ERP Workflow Optimization Checklist
Unlock peak ERP efficiency! This checklist guides you through a detailed review of your ERP workflows, identifying bottlenecks and opportunities for automation. Streamline processes, boost productivity, and maximize your ERP investment. Download now for a step-by-step roadmap to ERP workflow excellence.
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Workflow Identification & Prioritization
Identifying key workflows within the ERP system and prioritizing them for optimization based on impact and effort.
Describe the overall business objective this workflow supports.
Select the primary business function affected by this workflow (e.g., Order Management, Inventory, Finance).
Estimated current annual cost of this workflow (in USD).
Estimated potential cost savings with optimization (in USD).
Select the current workflow status.
Target completion date for workflow optimization.
Select all departments involved in this workflow.
Current State Analysis
Mapping existing workflows, documenting steps, identifying bottlenecks, and gathering data on cycle times and error rates.
Workflow Description
Average Cycle Time (Days)
Error Rate (%)
Identified Bottlenecks/Pain Points
Primary System Used (If Multiple)
Date of Last Workflow Review
Process Redesign & Simplification
Redesigning workflows to eliminate unnecessary steps, automate tasks, and improve overall efficiency. Focus on clarity and reduced complexity.
Describe current process steps in detail
Identify and describe bottlenecks or pain points
Estimated reduction in process steps
Method used for process simplification
Describe proposed simplified process steps
Estimated reduction in processing time (in minutes)
Potential impact on data accuracy
Automation & Integration Opportunities
Identifying tasks and processes suitable for automation through ERP functionality, scripting, or integration with other systems.
Identify Tasks for Robotic Process Automation (RPA)
Which ERP Modules could benefit from API Integration?
Estimated Time Saved (hours/week) through Automation
Preferred Integration Method (if applicable)
Detailed Description of Automation Scope
Role & Responsibility Alignment
Ensuring clear assignment of roles and responsibilities within each workflow to prevent confusion and ensure accountability.
Workflow Owner (Primary)
Workflow Approver(s)
Workflow Owner Contact Information
Detailed Description of Owner Responsibilities
Key Contact for Workflow Support
Departments Involved
Escalation Contact (for issues)
System Configuration & Customization
Configuring the ERP system to support the optimized workflows, including setting up rules, triggers, and approvals.
Workflow Trigger Type
Approval Limit (for automated approvals)
Automated Tasks
Scheduled Task Start Date
Custom Scripting Notes (if applicable)
Default Record Status
User Training & Adoption
Providing training to users on the new workflows and processes to ensure proper adoption and minimize resistance to change.
Number of Users Trained
Training Completion Date
Training Modules Covered
User Feedback Summary
Overall Training Effectiveness (Scale of 1-5)
Actions Required Post Training (if any)
Testing & Validation
Thoroughly testing the optimized workflows to ensure accuracy, efficiency, and reliability before full implementation.
Number of Test Scenarios Executed
Number of Defects Found
Number of Critical Defects Found
Test Environment Status
Date of Last Validation Run
Testing Areas Validated (Select all that apply)
Summary of Test Results and Key Findings
Performance Monitoring & Continuous Improvement
Establishing metrics to track workflow performance and implementing a process for continuous improvement and refinement.
Average Workflow Completion Time (Current)
Average Workflow Completion Time (Target)
Error Rate (Current)
Error Rate (Target)
Date of Last Workflow Review
Workflow Performance Status
Summary of Recent Workflow Changes & Results
Next Scheduled Workflow Review Date
Documentation & Knowledge Transfer
Creating comprehensive documentation of the optimized workflows and processes to facilitate knowledge transfer and future improvements.
Workflow Process Documentation
Training Materials Summary
Workflow Diagram (PDF)
Knowledge Base Location
Documentation Review Date
Contact Person for Workflow Questions
Enterprise Resource Planning (ERP) Screen Recording
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