FREE RESOURCE / 01
The Workflow Audit Template
Map how your business actually runs before touching any software. Complete this before any ERP conversation begins.
Built from three ERPNext implementations across Kenya, Nigeria, and the UAE.
What is inside
Concrete sections. No filler.
- A 9-section worksheet covering sales, purchasing, inventory, production, finance, and HR
- Decision points to flag before configuration (not after, when it is expensive)
- Workflow-to-module mapping logic: which ERPNext modules each workflow touches
- Three worked examples from real SMEs in distribution, manufacturing, and services
Who this is for
If you recognise yourself here, this guide will save you time.
If you run operations at a 10 to 80 person business and the idea of a month-long implementation kickoff fills you with dread, start here. This is the worksheet we give clients in week one. It forces clarity on how things actually work today, not how they should work in theory. Founders, COOs, and operations managers who have never documented their workflows will find it especially useful.
Download the Workflow Audit Template
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