260114-00

1. 1.1 Objectives and Timeline

1. 1. Objective

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.

1. 1. Timeline Considerations

The timeline for Discovery, Analysis, and HLD depends heavily on two main factors:

1. **Access to Subject Matter Experts (SMEs)**

  * The availability of SMEs—those who know the day-to-day processes—is the most critical determinant of project pace.
  * Delays often occur when SMEs are also operationally loaded and cannot allocate sufficient interview or validation time.
  * Early scheduling and clear communication of required SME participation mitigate these delays.

2. **Process Depth and Maturity**

  * 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.

  * This increases the required number of interviews and validation sessions per department to reconstruct accurate workflows.

  * 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:

    * **Process maturity levels** vary: some departments may have up-to-date process maps, while others rely on legacy or outdated versions.
    * **Backlog of process updates**: procedure documents may not reflect recent system or personnel changes.
    * **Backlog of training and definition**: staff may be unfamiliar with the formalized version of their process, requiring clarification and confirmation.

1. 1. Typical Duration (Guideline)

| Phase | Description | Duration | Dependencies | | ------------------------------ | ---------------------------------------------------------------- | --------- | ------------------------------------------ | | **1. Discovery** | Stakeholder interviews, workflow collection | 2–3 weeks | SME access, process documentation maturity | | **2. Analysis** | Validation, bottleneck identification, Lean alignment | 1–2 weeks | Availability of validated data | | **3. High-Level Design (HLD)** | ERPNext process mapping, A3 document creation, procedure linking | 1 week | Approved workflows from prior phase |

- Total Duration:** Typically 4–6 weeks for a medium-sized enterprise, subject to stakeholder availability and the organization’s documentation maturity.