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What goes into an ERP requirements specification for an Irish company?
An ERP requirements specification for an Irish company is the controlled document that vendors price, the contract references and testers prove. I set it out by process, express VAT, EU listings, RCT, payroll journals and record retention as testable lines your tax advisor confirms, separate group template lines from Irish additions, add hosting, data transfer and access rules, and tie each line to demos and tests. The work is remote and vendor-independent.
Last reviewed by Vikas Saroj
Many ERP projects in Ireland begin inside a group: a parent in the US, the UK or continental Europe proposes a global template, and the Irish entity has to show what it needs on top. Other projects are Irish-owned companies replacing an accounting package that has been stretched too far. In both cases the requirements document decides what gets quoted, built and accepted.
As an independent consultant delivering remotely, my focus on this page is the specification as a document: its layout, the wording of Irish statutory and technical rows, the way priorities are agreed, version control, and how each row is carried into tenders, contracts and test scripts.
Workshops and process discovery sit on my Irish ERP business analyst page.
Every deliverable lives inside one register of requirements that the group, the vendor and your testers all read from.
A single register organized by process, with columns for the requirement, its origin in the group template or Irish practice, the person who raised it, its priority band and the evidence a tester must see.
Rows covering VAT codes and returns, EU sales listings, Intrastat where it applies, RCT for construction payments, payroll journals and retention of records, each marked for confirmation by your tax advisor.
Hosting location, transfer of personal data outside the EEA, single sign-on with group identity, approval evidence for group auditors, close-period performance and access for depots or site teams.
Banks, payroll provider, group consolidation, CRM, web shop and warehouse links described by sender, trigger, fields and error route, plus rows stating which records come across and how old ones remain readable.
Each row points to the vendor demo scenario that shows it and to the UAT script that proves it, so the group and the Irish team can see coverage at any point in the project.
For a group template proposed from abroad, a structured read that marks which Irish rows it covers in standard, which need configuration or an add-on and which are missing altogether.
Agree layout, scope and who owns what
Write and band every row
Release and protect the agreed text
When a parent company already runs an ERP, its requirements list often arrives in Dublin, Cork or Galway as a finished document. Signing it as it stands leaves Irish obligations to chance; rewriting it from scratch wastes the group's work. I structure the Irish specification as a delta: the group template stays intact as the core, and every Irish addition sits in clearly marked rows with a reason attached.
Each row records what the system must do, where the need comes from, who raised it, its priority band and what a tester would have to observe to accept it. A row about the VAT treatment of a cross-border service, for example, names the tax advisor as its source and describes the posting and report output expected. A row about approval limits names the group's control framework.
For Irish-owned companies without a parent template, the same register is built from the process work alone. Either way the register is organized by process: order to cash, procure to pay, inventory and distribution, projects or production where relevant, record to report, and the payroll boundary. The method behind it is on the ERP requirements gathering page, and the document style follows my BRD consulting conventions. Keeping core and delta apart also makes the later fit-gap review cheaper, because only the Irish rows need fresh analysis against the template.
Statutory needs belong in the register as rows with observable outcomes rather than a promise of local compliance. Typical Irish rows include:
E-invoicing deserves a forward-looking row. Ireland, like the wider EU, is moving toward structured e-invoicing and digital reporting, and public bodies may already expect structured invoices. The register asks each vendor how its product sends and receives structured invoices, for example over Peppol, rather than fixing a date. Every Revenue-facing row is confirmed by your tax advisor before release.
A specification that stops at business processes leaves the technical behavior of the system unwritten. A separate block of rows covers it.
Data protection comes first. The rows state where production data and backups may sit, whether personal data may be processed outside the EEA and on what documented basis, which subprocessors are acceptable, and what the processing agreement must cover. Your data protection officer sets the position and the register records it.
Group subsidiaries also need control rows. Where the parent works under formal internal control rules, for example because it is listed in the US, approval evidence, segregation of duties and change logs on master data become requirements in their own right. Single sign-on with the group identity platform usually belongs here as well.
Employee data needs care too. Activity logs, time capture and user reports should be configurable and documented, so the transparency information given to staff under GDPR stays accurate, and any arrangement with a union or employee forum can be respected in configuration.
Finally, performance and availability rows describe response times during the group close, behavior for depots, construction sites or field engineers on patchy connections, and backup and restore expectations. Exporters that issue customer documents in other European languages also list each output with its language and the native speaker on the team who checks it.
An interface named in one word, such as "bank" or "payroll", tells a vendor almost nothing. Each interface row in the register states the sending and receiving systems, what starts the exchange, which fields move, how often, who owns it and where a failed message is reported. Typical Irish entries are bank statement and SEPA payment files, the payroll provider's journal, the group consolidation tool, a CRM, a web shop and any third-party warehouse. The technical side continues on the ERP integration page.
Data takeover rows say which customers, suppliers and items come across, how much transaction history is worth bringing, how opening balances are agreed with the auditors and how the outgoing package stays readable for Revenue queries after its license lapses.
Priority bands follow MoSCoW thinking without scoring: rows the business cannot go live without, rows needed soon after, rows worth having if they are cheap, and rows parked for a later phase. Revenue-facing rows start in the first band. In a group setting, the parent and the Irish finance lead agree the bands together, which avoids the late surprise of a local need the group treated as optional. Disqualifying rows for the tender are drawn from the first band only.
Once released, the register is attached to the tender. Irish and UK partners alike reply row by row using fixed response codes and comments, so their answers can be laid side by side. The tender mechanics are covered under ERP RFP consulting, and the comparison of bidders continues on my ERP selection page for Ireland.
The contract or statement of work should cite the released version, and the partner's design documents should map back to its rows. Anything a partner described as standard in its reply should not later appear as chargeable development. During testing, each row is followed to its UAT script and recorded result.
Every release carries a version label, a release date, a named owner and a change log entry. The Irish financial controller signs the statutory rows, process owners sign their sections and the group sponsor signs the whole.
Specifications for Irish entities tend to be exposed in the same places: RCT left out because the template came from a group with no construction activity, no row for the payroll journal, data transfer questions unanswered, sterling handling assumed, and no plan to keep old records readable. Each of these is checked before the register goes out. Delivery happens online, with any visit by arrangement, and no vendor or partner pays me a commission. See my work in Ireland.
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Yes, and that is usually the easiest format for comparison. Each bidder receives the register with locked requirement text and empty response columns for coverage, method and comments. Answers then line up across bidders without retyping. The narrative parts, such as company background and scope, travel in a short covering document alongside the register.
Process owners sign their own sections, the Irish financial controller signs the statutory and control rows after the tax advisor has reviewed them, and the group sponsor signs the release as a whole. Recording each sign-off against a named version means later disputes can be settled by reading the document rather than by memory.
Yes. A partner draft can be a useful start, but it is written by someone who will later answer it. I review it for rows that cannot be tested, missing Irish statutory, technical and interface rows, bands that look inflated and phrasing tied to one product, then send back an annotated register with proposed additions.
By describing capability rather than a deadline. Rows ask whether the product can send and receive structured invoices, which networks and formats it supports, and how it stores the original file. Your tax advisor confirms which obligations apply as they take effect, and the register is updated in a new version when they do.
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