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.