These guides were built during the Lagowood, Savanna Trade, and Gulf Medica engagements. They are operational documents, not marketing collateral. No follow-up pitch. No nurture sequence. The tools are useful or they are not.
Used in the first ninety minutes of every engagement we run. Enter your email and the file arrives directly.
Map how your business actually runs before touching any software. Covers purchase-to-pay, order-to-cash, production, and payroll cycles. Complete it before any ERP conversation.
Recommended starting pointThe seven questions we ask every prospect before configuring a single field. Most businesses cannot answer three of them. If you cannot answer them either, the audit template comes first.
Which ERPNext modules your business actually needs, in what sequence, and which ones to leave off. Mapped by business type: trading, distribution, manufacturing, services.
30 checks that must pass before your first live transaction. Each item includes what happens operationally if it is skipped. The last thing we run through before handing control to the client.
If your business has not yet started an ERP evaluation, begin with the Workflow Audit. If you are already comparing vendors, the 7 Questions guide is the right entry point. When the tools are not enough, book the call.