This is a planning framework, not a client case study, a quote or evidence of delivered results. The scenarios describe decisions to validate with the business.
An ERP conversation often begins with disconnected tools. Before replacing them, identify which records are authoritative and where a hand-off fails.
ERP decisions: establish the system of record
Record ownership
Decide where customers, stock, orders and accounting entries are created. Avoid allowing separate applications to silently become competing sources of truth.
Exception workflow
Document partial fulfilment, cancellations, adjustments and approvals. These cases often define more of the required scope than the standard transaction.
Migration and release
Reconcile a controlled data sample and validate exports before planning a broader rollout. Preserve an agreed recovery route.
Which application owns each business record?
Follow an order from reservation through partial dispatch, cancellation and accounting adjustment. Where is each state authoritative? Ask the ERP vendor to demonstrate supported integration and export paths before assuming a custom layer can safely write to its ledger.
How should an ERP extension be bounded?
Name the records an extension may read, propose or update. Scope mapping, reconciliation and recovery before replacing core modules. Assign responsibility for integration changes when the ERP upgrades, and agree an export path that preserves transaction references.
The next step
AI and workflow automation explains integration and oversight boundaries. Discuss an ERP extension with a record-ownership map and the specific hand-off that configuration cannot resolve.