- Owner
- Alex Morgan · Independent advisor
- Version
- v1.0 · Approved Jul 20, 2026 · First approved version
- Where it lives
- Northstar engagement (Workbench, or client CompassOS if chosen)
Purpose
Identify how the new ERP changes each role’s daily work, so communication and training address real changes rather than system features.
Prerequisites
- Engagement kick-off held
- ERP design workshops scheduled with the integrator
Inputs
- Current-state process walk-throughs
- ERP future-state design
- Role list from HR
Steps
- Walk each affected process with its department lead and a super-user.
- For each role, list what changes: tasks, screens, decisions, reports and timing.
- Rate each change: low, medium or high impact on daily work.
- Note the support each role needs: awareness, practice, coaching.
- Review the assessment with the ERP program manager and correct it.
- Obtain sign-off and publish it to the program team.
Safety and quality checks
- Every affected role appears in the assessment.
- High-impact changes each have a named support action.
- No individual performance data is recorded.
Output and evidence
- Change impact assessment by role, signed off
Related roles and RASCI
From the process step “Assess change impact by role”, the one record the swim-lane map and matrix also read.
| Role | RASCI |
|---|---|
| Alex Morgan · Independent advisor | R |
| ERP program manager · Northstar | A |
| HR & training lead · Northstar | C |
| Department super-users (12) · Northstar | C |
Actions that use it
- Assess change impact for each of the 14 affected roles · Alex Morgan · Independent advisor · due Jul 31, 2026