This context personalises every phase, every AI answer, and every document Simplement generates for you.
Haven't chosen yet? Simplement's first three phases guide the selection. Not sure you need a new system at all? That's exactly what Phase 01 and Gate 1 answer.
YOUR PROJECT DATA IS NEVER USED TO TRAIN AI MODELS
AI GENERATED CONTENT IS ILLUSTRATIVE GUIDANCE, NOT PROFESSIONAL ADVICE · PRIVACY NOTICE
Overview
Phases
Tools
Project
Go live target
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Current phase
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Project complete
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Tasks and sign offs across all phases
ALWAYS ON TOOLS
▣Document Library● LIVE
⚑Risk Register● LIVE
⇄Process Maps● LIVE
◧Vendor Comparison● LIVE
✎Decision Log● LIVE
PHASE TASKS · ONE LIST, WITH THE DOCUMENT ATTACHED WHERE A TASK PRODUCES ONE
Task
Responsibility
Start/End Date
Status
The plan lives in one place: the Project Plan is your single plan of record. Review it, expand the phases into tasks, and export it for steering sign off.
Process mapping: this phase runs on end to end process maps. Draft yours in the Process Maps tool, then confirm every step with your team.
StatusResponsibility
✎ CLICK ANY TEXT OR CELL TO EDIT IT. YOUR CHANGES SAVE AS YOU TYPE AND FLOW INTO THE EXPORT.
Drafting this document from your project context
Risk Register
Analysing your project context
Process Maps
Map how a process runs today, step by step. Simplement drafts it from your context, then your team confirms or corrects each step in a workshop. Confirmed steps feed your requirements and, later, your test scripts.
Drafting your process map
Project Team
Who is doing what. Fill in the names, adjust the roles to your organisation, and add rows for anyone missing. Change champions are part of the team, not an afterthought: Prosci's research puts well sponsored, well championed projects at several times the success rate.
Name
Business role
Project role
Vendor Comparison THE SIMPLEMENT VIEW
Not chosen a system yet? Answer six questions and get a ranked scorecard and quadrant across the established mid market ERP and FP&A platforms, scored by Simplement's own fit model. It's a shortlisting aid for Phase 03, not a decision, the decision comes from scripted demos and references.
THE SIMPLEMENT VIEW · JULY 2026. An independent opinion built from public information and hands on implementation experience, refreshed periodically. Simplement is not affiliated with, endorsed by, or reproducing the research of any vendor or analyst firm. Scores reflect fit for UK mid market finance teams against YOUR answers, they are not absolute product ratings. Always validate with scripted demos and reference calls, that's Phase 03.
Document Library
Every document across all eight phases in one place: status, responsibility and export. Each document belongs to the task that produces it, so signing off here completes the task in its phase.