Free ERP Operations tools

160 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.

Templates and forms (27)Worksheets (15)Calculators and simulators (84)Reference tables (4)Checklists (16)Assessments (14)

Templates and forms

JD Edwards World and IBM i Change Request Form Template

Fill-in change request form for program, PTF, system value or data changes with backout plan and approval lines, exported as a clean document.

IBM i (AS/400) Disaster Recovery Runbook Template

Fill-in recovery runbook for an IBM i production partition: objectives, restore sequence, contacts, validation steps and drill history.

QAD Customization Change Request Template

Change request form for QAD custom programs and reports covering business case, affected objects, test evidence, rollback and approvals.

Multinational China Subsidiary ERP Integration Template

A specification you can fill in to define how a China subsidiary ERP exchanges data with a global parent ERP: interfaces, owners, frequency, security and approvals.

ERP User Access Request Form Template

A controlled form to request, approve and record ERP user access, operator roles and removals.

ERP Project Steering Committee Report Template

A one-to-two page monthly steering report for ERP implementations with RAG status, milestones, budget burn, risks and decisions required.

ERP User Acceptance Test Script Template

A structured UAT script for one end-to-end business scenario, such as order to cash or make to stock, with steps, expected results and sign-off lines.

Master Data Governance RACI Template

A fill-in RACI matrix and policy outline for item, vendor, customer, BOM and routing master data ownership.

Master Data Change Request Form Template

A fill-in change request form for any master data object, with before and after values, impact check and approval lines.

Vendor Onboarding Master Data Request Form Template

A vendor setup request form that captures the legal, tax, banking and purchasing data an ERP vendor record needs.

Data Steward Role Description Template

A role description for the ERP master data steward: purpose, duties, authority, KPIs and escalation.

KPI Definition Template

A one-page KPI definition sheet that fixes the formula, source tables, owner and exclusions so every report shows the same number.

Management Report Request Form Template

A one-page request form that tells the report developer exactly what a manager needs, including filters, frequency and acceptance test.

ERP Report Rationalization Decision Log Template

Record the decision, rationale and approver for a report during an ERP clean-up or upgrade, so retirements are defensible.

ERP Report Specification Template

A clean specification document for requesting a report from IT or a consultant, covering purpose, filters, calculations and acceptance tests.

Messaging Integration Project Charter Template

A one-page charter for projects that push ERP events to WhatsApp or Microsoft Teams, or take commands back from chat. Export to PDF or Word.

Chat-to-ERP Identity and Access Request Form Template

A request form for the approvals needed before a chat bot touches ERP data: app registration, permissions, scopes and data owner sign-off.

EDI Error Escalation Runbook Template

A runbook defining what counts as an EDI incident, who responds, how fast, and how to resend and communicate with trading partners.

ERP Data Request Form Template

A fill-in form that turns a vague 'can you pull me a report' email into a complete, approvable ERP data request.

ERP Production Data Fix Request Template

A change record for direct data corrections: what is wrong, the exact script, the backup, the rollback and who approved it.

ERP Database Read-Only Access Request Form

A scoped, time-boxed request for a read-only SQL login or reporting role on an ERP database, with owner approvals.

ERP Data Extract Interface Specification Template

A one-page spec for any scheduled ERP extract: source, file layout, schedule, error handling, monitoring and owners.

Manufacturing IT Disaster Recovery Plan Template

A fill-in IT disaster recovery plan for a manufacturing site covering ERP, MES, network and plant systems, with roles, priorities and test schedule.

Plant IT Change Advisory Board RFC Template

A request-for-change form for servers, networks and ERP infrastructure in a plant, with risk, rollback and approvals ready for your CAB meeting.

Plant IT Outage Incident Report Template

Document an ERP, network or server outage with timeline, production impact, root cause and corrective actions in a format management will read.

Plant IT Change Request (CAB) Form Template

A change request form that covers scope, risk, rollback, production impact and approvals for IT changes that touch ERP, MES or shop floor systems.

Manufacturing IT Change Request and CAB Template

A change request form built for plants, with production impact, maintenance window, rollback plan and approval lines for IT, operations and quality.

Worksheets

IBM i Batch Job Schedule Documentation Worksheet

Editable run book of scheduled jobs with timing, dependency, owner, runtime and restart notes plus a total nightly batch window.

Acumatica User Role and Access Matrix Worksheet

Plan which users get which Acumatica roles and access levels, score segregation of duties risk and export an auditor friendly matrix.

ERP Interface Register Worksheet

Inventory every system that talks to your ERP with protocol, frequency, volume, owner and criticality, before a migration or upgrade.

Customer Master Cleanup Worksheet

Track customer records with data defects, score cleanup priority by revenue and issue count, and assign an owner and action.

Master Data Quality Rules Catalog Worksheet

An editable catalog of data quality rules with check type, threshold, owner and run frequency.

ERP Data Quality Scorecard Worksheet

Enter record and pass counts per master data domain and the worksheet calculates quality percentages and an overall score.

Data Cleansing Defect Log Worksheet

Log each data quality defect with the affected records, severity, owner, effort and status, and see the total cleanup effort and cost.

ERP Report Inventory Worksheet

An editable worksheet to list every ERP report, who owns it, how often it runs and whether to keep, merge or retire it.

Customer Order Exception Aging Log Worksheet

An editable log of problem orders that totals days late, order value and estimated penalty exposure.

ERP Notification Matrix Worksheet

Map every ERP event to an audience, channel, priority and template, and see monthly volume per channel before you build.

Messaging Template Approval Tracker Worksheet

Track every outbound message template from draft to approval, with owner, category, language and review turnaround. Exports to Excel.

Messaging Channel SLA and Escalation Worksheet

Define how fast each alert type must be acknowledged, who is escalated to and which fallback channel is used. Exports to Excel.

Plant IT and OT Asset Inventory Worksheet

An editable asset register for servers, network gear, PLCs, HMIs and workstations, with Purdue zone, support dates and replacement budget.

Plant Server Patching Schedule Worksheet

Plan patch cycles for ERP, MES, file and domain servers with owners, plant-safe windows and total labor hours, then export to Excel.

Backup Restore Test Log Worksheet

Record each restore test, compare restore time to the target and see which systems miss their RTO.

Calculators and simulators

ERP Support Cost Benchmark Calculator

Add up maintenance, internal staff, and partner spend, then benchmark your cost per ERP user against typical mid-market manufacturing figures.

IT Ticket Backlog Cost Calculator

Convert your open ticket count, inflow, and resolution rate into annual productivity cost, clearing cost, and a realistic months-to-clear figure.

ERP Database Growth Forecaster

Forecast how large your ERP database will be in one to ten years, what storing it across environments will cost, and how much archiving could save.

Legacy Report Modernization Calculator

Estimate what it costs to rebuild your actively used legacy reports on a modern platform, what retiring the rest saves, and how fast it pays back.

ERP Staffing Cost Calculator

Total your internal ERP team's loaded cost plus contractor spend and see the resulting cost per user against mid-market staffing benchmarks.

ERP Managed Services Savings Calculator

Model your current ERP support cost against a managed-services arrangement and see projected annual savings, savings percentage, and three-year impact.

Product Cost Rollup Calculator

Roll material, direct labor, applied overhead, machine time, and scrap loss into a single defensible unit cost the way your ERP cost rollup should.

Gross Margin by Product Calculator

Calculate true gross margin for a single product line, including freight and commission, and see the annual gross profit each SKU contributes.

Financial Close Cycle Time Calculator

Quantify the labor hours and annual cost consumed by manual journal entries and reconciliations, and model a realistic automated close target.

Working Capital Release Calculator

Compute days inventory, days sales outstanding, and your cash conversion cycle, then see how much cash a realistic improvement target would free up.

Labor Burden Rate Calculator

Convert base wages into a fully burdened hourly rate using payroll taxes, workers comp, retirement match, benefits, and paid time off.

Machine Hour Rate Calculator

Build a defensible machine hour rate from depreciation, maintenance, energy, and facility overhead, and see how utilization changes the number.

Quote Margin Analyzer

Pressure-test a quote by amortizing setup across the order quantity, adding commission, and showing the price required to hit a 30% target margin.

CapEx Payback and NPV Calculator

Build the payback period, net present value, and lifetime ROI numbers your capital approval request needs for equipment, automation, or ERP investments.

AI Demand Forecasting Improvement Calculator

Turn a forecast error reduction into freed-up working capital and reduced stockout losses, based on your revenue, inventory value, and carrying cost.

AI Invoice Matching Savings Calculator

Turn invoice volume, exception rate, and resolution time into the monthly hours and dollars saved when AI automatically resolves PO and receipt matching exceptions.

Shop Floor Vision AI ROI Calculator

Turn inspection station count, defect escape rates, and the cost of an escaped defect into monthly savings and payback period for AI visual inspection.

ERP Master Data AI Cleanup Estimator

Turn record count, error rate, and per-record review time into the hours and dollars saved by using AI to accelerate master data cleanup versus a fully manual review.

Data Warehouse Migration Cost Calculator

Turn table count, pipeline count, transformation complexity, and dual-run duration into a defensible data warehouse migration budget.

Data Lakehouse Sizing Calculator

Estimate storage footprint, compute hours, and monthly spend for a lakehouse platform from raw data volume, annual growth rate, and retention policy.

ETL Pipeline Modernization Calculator

Estimate the cost to rebuild legacy ETL jobs into a modern orchestrated pipeline, and the payback period from reduced maintenance and failure time.

API Gateway Capacity Calculator

Size node count and monthly infrastructure cost for an API gateway from peak requests per second, payload size, and latency SLA requirements.

Master Data Management ROI Calculator

Turn your duplicate record rate, total record volume, and cost per bad record into an MDM investment payback timeline.

Real-Time Streaming Cost Calculator

Size broker node count and monthly cost for a Kafka-style streaming platform from events per second, retention period, and egress volume.

Legacy Data Archival Cost Calculator

Compare annual cost to archive aging data to a cheaper storage tier against the cost of keeping it live inside your production ERP.

Security Operations Center Cost Calculator

Estimate in-house SOC staffing and tooling cost by analyst tier and coverage model, then compare it directly against an MDR (managed detection and response) monthly fee.

Ransomware Downtime Cost Calculator

Model the full cost of a ransomware incident, from lost revenue during downtime to recovery labor, regulatory notification, and customer churn, scaled by how prepared your organization actually is.

SIEM Sizing Calculator

Estimate annual SIEM license and storage cost from your events-per-second rate, daily ingest volume, and retention window split across hot and cold storage tiers.

Penetration Test Scoping Calculator

Estimate total testing days and project cost for a penetration test based on external IPs, web applications, APIs, and internal network segments in scope.

Security Awareness Training ROI Calculator

Estimate the annual ROI of a security awareness training program from your phishing click rate reduction, incidents avoided, and program cost.

Identity Access Management ROI Calculator

Estimate the annual ROI of an IAM platform from automated provisioning time saved, password reset ticket reduction, and estimated breach risk reduction.

Vulnerability Remediation SLA Calculator

Estimate how many weeks it will take to burn down your priority vulnerability backlog given current findings volume, engineer capacity, and new findings arriving each week.

Supplier Onboarding Cost Calculator

See the fully loaded labor cost of onboarding a new supplier across qualification, quality documentation, and compliance review, and how much automation recovers at your volume.

Procurement Savings Calculator

Estimate realistic procurement savings by lever, consolidation, renegotiation, or should-cost analysis, after accounting for maverick spend and realistic capture rates.

Vendor Consolidation Savings Calculator

Estimate the admin labor hours recovered and volume discount value unlocked from reducing your vendor count, net of transition cost.

Contract Lifecycle Management ROI Calculator

Estimate the ROI of a contract lifecycle management platform from legal hours saved, value leakage recovered, and missed renewal risk reduced.

IT Service Desk Cost Calculator

Calculate your true help desk cost per ticket across L1, L2, and L3 support tiers, and see how much self-service or AI deflection saves every month.

IT Staffing Model Calculator

Model the FTE headcount, tier split, and total annual cost your IT support organization needs against a chosen support ratio and coverage model.

Offshore vs Onshore Development Calculator

See the real monthly cost of an offshore, nearshore, or onshore development team once timezone overlap loss, management overhead, and rework are added back in.

IT Outsourcing vs In-House Calculator

Compare an MSP's monthly fee against the fully loaded cost of an in-house team, including tooling and management overhead, plus transition breakeven.

Training Program ROI Calculator

Model the ROI of a training program by combining productivity lift from new skills with the retention value of reduced employee attrition.

IT Asset Management Savings Calculator

Estimate savings from reclaiming unused software licenses, optimizing hardware refresh cycles, and reducing software audit exposure.

GDPR Compliance Cost Calculator

Estimate your fully loaded annual GDPR cost across DSAR fulfillment, DPIA workload, DPO staffing, and privacy tooling, then see the cost per 1,000 data subjects.

Audit Preparation Cost Calculator

Model the fully loaded cost of preparing for financial, quality, and security audits, including evidence collection labor, prep meeting time, and external auditor fees.

Regulatory Reporting Automation Calculator

Quantify the labor cost of manual regulatory reporting plus the probability-weighted exposure from restatements or late filings, then compare against an automated reporting platform.

Quality Management System ROI Calculator

Model the annual cost of nonconformances and manual document control, then see the net ROI of automating CAPA workflow and quality documentation.

Records Retention Cost Calculator

Model your annual records retention cost across storage growth, legal hold overhead, and the savings available from defensible disposition.

Compliance Automation Savings Calculator

Calculate labor savings from continuous control monitoring versus manual evidence collection across your control population, and see what more coverage would save.

Customer Churn Cost Calculator

Turn your churn rate into a dollar figure the board understands, then see how much a small retention lift is worth in saved margin and avoided acquisition spend.

Customer Lifetime Value Calculator

Estimate average customer lifetime value from retention rate and margin, then see your LTV to CAC ratio against the benchmark investors and boards actually use.

CRM Implementation Cost Calculator

Model total first-year CRM cost, subscription, data migration, integrations, customization, and training, so the budget request is accurate before the project starts.

Pricing Optimization Impact Calculator

See the net revenue and margin gain from a price realization improvement after accounting for the volume you are likely to lose along the way.

M&A IT Integration Cost Calculator

Estimate total IT integration cost across application rationalization, ERP consolidation, data migration, and staffing for a merger or acquisition.

Ecommerce B2B Portal ROI Calculator

Model the labor and rework savings from moving manual order entry to a self-service B2B portal, and see the payback period against build and run cost.

IBM i Disk Growth and Capacity Forecast Calculator

Forecast how many months until IBM i auxiliary storage reaches your threshold, using current use, capacity and monthly growth.

IBM i Disk Capacity Runway Calculator

Enter total and used disk, your yearly growth and a threshold to see how many months of headroom you have left.

Legacy ERP Database Growth and Archive Savings Calculator

Projects database size forward, applies an archive share and prices the storage and backup copies you avoid.

ERP Hypercare Staffing and Ticket Decay Calculator

Forecast hypercare tickets, how fast they fall off, and how many analysts you need in week one versus the end of hypercare.

ERP Super User Sizing and Backfill Cost Calculator

Size the super user network from your user count and time commitment, then price the backfill so their departments are not left short.

Duplicate Item Merge Savings Calculator

Size the business case for merging duplicate item master records: yearly admin saving, split inventory carrying cost and payback on the merge project.

Master Data Steward Staffing Calculator

Convert monthly master data requests into the number of stewards you need, with rework, review time and utilization built in.

Fuzzy Match Duplicate Review Workload Calculator

Tune your duplicate matching thresholds by seeing the review hours, wrongly merged records and cost per confirmed duplicate each setting produces.

MRP Net Change vs Regenerative Run Time Calculator

Estimate how long a full regenerative MRP run takes compared with a net change run, and how much time net change saves.

MRP Planner Exception Workload Calculator

Estimate how many planners you need to work MRP exception messages, based on items, exception rate and handling time.

CSR Order Desk Staffing Calculator

Converts daily orders, lines and customer contacts into the number of customer service reps required after shrinkage and occupancy.

Order Entry Error Cost Calculator

Calculates the monthly and annual cost of order entry errors and the savings from reducing the error rate.

ERP AI Agent API Load Impact Calculator

Convert user count and calls per question into peak ERP calls per second, concurrent sessions and rate limit headroom before you connect an agent.

Approval Notification Speed Savings Calculator

Quantify the cost of approval wait time and the saving from pushing purchase, expense or ECO approvals to chat with actionable buttons.

EDI Transaction Error Rework Cost Calculator

Convert your EDI error rate into rework hours, FTEs and annual cost, then test the savings from improving it.

EDI Trading Partner Onboarding Cost Calculator

Size the effort and cost of onboarding a batch of EDI partners and see how much map reuse saves.

EDI Translator Throughput and Backlog Calculator

Size your EDI translator for peak load and estimate how long a backlog takes to drain.

ERP Database Restore Time and RTO Calculator

Add up full restore, differential, log replay and validation time and see whether you meet your recovery time objective.

ERP Database Backup and Restore Time (RTO and RPO) Calculator

Estimate backup size, restore time (RTO) and worst-case data loss (RPO) for an ERP database from full, differential and log backups.

ERP Nightly Batch Job Parallelism and Runtime Calculator

Find how many parallel threads shorten your ERP nightly batch, and when contention starts to make it slower.

ERP Server Sizing Calculator

Rough-size application and database servers for an ERP from named users, concurrency, database size and growth, with headroom.

Backup Retention (GFS) Capacity Calculator

Estimate how much backup storage a daily, weekly, monthly and yearly retention policy needs for an ERP or file server, including compression and offsite copies.

ERP Uptime SLA and Downtime Budget Calculator

Convert an uptime target into allowed downtime per year and month, then test your planned maintenance and incident history against it.

Plant IT Patch Window Duration Calculator

Estimate how long a maintenance window must be for a batch of servers, including reboots, validation and a rollback buffer.

ERP WAN Bandwidth Sizing Calculator

Estimate the circuit size a plant or branch needs for ERP sessions, report downloads, voice and replication, with burst, overhead and utilization targets.

Backup Window and Throughput Calculator

Calculate full and incremental backup duration from data size, link speed, efficiency and dedupe, and the throughput needed to hit your window.

Ransomware Recovery Time Objective Calculator

Estimate realistic hours to restore a plant after ransomware from data volume, restore speed, server rebuilds and validation.

Patch Exposure Window Calculator

Quantify how many system-days per year you remain exposed after a critical vulnerability is exploited, based on your patch cadence.

Vulnerability Backlog Burn-Down Calculator

Model open findings against remediation capacity to see when the backlog clears and how many people you need to hit a target date.

Cyber Incident Dwell Time Cost Calculator

Price the days between intrusion and detection, and between detection and containment, then test what faster detection is worth.

Reference tables

Unit of Measure Conversion Reference

Searchable table of common UoM conversion factors for ERP item masters, with exact definitions where they exist.

ISO Country and Currency Codes Reference for ERP Master Data

Look up ISO 3166 alpha-2, alpha-3 and numeric country codes with the usual ISO 4217 currency and decimal places.

Master Data Quality Dimensions and Metrics Reference

Searchable list of data quality dimensions, each with a definition, an ERP example rule and a measurable formula.

WhatsApp 24 Hour Window and Message Category Reference

Lookup of common ERP notification scenarios mapped to WhatsApp message category and whether a template is needed.

Checklists

ERP Security Posture Checklist

Work through 30 concrete security controls across access, patching, network, data protection, and monitoring, with the highest-risk items flagged.

ERP Month-End Close Checklist

A 32-point close checklist built for manufacturing ERP, covering transaction cutoff, inventory and WIP valuation, subledger reconciliation, and period lock.

IBM i (AS/400) System Health Check Checklist

A practical weekly and monthly health check for IBM i partitions running ERP such as JD Edwards World, covering storage, jobs, patches, security and recovery.

AS/400 (IBM i) Backup Verification Checklist

Verify that your IBM i saves actually completed, cover the right objects, are stored safely and can be restored, with critical items flagged.

IFS Cloud Upgrade Test Checklist

A grouped test checklist for IFS release updates and upgrades covering environments, core processes, integrations, reports, security and sign-off.

Tally Data Backup Checklist

A checklist for reliable Tally Prime backups: schedule, offsite copies, restore tests and year-end archives.

SYSPRO MRP Checklist

A checklist of the master data, parameters and review steps that decide whether SYSPRO MRP output can be trusted.

SYSPRO Upgrade Checklist

A phased checklist for upgrading SYSPRO: scoping, backup, customisations, test cycles and cut-over.

proALPHA Implementation Checklist

A 30 item checklist for planning and running a proALPHA implementation from scoping through hypercare, with critical items flagged.

Item Master Data Quality Checklist

A 33-point checklist for auditing item or material master records before they cause wrong MRP, wrong cost or wrong shipments.

ERP Report Rationalization Checklist

A step by step checklist to find, review, merge and retire ERP reports without breaking anyone's month end.

MRP Master Data Readiness Checklist

Check item, BOM, lead time, supplier and inventory data against what MRP needs before a go-live or a clean-up.

Sales Order Entry Checklist

A checklist for order entry staff to verify customer, PO, part and revision, pricing, dates, terms and credit before an order is released to production.

New Customer Account Setup Checklist for Manufacturers

Covers the information and approvals needed before the first order: legal and credit, tax, addresses, pricing, shipping, quality and ERP master data.

SQL Server Index Maintenance Checklist for ERP Databases

A practical checklist for index rebuilds, reorganizes, statistics updates and verification on SQL Server hosted ERPs.

ERP Database Backup Checklist

Check your ERP backup strategy for coverage, retention, encryption and, most important, tested restores.