ERP OPTIMIZATION & AUTOMATION

Make your ERP work better.

Better systems. Smoother operations. More room to grow. We help businesses turn their ERP into a tool that works for all the roles using it.

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PRACTICAL SOLUTIONS FOR REAL BUSINESS NEEDS
ERP BOOSTINGERPB
Better connected.
Smarter inventory
Faster fulfillment
Better workflows
Fewer manual tasks
Higher productivity
Clearer financial insights
BUILT AROUND YOUR BUSINESSOPTIMIZEAUTOMATECONNECTGROW
WHAT WE DO

Less friction.
More momentum.

From everyday workflows to connected systems, we focus on improvements that make a difference to your team.

ERP Optimization

Optimize workflows around your business so intuitively that new employees can get started without training.

Workflow Automation

Reduce repetitive tasks and give your team more time to focus on what matters.

Dashboards & Reports

Help decision-makers understand the state of their entire business in one minute.

System Integration

Connect ERP, POS and other business systems to help information flow more smoothly.

Custom Tools

Imagine the possibilities. Explore examples of custom tools and features.

Support & Training

Build role-specific, self-guided training into your existing ERP so employees can learn as they work—without separate training.

SEE IT IN ACTION

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YOUR ERP DEMO

Inventory & Replenishment

Stock visibility, reorder points, stock movement and purchasing priorities.

Purchasing & Suppliers

Purchase orders, supplier information, approvals and procurement workflows.

Sales & Order Management

Order entry, fulfillment, invoicing and customer-facing workflows.

Finance & Accounting

Financial reporting, reconciliations and transaction workflows.

Data Quality & Migration

Data cleanup, standardization, imports and migration planning.

Roles, Access & Controls

Role-based access, approval steps and audit visibility.

Forecasting & Planning

Explore demand, sales and purchasing forecasts using available data.

Forms & User Experience

Simplify forms, navigation and daily tasks for different roles.

Monitoring & Maintenance

Review workflows, troubleshoot issues and refine solutions over time.

BUILT AROUND YOUR BUSINESS

Highly customized workflows & integrations

Design end-to-end workflows for your teams and connect external APIs, ERP, POS and other systems around your business needs.

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SIMPLE, FLEXIBLE PRICING

Practical solutions. Fair pricing.

Most services are provided before payment. Pricing and payment terms vary by project and will be discussed in advance.

DASHBOARDS

The right information for every role.

Basic Role Dashboard

Give each role quick access to important information.

$100 starting at

Super Dashboard

Bring a role’s key information, alerts, and tasks together.

$300 starting at

Executive & Multi-Location Dashboards

Business-wide and multi-location visibility tailored to your needs.

Custom quote
ROLES

Make work clearer for every team.

Basic Role Setup

Configure basic menus and permissions for an existing role.

$100 starting at / role

Super Role

Design role menus, permissions, a homepage, and shortcuts.

$300 starting at / role

Premium Role

Simplify a role’s operating process and permissions as much as possible.

$500 / role
WORKFLOW & AUTOMATION

Reduce repetitive work.

Basic Workflow

Automate simple actions within one step of a process.

$100 starting at

Multi-Step Workflow

Connect multiple steps and actions around your process.

Custom quote
CUSTOM SOLUTIONS

Built around your business.

The services below are quoted individually based on scope and complexity.

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Automation & development

SuiteScript customization, bulk data processing, automated task assignment, scheduled reports, exception alerts, and advanced workflows.

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  • Basic and multi-step workflows
  • Approvals and validation
  • Automated task assignment
  • Scheduled reports
  • Exception alerts
  • SuiteScript customization
  • Custom tools and scripts
  • Bulk data processing
  • ERP interface and form optimization
  • Role permissions and access review
  • Default values and quick-entry tools
  • Monitoring and performance optimization

Inventory & purchasing

Low-stock alerts, custom inventory overviews, out-of-stock tracking, replenishment, purchasing tools, and supplier reporting.

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  • Inventory overview and valuation
  • Low-stock alerts
  • Out-of-stock tracking
  • Replenishment suggestions
  • Inventory sales-cycle analysis
  • Slow-moving inventory reports
  • Inventory exception checks
  • Expiration alerts
  • Multi-warehouse inventory comparison
  • Inventory count tools
  • Case and unit conversions
  • Item transaction history
  • Purchasing workbench
  • Supplier price comparison
  • Purchase price alerts
  • Open purchase order tracking
  • Supplier performance reporting
  • Purchase approvals
  • Purchase order templates

Sales, warehouse & finance

Order management, customer tools, receiving and fulfillment, financial reporting, and operational dashboards.

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  • Sales quick links
  • Customer purchase history
  • Inactive customer reminders
  • Open order and fulfillment tracking
  • Customer statements
  • Customer credit alerts
  • Sales price checks
  • Product catalog generator
  • Customer ordering portal
  • Receiving and shipment workflows
  • Pick lists, packing slips and labels
  • Accounts receivable and payable reports
  • Financial dashboards and reconciliation support
  • Multi-company and store reporting

Integrations, data & analytics

ERP–POS and API integrations, data cleanup and migration, forecasting, reports, and multi-location analysis.

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  • ERP–POS integration
  • E-commerce integration
  • Logistics system integration
  • External API integrations
  • BI and reporting connections
  • Forecasting system connections
  • Customer and supplier portals
  • Multi-company data synchronization
  • Item data cleanup
  • Customer and supplier deduplication
  • Data quality reviews
  • Import templates and historical data
  • ERP data migration assistance
  • Multi-location data standardization
  • Revenue and demand forecasting
  • Purchasing forecasts
  • Forecast versus actual analysis
  • Sales peak-time analysis

Documents, support & training

Custom forms and PDFs, printing, role guidance, troubleshooting, ongoing support, and other tailored services.

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  • Invoice templates
  • Sales order templates
  • Purchase order templates
  • Packing slips and statements
  • Bilingual item names
  • Pack size and units on documents
  • Batch printing
  • Product catalogs and price lists
  • Label and barcode printing
  • ERP issue diagnosis
  • Role-based employee training
  • Operating guides and videos
  • Ongoing ERP support
  • Monthly maintenance
  • Script and workflow review
  • System usage review
A MORE HUMAN APPROACH

Good systems start with understanding your business.

Technology works best when it fits the people using it. We start by listening, then build practical improvements around your goals and everyday operations.

01

Listen & understand

Tell us about your processes, challenges and goals.

02

Design the right solution

We'll define the scope, priorities and a clear path forward.

03

Build, test & support

Put the solution to work and help your team get comfortable with it.

LET'S MAKE WORK FLOW

Let’s talk about your ERP.

Tell us what you want to improve.

We’ll contact you within 3 hours.
Your request will be saved for our team to review.