Traceability requirements
We document the identifiers, records and retrieval steps your team requires. The assessment separates ERP configuration from document storage or integration needs.
ERP workflow review
Scope traceability records and project reservations alongside the physical material.
We document the identifiers, records and retrieval steps your team requires. The assessment separates ERP configuration from document storage or integration needs.
We agree the definition of reserved, available and releasable stock for the workflow, then reconcile sample records with the responsible team.
Use these guides to prepare the questions, examples and decisions for an assessment.
Browse field notesTell us your ERP, the workflow in question and which decisions your team needs to make.