Practical ERP Tools and Guidance for Manufacturers
Trail Guide Consulting Group, LLC curates a library of free, practical resources to help manufacturers plan, select, and implement ERP systems with better outcomes. Developed by consultants with hands-on manufacturing and ERP experience, the collection includes downloadable guides, project checklists, templates, and more that focus on reducing project risk and improving measurable results. Access the resources at no cost and bookmark this page for new additions. If you need help applying a template to your operation, request a consultation with Trail Guide Consulting Group.
Downloads
Why Your ERP Project Is Already Behind
A 3-page playbook on the five places ERP projects quietly fall behind, with a data readiness checklist and seven questions to ask before you sign the next change order.
Data Preparation Field Guide
A practical field guide to getting your data ready before ERP go-live, so you can avoid delays and start clean.
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ERP Project Charter Template
A starting-point template for the project charter that gets your leadership team on the same page before an ERP project kicks off.
Year-End Executive Checklist
A year-end checklist for your executive team.
S&OP Field Guide
A practical guide to standing up Sales and Operations Planning from scratch, or repairing a process that has stopped delivering results.

