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