01Requirements and selection
Document what each team needs, then compare candidate systems against the same written requirements.
ERP and business systems
One system your whole business can run on.
Moving finance, inventory, sales and purchasing onto one platform touches every team. We help B2B companies plan the change, move the data, configure the system around how they work and get people ready for go-live.
Talk through your systemsShared data: customers, items, suppliers, accounts
Finance
Sales
Purchasing
Inventory
Projects
Reporting
Illustrative: the modules in scope depend on your business.
Services
From requirements to go-live
We can take on the whole project or the part where you need the most help.
02Implementation planning
A realistic plan with phases, owners, decisions to make and the people who need to be available.
03Data migration
Clean, map and test-load customers, items, suppliers and balances before anything goes live.
04Process configuration
Set up workflows, approvals and documents to match agreed processes, keeping custom work to a minimum.
05Integrations
Connect the system to the tools you keep, such as your store, CRM or payroll, with clear data ownership.
06Training and go-live
Role-based training, a cut-over checklist and support for the first weeks of daily use.
How an engagement works
Four stages, each signed off before the next
- Stage 1
Discover
Workshops with each team to record current processes, pain points and must-have requirements.
- Stage 2
Plan
Agree scope, phases, data to move and how success is checked, in a plan everyone has read.
- Stage 3
Build and test
Configure, migrate test data and run real scenarios with the people who will use the system.
- Stage 4
Go live
Cut over with a checklist, support the first period close and hand over documentation.
Planning a systems change?
Tell us which systems you use today, what you are considering and when you would like to go live. We will reply with how we would approach it.