From signed to live, step by step
Because KeenERP is set up around how your factory already works, implementation is mostly about learning your process and bringing in your data. Here is how it runs, and what we need from you along the way.
Implementation, onboarding and go-live
Kickoff
- We do
- Meet your team, agree what goes live first, and name one contact on each side.
- You provide
- A project owner, the key people from each department, and your current documents and spreadsheets.
- Outcome
- An agreed scope, contacts and plan.
Learn your process
- We do
- Walk through how an order moves today, from quote to container, in the office and on the floor.
- You provide
- Time with the people who run each step, and examples of real orders.
- Outcome
- Your workflow mapped, including what to keep and what to improve.
Collect your data
- We do
- Send a checklist and templates, then check your files with our import readiness tools.
- You provide
- The documents and data on the checklist below.
- Outcome
- A clean list of what is ready and what still needs work.
Set up KeenERP
- We do
- Configure modules, documents, numbering, approvals and roles, then import your materials, products and BOMs.
- You provide
- Answers to setup questions and a quick review of imported data.
- Outcome
- KeenERP set up with your own data and documents.
Train your team
- We do
- Hands-on training by role, in Vietnamese or English, using your own products and orders.
- You provide
- Time for each team to practise, and a lead user per department.
- Outcome
- Every team can do its daily work in KeenERP.
Pilot run
- We do
- Run real orders through KeenERP alongside your current way of working, and fix gaps as they appear.
- You provide
- A few live orders to run end to end, and feedback from each team.
- Outcome
- Confidence that KeenERP handles your real work.
Go-live
- We do
- Load opening stock and open orders, switch over, and support your team closely through the first weeks.
- You provide
- A confirmed stock count and a go-live date.
- Outcome
- Your factory runs on KeenERP.
After go-live
- We do
- Ongoing support in your language, regular check-ins, and improvements as your factory changes.
- You provide
- Feedback, and requests as new needs come up.
- Outcome
- A system that keeps fitting the way you work.
Documents and data we will ask for
You do not need everything on day one. We work through this list with you during data collection, and our import tools show what is missing.
Company
- Legal company name, tax code and addresses
- Bank accounts to print on PIs and invoices
- Company seal and authorised signatures for documents
- Logo for documents
People and approvals
- List of users, departments and roles
- Who approves purchase requests, quotes and production
- Department heads and directors
Customers and vendors
- Customer list with ship-to addresses
- Vendor list with contacts and payment terms
- Logistics providers you work with
Products and engineering
- Product list and current codes (SKUs)
- BOM workbooks as you use them today
- Product families, finishes and variants
- Paint formulas and finishing processes
- Drawings, labels and carton specifications
Materials and stock
- Materials list with categories and units
- Wood species, grades and price list
- Warehouses, zones and bin locations
- Opening stock on hand at go-live
Orders and documents
- Open quotes, PIs and purchase orders
- Samples of your current PI, packing list and commercial invoice
- Document numbering formats you use
Production
- Work centres, lines and machines
- Main operations and typical times
Questions about getting started?
Ms Lan, your main contact for KeenERP, can walk you through each step for your factory.
Book a demo
Tell us about your factory and we will set up a walkthrough with an order like yours.
After you send this
- Our team contacts you by email or Zalo to agree a time.
- The demo is a live call in English or Vietnamese, using an order like yours.
- If it fits, we book a discovery session to map your BOMs and documents.