AGM - Digital Transformation

Role Overview

Functional Coverage

Key Responsibilities

1. ERP Implementation & Vendor Coordination

• Act as the primary interface between Gamlaa and the ERPNext implementation partner.
• Drive end-to-end ERP implementation execution across all departments.
• Define scope, timelines, and deliverables for each function.
• Conduct regular review cadences to track implementation progress.
• Ensure adherence to timelines, SLAs, and quality standards.
• Validate deliverables prior to internal acceptance.

2. Cross-Functional Alignment & Execution

• Coordinate with Sales, CRM, Operations, Procurement, Projects, Inventory, Maintenance, Accounting, and Finance teams.
• Ensure equal focus and implementation progress across all departments.
• Align workflows, resolve dependencies, and drive execution clarity.
• Act as the central point for business–technology alignment.

3. BRD Validation & Process Structuring

• Lead requirement gathering and ensure comprehensive BRD (Business Requirement Document) creation for all departments.
• Validate BRDs to ensure:
  • Completeness and clarity of requirements
  • Alignment with actual business processes
  • Coverage of edge cases and exceptions
• Ensure proper sign-off from stakeholders before implementation.
• Translate BRDs into structured workflows and execution plans.

4. Business Process Integration

• Ensure seamless integration across lifecycle:
• Lead → CRM → Order → Procurement → Inventory → Execution → Billing → Accounting → Finance → Collections → Reporting
• Embed financial controls, accounting workflows, and compliance requirements.
• Ensure alignment between operational workflows and financial reporting.

5. MIS, Dashboards & Business Intelligence (Power BI)

• Define and implement Power BI/ ERP Next based MIS frameworks across all departments.
• Ensure structured data flow from ERPNext into ERPNext reporting/ Power BI dashboards.
• Drive creation of dashboards such as:
  • Sales pipeline & CRM performance
  • Project execution & cost tracking
  • Inventory & procurement analytics
  • Financial dashboards (Revenue, Cost, Margins, Cash Flow, Receivables)
• Standardize reporting for leadership decision-making.

6. Implementation Governance & Tracking

• Establish structured tracking mechanisms for:
  • Implementation progress
  • Open issues and risks
  • Change requests
• Maintain visibility across all departments.
• Drive timely escalation and resolution of blockers.

7. UAT, Rollout & Adoption

• Coordinate User Acceptance Testing (UAT) across all functions including finance validations.
• Ensure issue closure before go-live.
• Drive phased rollout and stabilization.
• Ensure strong user adoption across all departments.

8. Continuous Improvement & Optimization

• Continuously review system usage, workflows, and Power BI/ ERP Next MIS outputs.
• Identify gaps, inefficiencies, and improvement opportunities.
• Work with stakeholders and vendor to enhance processes and system capabilities.
• Drive iterative improvements post-implementation to maximize business value.

9. Data Governance & Accuracy

• Ensure readiness and accuracy of master data:
• Customers, Vendors, Items, Projects, Chart of Accounts, Pricing
• Validate consistency between operational and financial data.
• Establish ongoing data governance practices.

10. Leadership Reporting & Visibility

• Provide structured updates to leadership on:
  • ERP implementation progress
  • Power BI/ ERP Next based MIS readiness and dashboard availability
  • Key risks, issues, and dependencies
• Enable data-driven decision-making across the organization.

Qualifications & Experience

• 6–12 years of experience in digital transformation / ERP implementation / PMO roles.
• Experience working with external ERP vendors or system integrators.
• Strong working knowledge of ERPNext (preferred).
• Hands-on exposure to Power BI / MIS / Python based dashboarding environments.
• Understanding of accounting and finance processes (billing, collections, reporting).

Core Competencies

• Strong BRD validation and process thinking
• Cross-functional coordination and execution
• ERP implementation understanding
• Power BI/ ERP Next based Business intelligence & MIS orientation
• Stakeholder management across business & finance teams
• Strong tracking, follow-up, and accountability