Skip to content
CareerBook ERP™Enterprise Education Operating System

ERP Guides

ERP Guides for Educational Institutions

Checklists and planning guides for evaluation committees and project teams. PDF downloads will be enabled as each guide is approved.

  • Guide

    Education ERP Selection Guide

    Structured criteria for comparing vendors and defining an EEOS-aligned shortlist.

    PDF · download TBCRequest access
  • Guide

    School ERP Requirements Checklist

    Functional and non-functional requirements for K-12 and school groups.

    PDF · download TBCRequest access
  • Guide

    University ERP Requirements Checklist

    Registrar, academic, examination and research-adjacent requirements for higher education.

    PDF · download TBCRequest access
  • Guide

    ERP Implementation Planning Guide

    Phasing, data migration, training and governance for education ERP programmes.

    PDF · download TBCRequest access
  • Guide

    Multi-Campus Management Guide

    Templates for central policy, local flexibility and consolidated reporting.

    PDF · download TBCRequest access
  • Guide

    Education ERP Finance and Reporting Guide

    Fee models, collections, reconciliation and leadership reporting patterns.

    PDF · download TBCRequest access
  • Guide

    AI in Education Administration Brief

    Use cases, governance and readiness considerations — aligned with roadmap labelling.

    PDF · download TBCRequest access

Let's build a smarter education ecosystem

Request a Demo

See how CareerBook ERP™ can unify admissions, academics, examinations, finance and governance for your institution. Join leaders who trust the Enterprise Education Operating System.