Loading...

Skip to content
One system of record.

Custom ERP software solutions.
Built around how your business runs.

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.

  • Fit-gap before build
  • Phased rollout
  • Data migrated cleanly
Why ERP projects stall

Configure first.
Customize only where it matters.

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.

Configure, extend or replace? If an existing ERP mostly fits, customization and better integration may be enough. We compare that path against re-platforming before you commit budget.
  • 01
    Processes everyone can follow

    Workflows and approvals documented, then configured to match how teams really work.

  • 02
    Data worth trusting

    Migration, cleansing and reconciliation before cutover, not after go-live.

  • 03
    Interfaces that hold

    Integrations to CRM, websites, payments and analytics with monitoring built in.

  • 04
    Support after go-live

    Issue handling, enhancements and reporting improvements under an agreed scope.

What we deliver

From fit-gap to go-live.
And everything after.

Each service can stand alone or combine into a phased programme with clear review points.

ERP implementation

Fit-gap analysis, module configuration, workflows, roles and phased rollout with user training.

Plan the rollout

ERP customization

Custom modules, fields, validations and approvals where standard configuration falls short.

See capabilities

ERP integration

Two-way connections to CRM, websites, payments, logistics, WMS and analytics platforms.

Explore integration

Upgrades & migrations

Version upgrades, platform changes and data migration with reconciliation and rollback plans.

Discuss migration

Support & optimization

Issue resolution, performance tuning, reporting improvements and user enablement after go-live.

See support options
New ERP or improving one?

Let’s find the sensible first step.

Share your modules, users and current pain points. We’ll recommend implementation, customization or migration.

Talk through your ERP
ERP capabilities

Every layer. One accountable team.

Process, data, integration and change management planned together — because ERP value depends on all four.

Process mapping & fit-gap

Current and target processes documented, then matched against platform capability.

Data migration

Cleansing, mapping, trial imports and reconciliation for masters, open orders and history.

Module configuration

Purchasing, inventory, production, sales, finance and service configured to agreed rules.

Integrations

APIs and events connecting CRM, e-commerce, WMS, payments, payroll and reporting.

Reporting & analytics

Operational and financial reports with definitions agreed with the people who use them.

Security & roles

Role design, segregation of duties, approval limits and audit trail configuration.

Training & rollout

Role-based training, super-user networks, phased go-live and adoption measurement.

Support & optimization

Post-go-live fixes, enhancements, dependency updates and periodic health checks.

ERP sits at the centre of your systems. Explore system integration, CRM solutions and data analytics.
Our ERP process

Fit-gap first.
Then configure, migrate, train.

Discovery → Fit-gap → Configuration → Migration → Testing & training → Go-live & support. Each phase ends with something your team can review.

  1. Discovery

    Map processes, users, data sources, integrations and the decisions ERP must support.

    Output: scope & priorities
  2. Fit-gap

    Match platform capability against requirements. Decide what to configure, extend or keep outside.

    Output: fit-gap report & blueprint
  3. Configuration

    Build workflows, roles, forms and reports in iterations with your process owners.

    Output: working configuration
  4. Migration

    Cleanse, map and trial-import masters, open transactions and history with reconciliation.

    Output: validated data
  5. Testing & training

    Functional, integration and user acceptance testing alongside role-based training.

    Output: test results & trained users
  6. Go-live & support

    Phased cutover with monitoring, hypercare support and a prioritised improvement backlog.

    Output: live system & support plan
Platforms & tooling

The right ERP platform
for your size and sector.

We implement leading ERP platforms and build custom systems where nothing fits. The choice follows modules, scale, budget and internal skills.

  • SAP S/4HANAEnterprise process backbone
  • Oracle NetSuiteCloud ERP for growth
  • Dynamics 365Microsoft-connected operations
  • OdooModular open-source ERP
  • InforIndustry-specific suites
  • Sage IntacctFinance-led cloud ERP
  • QuickBooks EnterpriseSMB finance & operations
  • XeroCloud accounting platform
  • WorkdayFinance & people management
Platform choice comes after fit-gap. Comparing a configured existing system against a new platform on cost, timing and risk is part of the assessment.
Industries

ERP shaped by
how each sector operates.

Unit of measure, costing, traceability and approval rules differ by industry. We capture them during fit-gap rather than discovering them at go-live.

Manufacturing

BOM, routings, scheduling, quality and shop-floor traceability connected to finance.

Manufacturing ERP

Retail

Omnichannel orders, stock, pricing, promotions and store operations in one flow.

Retail ERP

Finance

Approval limits, period close, reconciliation and reporting with auditable history.

Finance solutions
Case studies & solution examples

See the problem.
Imagine the possibilities.

The scenarios below illustrate possible ERP approaches—not published client case studies or measured results. Ask us about relevant experience for your operations.

Illustrative · Stock accuracy

Two systems, two stock counts

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 →
Illustrative · Approval flow

Approvals waiting in email threads

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 →
Illustrative · Migration

A go-live blocked by dirty data

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 →
Frequently asked questions

Good questions.
Clear starting points.

Here’s what to consider before starting an ERP project.

Ask about your ERP →
What ERP services does Surfytech offer?

Surfytech provides ERP fit-gap analysis, implementation, customization, integration, data migration, upgrades, reporting and support for both configured platforms and custom builds.

Should we configure an existing ERP or build a custom one?

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.

Can you integrate the ERP with our CRM and website?

Yes. We design two-way integrations for CRM, e-commerce, payments, logistics and analytics platforms, including monitoring, retries and reconciliation so data stays consistent.

How do you migrate data from our current system?

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.

How long does an ERP implementation take?

Timing depends on modules, user count, customization, integrations and data quality. Discovery produces a phased plan with milestones rather than a single unqualified date.

Do you support the ERP after go-live?

Yes. Support covers fixes, user questions, enhancements, integration monitoring and periodic health checks. Coverage, response expectations and cost are agreed before launch.

Start your ERP project

Let’s build an ERP
your teams will work in.

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.

What happens next?

  1. Share your modules, integrations, users and current system.
  2. Discuss fit-gap, data migration, rollout and support needs.
  3. Agree the first phase and the scope for a proposal.