Guides
Checklists and frameworks for ERP, digital transformation, and PMO. Selected guides to get started; educational, neutral content.
Featured topics
Selected guides to get started
Checklists and frameworks: concrete steps for go-live, decision cadence, and project governance.
ERP Selection
ERP Selection Process
A vendor-neutral resource hub for framing ERP selection through preparation, scope, data, leadership, and decision criteria.
Read guide →ERP and Digital Transformation
ERP concepts, causes of drift, and practices before and after go-live — a starting framework for the project.
Read guide →PMO and Project Management
PMO definition, sponsor cadence, risk early warning and decision rhythm — a starting point for governance.
Read guide →Go-Live Readiness Checklist
Pre go-live checklist: data, integration, UAT, rollback and hypercare. The difference between looking ready and being ready.
Read guide →Other guides
Manufacturing & Operations
Subcontracting Manufacturing Management in ERP
A cross-industry ERP design guide for outside operations, supplier-held stock, input/output items, service invoices, scrap, quality, traceability and costing.
Read guide →Manufacturing & Traceability
Lot, Batch and Serial Traceability
ERP design for supplier lots, attributes, barcode labels, serial assignment, WIP-to-finished genealogy, quality, shelf life and recall.
Read guide →Inventory & Planning
Inventory Reservation, Allocation and ATP
A practical ERP design guide to available inventory, soft/hard reservation, project allocation, ATP, CTP, MRP and promise-date control.
Read guide →Steering Committee Agenda
Agenda structure, decision log and scope change management so sponsors and leadership can decide in time.
Read guide →How to Run Fit-Gap
Standard vs gap, acceptance criteria and cost/schedule impact — to clarify project scope.
Read guide →TROIA Web Service Guide
Sessions, callService, parameters XML, encryption/compression, response reading — a field-focused technical guide.
Read guide →ERP Integration Endpoint Architecture
A product-neutral framework for separating external connections from business logic and reasoning about access, resilience, and observability.
Read guide →Vector Database and RAG in ERP
A clear way to think about semantic search, embeddings, retrieval, and RAG without losing control of enterprise data.
Read guide →ERP Monitoring and Observability
A product-neutral framework for reading performance metrics through symptoms, relationships, and root-cause investigation.
Read guide →How to Estimate Man-Days
Three-level estimation, scope breakdown and P50/P80 — a practical framework for effort and budget planning.
Read guide →