Overview
Features
Use Cases
Pricing
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Implementation
A practical process for configuring Smart ERPNext around your company and preparing your team.
Discovery & planning
•Business process review –Map departments, responsibilities, and everyday transactions.
•Chat & teamwork– Identify the information each department needs to share.
•Workflow requirements– Agree approval stages, responsible roles, and exceptions.
• Prioritize the business processes thatmatter most.
• Review the quality and structure of data in your current tools.
• Identify reporting and integration requirements.
• Confirm the scope, responsibilities, and implementation plan.
• Agree the assumptions and decisions needed before setup.
Configuration & validation
•System configuration– Configure the agreed modules, records, and permissions.
•Data preparation– Map and review the records needed for your new system.
•Business reports– Set up reports around financial and operational needs.
• Test representative business transactions with your team.
• Review approval flows and access for each role.
• Validate integrations and the handling of exceptions.
• Resolve issues identified during user acceptance checks.
• Confirm readiness before moving to live operations.
Training & go-live
•Role-based training– Prepare your team for the processes they will use daily.
•Launch preparation– Agree opening data, responsibilities, and cutover steps.
• Review the first live transactions with the relevant teams.
• Help users understand the reports and records they need.
• Review additional needs as the team adopts the system.
• Use the support channels defined in your service agreement.
• Plan future improvements around your business priorities.