ERP Selection, Design & Implementation

Resistance to change is normal, especially if your employees have been using your existing systems for a long time. That's why we developed a user adoption plan to help you guide staff through change. It's not a one-size-fits-all plan, instead, modules can be tailored to suit specific roles. After all, different roles use the software differently.

Testing is an important part of our service. We don't want to leave you with a system full of holes and bugs, so we take your feedback during the testing phase very seriously. Our experts can then address the usability issues you identify to make navigating the software easy and intuitive.

We recommend that you appoint an ERP champion for ongoing change management, who will act as a single point of contact should you need additional support or guidance from our expert staff. This provides a measure of comfort through continuity from one of your own - not one of us.

Our aim is to ensure a smooth handover. To this end, we provide comms templates and checklists to facilitate internal rollout.

Below is just a sample of some of the industries that have benefited from our ERP solutions.

• Agriculture and agri-processing with multi-location inventory
• Financial services with consolidated reporting and compliance tracking
• Nonprofits with grant, fund, and donor accountability
• SaaS businesses needing subscription and revenue workflows
• Healthcare operations with strict approval and audit requirements
• Retail distribution with stock, margin, and region-based analysis
• Logistics and warehousing with layered permission models
• Professional services with time billing and project costing

Making the change to ERP software should be stress and worry-free, but that's not always possible. Our solutions are designed to avoid the various risks that can trip up system integration. The primary way in which we achieve this is by working strictly within your budget, matching your team's capacity.

You get a detailed implementation plan before we do a single thing, so you can work through it and come back with feedback for us to make it more user-friendly and decrease risks specific to your situation.

We ensure all configurations are customised to your unique circumstances, documenting each step and testing as we go.

When the system is ready to be implemented, we do it phase-by-phase to ensure there are trackable checkpoints to measure progress and performance. This also allows us to identify common bottlenecks, which we can address immediately to keep implementation flowing smoothly.

Official implementation (go-live) is purposely planned with rollback steps if there are any hiccups. Support continues post-launch, so you can contact us should any issues arise.

Security is a priority wherever you go and whatever you do, so we ensure your data is protected by the best security and authorisation systems available. For example, when it comes to access, we implement role-based permissions for modules, reports, and workflows. Accessing journals, payments, and entries requires multi-layer approval flows.

It's possible to restrict visibility by department, region, or entity and set up read-only access for oversight teams or auditors. Some platforms allow password policies and two-factor authentication (2FA) options for an additional layer of protection.

Another security option enables you to establish document attachment rights, limiting user access for authorised personnel only.

Remember to update access and security settings when employees leave - you don't want to keep them on the approved list - and new hires start. In fact, it's a good idea to change settings regularly, especially passwords and authentication codes.

All actions, including system logs, are recorded and traceable, ensuring full audit trails to track activity across the system. This also meets regulatory compliance requirements, keeping you on the right side of the law.

We recommend Sage Intacct to support multi-entity consolidation in your business. Sage Intacct has features that enable each entity to retain local rules while sharing a central chart. Sage ERP software automates monthly consolidation, ensuring all transactions are accurate and traceable.

Dashboards provide essential information at a glance, as well as more in-depth reporting so executives can make informed decisions quickly. In fact, consolidated dashboards can be set to allow access to execs only, protecting valuable and sensitive business data from prying eyes.

The system also manages inter-entity eliminations, taking Excel out of the equation completely. This saves an enormous amount of time and eliminates human error, both of which cut costs while providing peace of mind.

The software can be customised for each entity, for example, reporting calendars can be scheduled to accommodate entities that close at different times. Reporting structures are also customisable and can be designed to mirror your organisation's chart. This enables you to view results by entity, department, or service line.

Bear in mind, we offer ongoing support, so contact us if you have any issues with multiple entity reporting.