Industrial ERP Scope Document
1. Executive Summary
This ERP Scope document outlines the proposed features and functionalities of the Industrial ERP solution designed to streamline and optimize operations. It aims to cater to various industrial sectors (e.g., manufacturing, energy, logistics, and construction) by integrating core business processes into a single unified system.
2. Project Goals and Objectives
- Automate and streamline business processes (supply chain, production, finance, HR, etc.)
- Enable real-time data insights for improved decision-making
- Ensure compliance with industry regulations and standards
- Provide a flexible, scalable solution to meet future growth needs
- Optimize resource allocation and increase operational efficiency
3. ERP Modules and Features
3.1. Core Modules
1. Finance and Accounting
- General Ledger (GL)
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Asset Management
- Financial Reporting
- Budgeting and Forecasting
- Taxation and Compliance
- Costing and Profitability Analysis
2. Supply Chain Management (SCM)
- Inventory Management
- Procurement and Vendor Management
- Warehouse Management System (WMS)
- Order Processing
- Demand Planning and Forecasting
- Logistics and Transportation Management
3. Manufacturing Execution System (MES)
- Production Planning and Scheduling
- Bill of Materials (BOM)
- Production Orders and Workflows
- Quality Management
- Plant Maintenance and Equipment Management
- Product Lifecycle Management (PLM)
4. Sales and Distribution
- Sales Order Processing
- Pricing and Promotions Management
- Customer Relationship Management (CRM)
- E-commerce Integration
- Sales Forecasting
- Channel Partner and Distributor Management
5. Human Resources (HR) and Payroll
- Personnel Administration
- Recruitment and Talent Management
- Time and Attendance Tracking
- Compensation and Benefits
- Payroll Processing
- Employee Self-Service Portal
- Performance Management and Training
6. Project Management
- Project Planning and Resource Allocation
- Costing and Budget Tracking
- Task Scheduling
- Collaboration Tools
- Project Risk Management
- Contract Management
7. Customer Service and Support
- Help Desk and Ticketing System
- Field Service Management
- Customer Feedback and Survey Management
- Warranty Management
4. Compliance and Security
4.1. Data Security and Privacy
- Role-based access control (RBAC)
4.2. Audit Trail
- System-wide logging for audit purposes
- Automatic tracking of user activity and data changes
- Reporting and alerts for compliance and data governance
5. User Experience (UX) and User Interface (UI)
5.1. User-Friendly Interface
- Intuitive dashboard with role-specific views
- Customizable workspace and shortcuts
- Mobile-friendly interface for remote access
- Multi-language support