Savyant Systems ERPNext company
The process

Every step has a purpose and an output

PHASE 01 OF 5

Solution Discovery & Design

We understand your business, design the right ERP solution and build a clear implementation roadmap.

KEY RULEImplementation begins only after Solution Discovery & Design is approved.
Gate: Discovery approval
KEY ACTIVITIES
Project kickoff
Stakeholder identification
Discovery scope & governance
Workshop planning
KEY ACTIVITIES
Department-wise discovery workshops
Requirement gathering & prioritisation
Business rules & pain points
Reporting, integration & data needs
KEY ACTIVITIES
Walk through current processes
Map existing systems & documents
Identify gaps and inefficiencies
KEY ACTIVITIES
Design future-state processes
Map processes to ERPNext
Agree the Proposed flow with stakeholders
KEY ACTIVITIES
Compare requirements with standard ERPNext
Classify fits and gaps
Decide configure vs customise
KEY ACTIVITIES
Build a working prototype
Demonstrate key flows
Capture feedback before build
KEY ACTIVITIES
Document functional requirements
Define solution specifications
Agree acceptance criteria
KEY ACTIVITIES
Break scope into tasks
Estimate effort & sequence
Baseline the implementation plan
Environment flow

Test first, then production

Nothing is built or tested on your live system. Each environment has one job.

ENVIRONMENT 1Development & StagingConfiguration, development and internal testing.
ENVIRONMENT 2UAT ServerMigrated data and user acceptance testing.
REVIEWProduction ReadinessFormal approval to go live.
ENVIRONMENT 3Production ServerOfficial business operations and live transactions.
Runs in parallel

Governance across the whole project

Governance is not a separate step. It runs alongside every phase, so you always know where the project stands.

TOOL

Savyant Systems PMS

Task breakup trackingTask managementProgress trackingResponsibility trackingClient visibility
ONCE EVERY WEEK

Weekly Status Meeting

Overall progressCompleted activitiesUpcoming activitiesIssues & risksDependenciesClient actionsDecisions required
ALL FORMAL COMMUNICATION

Official Email

Scope confirmationsDecisionsApprovalsRequirement clarificationsChange requestsFormal sign-offs
Formal gates

Nothing moves forward without your approval

✓Discovery & Design approvalPhase 01
✓Build Phase sign-offPhase 02 · Step 07
✓Migration sign-offPhase 03 · Step 06
✓UAT sign-offPhase 04 · Step 04
✓Production readiness approvalPhase 04 · Step 05

Start with a clear plan, not a guess.

Every engagement begins with Solution Discovery & Design, so scope, cost and timeline are agreed before a single line is configured.