Requirements and system selection
Map sales, purchasing, stock, accounting and reporting needs before committing to a product or customisation.
ERP, Accounting & Inventory FutureSync
Connect the information behind your accounts, stock and operations. We help you define the right business system, with an implementation plan your team can understand.
Discuss your ERP requirementsWhen accounts, purchasing and inventory live in separate files, it becomes harder to know which figures to trust. An ERP project should begin with the decisions your team needs to make, the records they use and the controls the business requires.
Map sales, purchasing, stock, accounting and reporting needs before committing to a product or customisation.
Identify what needs migrating, how it will be checked and which roles should be able to view or change information.
Agree milestones, configuration, testing and training so that the transition is organised around real business activity.
From discussion to delivery
Modules, users or licensing model, data quality, integrations, customisation and training determine scope. Confirm recurring licensing, hosting and support separately from implementation.
Define responsibility for user support, system updates, backups and changes before launch. Staff training should cover the actual workflows each role performs.
Before you get started
Migration starts with reviewing the source files and the destination system. Field mapping, clean-up and reconciliation need to be agreed before import.
No. Software supports records, controls and reporting. Your accounting professional should confirm the required accounting treatment, reports and statutory obligations.
That depends on the workflow. We first identify where standard functionality fits and where a genuine business requirement needs integration or custom development.
Your next step
A counter. A workflow. A building. An online presence.
Let’s start with your business.