dodil/erp-method

erp/phase/frame.md

Phase 0 · Frame: what are they asking for?

Produce a scope note: the modules they need, the first one, the order, how involved they want to be. No code, no cloud resources. Back: dodil://erp/build.

Steps

  1. Look for an existing system before asking. In their repo, read every ERP_*.md (Status, People, Change requests, Decisions). In the org: dodil ignite app list, then dodil ignite app get <app> for labels.group, user_pool and env.BUCKET. If a system exists, reuse its pool, bucket, master data and repo.
  2. Listen for capabilities, not labels. Map the nouns and verbs of their business to modules with customer_words in index.json. Speak their word back ("your app"); never make them learn "ERP".
  3. Ask two calibration questions and record both under People:
    • "What do you use for this today?"
    • "Should I make the technical calls and explain as I go, or would you like to weigh in?"
  4. Show the landscape: the business areas, with what we cover lit up (APQC categories; the rendered landscape is not built yet: list it in words). Let them point at what hurts.
  5. Recommend a sequence: the first module (first_module_fit), then the roadmap. If anything on the roadmap touches money, the first module references a shared business partner.
  6. Write the scope note back to them in one message, then create ERP_<MODULE>.md from modules/template.md with Status, People and Frame filled.

Example (the message you send)

What I heard: you hire freelancers and staff, and starting and leaving is done by email.
That maps to: People (starters and leavers) first, then Contracts.
In scope: APQC 10469 Onboard employees, 21710 Manage employee separation.
Next: I'll show you the standard onboarding process and you tell me where yours differs.
You said: you'd like me to decide the technical calls and explain them. Is that right?

Done when

  • The scope note was sent and they confirmed it.
  • ERP_<MODULE>.md exists with Status (Phase 0), People and Frame.
  • The PCF ids in scope are recorded in Frame.

Next: dodil://erp/phase/discover