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Prompt course · 9 lessons · 26 prompts · 1 hour · Beginner

AI for ERP Consultants

This prompt course gives ERP consultants nine practical lessons, from requirement analysis to post-implementation support. Each lesson turns a common project task into a prompt you can use right away.

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What you'll learn

  • Requirement Analysis: Turn raw client discovery notes into a structured gap list you can act on.
  • Client Communication: Explain ERP concepts and demo the system in language your client actually understands.
  • Module Configuration: Spec, explain, and troubleshoot the settings that make each ERP module fit the client.
  • Data Migration: Plan, clean, and transform legacy data so it loads correctly into the new ERP.
  • Workflow Customization: Design and stress-test approval chains and automations before a developer builds them.
  • Testing and Validation: Create test coverage and make sense of failures before the client sees the system.
  • Training End Users: Build training materials and checks that help users actually adopt the ERP.
  • Support and Docs: Diagnose user issues after go-live and produce the SOPs and status updates that keep the project on track.

What's inside

9 lessons · 26 prompts
  1. Before you start · framework course RISEN Prompt Framework: Multi-Step Work Done RightRISEN fits your ERP consulting work because it organizes multi-step deliverables like a migration plan from requirements to testing.
  2. Start here Priya's Thursday, two waysA day in the life of an ERP Consultant, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Requirement Analysis
  4. 02 Lesson 2 · 2 prompts Client Communication
  5. 03 Lesson 3 · 3 prompts Module Configuration
  6. 04 Lesson 4 · 3 prompts Data Migration
  7. 05 Lesson 5 · 2 prompts Workflow Customization
  8. 06 Lesson 6 · 3 prompts Testing and Validation
  9. 07 Lesson 7 · 3 prompts Training End Users
  10. 08 Lesson 8 · 3 prompts Post-Implementation Support
  11. 09 Lesson 9 · 4 prompts Documentation and Admin

About this course

7 topics

Prompts for Every Stage of an ERP Project

ERP projects are full of repeating tasks: gathering requirements, explaining settings, cleaning data, writing documentation. This course shows you how to use ChatGPT, Claude, or Gemini to handle those tasks faster.

You get nine lessons, each with a prompt you can copy and adapt. The lessons follow the real shape of an ERP project, from the first client call to the weeks after go-live.

  1. The lessons
    1. Requirement Analysis: Turn raw client discovery input into structured, usable ERP requirements and gap lists.
    2. Client Communication: Explain ERP concepts and demo the system in language the client actually understands.
    3. Module Configuration: Spec, explain, and troubleshoot the settings that make each ERP module fit the client.
    4. Data Migration: Plan, clean, and transform legacy data so it loads correctly into the new ERP.
    5. Workflow Customization: Design and stress-test approval chains and automations before a developer builds them.
    6. Testing and Validation: Create test coverage and make sense of failures before the client sees the system.
    7. Training End Users: Build training materials and checks that help users actually adopt the ERP.
    8. Post-Implementation Support: Diagnose user issues, respond clearly, and document root causes after go-live.
    9. Documentation and Admin: Produce the SOPs and status updates that keep the client and project on track.
  2. What the Course Covers

    The course walks through nine lessons in order. You start with requirement analysis and client communication. Then you move to module configuration, data migration, workflow customization, testing, training, and post-implementation support.

  3. How the Lessons Connect

    Each lesson builds on the one before it. For example, the gap list you create in requirement analysis becomes the input for module configuration. The data migration plan uses the same client details you gathered earlier.

  4. How to Use the Prompts Well

    Always add your client's specific context: industry, module names, and the exact problem. Give the AI a clear role, such as "act as an ERP consultant." Then check the output against your own knowledge before you use it.

  5. Who This Course Is For

    This course is for ERP consultants, functional leads, and anyone who implements ERP systems. It is not a coding course. You do not need to be technical to get value from it.

  6. Safety and Privacy for ERP Work

    Never paste confidential client data into a public AI tool. Use anonymized examples or your company's approved enterprise version. Follow your firm's policy on data handling at all times.

  7. Your Next Step

    Pick one lesson from the course and try it on your current project this week. Then move to the next lesson. Small, consistent use is what makes AI a real help.