Terms of Reference for the development of an ERP system

ERP (Enterprise Resource Planning) is software for manufacturing process management, supplier optimization, supply chain control, reporting, financial transactions, etc.

ERP system implementation has several advantages:

• combining all business processes in one program;
• unified system of automated document flow;
• instant access to all company processes;

• effective planning and full control of the company’s activities.

The terms of reference helps to define and fix the basic requirements for ERP: describe the set of functions, data structure, modules and widgets, interface elements, delimit access rights, identify the goals and objectives of the final product.

The AVADA MEDIA team is engaged in the preparation and visualization of technical specifications, which indicate all the key characteristics of the project: from the purpose of the product to the nuances of design and design.

The terms of reference is the main reference point for the customer and the developer. The client expresses his wishes for its design and supplements the document proposed by the specialist. TK helps to foresee all controversial issues and choose the best solutions, as a result of which the work is performed efficiently and on time.

Preparation of technical specifications for ERP systems takes place in several stages. We indicate in the terms of reference all the main processes and directions that the customer would like to automate.

The terms of reference for ERP include the following items:

• goals and objectives of the system: for this, maps of business processes are preliminarily drawn up and only then solutions are selected that will best help optimize them;
• a set of functional modules: internal or external use, personnel and operational accounting, to control resources (warehouse, finance, personnel), for clients (personal account on the site, solutions in the field of e-commerce), etc.;
• functional requirements and implementation methods;
• core of the program: a platform, the architecture of which corresponds to the scheme of the company;

• databases: large amounts of information are stored in cloud storage or on a server that contains commercial and organizational information;
• mobile access (optional): if necessary, access to the system can be provided from mobile devices. The interface for the mobile application is designed separately and contains the necessary functionality.

ERP is a technically complex product, therefore it requires a detailed technical assignment that thoroughly describes all important processes. In addition, the system has many functions, so any changes in one of the modules may lead to the need to make changes in the other.

AVADA MEDIA offers comprehensive services, including the creation and visualization of technical specifications for an ERP system. The document describes in detail the purpose and key functions of the product, all elements and mechanics, a set of modules, access rights, etc.

At the preliminary stage, our manager discusses with the customer his wishes, clarifies the goals and objectives of the project, and then transfers the information to the development team. Experts analyze the data and offer recommendations, which are also sent to the client for approval. If necessary, the TK is expanded and supplemented, changes are made to it.

• Prototyping in the Moqups service

First of all, we create a prototype of an ERP system – a ready-made layout that has the functionality and design of the project. Visualization helps the client evaluate the convenience of the future product, get acquainted with its mechanics and work algorithms. This approach greatly simplifies the task of specialists and avoids unnecessary costs and unnecessary risk.

• Product Functionality List

After discussing and approving the layout, AVADA MEDIA specialists start drawing up a checklist of functions, which is later transferred to the pivot table.

• Video explanation of the technical task

The video allows you to quickly and clearly tell the client and developers about all the functions and capabilities of the system. It acts as a presentation for the customer and gives an idea to specialists about the tasks that they have to implement.

• Preparing for implementation

The goals and objectives of the system should be well thought out, substantiated and measurable. To do this, a team of experts is involved in the work on the product, which is responsible for the project and makes decisions. We respect the interests of the client and at the same time try to keep within the allocated budget.

ERP makes it possible to track all business processes of an enterprise in real time, which is also reflected in the terms of reference. The document describes a set of modules that allow you to combine and integrate various software components into one system. To this end, specialists select technical solutions that ensure interaction with the system through various data transmission channels (for synchronizing databases, operating web protocols, interacting through instant messengers, secure financial transactions, etc.).

AVADA MEDIA is engaged in the design and implementation of full-featured ERP systems that increase the efficiency of company management, help reduce operating costs and check the reliability of counterparties, optimize warehouse stocks, and evaluate the efficiency of employees and entire departments.

All our projects are developed taking into account the specifics of the enterprise, are distinguished by high productivity, contain only the necessary functionality and are precisely tuned to business processes.