Guides to launch the ERP smoothly

Why this is needed

Without guided implementation, schools commonly lose visibility on ownership, permissions and launch dependencies.

Who uses it

Right flow

1. 1Set scope for modules, branches and timeline.
2. 2Prepare classes, sections, fee heads, and academic mappings.
3. 3Plan sender setup and communication coverage before first live event.
4. 4Run test cycles on key workflows: admissions, fees, attendance, communication.
5. 5Approve and release the school to production.

Expected outcome

• Consistent onboarding calendar with checkpoints.
• Reduced setup conflicts after the first operational day.
• Clear ownership and faster team handover.

Tools in use

Implementation ticket • Module map • Go-live checklist

Why this is needed

Missing one checklist item can block admissions, fees, payroll, communication, and library operations simultaneously.

Who uses it

Right flow

1. 1Verify session calendar, class groups, and section mapping.
2. 2Prepare fee heads, concessions, and due alert rules.
3. 3Validate staff and parent-facing communication mapping.
4. 4Publish the front website lead paths and admissions flow.
5. 5Run smoke checks across at least one core workflow from each department.

Expected outcome

• Fewer launch-stage surprises.
• Cleaner daily operation across all departments.
• Better coordination between principals, admin and support.

Tools in use

Class matrix • Fee templates • Readiness report

Why this is needed

Without verified sender identity and template mapping, notices may be delayed or rejected.

Who uses it

Right flow

1. 1Add SMS/WhatsApp sender identities and SMTP or AWS SES credentials.
2. 2Map campaign templates to admissions, fees, and notices.
3. 3Run dry-run dispatches and validate delivery logs.
4. 4Enable queue monitoring and retry handling.
5. 5Train staff on escalation, reply handling and compliance.

Expected outcome

• Reliable school communication.
• Transparent delivery status.
• Fewer parent support escalations.

Tools in use

MSG91 • SMTP • Templates • Delivery dashboard

Why this is needed

Improper migration causes broken IDs, attendance mismatches, and unusable fee statements.

Who uses it

Right flow

1. 1Prepare clean exports with consistent IDs.
2. 2Map columns and reference types to school ERP schema.
3. 3Run staging import with duplicate and validation checks.
4. 4Reconcile balances, fees, and transaction history.
5. 5Approve final migration and store a migration evidence report.

Expected outcome

• Clean start in production with less correction effort.
• Higher confidence for first-week operations.
• Evidence-backed migration audit trail.

Tools in use

Mapping worksheet • Staging checks • Migration log