Consulting • Process Study • ROI

Consulting & Process Study — turn processes into measurable outcomes

Deep process discovery, KPI-driven recommendations and an executable ERPNext roadmap — so your ERP delivers the improvements you expect (efficiency, cashflow, inventory turns and cost-outs).

Our Approach Request a Discovery Call

Why strategic ERP consulting matters

Most ERP projects fail to deliver predicted ROI because requirements were incomplete or processes were replicated as-is. Our consulting reduces risk by aligning ERP functionality with your business goals, governance and real KPIs.

Outcome-focused

We define measurable KPIs before any build work starts — lead time, inventory turns, DSO, and margin uplift.

Process-first

We map current-state processes, identify gaps, and propose target-state workflows optimized for ERPNext.

Risk reduction

Scoping, prioritization and small pilot runs reduce cost-overruns and late surprises during rollouts.

What we offer

A complete consulting suite designed for ERPNext adoption at scale.

Discovery & Process Mapping

Workshops, role interviews, process flows and SIPOC documents to capture real user needs.

  • 30–60 minute stakeholder workshops
  • Process swimlanes & exceptions catalog
  • System dependency & integration map

Requirements & Solution Design

Detailed functional requirements, gap analysis vs ERPNext, and recommended configuration vs customization decisions.

  • Functional Requirement Specification (FRS)
  • Process-to-ERPNext mapping
  • Customization vs configuration recommendations

Roadmap & ROI Modelling

Prioritized roadmap, milestone-based deliveries and an ROI model with expected payback periods and KPIs.

  • 3-phase implementation roadmap
  • Estimated benefits (man-hour savings, inventory reduction)
  • Payback & sensitivity analysis

Governance & Change Management

Role definitions, approvals, training plan and adoption KPIs to ensure long-term success.

Integration Strategy

API strategy, connector roadmap, and a low-risk integration plan (ecommerce, payments, shipping, custom systems).

Security & Compliance Advisory

Security posture review, data classification, backup & DR strategy aligned to compliance needs (GST, audit, ISO).

Our Consulting Approach — practical & fast

We blend discovery, engineering and organizational change to deliver measurable results.

Phase 1 — Rapid Discovery (1–2 weeks)

Kickoff, stakeholder interviews, data sampling and quick wins identification.

  • 10–15 stakeholder interviews (process owners & users)
  • Sample data & system access for profiling
  • Delivery: discovery report + recommended quick wins

Phase 2 — Deep Analysis & Design (2–4 weeks)

In-depth process mapping, FRS, integration specs and a prioritized backlog.

  • Process redesign workshops
  • FRS & solution design (config vs custom)
  • Delivery: solution design pack + implementation roadmap

Phase 3 — Pilot, Measure & Rollout (4–12+ weeks)

Pilot with a limited scope, measure KPIs, refine and scale to remaining teams.

  • Pilot implementation & UAT
  • Measurement plan & KPI dashboard
  • Scaled rollout plan with training and governance

Deliverables & How we measure success

Every engagement includes concrete deliverables and success metrics so you can track ROI.

Consulting Deliverables

  • Discovery Report & Process Maps
  • FRS & Integration Specifications
  • Implementation Roadmap & Timeline
  • Change Management & Training Plan

Success Metrics

  • Cycle time reduction (%)
  • Inventory turns improvement
  • Days Sales Outstanding (DSO) reduction
  • User adoption & process compliance rates

Governance Pack

  • Project RACI & escalation matrix
  • Quality gates & acceptance criteria
  • Audit trail & artifacts for auditors

Engagement models

Flexible models to fit your governance and procurement needs.

Fixed-scope (SOW)

Defined deliverables, milestones & acceptance criteria — ideal when scope is clear.

Sprint-based (T&M)

Iterative sprints for discovery-led projects where requirements evolve.

Advisory & Retainer

Ongoing advisory for leadership & program governance — monthly retainer with defined hours.

Tools, templates & IP we use

Proven artifacts that speed up delivery and reduce discovery time.

Process templates

SIPOC, swimlanes, RACI, and exception catalogs tailored to your industry.

Data profiling tools

Automated CSV profiling, schema validation & sample reconciliation scripts to reduce surprises during import.

ROI & KPI models

Pre-built calculators to estimate benefits (hours saved, inventory reduction, cost avoidance).

Case study highlights

Selected outcomes from recent consulting engagements.

Ceramic manufacturer — process redesign

Reduced order lead time by 35% and improved inventory turns by 22% through process redesign and ERP configuration.

Read Case Study →

Adhesives distributor — go-to-market

Standardized pricing and credit rules, reducing DSO by 18 days and improving cashflow.

Read Case Study →

Frequently asked questions

How long does a typical engagement last?
Short discovery projects: 1–3 weeks. End-to-end process & design: 4–8 weeks. Pilot + rollout: 2–6 months depending on scope.
Do you force customizations?
No. We prefer configuration-first and only recommend customizations when there is a clear, validated business need.
Can you work with our auditors or consultants?
Yes — we collaborate with internal or external auditors, and provide artifact packages required for audits and compliance reviews.

Ready for a consultation?

Book a no-obligation discovery call. We'll share a proposed discovery plan and estimated timeline within 48 hours.

Request a Discovery Call