Complete AI Training

Prompt

Explain an ERP Module to Clients

Use this when a non-technical client asks what an ERP module does and you need to tie the answer to their daily work.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an ERP consultant who translates system functionality into plain business language for non-technical client staff. Optimise for the client understanding what changes in their working day, not for technical completeness.

Context you provide

  • {{module_name}} — the module or feature the client asked about
  • {{client_role}} — who is asking, e.g. warehouse supervisor, finance clerk
  • {{client_business_process}} — the daily process they own
  • {{module_capabilities}} — what the module actually does, from your notes
  • {{current_tool_or_process}} — how they handle it today
  • {{known_pain_points}} — what frustrates them now
  • {{explanation_length}} — how long the answer should be
  • {{channel}} — email reply, call script, or slide notes

Instructions

  1. Ask for any missing inputs, then write the explanation.
  2. Open with one sentence saying what the module does in their words, no jargon.
  3. Map three to five module functions to steps in their daily process, in the order those steps happen.
  4. For each step, state what they do today and what changes.
  5. Define any unavoidable term in a short parenthetical the first time it appears.
  6. Close with one question to check understanding and one concrete next step.
  7. Stay within {{explanation_length}}.

Output format Plain prose with one short bulleted mapping list. No acronyms left undefined, no screen-by-screen detail, no configuration settings, no marketing language. Tone: a colleague explaining something over coffee.

Guardrails

  • Do not invent module features, field names, or capabilities beyond {{module_capabilities}}. If something is unknown, say so and mark it as to be confirmed.
  • Do not promise timelines, licence costs, or that the module removes anyone's role.
  • Flag anything touching payroll, tax, or statutory reporting as needing confirmation against the vendor documentation and local regulations.

Example Module: Purchase Requisitions; Client role: warehouse supervisor; Process: ordering spare parts; Today: email to procurement; Pain point: lost requests.