Course Description
The Foundation module sets the stage for ERP success by defining Phase Zero—the essential preparation phase that most companies overlook. Think of this as the construction planning phase before building begins: you wouldn’t pour concrete or install wiring without a blueprint, a crew, and city permits. Yet in ERP, many organizations rush to “go live” without ever checking whether they’re ready internally.
This module includes 5 short videos and 3 practical template assets that help you assess internal readiness, map ownership of key resources, establish baseline governance, and identify the gaps that must be closed before ERP work begins.
By the end, you’ll have a structured readiness baseline—the CFO’s equivalent of building permits and blueprints—that ensures your ERP investment is grounded, compliant, and built to scale.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Explain why Phase Zero is critical to ERP success by identifying the risks, costs, and long-term impacts of skipping readiness activities, including the “timeline lie.
- Apply the Policy & Procedure Tracker to catalog existing documentation, assign clear ownership, and evaluate baseline process gaps that could derail implementation
- Develop an Internal Resource Overview that clarifies executive sponsorship, role responsibilities, and team capacity to ensure the organization has the right people in place before selection
- Conduct a Master Data Review to locate sources of truth, assess completeness/quality, and assign executive ownership for key domains.
Course Title: ERP Mastery Program – Foundation 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: 1.0 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.
Next Steps - Schedule a call with Cindy