ERP integration

Connect your ERP to the work happening around it.

Your ERP may be the system of record, but orders, approvals, documents and updates often happen elsewhere. We identify where employees move data manually and assess how to connect the process reliably.

Book a 30-minute callOur approach
Work around the ERP
  1. InputOrder by email
  2. IntakeData extraction
  3. ERPSystem of record
  4. CheckData and status match
  5. ExceptionA person resolves conflicts
  6. OutcomeNo manual retyping

What we solve

What we cover in ERP integration

What integration can cover

Preparing orders from approved input, sharing customer or product data, synchronizing statuses and linking documents to approvals and invoicing.

What we examine first

ERP version and support, interfaces, customizations, source-of-truth rules, access, vendor limitations and internal IT responsibilities.

Connect, extend or replace?

Integration is not always the best answer. If a core system is no longer supported, cannot perform an essential function or creates unacceptable risk, an extension or replacement may be justified. We compare options by value, cost and risk.

How we work

Audit, Integration, Adoption.

We implement in stages. We agree the scope, test failures and recovery, involve users and define operating responsibilities. Client-side data preparation, access and testing are part of the plan.

  1. AuditWe find where employees move data into the ERP by hand and review the system.
  2. IntegrationWe connect the ERP with email, documents and applications, without downtime. A person approves sensitive steps.
  3. AdoptionPeople work with the connected process and approve its output. We measure retyping and corrections before and after.

How we work in detail

Retyping an order from email into a business system

From an order to an ERP record

Orders often start in email and are retyped into the ERP. An illustrative way to connect the flow:

  • Order data is prepared from approved input.
  • Conflicts with ERP data are flagged immediately.
  • The order status is synchronised back.
  1. Order by email
  2. Data extraction
  3. Check against ERP data
  4. A person resolves conflicts
  5. Record in the ERP
  6. Confirmation to the customer

systemautomationa person decidesoutcome

Illustrative example. Not a client case study.

What is holding back your growth today?

Book a 30-minute callWe go through one process and whether and where it makes sense to start with an Audit. Send us a messageDescribe the process where work gets stuck. We will get back to you.

The initial call is an introduction. The Audit and any further work are scoped and agreed separately.

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