ERP Implementation & Integration

Business Process Analysis – Understanding current workflows, pain points, and improvement areas.

Requirements Gathering – Collecting functional and technical requirements from stakeholders.

ERP Selection – Choosing the right ERP solution (e.g., SAP, Oracle, Microsoft Dynamics, Odoo).

Project Planning – Defining scope, timeline, budget, and resources.

Module Configuration – Setting up ERP modules (finance, HR, sales, inventory, etc.) to match business processes.

Custom Development – Building custom workflows, reports, and user interfaces if needed.

Business Rules Setup – Implementing rules for approvals, validations, and automation.

Data Mapping – Matching existing data formats to ERP structure.

Data Cleansing – Removing duplicates, correcting errors, and standardizing entries.

Import & Validation – Uploading data into the ERP and ensuring its accuracy.

API Integration – Connecting ERP with CRMs, e-commerce platforms, POS systems, etc.

Middleware Setup – Using integration tools or services to bridge legacy and ERP systems.

Real-Time Data Sync – Enabling two-way communication between systems for consistency.

Role-Based Access Control (RBAC) – Defining user roles, permissions, and responsibilities.

Audit Trails – Enabling activity tracking and logs for compliance.

Security Configurations – Applying data encryption, password policies, and backups.

Unit Testing – Testing individual components or modules.

System Integration Testing (SIT) – Ensuring modules work together smoothly.

User Acceptance Testing (UAT) – Validating the system with real users before launch.

User Training Sessions – Educating staff on using the ERP system effectively.

Documentation – Providing manuals, how-to guides, and FAQs.

Change Management Support – Helping teams adapt to new workflows and systems.

Cutover Planning – Scheduling and executing the final switch from old systems to ERP.

System Go-Live – Launching the ERP system in a live environment.

Initial Support – Providing on-site or remote support during the early phase.

Troubleshooting & Bug Fixes – Resolving issues as users adapt to the new system.

System Optimization – Fine-tuning workflows and performance based on user feedback.

Upgrades & Enhancements – Implementing new features or modules as the business grows.

Dashboard Setup – Building visual dashboards for key performance indicators.

Custom Reports – Generating reports for finance, HR, operations, etc.

Real-Time Insights – Enabling decision-makers with up-to-date data visibility.