Support is available across the full ERP lifecycle—from presales as a service and solution architecting to hands-on implementation and ongoing system support. Whether selecting the right platform, configuring it to meet business needs, or troubleshooting after go-live, every step of our bridge is focused on ensuring the system drives value and performance.
Our areas of service and support, select item for further details.
PRESALES
Presales
Goal: Help ERP resellers and consulting firms outsource presales activities to close deals faster and scale without adding headcount
Challenge
Sales team lacks deep product knowledge Your sales reps struggle to explain complex ERP features or answer technical questions during demos.
You lose deals to better-prepared competitors Your team can’t respond quickly or convincingly during the sales cycle, leading to lost opportunities.
You can’t scale your team fast enough Adding full-time presales staff is expensive and time-consuming, especially when project work fluctuates.
Solution
Expert-Led Demos & Discovery We handle solution demonstrations and scoping calls with product fluency, helping your prospects see value faster and with greater confidence.
Rapid Response Presales Support We plug in as your presales resource—ready to build demos, tailor presentations, and respond to technical objections so you stay competitive.
On-Demand Presales Team We provide scalable, pay-as-you-go presales support—so you can bid on more projects without the overhead of permanent hires.
BUSINESS PROCESS REVIEW
Business Process Review
Goal: Help organizations uncover inefficiencies and realign operations through a comprehensive Business Process Review
Challenge
1. Processes are outdated, or inconsistent Teams are following tribal knowledge or legacy workflows that no longer serve the business.
2. Technology and tools are not aligned with business needs Your current systems and software don’t support how your team actually works.
3. Lack of cross-functional visibility and accountability Departments operate in silos, causing miscommunication and lost productivity.
Solution
End-to-End Workflow Mapping We document and evaluate every critical process across departments, identifying gaps, redundancies, and modernization opportunities.
Technology Alignment & Recommendations We assess your ERP and related systems, highlighting where automation, integration, or better configuration can drive efficiency.
Cross-Department Collaboration Plan We develop a future-state process framework that improves visibility, accountability, and communication across the organization.
ERP IMPLEMENTATIONS
ERP Implementations
Goal: Help companies implement ERP systems successfully and efficiently ensuring the system supports their business today and scales for tomorrow
Challenge
1. Fear of implementation failure or disruption Many companies worry the ERP rollout will be painful, go over budget, or disrupt day-to-day operations.
2. Lack of internal expertise to guide the project Your team doesn’t have the time or experience to manage a full ERP rollout.
3. ERP doesn’t fit the business post-launch Too often, businesses end up with a system that doesn’t reflect how they actually work.
Solution
Structured, Phased Implementation Plan follow a proven implementation methodology with clear milestones, stakeholder engagement, and minimal business disruption.
Experienced Project Leadership act as your ERP partner—managing timelines, resources, and vendor coordination while ensuring the system is configured to your needs.
Tailored Setup & User Adoption Support We conduct deep discovery sessions to tailor your ERP environment, then train users so the system is embraced—not avoided.
POST GO LIVE SUPPORT
Post Go Live Support on ERP Products
Goal: Provide companies with ongoing ERP support and optimization after go-live to ensure long-term success and system adoption
Challenge
1. Users are unsure how to fully use the system. Teams struggle with day-to-day tasks and aren’t confident navigating the new ERP.
2. System isn’t optimized for evolving needs Business needs have changed since go-live, but the ERP hasn’t kept pace.
3. Internal teams are overwhelmed with ERP questions. Your IT or finance team becomes the default help desk, distracting them from strategic work.
Solution
Ongoing User Training & Support We offer role-based training, live Q&A sessions, and on-demand help to build confidence and improve adoption across all teams.
Continuous Process & Configuration Reviews We evaluate how the system is being used and make adjustments to workflows, reports, and permissions to match evolving operations.
Dedicated ERP Support Desk We become your first line of support—resolving tickets, answering questions, and managing enhancements so your internal teams can focus on what they do best.
SOFTWARE SELECTION
Software Selection
Goal: Help companies confidently select the right ERP system by aligning software capabilities with business goals, budget, and growth plans
Challenge
1. Too many options and unclear differences The ERP market is overwhelming, and most vendors sound the same.
2. Internal teams lack experience evaluating software Stakeholders don’t know what to ask or how to evaluate demos effectively.
3. Fear of making the wrong decision Choosing the wrong ERP can cost time, money, and momentum.
Solution
Vendor-Agnostic Guidance provide an unbiased comparison of top ERP platforms based on your needs—cutting through the noise and focusing only on what fits.
Structured Evaluation Process We guide your team through requirements gathering, scorecard creation, vendor demos, and final selection—ensuring no detail is missed.
Future-Focused Fit Assessment We look beyond today’s pain points to evaluate how each ERP scales with your business, ensuring your investment pays off long term.
CUSTOM REPORTS
Custom Reports
Goal: Help companies unlock actionable insights by creating custom ERP reports that deliver accurate, timely, and decision-ready data
Challenge
1. Out-of-the-box reports don’t meet business needs Standard ERP reports are too generic and don’t reflect your KPIs, workflows, or departmental goals.
2. Reports are hard to generate or time-consuming Users spend too much time exporting, reformatting, and validating data in spreadsheets.
3. Decision-makers can’t trust the data Inaccurate or inconsistent reports lead to poor decisions and lack of confidence in the system.
Solution
Tailored Report Design build custom reports that reflect your unique business structure, making your data relevant, clear, and decision-focused.
Automation & Scheduling automate recurring reports and create dashboards that update in real time—eliminating manual work and improving accuracy.
Data Integrity & Validation ensure reports are built on clean, validated data, so leadership can trust the numbers and act with confidence.
ERP SYSTEM TRAINING
ERP System Training
Goal: Empower teams with effective ERP system training to boost confidence, reduce errors, and improve overall adoption
Problem
1. Users are unsure how to navigate or use the system New or existing staff struggle to complete basic tasks, leading to delays and frustration.
2. One-size-fits-all training doesn’t stick Generic, vendor-led training lacks relevance and leads to poor retention.
3. High turnover creates constant retraining needs New hires slow down operations while they get up to speed.
Solution
Role-Based, Hands-On Training deliver targeted training sessions designed for each user’s responsibilities—making the ERP intuitive and practical for daily use.
Customized Learning Paths We tailor content to your workflows and industry, using real data and examples so users learn in context, not in theory.
Ongoing Training & Documentation We provide reusable training materials, recorded sessions, and quick-start guides so your team stays supported long after go-live.
TRANSACTIONAL BOOKKEEPING
Transactional Bookkeeping
Goal: Help companies offload day-to-day bookkeeping tasks to improve accuracy, reduce overhead, and focus on strategic growth
Challenge
1. Books are messy or constantly behind Internal staff can’t keep up with daily transactions, causing reporting delays and compliance risks.
2. Hiring and training in-house staff is time-consuming and costly You spend more time managing bookkeepers than running your business.
3. Leadership can’t get clear financial visibility Without reliable bookkeeping, your reports are inaccurate, and decision-making suffers.
Solution
Timely, Accurate Transaction Processing handle daily entries—AP, AR, bank feeds, and reconciliations ensuring your books are clean, current, and audit-ready.
Reliable, Scalable Bookkeeping Support Our experienced team works as an extension of yours, without the cost or hassle of hiring internally. Scale up or down as your needs change.
Financial Clarity & Consistency We deliver accurate monthly financials, dashboards, and cash flow snapshots so you always know where your business stands.
FINANCIAL REVIEW
Financial Review
Goal: Provide businesses with outsourced financial review services to ensure accuracy, accountability, and strategic financial insight
Challenge
1. Leadership lacks confidence in financial reports Owners or executives aren’t sure if the numbers are right—or what they mean.
2. No internal controller or CFO oversight The books may be maintained, but there’s no expert oversight to ensure integrity or spot trends.
3. Missed opportunities or hidden risks Without analysis, you could be overpaying vendors, missing cash flow red flags, or leaving profit on the table.
Solution
Monthly or Quarterly Financial Reviews review your financial statements for accuracy and explain what they mean in plain language so leadership can make informed decisions.
Expert Oversight Without Full-Time Overhead We provide fractional controller/CFO-level review of financials, reconciliations, and KPIs—without the cost of hiring in-house.
Actionable Insights & Recommendations We go beyond reporting—highlighting risks, opportunities, and next steps that improve profitability and financial health.
