Business digitalisation with ERP: requirements and examples for your project

Preparing a digitalisation project and deciding what your ERP should solve? Start with time-consuming processes: goods receiving, stock checks, order preparation and information handovers.

Example: a distributor checks stock by phone

The sales team asks the warehouse whether goods are available, while the operator searches several lists. A digitalisation objective could be shared stock visibility by location and access to the movements explaining the balance. Before purchasing, test this scenario with your products and locations.

ERP Core Stock Overview as an example of a digitalised process
Actual screenshot: checking inventory is a concrete scenario for requirements analysis.

What belongs in your ERP requirements?

  • Processes: daily operations and the people performing them.
  • Data: products, units, partners, opening stock and data quality.
  • Modules: receiving, inventory, manufacturing, sales, POS or reservations, depending on your activity.
  • Access: roles, responsibilities and events that need tracking.
  • Integration: existing applications and devices, with compatibility checked.
  • Adoption: team training, acceptance scenarios and support after launch.

How do you verify that the solution meets the need?

Choose three testable scenarios: a receipt with a quantity discrepancy, finding a product across two stock locations and following an order through preparation. Define the result the operator must achieve and what the process owner needs to see.

Start with the goods receipt guide, inventory and charts, and audit and roles.

Digitalisation with European funding

Software requirements and funding eligibility are separate checks. Consult the official call guide, annexes and amendments published by the responsible authority. For example, the official Regional Programme West SME digitalisation page provides documentation for that programme.

This page does not announce an open funding call or guarantee ERP Core’s eligibility or funding approval. In a technical discussion, we can clarify the proposed functionality, services and configuration limits so they can be compared with project requirements.

Request a demonstration based on your process

Tell us your industry, number of locations and two or three situations you want to improve. If you already have requirements, we can discuss them using concrete examples.

Discuss your digitalisation project with ERP Core