ERPNext advice and planning

Find out whether ERPNext fits your business.

Not sure whether ERPNext will work for your business? We review how your team handles orders, stock, accounts, and approvals, then explain what ERPNext can cover and what needs extra work.

WHAT’S INCLUDED

What we do.

01

Business requirements

List the tasks, approvals, and reports each team needs, using examples from your daily work.

02

ERPNext recommendations

Show which needs standard ERPNext can meet and which need integrations, customization, or a different process.

03

Implementation plan

Recommend what to set up first, what data to prepare, and which decisions your team needs to make.

HOW DELIVERY WORKS

How we get
the work done.

STEP 01

Watch the complete task

Review real orders, returns, stock movements and reports with the people doing the work. Record what is slow, repeated or unreliable.

STEP 02

Demonstrate what ERPNext covers

Walk through the important tasks in standard ERPNext. List setup changes, process changes, integrations and custom code separately.

STEP 03

Give you a plan you can compare

Document requirements, priorities, gaps, data work and responsibilities so implementation quotes can be compared against the same work.

Read the 400-question requirements checklist

ERPNext advice and planning

Questions,
answered.

Can you help us decide whether ERPNext is right for us?

Yes. We compare your daily tasks and reporting needs with ERPNext before recommending implementation.

Can you review an existing ERPNext setup?

Yes. We review the tasks that are difficult, missing reports, and recurring problems, then recommend changes.

Does consulting include implementation?

Consulting covers the review and recommendations. Setup, migration, and development are quoted separately.

RELATED SERVICES

You might also need.

Let’s discuss your next project.

Tell us about your current systems or website, what needs to improve and what you want to achieve.

Book a free discovery call