Service

ERPNext Implementation

From first conversation to go-live and beyond, we own the full implementation — discovery, configuration, data migration, training, and the change management that makes ERP actually stick. One accountable partner, zero hand-offs.

Discovery → Go-liveAll services
ERPNext Implementation

How it runs

Our implementation process

01

Discovery & gap analysis

Map current systems, interview users, document pain points, and identify the customizations you’ll actually need. We recommend in-person Discovery for better communication.

02

Solution design

Architecture document, data migration plan, integration map. You approve the design before we build.

03

Configuration & build

ERPNext setup, custom DocTypes, workflows, and integrations — with weekly demos throughout.

04

Training

Role-based training, a cutover checklist, office hours for Q&A, built-in Standard Operating Procedures (SOP) and Video tutorials

05

User Acceptance Testing (UAT)

Based on UAT checklist End-Users showcase our consultants they have understood and are all set for Go-live

06

Data Import and Go-live

Master data import, opening balances, accounting activity snapshot upload and validation.

07

Post-go-live support

30-day hypercare, optimization, and a clean transition into ongoing support.

The detail

What’s included

01

Accounting & finance

Full GL, AP/AR, bank reconciliation, and US GAAP financial reports.

02

Manufacturing

BOMs, work orders, MRP, job cards, and quality inspection.

03

Inventory & purchasing

Multi-warehouse stock, batch/serial tracking, procurement, and RFQ.

04

CRM & selling

Lead-to-order pipeline, quotations, and sales orders.

05

Reporting & dashboards

Real-time KPIs your leadership team checks daily.

06

Training & adoption

Department-by-department onboarding and change management.

Get started

Ready to replace the tools you’ve outgrown?

Book a free 30-minute discovery call. We’ll assess your current setup and tell you honestly whether ERPNext is the right fit.

Free, no obligation30 minutesReply within 1 business day