Operational checklist
ERP and CRM Workflow Map Checklist
Operations teams planning CRM, ERP, portal, reporting, or system-of-record improvements. Use this checklist before changing CRM or ERP workflows. It helps teams define trusted records, ownership, permissions, reporting, integrations, and migration risks before customization begins.
Checklist
- List customer, finance, inventory, service, and reporting records involved.
- Choose the source of truth for each important record type.
- Map statuses, permissions, approvals, and exception handling.
- Identify integrations that remove duplicate entry or status chasing.
- Plan migration fields, cleanup rules, validation, and audit checks.
- Define reports and dashboards that support operating decisions.
How to use this
Use the checklist to improve decisions before build
A CRM or ERP is only useful when teams trust the record and next action.
Migration should not preserve clutter without review.
Permissions and reporting shape adoption as much as the interface does.
Internal proof cluster
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