Discovery is where ERP budgets are won or lost. We document your processes, match them against the chosen platform, and agree what is standard, what needs configuration and what needs custom work.
Order-to-cash, procure-to-pay, record-to-report and the processes specific to your industry, drawn as they really run.
Every requirement written down, prioritised and owned by a named person in the business.
Each requirement marked as standard, configurable, or a gap that needs development or a workaround.
How the system will be set up: entities, dimensions, approvals, integrations and reports.
What data moves across, from where, and which systems stay and need connecting.
A scope document and effort estimate you can sign off with confidence.
Structured sessions with each department, led by consultants who know the platform.
Process maps and requirements written up and reviewed with you.
Fit-gap against the platform, with demos of the tricky areas.
Agree the solution design, scope and plan for the build.
Procurement moved from paper and email chains to a single platform with three-level approvals and automatic sync to Zoho Books.
Services and platforms that usually go with this one.
Because a fixed implementation quote without discovery is a guess. Discovery protects you from change requests later and gives you an accurate budget.
Usually two to six weeks, depending on how many departments, entities and integrations are in scope.
The people who run each process day to day, plus a sponsor who can decide when departments disagree.
We show you the options: change the process, configure a workaround or build an extension, with the cost and risk of each.
