SAP Business One Implementation Project Charter Template
A one-page charter prevents the most expensive Business One project problem: people assuming different scopes. This template records scope, goals, phases and sign-off before configuration begins.
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SAP Business One Implementation Project Charter Template
Project Charter
Customer: Hartwell Fabrication Inc. Partner: Example B1 Partner Ltd Sponsor: R. Whitfield, COO Project manager: S. Okafor Planned start: 2026-11-02 Target go-live: 2027-04-01
Business goals
Single stock record, production cost visibility, month-end close within five working days.
Scope
Entities and sites: One legal entity, one plant and one warehouse in Ohio, USA.
In scope: Financials, sales, purchasing, inventory, production orders, MRP, basic reporting.
Out of scope: Shop floor data collection, EDI with customers, historical data older than two years.
Systems replaced: Accounting package and spreadsheets for production.
Phases
| Phase | Key outputs | Exit criteria |
|---|---|---|
| Prepare and design | Blueprint, data plan, role matrix | Blueprint signed off |
| Build and configure | Configured test company, print layouts, reports | Configuration review passed |
| Data migration | Cleansed master data and opening balances | Reconciliations agreed |
| Test and train | UAT scripts passed, key users trained | UAT sign-off by process owners |
| Cutover and hypercare | Production live, issue log | Stable close of first period |
Risks
Poor BOM accuracy, key user availability, cutover during peak season.
Governance
A steering meeting is held monthly with the sponsor. The project manager reports weekly on progress, risks and decisions needed. Scope changes are logged and approved in writing before work begins.
Approval
Use as a starting point and adjust to your contract. This template is not legal advice and does not replace the statement of work or license agreement with your SAP partner.
Scope review
Share your draft scope and get a short written review of gaps from an ERP practitioner.
Optional. The tool and every export work without this. No spam.
How to use the template
Complete the fields with the sponsor and the partner in the same room. Be specific about sites, legal entities and what you will not do. Export the document, circulate it, and get signatures. When a request later falls outside the charter, point to the out-of-scope list and handle it through change control, not goodwill.
What a good scope statement says
For manufacturers, the dividing lines are production, planning and shop floor data. Business One supports production orders, bills of materials and MRP, but how deeply you use them depends on your process. State which items are made to stock, which to order, whether you use routing and time tracking, and how costing will work. Also state integrations, because EDI, e-commerce and barcode add-ons are separate effort.
- Entities, sites and currencies
- Modules and processes in scope
- Integrations and add-ons
- Data history to migrate
Phases and exit criteria
Every phase needs a test for completion. Without exit criteria, a project drifts from design into build with open questions. The table in the template gives one exit criterion per phase. Tailor them, and make sure someone from the customer side owns each.
Common mistakes
Writing goals as features rather than outcomes, naming no customer-side decision maker, and leaving data cleansing out of the plan. Cleansing usually takes longer than configuration because it depends on people who also have a day job.
Frequently Asked Questions
Who should sign the charter?
At minimum the executive sponsor, the customer project manager, the partner project manager and the finance lead. Finance signs because most Business One processes post to the ledger.
How detailed should the scope be?
Detailed enough that an unlisted request is clearly a change. Name sites, processes and integrations, and list explicit exclusions. Detailed requirements belong in the blueprint, not the charter.
Does the charter replace the statement of work?
No. The statement of work is a contract. The charter is the working agreement on goals, roles and governance. They should not contradict each other, so read them together.
How often should the charter change?
Only through change control. Record the change, its cost and schedule effect, and the approver, then issue a new version. Silent edits defeat the purpose of the document.
Netray works alongside ERP partners rather than replacing them. If AI reporting over your new Business One data belongs in your scope, we can help define it.
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