Free, no sign-up to start: the plan opens as a live, editable Gantt chart. 14 tasks across 5 phases, about 39 weeks if every task runs in sequence.
What's in the template
Business case and vendor selection
Project kickoff and governance
Requirements and process design
System configuration
Integrations
Reports and dashboards
Data cleansing
Migration trial run
Second migration trial
System integration testing
User acceptance testing
End-user training
Cutover and go-live
Hypercare support
| Phase | Task | Example duration |
|---|---|---|
| Prepare | Business case and vendor selection | 30 days |
| Prepare | Project kickoff and governance | 3 days |
| Prepare | Requirements and process design | 30 days |
| Build | System configuration | 45 days |
| Build | Integrations | 30 days |
| Build | Reports and dashboards | 14 days |
| Data | Data cleansing | 30 days |
| Data | Migration trial run | 7 days |
| Data | Second migration trial | 7 days |
| Test | System integration testing | 14 days |
| Test | User acceptance testing | 14 days |
| Deploy | End-user training | 14 days |
| Deploy | Cutover and go-live | 3 days |
| Deploy | Hypercare support | 30 days |
Durations are examples to replace with your own estimates, not benchmarks.
About this erp implementation plan
ERP projects often run late not because of configuration but because data isn't clean or users aren't trained. This plan gives data migration its own trial runs and puts training right before go-live.
It fits a single-wave rollout for a small or mid-size company working with an implementation partner.
Who it's for: IT leads, finance leaders and implementation consultants.
How to use it
- Open the plan. Click Open in the editor.
- Run data cleansing in parallel. Unlink data cleansing so it starts during configuration. In the task panel, remove the predecessor, then set the new start date. Then check that the task that came next still lists the earlier work as a predecessor, so delays keep cascading.
- Add your modules. Split configuration into finance, inventory, sales or whichever modules you are deploying.
- Share with the steering group. Use a read-only link for status meetings.
Planning tips
- Run at least two migration trials before cutover.
- Schedule training close to go-live so people remember it.
- Plan hypercare through the first month-end close on the new system.
Frequently asked questions
- What are the phases of an ERP implementation?
- Selection and planning, requirements and design, configuration and integrations, data migration, testing, training, go-live and post-go-live support.
- Can I break this into multiple waves?
- Yes. Duplicate rows per module or wave and link them so later waves start after earlier ones stabilize.
- How long can the plan be?
- Up to two years in the editor.
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The free plan saves one project. Downloads (PDF, CSV) and more projects are on Solo, $12/month.