Most ERP failures are not technical. They come from an unclear scope, weak master data, and a go-live that nobody was trained for. This page sets out how we scope, deliver and validate an engagement, and what to prepare before you ask for a quote.
Every stage ends with something written down and agreed, so the next one starts from facts rather than assumptions.
If a document is not on this list, ask who owns it before the project starts. Ambiguity here is where scope drift begins.
| Document | When | Why it matters |
|---|---|---|
| Current-state assessment | After discovery | Records systems, data quality and process gaps; sets the project boundary. |
| Solution blueprint | Before build | Fixes process maps, master data rules, reporting definitions and the phase-one scope. |
| Interface and development list | Before build | Names every integration and custom development, with owners and acceptance criteria. |
| Data migration plan | Before migration | Defines cleansing rules, ownership and reconciliation method for master data. |
| Test and acceptance criteria | Before go-live | Turns "it works" into checkable conditions for key processes and reports. |
| Training materials and cutover plan | Before go-live | Makes adoption and handover repeatable instead of dependent on one consultant. |
| Implementation plan and written quote | After scope is confirmed | States schedule, responsibilities and commercial terms against an agreed scope. |
| Risk | What it looks like | How it is handled |
|---|---|---|
| Master data quality | Duplicate materials, inconsistent style codes, no agreed units or naming rules. | Data rules and ownership fixed in the blueprint; a real sample is loaded and reconciled before go-live. |
| Scope creep | New requests appear mid-build with no impact assessment. | Phase-one scope is written down; anything beyond it goes through a change process with cost and schedule impact. |
| Cutover disruption | Parallel run never converges, or reports disagree at month end. | Acceptance criteria, parallel run and reconciliation checkpoints are agreed before the cutover window. |
| Low adoption | Key users were never trained; teams return to spreadsheets. | Named key users, role-based training and documented procedures are deliverables, not optional extras. |
Use real sample data. A proof of concept built on perfect demo data proves very little.
Load a real batch of materials, styles or customers and check coding rules, deduplication and import handling.
Run one or two painful flows, such as order to cash or purchase order to production receipt, from start to finish.
Have finance and operations reconcile the same sample data, so metric disagreements surface early.
Verify data isolation across your real organizational hierarchy and response times on commonly used reports.
No. An empty ERP account, before master data, organization structures and processes are configured, shows very little. Instead we run a discovery session, prepare a demonstration environment configured around your scenario, and validate the critical processes in a proof of concept.
We are based in Shanghai, China, and work with overseas teams remotely. Discovery and blueprint sessions are held by video call at mutually agreed times. If an on-site stage is required, it is scoped and agreed as part of the implementation plan rather than assumed.
It depends on the confirmed scope: number of entities, modules, data migration volume, integrations and training. We normally recommend a narrow first phase and set the schedule after blueprint sign-off, when assumptions can be replaced with a real work plan.
Yes. Private and hybrid deployment are supported. Infrastructure, backup, access control and audit requirements are documented during the blueprint stage and form part of the delivery scope.
Four things: whether your master data can be loaded and governed; whether one or two critical processes run end to end; whether finance and operations agree on reporting definitions; and whether permissions and response times hold up at your organizational scale.
Including the points below lets the first conversation start at solution level instead of company introductions.
Or write to contact@moanyun.cn
If you are still in the selection stage, review the module coverage and industry scenarios first. A clearer scope makes every vendor quote comparable.