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ERPNext Implementation & Configuration

ERPNext, configured to how your business actually works.

Not the default module setup. Not dependent on custom code. Configured to fit the workflows your team already has, so the system gets used rather than tolerated.

No custom code. Ever.  ·  Configuration only  ·  Adoption included
Our platform
ERPNext
Open source ERP for growing businesses
Frappe Framework
The full-stack web framework underneath ERPNext
Configuration approach
Native capabilities only. No custom code written.
Self-maintainable
Your team can manage and update it without us
50+
Projects delivered internationally
8wk
Average time to first live system
0
Lines of custom code written per engagement
100%
Remote implementation. No site visits required.
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Configuration-only ERPNext implementation for growing SMEs.

ERPNext has everything a growing business needs built into it: accounting, inventory, purchasing, sales, HR, payroll. The configuration that connects those modules to how your specific business operates is the work.

We have delivered complete implementations without writing a single line of custom code. That is not a constraint. It is what keeps the system maintainable, upgradeable, and independent of outside developer intervention from the moment it goes live.

Custom code is a long-term liability for small businesses. It breaks on version updates, requires expensive developer intervention to maintain, and creates a dependency that is difficult and costly to exit. We do not write it.

The result is a system your operations manager can maintain, your team can use without training every time something updates, and you can upgrade when the time comes without rebuilding from scratch.

Built on Frappe. ERPNext is the world's leading open-source ERP, built on the Frappe framework. No licensing fees. Fully configurable. Actively maintained. Used by thousands of SMEs across the globe.

Founders and operations managers who have outrun their current tools.

We work with SMEs between 5 and 80 staff in manufacturing, trading and distribution, fresh produce and food and beverage, professional services, retail and wholesale, and medical supplies distribution. Across Kenya, Nigeria, UAE, and internationally.

The business has outgrown its spreadsheets

The tools are not keeping up. Manual reconciliations. Disconnected data. Reports that take three days to pull. Finance and operations working from different numbers.

A previous implementation failed

An ERP was implemented before. The team never adopted it. The consultant exited at go-live and nothing held. Starting again, properly, with adoption built in from day one.

The business is preparing for the next stage

A new market, a new product line, investor scrutiny on the financials. The operation needs infrastructure that holds at the next level of scale, not just at the current one.

Named deliverables. Not line items in a scope document.

Each of the following is a specific piece of work with a defined output. These are things we are already delivering. Named here so you understand what the engagement actually includes.

01
Pre-implementation process audit

Before the software is touched, we map how the business actually works. Purchase flow, sales cycle, inventory movement, payroll structure. The configuration is only as good as the process understanding behind it. This is the step most consultants skip.

02
Data architecture and cleanup

Chart of accounts built to your business structure. Item masters, customer records, supplier records, opening balances. The system reflects your actual numbers from day one.

03
Module configuration

ERPNext configured to your workflows in the sequence that makes operational sense. Accounting, inventory, purchasing, sales, HR, payroll. Regional compliance built in for Kenya, Nigeria, UAE, and any other market your business operates in.

04
Role-specific access and dashboard setup

Your warehouse manager does not need the full ERPNext menu. Neither does your accounts assistant. Access configured to match your team structure. Dashboards built for the decisions each role actually makes.

05
Team training and handoff documentation

Not a walkthrough of ERPNext features. Training built around how your team's specific workflows run in the configured system. Written documentation your team can reference without calling us.

06 · The differentiator
Post-go-live adoption monitoring

We do not exit at go-live. We monitor how the system is being used in the weeks after launch, fix what surfaces in real use, and stay until daily adoption by the primary users is confirmed. This is in the engagement agreement.

In writing, not just in the pitch.

If three months after go-live the team is not using the primary modules as their daily default, we continue working at no additional charge until they are. The implementation is not complete until the system is actually being used.

What this means in practice
Go-live is a milestone, not the end of the engagement
Real-use issues fixed after launch, not before
No exit until the primary users are using it daily
Written into the engagement agreement, not just stated verbally

The configurations we do most often.

Every implementation is scoped to the specific business. These are the starting points we come back to most often across industries.

Finance and Accounting setup

Chart of accounts, cost centres, tax configuration, invoicing workflows, bank reconciliation. The foundation every other module builds on.

Accounts Cost Centre Tax
Inventory and Stock management

Warehouses, stock items, reorder levels, valuation methods, purchase to stock flows. For businesses where inventory visibility is the core operational problem.

Stock Warehouse Buying
Sales and CRM pipeline

Lead capture, opportunity tracking, quotation to sales order flows, delivery, invoicing. The complete revenue cycle in one connected system.

CRM Selling Accounts
HR, Leave and Payroll

Employee master data, department structure, leave policies, attendance, payroll structure and processing. For businesses where HR admin is consuming too much manual time.

HR Payroll Leave
Multi-department integration

Connecting procurement, inventory, finance, and sales so information flows between departments without anyone manually moving data between systems.

All modules Workflow Reports
Project and Service business setup

Project templates, task assignment, time logging, expense tracking, project billing. For agencies, consultancies, and professional services firms.

Projects Timesheet Billing

From discovery to a live system your team actually uses.

Every ERPNext engagement follows the same five phases. The timelines vary by scope but the sequence does not.

01
Discovery

We map your current workflows, data sources, and the specific pain points you need ERPNext to solve. This shapes every configuration decision that follows.

1 to 2 weeks
02
System design

We design the module setup, chart of accounts, workflow rules, and data structure before touching the live system. You review and approve.

1 week
03
Configuration

We build the system in a staging environment. Modules configured, workflows set up, forms customised, print formats designed, roles and permissions defined.

3 to 6 weeks
04
Data migration and testing

Existing data is cleaned, mapped, and migrated. The full system is tested against real scenarios from your business before anyone goes live.

1 to 2 weeks
05
Training and go-live

Role-specific training for every user. Go-live support for the first two weeks. Documentation so your team is never dependent on us to answer basic questions.

2 weeks plus support
Who we implement for

ERPNext works across industries. Configuration is what makes it fit.

The same platform, configured differently for each business type. The modules, workflows, and data structures that work for a logistics company look nothing like those for a professional services firm.

Manufacturing
Bill of materials, work orders, production planning, quality control, inventory
Logistics and Freight
Procurement, inventory, fleet management, billing, supplier payments
E-commerce and Retail
Stock, sales orders, fulfilment, returns, accounting, multi-warehouse
Professional Services
Projects, timesheets, billing, expense claims, CRM, HR
Healthcare Operations
Patient management, pharmacy stock, HR, billing, compliance tracking
NGOs and Nonprofits
Donor management, project accounting, grant tracking, HR, reporting

What people ask before starting an ERPNext project.

Have a question that is not here? The discovery call is the right place to ask it. Free, 30 minutes, no obligation.

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Do we need a developer to use ERPNext?
No. ERPNext is designed to be configured without writing code. The system has a powerful set of built-in customisation tools that allow you to adapt forms, workflows, print formats, and reports to your business. Our entire approach is built around these native capabilities. You do not need a developer to implement it, and you do not need one to maintain it afterwards.
How is ERPNext different from other ERP systems like SAP or Odoo?
ERPNext is fully open source with no per-seat licensing fees, which makes it substantially more affordable for growing SMEs than SAP or most Odoo tiers. It is also built specifically with small and medium businesses in mind rather than being a scaled-down enterprise product. The Frappe framework it is built on is well-documented and has an active global community. The trade-off is that it requires proper configuration to work well, which is where we come in.
What happens if we need a feature ERPNext does not have out of the box?
In most cases, the feature exists but needs to be enabled or configured correctly. ERPNext has a very large native feature set that most businesses never fully explore. When a genuine gap exists, the first question we ask is whether the business process can be adapted rather than whether the system can be customised. In cases where a specific feature truly does not exist and cannot be worked around, we are transparent about that before the engagement starts rather than promising what we cannot deliver.
How long does a typical implementation take?
A focused single-department implementation typically runs 6 to 8 weeks from kick-off to go-live. A full multi-department rollout covering finance, inventory, procurement, and HR is typically 3 to 5 months. The biggest variables are data quality coming in, how quickly your team can make decisions, and how many departments are involved. We give you a scoped timeline before the engagement begins.
Can you migrate our data from our existing systems?
Yes. Data migration is a core part of every implementation we do. We handle the planning, cleaning, mapping, and import of your existing data whether it lives in spreadsheets, accounting software, or another ERP. Data quality going in determines data quality coming out, so we are deliberately careful about this phase. Bad migration is the most common reason ERPNext implementations fail and we treat it accordingly.
What ongoing support do you provide after go-live?
Every implementation includes two weeks of go-live support to catch and fix what real usage reveals. After that, we provide full documentation so your team can handle day-to-day administration themselves. We also offer ongoing advisory retainers for businesses that want continued support as they grow into the system or add new modules. Our goal is always to make you self-sufficient, not dependent on us.

Most businesses need process work before implementation. The 30-minute call is where we find out.

If you are ready, we can start scoping the same week. If you are not, we will tell you what needs to happen first. Either way, you leave the call with a clear answer.

Free discovery call. No proposal sent before we speak.