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M-01 · Operations

ERP implementation services

An ERP built around how your operation actually runs, not textbook workflows

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Typical timeline
11–18 weeks + 4 weeks hypercare
Core team
Lead Architect, 2 Systems Engineers, Data Migration Lead
Primary platforms
Odoo · Microsoft Dynamics 365 · Zoho One
Method
IDEA · D-01 to A-02

Why the current way breaks

What this looks like on a normal Tuesday

Your stock count in the system never matches what sits on the physical warehouse shelf.

Operations heads lose hours every week chasing phantom inventory and reconciling counts by hand.

Purchasing orders materials by intuition because production schedules live in disconnected spreadsheets.

Capital is tied up in slow-moving stock while critical line items go out of stock mid-production.

Month-end financial close takes three weeks of copy-pasting numbers across four different software tools.

Leadership receives financial reporting too late to make timely operational adjustments.

Your previous implementation agency configured standard templates that your floor staff refuses to touch.

Staff drift back to shadow spreadsheets within months of go-live.

What we build

Engineered capabilities, not generic templates

C-01

Unified General Ledger & Financial Accounting

Multi-currency, multi-entity financial ledgers with automated journal entries tied directly to warehouse transactions and invoices.

Technical detail

Double-entry bookkeeping engine, automated reconciliation rules, real-time trial balance API.

C-02

Multi-Location Inventory & Lot Tracking

Granular stock tracking across physical warehouses, transit bins, and shop floors with FIFO/LIFO and serial/lot barcode tracing.

Technical detail

Perpetual stock valuation ledger, automated safety-stock triggers, GS1-128 barcode integration.

C-03

Demand-Driven Procurement Workflows

Automated replenishment requisitions derived from real sales run-rates, vendor lead times, and active production orders.

Technical detail

Dynamic reorder rules, multi-tier approval matrix, automated vendor quote RFQ dispatch.

C-04

Work Order & Shop Floor Execution

Routing, bill of materials (BOM), scrap tracking, and machine labor costing synchronized with operational work centers.

Technical detail

Multi-level BOM explosion, machine downtime telemetry, operator tablet UI with RFID badge login.

C-05

Enterprise Data Cleansing & Migration Pipeline

Pre-migration audit, automated de-duplication, format transformation, and staged trial cutovers from legacy databases.

Technical detail

Idempotent ETL migration scripts, delta syncing during parallel run, cryptographic record verification.

Outcomes

One ledger

Stock, orders and finance in one database

Replaces re-keying between separate tools.

Daily

Stock counts reconciled against transactions

Discrepancies surface the day they happen, not at month-end.

Scan-verified

Every stock movement

Barcode confirmation at each bin touchpoint.

Fewer hours

Spent balancing spreadsheets

We measure your baseline in discovery and report against it.

We measure your baseline in discovery and report against it. No borrowed percentages.

Automation built in

Workflows that run on top of this module

Low Stock → Automated Purchase Workflow

When warehouse stock drops below dynamically calculated safety levels, a purchase requisition is drafted, validated against vendor contract rates, routed for threshold approval, and transmitted.

  1. S1 · Trigger Stock Level Drop SKU below buffer
  2. S2 · AI step Demand Run-rate Check Lead time evaluated
  3. S3 · System Draft Purchase Order Contract price applied
  4. S4 · Human gate Manager Threshold Signoff Threshold > $5,000
  5. S5 · Notification EDI Vendor Transmission PO sent to supplier
Event-driven trigger with retry queue · human sign-off where set

Services

What we offer for Enterprise ERP

Buy one service or the whole set. Each card links to the page that covers it in depth.

Process mapping How Enterprise ERP work runs today, including the spreadsheets nobody mentions. Configuration Enterprise ERP set up on the platform that fits, standard features first. Data migration Existing Enterprise ERP records cleaned, de-duplicated and moved. Integrations Enterprise ERP connected to the tools that stay. Automation The repetitive Enterprise ERP paperwork automated, with approval gates. Training Role-based training and recorded guides for Enterprise ERP users. Support Fixes and improvements after go-live.

Approach map · Business systems implementation

How an Enterprise ERP project runs, week by week

Open any stage to see what we do, what you receive and what we need from you.

We sit with the people doing the work and map how orders, stock and money actually move today, including the spreadsheets nobody mentions in the first meeting.

What happens

  • Process walk-throughs with key users
  • Inventory of every data source
  • Quantifying where time is lost

What you get

  • Current-state process map
  • Data source and quality audit
  • Scope baseline

What we need from you

  • Sample invoices, orders and spreadsheets
  • Two-hour interviews with each department lead

Risk handled

Critical spreadsheets that management does not know staff rely on.

We design the data model, roles, approval rules and integrations on paper before anything is configured.

What happens

  • Data model design
  • Chart of accounts review
  • Approval matrix design

What you get

  • Solution blueprint document
  • Role-by-role screen wireframes
  • Data dictionary

What we need from you

  • Sign-off on the chart of accounts and permission structure

Risk handled

Sales and warehouse asking for conflicting things mid-build.

We provision environments, configure the standard modules to the blueprint, and build any approved extensions.

What happens

  • Environment setup and hardening
  • Module configuration
  • Approved custom development

What you get

  • Working staging environment
  • Configured modules matching the blueprint

What we need from you

  • Tax settings, bank details and branding assets
  • Named admin users

Risk handled

Configuration drifting away from what was agreed in the blueprint.

We extract customers, vendors, products and balances from your current tools, remove duplicates and load trial datasets you can check.

What happens

  • Migration scripts
  • Duplicate detection
  • Trial balance reconciliation

What you get

  • Staging database loaded with cleaned data
  • Reconciliation sheet

What we need from you

  • Decisions on flagged duplicates
  • Lists of inactive products and customers to archive

Risk handled

Bad legacy data being carried into the new system on day one.

We connect the system to the tools that stay: banks, e-commerce stores, payroll, shipping and anything else agreed in the blueprint.

What happens

  • API and webhook connectors
  • Error handling and retries
  • End-to-end integration tests

What you get

  • Tested integrations in staging
  • Integration runbook

What we need from you

  • API credentials and vendor contacts for connected systems

Risk handled

Silent sync failures that nobody notices until month-end.

Your staff test real scenarios in staging and learn the system role by role, with recorded guides they can return to.

What happens

  • Role-based training sessions
  • Scenario testing
  • Fix sprints on UAT findings

What you get

  • Signed UAT test matrix
  • Recorded training library

What we need from you

  • Key users available about four hours a week for testing

Risk handled

Staff meeting the system for the first time on go-live day.

We freeze the old system, move the final changes across, verify opening balances and switch over, usually across a weekend.

What happens

  • Final delta migration
  • Opening balance verification
  • Hardware and scanner checks

What you get

  • Live production system
  • Signed cutover checklist

What we need from you

  • A data-entry freeze on the old system at an agreed time

Risk handled

Downtime during trading hours.

The team that built the system stays on it after go-live: fixing issues on the day they surface, adjusting screens staff struggle with, and sitting with finance through the first month-end close.

What happens

  • Daily check-in with your project lead
  • Same-day fixes and small adjustments
  • First month-end close support

What you get

  • Hypercare issue log with resolutions
  • First month-end close sign-off

What we need from you

  • A 15-minute daily call with your project lead
  • Staff reporting problems as they happen, not at the end of the week

Risk handled

Early friction pushing staff back to the old spreadsheets.

With clean data in one system, we automate the repetitive work around it: invoice capture, reorder drafts, approval routing and alerts.

What happens

  • Automation opportunity review
  • Workflow and agent build
  • Monitoring and tuning

What you get

  • Live automation workflows
  • Monthly report of hours recovered

What we need from you

  • A ranked list of the bottlenecks you want gone next

Risk handled

The new system settling into a passive record-keeping tool.

Supported platforms

Where we implement this module

Microsoft Dynamics 365 Microsoft Dynamics 365 Best whenCompanies already operating deeply within Microsoft 365, Power Platform, and Azure. Platform details ERPNext & Frappe ERPNext & Frappe Best whenCompanies wanting complete software and data sovereignty without vendor lock-in. Platform details Odoo Enterprise Odoo Enterprise Best whenCompanies wanting ERP, CRM, Inventory, and Accounting unified in one single database without brittle connectors. Platform details Custom core Best whenYour process is your advantage and no platform's standard flow fits it. When we build custom

Hardware & ecosystem connectivity

Connected to the tools that stay

Zebratechnologies

Barcode & RFID

Zebra, Honeywell, GS1-128 scanners

FedexUpsDhl

Shipping & logistics

FedEx, UPS, DHL, ShipStation

StripeRazorpayAdyen

Payments

Stripe, Razorpay, Adyen, ACH & SEPA

Whatsapp

Messaging

WhatsApp Business API, SMS, email

ShopifyWoocommerce

Commerce

Shopify, WooCommerce

ApachekafkaRabbitmqRedis

Event streaming

Apache Kafka, RabbitMQ, Redis

Okta

Identity & SSO

Okta, Entra ID, OAuth 2.0, SAML 2.0

Claude

Document AI

Claude, OCR engines, form recognizers

For the technical evaluator

Data model and deployment guardrails

Data model & schema

Relational PostgreSQL schema with normalized transactional tables and audit trails on all ledger entities.

Migration & cutover

Phased staging with automated ETL scripts, de-duplication, checksum verification, and dual-entry dry run prior to cutover.

API surface & webhooks

REST & GraphQL endpoints for all CRUD operations, webhook listeners for ERP events, and bi-directional platform connectors.

Deployment & hosting

Single-tenant cloud VPS (AWS/DigitalOcean/Hetzner), high-availability PostgreSQL clusters, or customer on-premises Kubernetes.

Client work

Enterprise ERP work we have delivered

10 days to 1month-end close Excel & Paper to System Month-end close cut from ten days to one across a multi-state retail group Multi-state, India +30%lead to customer conversion Excel & Paper to System 30% more leads converted after an HVAC manufacturer left spreadsheet selling behind India, with global project delivery 4 systems to 1systems unified Excel & Paper to System One skills nonprofit, four disconnected systems, one unified platform Multi-entity, India

All 19 case studies

FAQ

Questions buyers ask before they sign

Cost, timeline, data migration and what we need from your team, answered plainly.

Ask us directly
How long does a typical ERP implementation take?

A standard deployment for a 20–200 person firm typically takes between 8 and 14 weeks from initial process discovery to hypercare. We do not do multi-year monolith implementations.

What happens to our historical accounting and inventory data?

We migrate active master records (clients, vendors, products, chart of accounts) and opening balances directly into the new system. Historical closed transactions are archived into a searchable data warehouse so your new system remains fast.

Can Ideentrix customize the ERP for our unique manufacturing or service process?

Yes. Our engineering principle is standard configuration first, custom extension second. Where your competitive operational advantage requires custom logic, we build dedicated modules on clean APIs rather than modifying core platform files.

How do you ensure floor workers actually use the new system?

We design stripped-down, touch-friendly interfaces tailored to specific floor roles (e.g. tablet pick-pack screen with 4 buttons) rather than forcing non-technical staff to navigate 50-field desktop ERP forms.

For a connected business

Modules that connect to this one

Operations M-04 Inventory & Warehouse Inventory & Warehouse Management Stock visibility down to the individual bin, shelf and serial lot Barcode & RFID Mobile Scanner Workflows Dynamic Putaway & Picking Routes Scan-verified Every pick and put-away 1 pre-built flow Explore module Operations M-05 Manufacturing & MRP Manufacturing Execution & MRP Plan production schedules based on actual machine capacity and material availability Multi-Level Bill of Materials Work Center Scheduling & Gantt Dispatch Planned Preventive maintenance against machine hours 1 pre-built flow Explore module Back Office & Finance M-03 Accounting & Finance Accounting & Financial Management Financial records that reconcile in real time, not three weeks after month-end Automated AP Document Extraction Three-Way Match Verification Direct Bank Feed & Automated Reconciliation Automated Invoice intake to draft journal 1 pre-built flow Explore module

Next step

Scope your Enterprise ERP project

Book a 30-minute consultation, or start the configurator with this module already selected.

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First call: 30 minutes · A senior consultant, not a sales rep