ERP Runbook Template

Author(s): George Goodall

A runbook documents both the operational environment of a system and the most common operations executed with that system. Use this template as a framework for documenting key runbook highlights, including:

  • System overview
  • Common operations
  • Data interface considerations
  • Common process definitions and operations
  • Functional module definitions and operations
  • User interface definitions and operations

Complete the runbook as part of the knowledge transfer with the implementation consultants. Vaccinate yourself from future operational grief with a detailed runbook.