prerequisites: None
Advance Preparation: None required

NASBA Registry Sponsor ID: APPROVAL PENDING
CPE Credits: 1.5 credit

Registration & Completion

• Registration: The next step in the registration process is to have a quick call with Cindy for more details.  Note individual course price ranges between $500 - $1,500.  Additional discounts being offered - talk with Cindy to hear more!
• Completion Requirements for CPE Credits: Participants must complete all video lessons, respond to embedded review questions, and achieve a minimum passing score of 70% on the qualified assessment.
• Course Expiration: Participants must complete this module (including the assessment) within one year of purchase.
• Certificate of Completion: Awarded electronically within 60 days upon successful completion.
• Refund Policy, Complaint Resolution Policy, and Additional Terms are available here: View Policies

Vindasius Advisory, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.