Business Analyst
Available
Intermediate ~10h

ERP Migration Discovery

Map current-state finance processes ahead of a 12-month migration.

The situation

The CFO has approved an ERP migration. Before vendors are shortlisted, the org needs a clear picture of how finance actually works today — pain points and all.

Context

  • Three regional teams use the existing ERP differently.
  • A lot of work happens in spreadsheets outside the system.
  • Compliance has flagged audit trail gaps.

Your objectives

  • Document current-state processes for AP, AR, and close.
  • Surface the top 10 pain points with evidence.
  • Recommend must-have capabilities for the new ERP.

Phases

  1. Stakeholder interviews

    12 conversations across regions.

  2. Process mapping

    Current-state for AP/AR/Close.

  3. Pain point synthesis

    Cluster, rank, quantify.

  4. Capability recommendation

    Feed into RFP.

Tasks

  • Draft interview guide for finance leads
    Week 1
  • Run 12 stakeholder interviews
    Week 2
  • Map AP, AR, Close current-state
    Week 3
  • Cluster and quantify pain points
    Week 4
  • Draft must-have capability list
    Week 5
  • Sign-off review with CFO
    Week 6

Inbox for this scenario

Open inbox
MC

Meera Chandra · CFO

Monday

Kicking off ERP discovery

Lakshmi will be your day-to-day sponsor. Keep it tight — I want pain points with numbers, not anecdotes.

High
OM

Omar Malik · Regional Finance — EMEA

Tuesday

Please don't make this another spreadsheet exercise

We've been through two of these. Talk to the people doing the work, not just the team leads.

FYI
LK

Lakshmi Krishnan · Controller

Wednesday

Audit trail gaps to include

Compliance flagged 4 areas. I'd like those baked into the must-have list, not the nice-to-haves.

High

Success criteria

  • Process maps signed off by regional finance leads.
  • Pain points ranked with impact estimates.
  • Must-have list adopted into the RFP.

Stakeholders

  • MC

    Meera Chandra

    CFO

    supportive
  • LK

    Lakshmi Krishnan

    Controller

    neutral
  • OM

    Omar Malik

    Regional Finance — EMEA

    tense

Deliverables

  • Current-state process maps

    pending

    BPMN for AP, AR, Close.

  • Pain point register

    pending

    Ranked list with impact.

  • RFP capability section

    pending

    Must-haves and nice-to-haves.

Competencies assessed

  • Requirements GatheringWeight 30%
  • Process AnalysisWeight 25%
  • Stakeholder InterviewsWeight 25%
  • DocumentationWeight 20%

Tools

Process Mapping ToolStakeholder Interview WorkspaceRequirements Repository