Requirements, demonstration questions, option assessment and adoption planning.
Type into the table cells, then print or save as PDF. Edits are not automatically saved: save your completed PDF before closing.
Use this starter to support discussion and record decisions. Adapt it to your business, programme scope and accountable owners.
| Scenario | Essential outcome | Process owner | Acceptance evidence |
|---|---|---|---|
| Financial close | |||
| Invoicing and receivables | |||
| Purchasing and payables | |||
| Management reporting | |||
| Operational integration |
| Question | Vendor response | Evidence / follow-up | Owner |
|---|---|---|---|
| Show a transaction that fails. | |||
| Show the end-to-end approval. | |||
| Show our multi-entity scenario. | |||
| Show the reporting reconciliation. |
| Product / option | Fit and gaps | Delivery dependencies | Decision / reason |
|---|---|---|---|
| Option A | |||
| Option B | |||
| Option C |
| Workstream | Client owner | Supplier owner | Readiness evidence |
|---|---|---|---|
| Data and migration | |||
| Processes and controls | |||
| Integrations | |||
| Training and support |
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