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| ## 1.1 Objectives and Timeline
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| ### Objective
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| To conduct a structured discovery, analysis, and high-level design (HLD) process that results in clear, actionable documentation of the client’s business workflows. This enables informed ERP adoption, implementation planning, and alignment with ERPNext’s modular structure.
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| ### Timeline Considerations
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| The timeline for Discovery, Analysis, and HLD depends heavily on two main factors:
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| 1. **Access to Subject Matter Experts (SMEs)**
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| * The availability of SMEs—those who know the day-to-day processes—is the most critical determinant of project pace.
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| * Delays often occur when SMEs are also operationally loaded and cannot allocate sufficient interview or validation time.
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| * Early scheduling and clear communication of required SME participation mitigate these delays.
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| 2. **Process Depth and Maturity**
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| * Many organizations, especially **non-ISO 9001-certified** ones, have **undocumented or implicit processes**. Tasks and decision paths are often delegated informally and vary between staff members.
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| * This increases the required number of interviews and validation sessions per department to reconstruct accurate workflows.
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| * For **ISO 9001-compliant** organizations, discovery can proceed faster, as written procedures and process manuals exist. However, even in these cases, several factors affect actual speed:
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| * **Process maturity levels** vary: some departments may have up-to-date process maps, while others rely on legacy or outdated versions.
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| * **Backlog of process updates**: procedure documents may not reflect recent system or personnel changes.
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| * **Backlog of training and definition**: staff may be unfamiliar with the formalized version of their process, requiring clarification and confirmation.
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| ### Typical Duration (Guideline)
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| | Phase | Description | Duration | Dependencies |
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| | :--- | :--- | :--- | :--- |
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| | **1. Discovery** | Stakeholder interviews, workflow collection | 2–3 weeks | SME access, process documentation maturity |
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| | **2. Analysis** | Validation, bottleneck identification, Lean alignment | 1–2 weeks | Availability of validated data |
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| | **3. High-Level Design (HLD)** | ERPNext process mapping, A3 document creation, procedure linking | 1 week | Approved workflows from prior phase |
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| **Total Duration:** Typically 4–6 weeks for a medium-sized enterprise, subject to stakeholder availability and the organization’s documentation maturity.
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