From first call to an adopted system.
Four phases. Defined deliverables at every stage. Remote-first. No custom code. Minimum behaviour change from your team.
Book a call
Discovery
This phase begins with a 30-minute discovery call.
- Written brief covering scope, department priorities, and compliance requirements confirmed
- Project timeline confirmed and issued in writing
- Kick-off schedule confirmed
Access to one person per department for a 45-minute process walkthrough. Current tools and spreadsheets for reference. No preparation is required from your side before the walkthrough.
Operational Audit
- Process map per department
- Gap analysis report
- Compliance configuration requirements documented per your regulatory regime (UAE, KSA, Ghana, Rwanda, or other)
- Data architecture specification and migration plan
- Configuration brief signed off
No preparation needed from your side. We will work directly from your current accounting system, inventory records, and payroll data.
The full methodology behind the audit is documented in How It Runs, the Kuwa Advisory publication on Substack.
| Department | Process map | Gap report | Config priority |
|---|---|---|---|
| Finance | ✓ | ✓ | High |
| Inventory | ✓ | ✓ | High |
| HR / Payroll | ✓ | ✓ | Medium |
| Sales / CRM | ✓ | ✓ | Medium |
| Procurement / Buying | ✓ | ✓ | High |
Design and Build
Go-live preparation and training begin in the final two weeks of this phase while configuration is being finalised.
- Configured ERPNext instance
- Data migration tested against real business scenarios before go-live
- Permission structure and role-based access configured
- Print formats and invoice templates configured
- Role-specific training sessions with handoff documentation per role
- UAT completed and signed off
Two to three hours per week from a designated internal champion. This person does not need to be technical. All sessions are conducted over video call with written summaries issued within 24 hours. No in-person presence is required at any stage.
Not every implementation runs to plan. When it does not, the audit from Phase 02 surfaces the problem before configuration begins. That is what it is for.
Module scope is defined per engagement during Phase 02. The above reflects a standard trading or distribution configuration. Manufacturing, asset-heavy, and project-based implementations are scoped separately.
Handover and Adoption
Ongoing monitoring continues until adoption is confirmed. At that point the engagement closes or transitions to Operations Advisory.
- Go-live day support
- 30-day post-go-live check
- 60-day post-go-live review
- 90-day adoption review
- Usage monitoring and friction reporting for 90 days post-go-live
- Handoff documentation so your team is never dependent on us to answer basic questions
The team uses the system as their daily default. If they do not, we come back.
If the team is not on primary modules at day 90, we continue at no additional charge.
The process starts with one call.
You have read exactly how this works. The discovery call is 30 minutes. We will tell you within the first 15 whether implementation is the right next step or whether process work needs to come first.
No proposal before we speak. No in-person requirement.