Guides & checklists
ERP guides and checklists for Kenyan businesses
Choose software, compare costs and prepare your data with a clear set of questions. Start with the guide that matches the decision in front of you.
India guides: GST e-invoicing readiness, e-way bills and dispatch and Tally to VisionONE migration. Tools: the Kenya payroll calculator and the printable eTIMS integration checklist (PDF).
Choose your next ERP decision
Four focused guides, with examples and practical tools you can use with your finance, operations and implementation teams.
4 guides
What is KRA eTIMS?
Understand electronic invoicing, KRA’s official options and where ERP integration fits into your business workflow.
- Official solutions and OSCU / VSCU
- Invoice references and credit notes
- Links to current KRA guidance
ERP Cost Guide
Break down the full proposal, from licences and implementation to migration, training and recurring services.
- Software and rollout cost lines
- Three-year budget example
- Editable budget worksheet
ERP Selection Checklist
Take the same requirements to every vendor. Record the evidence, gaps and follow-up actions from each demo.
- 30 practical evaluation questions
- Live-demo scenarios
- Downloadable vendor scorecard
Data Migration Checklist
Prepare data owners, mappings and trial loads, then reconcile the records before the go-live decision.
- Seven stages with owners and evidence
- Mapping and reconciliation examples
- Editable migration worksheet
Downloadable tools
for the next conversation.
Open an editable HTML worksheet in your browser. No sign-up is needed; entries stay in your tab or the copy you download.
Three-year budget worksheet
Enter one-off and recurring amounts, then compare the included costs over three years.
Download worksheetIllustrative amounts; replace them with your quote.Vendor evaluation checklist
Record scores, evidence notes and unresolved must-have requirements for one vendor at a time.
Download worksheetScores reflect buyer judgement, not a vendor ranking.Mapping & reconciliation checklist
Assign owners, record mapping rules and document control totals and unresolved differences.
Download worksheetEvidence tracking supports your formal approval process.Budget and vendor tools prepared 12 October 2026; migration tool prepared 13 October 2026. Use the download control in each tool to retain your entries, and save a new copy after any further offline edits.
Turn reading into
a working decision.
Use each guide with a real process, a named owner and the evidence you need to move forward.
- Bring your records. Use anonymised invoices, reports and data samples to explain the work.
- Capture what remains open. Keep unanswered questions and follow-up owners beside the evidence.
- Agree the next step. Confirm scope, responsibilities and acceptance criteria before committing.
Using the guides
and their review dates.
Know what each resource helps you do and how to use its examples and downloads.
Published by VisionONE. Guide and tool dates are shown above; any formal technical or tax review should be identified on the individual guide.
Which ERP guide should we start with?
Start with the decision you need to make. Use the selection checklist to define requirements, the cost guide to compare proposals and the migration checklist to prepare your data. Read the eTIMS guide when you need to understand Kenya’s electronic invoicing options.
Can we download the checklists?
Yes. The three worksheet links above download editable HTML files that open in a browser. Each tool lets you download a copy with your entered values. JavaScript is required for calculations and saving populated downloads.
When were the compliance guides reviewed?
The eTIMS guide’s official KRA sources were checked on 12 October 2026. A source-check date is not a named professional review or a guarantee that guidance is unchanged. Follow the guide’s official-source links and confirm how current requirements apply to your business.
Are the examples actual prices or customer results?
No. The budget amounts and migration examples are labelled illustrations. Vendor scores represent your team’s judgement. Replace sample inputs with approved figures and evidence for your own project.