ERP implementation
Fit-gap analysis, module configuration, workflows, roles and phased rollout with user training.
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ERP projects rarely fail because the software is weak — they fail because the process fit was never agreed. Surfytech maps your operations first, then implements, customizes and connects an ERP your teams can actually work in every day.
Every ERP ships with assumptions about how orders, stock, approvals and accounting work. When a project forces the business to change overnight, adoption quietly fails and teams rebuild their own spreadsheets.
We start with fit-gap analysis: what the platform already does, what must change, and what should stay outside the ERP. The result is a smaller, sharper scope with an adoption plan attached.
Workflows and approvals documented, then configured to match how teams really work.
Migration, cleansing and reconciliation before cutover, not after go-live.
Integrations to CRM, websites, payments and analytics with monitoring built in.
Issue handling, enhancements and reporting improvements under an agreed scope.
Each service can stand alone or combine into a phased programme with clear review points.
Fit-gap analysis, module configuration, workflows, roles and phased rollout with user training.
Plan the rolloutCustom modules, fields, validations and approvals where standard configuration falls short.
See capabilitiesTwo-way connections to CRM, websites, payments, logistics, WMS and analytics platforms.
Explore integrationVersion upgrades, platform changes and data migration with reconciliation and rollback plans.
Discuss migrationIssue resolution, performance tuning, reporting improvements and user enablement after go-live.
See support optionsShare your modules, users and current pain points. We’ll recommend implementation, customization or migration.
Talk through your ERPProcess, data, integration and change management planned together — because ERP value depends on all four.
Current and target processes documented, then matched against platform capability.
Cleansing, mapping, trial imports and reconciliation for masters, open orders and history.
Purchasing, inventory, production, sales, finance and service configured to agreed rules.
APIs and events connecting CRM, e-commerce, WMS, payments, payroll and reporting.
Operational and financial reports with definitions agreed with the people who use them.
Role design, segregation of duties, approval limits and audit trail configuration.
Role-based training, super-user networks, phased go-live and adoption measurement.
Post-go-live fixes, enhancements, dependency updates and periodic health checks.
Discovery → Fit-gap → Configuration → Migration → Testing & training → Go-live & support. Each phase ends with something your team can review.
Map processes, users, data sources, integrations and the decisions ERP must support.
Output: scope & prioritiesMatch platform capability against requirements. Decide what to configure, extend or keep outside.
Output: fit-gap report & blueprintBuild workflows, roles, forms and reports in iterations with your process owners.
Output: working configurationCleanse, map and trial-import masters, open transactions and history with reconciliation.
Output: validated dataFunctional, integration and user acceptance testing alongside role-based training.
Output: test results & trained usersPhased cutover with monitoring, hypercare support and a prioritised improvement backlog.
Output: live system & support planWe implement leading ERP platforms and build custom systems where nothing fits. The choice follows modules, scale, budget and internal skills.
Unit of measure, costing, traceability and approval rules differ by industry. We capture them during fit-gap rather than discovering them at go-live.
BOM, routings, scheduling, quality and shop-floor traceability connected to finance.
Manufacturing ERPOmnichannel orders, stock, pricing, promotions and store operations in one flow.
Retail ERPPurchasing, multi-location stock, picking, dispatch and supplier performance.
Distribution industriesInventory, scheduling, procurement and finance with carefully defined data access.
Healthcare technologyApproval limits, period close, reconciliation and reporting with auditable history.
Finance solutionsAdmissions, fees, procurement, campuses and grant reporting in one system.
Education solutionsThe scenarios below illustrate possible ERP approaches—not published client case studies or measured results. Ask us about relevant experience for your operations.
Challenge: Warehouse and finance disagree on stock, so purchasing decisions are made on gut feel.
Approach: Agree one owner per data field, synchronise movements and reconcile daily with exception reports.
Discuss ERP integration →Challenge: Purchase approvals stall because no one can see status or who is blocking the request.
Approach: Configure role-based approval chains with delegation, reminders and a visible audit trail.
Discuss workflows →Challenge: Duplicate customers and incomplete item masters stop the migration from being signed off.
Approach: Cleanse in stages with trial imports, reconciliation reports and a cutover readiness checklist.
Discuss migration →Here’s what to consider before starting an ERP project.
Ask about your ERP →Surfytech provides ERP fit-gap analysis, implementation, customization, integration, data migration, upgrades, reporting and support for both configured platforms and custom builds.
Configure when the platform covers most of your process, build when your operations are genuinely different or heavily regulated. Fit-gap analysis gives you an evidence-based comparison of cost, timing and risk.
Yes. We design two-way integrations for CRM, e-commerce, payments, logistics and analytics platforms, including monitoring, retries and reconciliation so data stays consistent.
We cleanse, map, trial-import and reconcile masters, open transactions and history in stages, with sign-off before cutover. Historical data volume and retention are agreed as part of discovery.
Timing depends on modules, user count, customization, integrations and data quality. Discovery produces a phased plan with milestones rather than a single unqualified date.
Yes. Support covers fixes, user questions, enhancements, integration monitoring and periodic health checks. Coverage, response expectations and cost are agreed before launch.
Tell us which modules you need, which system you use today and what must be live first. We’ll propose a phased plan with a scope you can review before committing.
No complete specification needed. A clear business goal is a great place to start.