Preparing Clean and Structured Master Data

A successful ERP starts with clean master data. We guide businesses in preparing and structuring key master data well before implementation.

• Customer & Supplier Lists: Verified, de-duplicated, and classified with proper segmentation and coding.
• Item Master: Grouped with categories, units, barcodes, and pricing structures.
• Employee Master: Including departments, designations, contracts, and unique codes.

Designing Reports & Print Formats in Advance

ERP systems don't come ready-made with your custom documentation. That's why we help you:

• Define invoice templates, delivery notes, purchase orders, payment receipts, etc.
• Pre-configure reporting formats (financial reports, sales summaries, aging reports).
• Share these early with ERP vendors to avoid last-minute surprises.

Verifying All Requirements Thoroughly

Before even selecting the ERP vendor, our consultants ensure that all:

• Functional modules (Sales, Finance, HR, Inventory, etc.)
• Custom needs (e.g., WMS, POS, eCommerce integrations)
• Reports, workflows, and dashboards

...are clearly documented and matched against the ERP features. This includes compliance with UAE VAT, e-invoicing, Arabic support, and more.

Defining User Roles and Access Controls

Security and process flow begin with proper user role management. We help businesses:

• Define user roles and responsibilities.
• Establish segregation of duties and approval hierarchies.
• Set up user-level access based on department and authority.

This ensures a smooth operational flow while securing sensitive business data.

Preparing Workflow and Approval Mechanisms

Our consultants design and document all approval workflows in advance:

• Sales Order → Approval → Dispatch
• Purchase Requisition → Approval → GRN
• Leave Requests → HR → Manager Approval

We ensure workflows are not only system-ready but aligned with company policies for seamless automation.

Designing Complex Test Cases & Real Scenarios

Testing is where most ERP systems get stuck—unless you're prepared. At Professionals Lobby, we:

• Prepare realistic test scenarios (e.g., partial receipts, split deliveries, negative stock, multi-currency billing).
• Include complex cases like employee settlements and terminations, progress invoicing, project-based accounting entries.

Drafting a Detailed Implementation Plan

An ERP project without a plan is doomed to chaos. That's why our consultants build a full implementation roadmap, including:

• Kickoff and discovery
• Master data upload schedules
• UAT cycles
• Training and go-live rehearsals
• Pre-live checklist and contingency plans

Every milestone is tracked for visibility and accountability.

Alerts & Notifications—Configured in Advance

Smart ERP systems alert you before problems occur—if configured correctly. We:

• Define required alerts (e.g., low stock, overdue invoices, pending approvals).
• Configure notifications by role and priority.
• Integrate email/SMS alerts if supported by the system.

Company & HR Policies Integration

Policies are not just documents—they must translate into your ERP system. Our consultants:

• Align leave policies, payroll rules, asset assignments, etc., with ERP configurations.
• Ensure UAE-specific HR policies, like gratuity and visa-linked benefits, are embedded into the HR module.
• Prepare test cases for settlements, contract management, and end-of-service calculations.

Opening Balances & Data Migration Readiness

Opening data is critical for continuity:

• Financial opening balances
• Inventory stock levels
• Outstanding receivables/payables
• Asset details with depreciation

Professionals Lobby ensures all these are collected, verified, and migrated correctly.