ERP & CRM Solutions
Extensions & Customisation
Ensure ERP/CRM modifications preserve upgradeability, maintain compliance and align with business needs.
Purpose
Ensure ERP/CRM modifications preserve upgradeability, maintain compliance and align with business needs.
Scope
- Differentiate between configuration (standard functionality), extension (external services, APIs, workflows) and customisation (core modifications)
- Define patterns for building extensions: side‑by‑side services, platform APIs, micro‑frontends
- Show how to implement user interfaces, business logic and reporting outside of the core to avoid upgrade lock‑in
- Provide version control and deployment strategies for extensions
- Outline testing and validation practices for extended systems
Deliverables
Extension strategy document and architecture patterns
Change impact assessment template
Testing and deployment workflows for extensions