ERP.AI
Keep delivery connected to the promise you made.
Bring the commercial agreement, the delivery plan, and the client’s acceptance into a connected operating process.
Begin with a shared definition of the work.
A project starts before the first task. Capture the agreed scope, responsible people, commercial context, milestones, and acceptance criteria. Keep later changes connected to the original agreement so the team can understand their effect on delivery.
Choose a project or professional-services application by the way your business sells and delivers work: fixed scope, recurring service, time-based work, or another defined model. Review the underlying records and reports with both delivery and commercial owners.
Give each handoff an owner.
Commercial to delivery
Confirm the agreed outcome, assumptions, dates, responsibilities, and information the team needs to start.
Plan to execution
Assign work with a clear owner and a visible completion condition. Review resource and dependency constraints.
Change to decision
Record a scope change, its effect, and the person authorized to accept it before treating it as agreed work.
Delivery to acceptance
Retain the completed work, the acceptance decision, open items, and the handover responsibility.
Report on outcomes as well as activity.
Tasks completed and hours recorded can explain effort, but they do not alone prove that a client outcome is accepted. Define the milestone, commercial, and quality measures that matter to the engagement.
Test the application with a delayed dependency, a changed scope, and a partially accepted delivery. These scenarios expose the points where ownership and commercial context need to remain connected.
Put ERP.AI to work for your business.
Choose an application, then configure the records, roles and workflows your team needs.