02 · ERP & Business Systems

ERP & Business Systems

Systems that fit how your business actually runs.

We implement ERP and accounting systems from needs assessment to go-live, covering the four things clients ask about most: data migration; process design for bills of materials, warehouses and multiple entities; training; and support after go-live.

Proof

Multiple properties and LLCs run and reported from a single Odoo login through an analytic-account design (property investment, USA).

What’s included

What we deliver

  • Needs assessment

    Your processes, reporting needs and constraints documented before any configuration begins.

  • Process design

    Sales, purchasing, inventory, bills of materials, warehouses and multi-entity structures designed around how you operate.

  • Chart of accounts design

    A chart of accounts and analytic structure built for your reporting, tax and management needs.

  • Data migration

    Opening balances, master data and agreed history migrated and reconciled before go-live.

  • Training & go-live

    Hands-on, role-based training and go-live support, followed by verification of the first period.

  • Post-go-live support

    Help with questions, fixes and improvements once the system is live, so it keeps fitting the business.

Who it’s for

A good fit if you are…

Suitable for businesses in many sectors. See how we work in specific industries.

  • Businesses outgrowing spreadsheets or entry-level accounting software
  • Companies replacing an ERP that no longer fits
  • Groups with several entities, warehouses or product assembly

What to expect

A planned start and a clear owner.

One named lead owns your engagement end to end — you always know who is responsible and what happens next.

  1. 01

    Discover

    We review your processes, systems and priorities, then agree scope, deliverables and fees in writing.

  2. 02

    Onboard

    Access, data and handover are completed against a checklist, with documented procedures.

  3. 03

    Deliver

    We deliver the agreed work on a fixed schedule and respond to requests through one channel.

  4. 04

    Review

    Regular reviews cover results, open items and improvements for the next period.

  • A named lead accountable for your engagement
  • Written scope and documented procedures
  • Scheduled reporting and review meetings

Platforms we work with

  • Odoo
  • Oracle
  • NetSuite
  • QuickBooks
  • Xero
  • Sage
  • MYOB
  • Power BI
  • Zoho Books
  • Zoho Analytics

Our work

All client engagements

Frequently asked questions

ERP & Business Systems questions

How long does an implementation take?

It depends on the modules, data volume and number of entities involved. We agree a timeline in writing after the needs assessment, and only commit to dates we can meet.

Can you work in the system we already use?

Yes. We can review and improve an existing Odoo, Oracle, NetSuite, Sage, MYOB, Xero, QuickBooks or Zoho Books set-up rather than replacing it.

Will you migrate our historical data?

Yes. Opening balances, master data and an agreed amount of transaction history are migrated and reconciled before go-live.

What happens after go-live?

We verify the first period with you, then provide support through an optional arrangement or alongside a Financial Operations retainer.

Do you offer onsite support?

No. Implementations, training and support are delivered remotely under our offshore model.

How is the work billed?

Implementations are usually a fixed-scope project fee agreed after the needs assessment; ongoing support is usually a monthly retainer.

Book a 30-minute call

A short, free discovery call to understand what you need and recommend the right starting point.