ERP Implementation Help
The vendor sets up the software. The data migration, integrations to your other systems, reports, training and the cutover itself usually fall outside their scope. That's the part we handle.
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Not ready to talk? Try the free Admin Time Count to see where your team's hours go.
Want it measured first? Our $5,000 Process & Systems Audit gives you a map of where work and data get stuck, a measured baseline and a written plan. About the audit
Not ready to talk? Try the free Admin Time Count to see where your team's hours go.
Want it measured first? Our $5,000 Process & Systems Audit gives you a map of where work and data get stuck, a measured baseline and a written plan. About the audit
What we do for clients
Go-live is six weeks out. The vendor has configured the modules and run through the training slides. But nobody has decided which customer and supplier records come across, two of the four integrations haven't been tested, and the monthly gross-margin report the finance team lives by doesn't exist in the new system yet.
This is where most ERP projects stall. The software works. The work around it — getting the data across cleanly, connecting the ERP to your payroll, job system, e-commerce store and the accounts, rebuilding the reports people actually rely on, writing new procedures, planning the cutover so the business doesn't stop — is a different project entirely, and it usually lands on your own team, at the worst possible time.
We take that work off your plate. We sit alongside your ERP vendor, handle the data, integrations and reports, and stay through go-live and the first month-end. We're vendor-neutral, so our advice isn't tied to selling you a licence.
What Usually Falls Outside the Vendor's Scope
ERP vendors and their implementation partners are good at configuring the software. The work below is different: it depends on your data, your other systems and how your business actually runs, not on the ERP itself.
Data Migration and Cleansing
Mapping your customers, suppliers, items, open transactions and history from the old system. Cleaning duplicates, retired codes and inconsistent names on the way across. Running trial loads and reconciling back to the old system before go-live.
Integrations
Connecting the new ERP to payroll, CRM, job and field systems, e-commerce, warehouse, banking, or Xero and MYOB in other entities. Every connection has logging and alerts, so a failed sync is noticed rather than silently dropped.
Reports and Dashboards
The margin report, the WIP schedule, the aged-debtor view your finance manager opens every Monday — if they don't exist in the new system out of the box, they need rebuilding before anyone will trust it.
Training and Procedures
Vendor training covers the software. Your team also needs written steps for the new processes: how an invoice gets approved, where a delivery docket is entered, what to do when an integration fails. Without these, the old habits come back.
Cutover and Parallel Running
Planning the switch: which weekend, what gets loaded last, who checks what, and how long you run old and new side by side. A cutover that isn't rehearsed is the single biggest risk to a go-live date.
Post-Go-Live Fixes
The first month-end always turns up problems the test loads missed: an account mapping that doesn't reconcile, an integration that drops records under load, a report that worked in testing but not with live data. We stay close until it settles.
Where ERP Projects Go Wrong
ERP projects have a bad reputation. A lot of it is deserved. The vendor demo looks effortless, but the project behind it hits the same problems over and over. Almost none of them are about the software.
Data migration gets left until last. Somebody assumes the data will “just come across.” Six weeks before go-live the team discovers that the customer list has three spellings of the same company, item codes don't match between the old system and the new one, and nobody has decided how much transaction history to bring over. The migration ends up rushed, the opening balances don't reconcile, and the finance team spends the first month fixing it by hand.
Integrations are promised, not tested. The demo showed a “seamless connection to Xero.” In practice, the connector handles invoices but not credit notes, runs on a four-hour delay, and has no error handling. When it breaks on a Friday afternoon, nobody knows until Monday. Multiply that by four or five systems and you have the same retyping the ERP was supposed to eliminate.
Reports are an afterthought. The new system has a report builder, but none of the specific reports your finance manager or operations team use every week exist out of the box. Rebuilding them takes longer than anyone expected, and until they are ready, people fall back to exporting into Excel.
Nobody writes down the new process. The software changes, but the procedures don't. Staff are trained on the new screens, not on the new workflow. Within a month the team has reinvented the old workarounds inside the new system.
These problems are avoidable. They just need someone whose job is the data, the connections and the processes rather than the software itself. That's where we come in.
Before You Go Live
A rushed cutover is the fastest way to turn a good ERP project into a painful one. The data load, the integrations and the reports all come together on the same weekend, and anything that hasn't been rehearsed will surface when it costs the most to fix.
By the time the go-live weekend arrives, all of these should already be done and signed off, not still being figured out:
- At least two trial data loads have been run and reconciled against the old system, with sign-off from finance
- Every integration has been tested end to end with real data, including what happens when it fails
- The reports your team relies on have been rebuilt and checked against the old system’s figures
- Written procedures exist for the new day-to-day workflows (not just the software screens)
- A cutover plan names who does what, in what order, and how long each step takes
- The team has practised the cutover at least once on a test environment
- The old system is ready to be kept as a read-only archive, with someone who knows how to look things up in it
- There is a rollback plan in case go-live hits a serious problem
For a deeper checklist on the data side, see our data migration plan and checklist.
How We Work Alongside Your Vendor
Your ERP vendor handles the software. We handle the data, integrations and reports around it. Clear scope, no overlap, no finger-pointing.
Take Stock
Before the project starts, we list everything the old system touches: data, integrations, reports, scheduled jobs and the workarounds nobody remembers until they break.
Clean and Load
We clean the data, run trial loads into the new system and reconcile the totals. Your team checks the results. We keep running loads until the numbers match and the records look right.
Connect and Test
Integrations are built, tested with real data, and left running against the test environment long enough to find the edge cases. Reports are rebuilt and compared to the old system's figures.
Go Live and Stay
The final load is reconciled to the cent, integrations are switched over, and we watch everything through the first month-end. Problems that surface under real load are fixed straight away.
We work with whichever ERP you've chosen: NetSuite, Dynamics 365 Business Central, Acumatica and MYOB Advanced, Pronto, and others. We're vendor-neutral — our advice is based on fit, not on selling you a licence. If ERPNext is the right fit, we can also implement ERPNext end to end, running your operations alongside your accounting software.
Already Live but Stuck?
If the ERP is live and integrations keep failing, data doesn't reconcile, reports are wrong, or your team has built a layer of spreadsheet workarounds on top of the new system, the project isn't finished. The vendor's project team has probably moved on, but the problems haven't.
Our $5,000 Process & Systems Audit looks at what's going wrong and gives you a written report with fixes in priority order. Sometimes the answer saves you the cost of starting again.
FAQ
How long does an ERP implementation take in Australia?
It depends on the size of the business, how many systems are involved and how much data needs to come across. A straightforward implementation for a single-entity business with clean data can take a few months; a multi-entity business with years of history and several integrations is more like six to twelve months. The data migration and integration work almost always takes longer than people expect, so we plan it first and start early.
What is usually included in the ERP vendor’s scope, and what isn’t?
The vendor or their implementation partner typically handles licence setup, core configuration, standard modules, basic training on the new system and first-level support. What usually falls outside their scope: cleaning and migrating your data from the old system, building integrations to other systems (payroll, CRM, job systems, e-commerce), rebuilding the reports your team actually relies on, writing new procedures, and the reconciliation work that proves the data came across correctly.
Do you replace our ERP vendor?
No. We work alongside them. They handle the software; we handle the data migration, integrations and reports that sit around it. If you are also looking at ERPNext, we can implement that end to end — it runs your operations alongside your accounting software.
What happens to our old data?
We map your existing data, clean it (duplicates, retired codes, inconsistent names), run trial loads into the new system and reconcile the results back to the old system before go-live. Customers, suppliers, items, open transactions and as much history as you need come across. The old system is kept as a read-only archive so your team can still look things up.
Can you connect the new ERP to our other systems?
Yes. Most ERPs need to talk to other systems: e-commerce, warehouse, CRM, job or field-service systems, payroll, banking, or Xero and MYOB in another entity. We build those connections through the systems’ APIs, with logging and alerts so failures are noticed instead of silently dropped.
Our ERP went live but it isn’t working properly. Can you help?
Yes. The problem is usually the data, the integrations or reports nobody trusts, rather than the software itself. Our $5,000 Process & Systems Audit looks at what is going wrong and gives you a written report with fixes in priority order. We can then do the fix-up work or hand the report to your vendor.
How much does ERP implementation help cost?
It depends on how much data, how many systems and how much history is involved. We scope the work first and give you a fixed quote. The first conversation is a free initial chat — no cost and no obligation.
More questions about cost, time, risks and moving data? See our ERP implementation in Australia FAQ.
Related
Implementing an ERP or Fixing One That's Live?
Tell us where you are in the project. We'll tell you honestly where the risks are and whether we can help.
Free initial chat. No sales pressure - if we're not the right fit, we'll say so.
Prefer to talk? Call 1300 470 091
Got a spec or files? Email [email protected]
Not Sure Where to Start?
Our $5,000 Process & Systems Audit maps your current systems, finds the gaps, and gives you a written plan — whether you need an ERP or not. Or take the free five-minute self-assessment.
Or get in touch directly — call 1300 470 091