ERP implementation planning session

Sage Implementation
With Controls Built In.

A good ERP implementation is not a race to configure screens. It is a controlled change programme with clear owners, clean data, tested processes, and a go-live decision the business can defend.

150+
Implementations Delivered
3
Core Sage Platforms
5
Governed Project Phases
1
Post Go-Live Support Team

Implementation control

Every phase should reduce a specific go-live risk.

Your Sage project runs on evidence: what was decided, who approved it, what was tested, what failed, and what is safe to carry into production.

A project is not ready because configuration is complete. It is ready when users, data, reports, integrations, and support ownership have all been validated.

Discovery

Process owners confirm current workflows, reporting gaps, approval rules, and project constraints.

Process map, scope boundaries, decision log, project risk register.

Design

RFR converts the workshops into Sage configuration, data, reporting, integration, and security decisions.

Solution blueprint, role matrix, migration approach, test plan.

Build

Configuration, integrations, forms, reports, and data migration scripts are built in controlled workstreams.

Configured pilot, integration notes, data-cleansing tracker, sprint demos.

Validate

Users test real scenarios, finance reconciles migrated balances, and operations check daily process coverage.

Signed UAT scripts, reconciliation pack, issue ageing, go-live readiness view.

Cutover

Final migration, user access, opening balances, integrations, and rollback decisions are managed together.

Cutover checklist, support rota, rollback gate, first-week operating notes.

Readiness

What must be true before build accelerates

These are the areas that usually determine whether an ERP project stays controlled or becomes a rescue engagement later.

Process ownership
Each workstream has a named client owner who can approve changes and resolve conflicts.
Open decisions wait for committees or unnamed teams.
Master data
Customers, suppliers, items, BOMs, charts, tax, and opening balances have owners and cleansing dates.
Data quality is treated as an IT upload task.
Testing
UAT scripts cover month-end, purchasing, inventory, production, approvals, and exception handling.
Users only test happy paths or screens they already know.
Reporting
Management reports and statutory outputs are listed before go-live, with owners for validation.
Reports are discovered after users reject the new system.

Weekly steering

Decisions, risks, scope changes, and blockers that need executive attention.

Workstream reviews

Configuration demos, data readiness, integration progress, and UAT preparation.

Go-live gates

Open severity issues, reconciliation status, training completion, rollback readiness.

Hypercare handover

Known issues, first month-end risks, support contacts, and enhancement backlog.

Governance cadence

Status reporting should expose decisions, not hide risk.

Your project rhythm stays practical: short enough for busy process owners, but detailed enough that executives can see where go-live confidence is coming from.

What We Deploy

Sage product fit starts with the operating model

The right platform depends on transaction volume, process complexity, reporting needs, and how much change the organisation can absorb.

Field note, anonymised

“The value was not only the Sage configuration. RFR forced the right decisions before go-live, especially around data ownership, warehouse process changes, and first month-end controls.”
Operations leadership, industrial manufacturing group, UAE. Client name withheld.

Want to See What This
Looks Like for You?

Book a discovery call. We will walk through your operating model, data readiness, and the decisions that would shape a Sage implementation.