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:

1. Identify the purpose of the Discovery phase within an ERP initiative and recognize its role in bridging internal readiness and formal requirements definition.
   
   
2. Recognize structured Discovery methods—including process reviews, employee questionnaires, and executive interviews—and differentiate between appropriate use cases for each method.
   
   
3. Identify the purpose and components of key Discovery templates, including the Requirements Intake Log, Key Reports Log, and Master Data Tracker (Part 2), and assess how they support consolidation of Discovery findings.
   
   
4. Evaluate ERP requirements by distinguishing between high- and low-priority needs based on business impact, implementation risk, and estimated effort.
   
   
5. Assess the readiness of Discovery outputs to support downstream ERP activities by identifying which requirements directly inform vendor selection, budget planning, and change management strategy.  

Certification Details

Course Title: ERP Mastery Program – Discovery Module
Sponsor: Vindasius, LLC
Instructional Delivery Method: QAS Self-Study (online, asynchronous)
Field of Study: Computer Software and Applications
Program Knowledge Level: Overview
Prerequisites: None
Advance Preparation: None required

Estimated time to complete: 1. 5 hours

NASBA Registry Sponsor ID: 170675
CPE Credits: 1.5 credit

Registration & Completion

• Registration: The next step in the registration process is select "Buy Now" below.  If you would like more information or have further questions contact us by completing our contact form here  Note individual course price ranges between $500 - $1,500.  
• Completion Requirements for CPE Credits: Participants must complete all video lessons, respond to embedded review questions, and achieve a minimum passing score of 75% on the qualified assessment.
• Course Expiration: Participants must complete this module (including the assessment) within three months of purchase.
• Certificate of Completion:   Awarded electronically upon successful course completion including evaluation.
• 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.