Worksheet

ERP wish-sorting worksheet

One line per request. Columns hold the plain language need and the person who asked, then daily frequency, money or compliance risk and upgrade burden, each scored high, medium or low. The chosen bin follows, and a final column names the owner and the test that proves a customisation still works after each upgrade.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “When to customise an ERP and when to change the process instead”, www.gullysystem.com/blog/when-to-customise-an-erp-and-when-to-change-the-process-instead