NGO ERP Demo / POC Workbook
Run the same synthetic transaction sequence for each supplier and compare observed results with values calculated beforehand.
Method And Expected Result
Use pass, partial, fail or not demonstrated after the session. Record environment and configuration with each evidence reference. A pre-purchase demo does not replace acceptance of the delivered configuration.
Worked planning examples, not customer performance results. Changes stay in this page until exported; reloading resets them. Keep sensitive personal information out of this planning tool.
Working Sheet
| Test | Starting state and action | Expected result | Observed result | Status | Evidence | Owner |
|---|---|---|---|---|---|---|
| DEM-01 | Budget 20000; actuals 5000; commitments 3000 | Available 12000 | Not tested | Finance | ||
| DEM-02 | Approve eligible order 2000 | Commitments 5000; available 10000 | Not tested | Procurement | ||
| DEM-03 | Invoice 800 of the order | Actuals 5800; commitments 4200; available 10000 | Not tested | Finance | ||
| DEM-04 | Cancel 500 of remaining order | Commitments 3700; available 10500 | Not tested | Procurement | ||
| DEM-05 | Replay accepted payment event | One gift and posting; retry logged | Not tested | Integration | ||
| DEM-06 | Revoke restricted award access | Screen, direct request and export denied | Not tested | Security | ||
| DEM-07 | Ask AI about missing partner report | Missing evidence exposed; draft not approved | Not tested | Grant owner |
The Excel toolkit includes the Demo POC worksheet for this resource. CSV exports contain current values; Excel retains the calculator formulas.
