Daily Consultant Activities

Lesson Objective

The objective of this lesson is to explain the daily activities expected from an ERPNext consultant and how these activities support project delivery and customer satisfaction.

1. Daily Work Review

At the beginning of each working day, the consultant should review assigned tasks, meetings, tickets, pending customer points, and project priorities.

• Review assigned project tasks.
• Check open tickets or issues.
• Review today’s meetings.
• Check pending customer confirmations.
• Prioritize urgent or blocked items.

2. Customer Follow-up

The consultant should follow up with customers on pending requirements, testing feedback, data preparation, approvals, and open issues.

• Follow up on pending data templates.
• Follow up on UAT feedback.
• Confirm meeting actions and due dates.
• Escalate delays or blocked items to the project manager.

3. System Configuration

The consultant may configure ERPNext according to the agreed scope and approved business process.

• Configure master settings.
• Prepare workflows where applicable.
• Set up roles and permissions as agreed.
• Review forms, fields, and standard settings.
• Test the configured process before customer review.

4. Documentation

The consultant should document important project information clearly and on time.

• Meeting recap emails.
• Business requirements.
• Process notes.
• Testing results.
• Open points and risks.
• Change requests, if any.

5. Timesheet and Task Updates

The consultant should update tasks and timesheets regularly to reflect actual work progress.

• Log consumed hours accurately.
• Update task status.
• Add clear comments on completed work.
• Link time to the correct project or ticket.
• Avoid delaying timesheet updates until the end of the week.

6. End-of-Day Review

At the end of the day, the consultant should review completed work, remaining items, and priorities for the next day.

• Confirm completed tasks.
• Update pending points.
• Escalate blockers.
• Prepare for the next day’s meetings or activities.

Key Reminder

Daily discipline in follow-up, documentation, and task updates helps avoid project delays, improves visibility, and supports better customer communication.

Completion Confirmation

After completing this lesson, the learner should understand:

• How to organize daily consulting work.
• The importance of customer follow-up.
• The need to update tasks and timesheets regularly.
• The importance of daily documentation and escalation.