ERP & Business Systems
Finance, inventory, HR and operations joined into one system of record, integrated rather than replaced wholesale.
Overview
Finance runs in one system, stock in another and payroll in a spreadsheet, and at month end the numbers stop agreeing. The work is mostly integration and data: which system owns which record, how a change in one reaches the others, and what the close has to reconcile. Replacing everything at once is rarely the cheapest path, and rarely the safest.
- System of record mapping and master data
- Chart of accounts, ledger and period close
- Inventory, warehousing and stock valuation
- Procure-to-pay and order-to-cash flows
- Payroll, leave and employee records
- Integration with banking, e-invoicing and existing applications
- Roles, approval chains and the audit trail
What you receive
- 01A system-of-record map naming the owner of each master record and the direction every integration runs.
- 02The integration layer in your cloud account: connectors, retry and idempotency rules, and a nightly reconciliation that reports what did not match.
- 03Cleaned master data and opening balances, with the trial balance that shows the old and new numbers agree.
- 04A permission matrix, approval chains and the audit trail they write to.
- 05Runbooks for period close, payroll and e-invoicing submission, written for the people who run them rather than for the engineers.
- 06Reporting on a read replica, so a month-end report does not compete with order entry for the same database.
- Odoo
- ERPNext
- SAP Business One
- Oracle NetSuite
- PostgreSQL
- Debezium
- Apache Kafka
- ZATCA e-invoicing
- Power BI
How the engagement runs
An engagement starts with a read of what already runs: the systems in place, the spreadsheets covering what no system does, and the points where the same record is entered twice. The system of record for each domain is decided in writing before configuration begins, because that decision is the expensive one to reverse. Modules go live in a sequence the business can absorb, with the old system running in parallel until both sets of numbers agree. Migration is treated as engineering rather than as a data dump. Master data is deduplicated, opening balances are loaded, and the trial balance is reconciled before cutover. Period close, payroll and e-invoicing submission are rehearsed on real data with the people who will run them. After launch the integrations are monitored like the rest of the system, and a failed reconciliation reaches a person rather than a log nobody reads.
- One set of numbers for cash, stock and payroll, rather than a figure that changes depending on which system it came from.
- A record entered once reaches every system that needs it, without an end-of-day rekeying step.
- Period close and VAT filing stop depending on whoever knows the spreadsheet.
- Software already paid for stays in service, connected rather than discarded.
Tell us what you are building.
Send the outline and we will come back with an honest read on scope, sequence and what it takes to run it in production.