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Service 01

ERP Consulting & Implementation

Finance, supply chain and CRM on leading ERPs, including Microsoft Dynamics 365 — scoped, prototyped, configured for your country and supported long after go-live.

Best forNew ERP, upgrades & rescues
ScopeFinance · Supply chain · CRM
OutcomeOne system your team trusts
An operations manager checking stock on a tablet while a colleague scans cartons
Overview

An ERP that fits how you work — proven before you commit.

Most ERP projects go wrong in the gap between what was sold and what was delivered. We close that gap by showing you a working prototype of your own processes before you commit budget — then implementing in phases, with your team involved at every checkpoint.

As a Chartered Accountant-led team, we design finance, controls and reporting the way auditors and CFOs expect — and we configure local tax, e-invoicing, payment rails, languages and calendars for every country you operate in.

Who it's for

Growing companies moving off spreadsheets, Tally or legacy accounting
Businesses replacing an ageing ERP or consolidating several systems
Companies whose current ERP project has stalled and needs a rescue
Groups running multiple entities, currencies and countries
The Process

Step by Step

1
Step 01 · Discover

Discover & scope

We map your processes, entities, data and pain points, and agree the outcomes that define success — with AI-assisted discovery that turns weeks of workshops into days.

  • Process and pain-point mapping
  • Entity, currency and country inventory
  • Fit-gap against the target ERP
  • Success measures agreed with leadership
Deliverable: scope & fit-gap
2
Step 02 · Prototype

See it working first

We configure a working prototype on your own sample data, so your team sees real screens, approvals and reports before a single commitment is made.

  • Prototype of key end-to-end processes
  • Your chart of accounts and sample data
  • Walk-through with process owners
  • Gaps and changes captured early
Deliverable: working prototype
3
Step 03 · Plan

Costed plan you sign off

We turn the validated prototype into a phased, costed plan — timeline, work breakdown, roles and risks — so there are no surprises later.

  • Phased implementation plan
  • Work breakdown and timeline
  • Roles, responsibilities and governance
  • Risk and dependency register
Deliverable: signed-off plan
4
Step 04 · Build

Configure, localise & integrate

We configure the ERP in short sprints with weekly demos — including local tax, e-invoicing, payment rails, languages and calendars — and integrate it with your other systems.

  • Configuration in weekly sprints
  • Country localisation built in
  • Integrations through clean APIs
  • Reports and dashboards for each role
Deliverable: configured, localised ERP
5
Step 05 · Migrate & test

Migrate data and test end to end

We cleanse and migrate your masters and balances, then run end-to-end and user acceptance testing with your team, so go-live is a formality, not a gamble.

  • Data cleansing and migration
  • Reconciled opening balances
  • End-to-end and user acceptance testing
  • Cut-over rehearsal
Deliverable: tested system, clean data
6
Step 06 · Go live

Train & go live

Role-based training and a controlled go-live, with our team on hand through the first period-end close.

  • Role-based training and guides
  • Controlled cut-over and go-live
  • Hypercare through first close
  • Adoption tracking
Deliverable: live system, trained team
7
Step 07 · Evolve

Support & improve

After go-live we stay on: support, upgrades and continuous improvement — including adding AI, through ConnectAI, where it genuinely helps.

  • Ongoing support and upgrades
  • Continuous improvement backlog
  • New entities and countries rolled out
  • AI added where it earns its place
Deliverable: a system that keeps improving
What You Get

Deliverables

Scope, fit-gap and a working prototype before you commit
A phased, costed implementation plan
A configured ERP for finance, supply chain and CRM
Country localisation: tax, e-invoicing, payment rails, languages, calendars
Clean, reconciled data migration
Role-based training and hypercare through first close
Ongoing support, upgrades and improvement
Platforms

We implement and support leading ERPs, including Microsoft Dynamics 365, and our own products — Treasury Suite, Distodel, VanFlow 360, DevelopFlow 360, OneFlow 360 and Cadence 360 — work alongside them.

Questions

Good to Know

Can you take over a stalled ERP project?

Yes. We start with a short review of where the project stands, what works and what doesn't, then propose a recovery plan — prototype-first, so you see progress quickly.

We operate in several countries. Can one ERP handle that?

Yes. We set up multi-entity, multi-currency structures and configure each country's tax, e-invoicing, payment rails, language and calendar before go-live.

How do we know it will work before we pay for the full project?

You see a working prototype of your own key processes, on your own sample data, before you sign off the full plan.

Where does AI fit in?

Only where it earns its place — for example, finance questions answered from live ledger data through ConnectAI, with a person approving every action that matters.

Planning a new ERP — or rescuing one?

Book a free 30-minute call. You leave with a scoped next step.