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Strategic ERP Consulting: Data-Driven. Process-Optimized. ROI-Focused.

Modern ERP systems are more than software – they are the digital nervous system of your company. Our consulting methodology is based on business process mining, value stream mapping and quantifiable ROI modeling. From initial technology assessment to continuous optimization, we architect ERP landscapes that create competitive advantage through operational excellence.

Our only goal: Measurable business outcomes through intelligent system architectures. With 47+ successful projects, an average of 35% efficiency gains and an 18-month payback period, we deliver proven results. This page documents our structured, evidence-based consulting approach – from strategic planning to post-go-live optimization.

To Methodology

ERP as Strategic Business Platform: Beyond Transaction Processing

Modern Enterprise Resource Planning systems orchestrate end-to-end business processes, consolidate operational data and enable real-time decision making through predictive analytics.

Target

Core ERP Capabilities: Unified Resource Orchestration

  • Process Automation: Workflow engine for 0-touch processing (e.g. automated invoice generation, payment matching, order fulfillment)
  • Resource Management: Real-time visibility over assets, personnel, inventory, capital and production capacity with constraint-based optimization

Business Impact: Average 40% reduction in manual tasks, 25% faster order-to-cash cycles and 99.5% data accuracy.

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End-to-End Process Integration: Single Source of Truth

  • Lead-to-Cash: CRM Integration → Automated Quoting (CPQ) → Contract Management → Revenue Recognition → Cash Application with full audit trail
  • Order-to-Fulfillment: Multi-channel order capture → Intelligent routing → WMS integration → Carrier selection → Customer communication (tracking/notifications)
  • Procure-to-Pay: Demand forecasting → Automated RFQ → 3-way matching → Supplier portal → Payment automation → Spend analytics

Your Benefits: Elimination of data silos, 60% reduction in manual reconciliation and instant cross-departmental visibility.

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Strategic Business Objectives: Measurable Transformation

  • Margin Protection: Automated cost tracking, dynamic pricing models and real-time profitability analysis → average 3-7% margin improvement
  • Scale Enablement: Standardized workflows, role-based automation and self-service portals → 5x faster onboarding of new employees
  • Data-Driven Leadership: Real-time KPI dashboards, predictive analytics and scenario planning → 50% faster strategic decision making
  • Compliance & Governance: Automated audit trails, GDPR/SOX controls and risk management frameworks → 90% reduction in compliance risks

Ruetech Consulting is your strategic partner for ERP-driven digital transformation. With our combination of technical depth, process excellence and change management expertise, we guarantee measurable business outcomes in every project.

Our Holistic ERP Consulting Approach

From initial potential analysis to continuous operation – we accompany you in every phase

1

System Selection & Vendor Selection

Choosing the right ERP system is critical to success. With our structured selection methodology, we identify the optimal solution for your specific requirements.

→ Potential Analysis

ROI calculation & savings potential

→ Architecture Design

Module selection & system integration

→ Requirements Engineering

Complete requirements analysis

→ Market Overview & RFP

Vendor evaluation by TCO

2

Process Analysis & Modeling

Efficient processes are the key to success. With BPMN 2.0 standards, we systematically document and optimize your business processes.

→ As-Is Analysis

Documentation of current processes according to BPMN 2.0

→ To-Be Design

Optimized process designs with quick wins

→ Automation Potential

RPA & workflow integration

3

Implementation & Customization

Agile development in 2-week sprints with continuous testing. We stay close to standard and minimize customization efforts for long-term maintainability.

→ System Configuration
→ Custom Development
→ API Integrations
→ Document Design
→ Business Intelligence
→ Change Management
4

Data Migration & Optimization

Professional data migration with proven ETL processes. We guarantee data integrity and quality through automated validation and multi-stage testing procedures.

Typical Migration Scope:
Master data (customers, articles, suppliers) • Transaction data (orders, deliveries, invoices) • Inventory data (warehouse, batches, serial numbers) • Financial data (chart of accounts, bookings, budgets)
5

Testing & Quality Assurance

Multi-stage testing according to ISTQB standards. According to Panorama Consulting, insufficient testing is one of the top 3 reasons for ERP project failures – we prevent this systematically.

Unit Tests Integration Tests User Acceptance Tests Performance Tests Security Audits End-to-End Tests
6

Go-Live Support

24/7 war room support during the critical go-live phase. Our experienced team is on-site to immediately identify and solve problems – for a smooth production start.

✓ Hypercare Phase: 4 weeks intensive support

Dedicated support team on-site • Immediate problem solving • Real-time system monitoring • Daily status meetings

7

Maintenance, Support & Upgrades

Continuous support and regular system upgrades keep your ERP up to date. We typically upgrade every 12-18 months to minimize costs and make features quickly available.

Support

24/7 ticket system, FAQ database, video tutorials

Maintenance

Proactive monitoring, bug fixes, performance optimization

Upgrades

Major version updates, feature rollouts, data migration

8

ERP-Audit & Health Check

Systematic analysis of your existing ERP system for efficiency, compliance and future viability. Ideal for legacy systems, stalled implementations or before planned expansions.

Audit Scope: Process analysis • System architecture review • Customization assessment • Performance analysis • Security assessment • Compliance check • Improvement potential • ROI optimization
Phase 1

System Selection & Vendor Selection

Strategic ERP selection through data-driven analysis and systematic vendor evaluation

A

Business Value Discovery & ROI-Kalkulation

Every successful ERP project starts with a crystal-clear business case. Through systematic value stream mapping, we identify inefficiencies in your current processes and quantify the optimization potential. Our financial models project in detail: capital expenditure, operating costs and expected savings over 5 years.

As-Is Process Analysis

Detailed process mining with time/cost tracking per workflow step

Target State Modelling

Future-state processes with automation opportunities & efficiency benchmarks

Financial Projection

TCO calculation: Implementation + licensing + support over 60 months

Deliverable: Executive business case report with investment summary, payback analysis (months), NPV/IRR calculation and risk-adjusted ROI forecast
B

Solution Architecture & Integration Design

The right system architecture is fundamental for long-term ERP success. We design your complete technology landscape: Which modules are needed? Which third-party tools do we integrate? What does the integration architecture look like? Our architecture design considers scalability, security standards and future-proofing.

We create detailed Integration Blueprints: API-Mappings, Data Flow Diagrams, Middleware-Architecture (Event-driven vs. Batch Processing), Master Data Strategy and Disaster Recovery concepts. Each interface is specified with Performance SLAs, Error Handling and Monitoring Requirements.

C

Functional Requirements & Feature Specification

Through intensive Stakeholder Workshops and Process Walkthroughs, we capture your complete functional & non-functional Requirements. We use MoSCoW-Prioritization (Must-have, Should-have, Could-have, Won't-have) combined with Business Impact Scoring – creating data-driven priorities instead of subjective wishes.

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User Stories with Acceptance Criteria

Concrete Use Cases with measurable Success Criteria

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Technical Requirements

Performance SLAs, Security Standards, Compliance Frameworks

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Integration Specs

API Definitions, Data Formats, Error Scenarios

D

Competitive Market Intelligence & Vendor Benchmarking

With our deep ERP market knowledge, we create a curated Vendor Shortlist that perfectly matches your Requirements. We evaluate ERP systems (Odoo, SAP, Microsoft, Oracle, NetSuite) and Implementation Partners based on objective criteria: Functional Fit, Technology Stack, Vendor Stability, Partner Expertise and Pricing Models.

Our Vendor Evaluation Framework:

  • Functional Coverage Analysis: Requirements-Match Score (% Coverage)
  • Technical Assessment: Cloud-native, API-first, Mobile-ready, AI-Capabilities
  • Vendor Health Check: Financial Stability, Product Roadmap, Customer Retention
  • Partner Capability: Industry Experience, Team Size, Delivery Track Record
  • Total Cost Comparison: 5-Year TCO Projection incl. Hidden Costs
E

RFP Orchestration & Contract Negotiation

We manage the complete RFP lifecycle: RFP document creation (based on your requirements document), vendor briefings, proposal evaluation, solution demos and technical deep-dives. Our standardized scoring matrices guarantee objective, comparable vendor assessments.

The due diligence process includes: technical architecture reviews, security audits, reference customer interviews, proof-of-concept for critical use cases and detailed commercial analysis (license models, maintenance costs, professional services rates, SLA penalties). Finally, we deliver an evidence-based recommendation with pros/cons matrix and risk mitigation strategy.

Phase 2

Process Analysis & Modeling

Systematic process optimization through BPMN 2.0 modeling and automation roadmapping

A

Process Discovery & Workflow Documentation

With modern Process Mining Techniques (Celonis, UiPath Task Mining), we capture your actual workflows – not how they should be, but how they really run. This data-driven analysis uncovers hidden inefficiencies: Where do bottlenecks occur? Which manual tasks cost the most time? Where are media breaks?

We create complete BPMN 2.0 Process Models for every core workflow: Order-to-Cash, Procure-to-Pay, Make-to-Stock, Service-to-Resolution. Each process step is documented with: average duration, frequency, involved roles, systems used, and error rates. This transparency is the basis for informed optimization decisions.

Output: Complete Process Repository with BPMN Diagrams, Process Performance Dashboard (KPIs per workflow) and Inefficiency Heatmap
B

Bottleneck Analysis & Root Cause Investigation

Not every inefficiency is equally important. With our Impact-Effort Matrix, we prioritize: Which bottlenecks have the greatest business impact? Which quick wins can we implement immediately? Our Root Cause Analysis goes deeper than symptoms – we identify the structural causes of problems.

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Quantitative Analysis

Cycle Time Analysis, Throughput Metrics, Resource Utilization Rates

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Qualitative Insights

Stakeholder Interviews, Pain Point Workshops, User Experience Shadowing

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Impact Quantification

Cost per Process Instance, Revenue Impact Delays, Customer Satisfaction Effects

C

Target Process Design & Best Practice Integration

Based on As-Is Analysis and Industry Best Practices, we design your optimized To-Be Processes. We consider: Your strategic goals, industry-specific requirements, compliance constraints, and change management feasibility. The goal: Workflows that are not only efficient but also practically implementable.

Lean Principles

Elimination of non-value-adding steps, waste reduction

Automation-First

Identification of RPA candidates, workflow engine opportunities

User-Centric Design

Intuitive workflows, minimal cognitive load, error prevention

Each optimized process receives measurable success criteria: Target cycle time, expected cost reduction, quality improvements, and user satisfaction scores. These KPIs are later used for go-live success measurement.

D

Automation Opportunity Assessment & Roadmap

Not everything needs to be automated immediately. We develop a pragmatic automation roadmap based on ROI/Complexity scoring: Quick wins first (high ROI, low complexity), followed by strategic initiatives (high ROI, high complexity). Low-ROI activities are deprioritized or eliminated.

Our Automation Framework distinguishes:

  • Level 1 - Basic Automation: Email notifications, automated reminders, document generation
  • Level 2 - Workflow Automation: Approval chains, conditional routing, status updates
  • Level 3 - RPA Integration: Data entry bots, system-to-system transfers, report generation
  • Level 4 - AI-Augmented: Intelligent document processing, predictive analytics, smart routing

The final roadmap shows timeline, resource requirements, dependencies, and expected benefits per initiative – so you can make informed investment decisions.

Phase 3

Implementation & Configuration

Sprint-driven development with configuration-first approach and continuous stakeholder integration

A

Agile Sprint Management & Iterative Development

Implementation following proven Scrum Framework: 2-3 week sprints with clear cadence. Each sprint begins with planning (story pointing, capacity planning), includes daily stand-ups (progress tracking, blocker resolution), and ends with sprint review (demo of increments) plus retrospective (continuous process improvement).

Each sprint delivers deployed, testable features to your staging environment – you see continuous progress, can provide feedback, and adjust priorities. This transparency and flexibility minimizes the risk of misdevelopment: Issues are identified early, not at project end.

Sprint Cadence: Planning (Day 1) → Daily Stand-ups (15min) → Development & Testing (Days 2-9) → Review & Demo (Day 10) → Retrospective & Planning Next Sprint
B

Configuration-Over-Customization Philosophy

Our philosophy: Maximize standard features, minimize custom code. Why? Standard features are: battle-tested, upgrade-safe, well-documented, and cost-efficient to maintain. Target: 80-85% configuration, only 15-20% custom development for genuine business differentiators.

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Standard Configuration

Module setup, field customization, workflow configuration, report designer

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Low-Code Extensions

Computed fields, automated actions, server actions without Python code

Code
Custom Development

Only for critical business logic, complex integrations, specific industry requirements

Each configuration decision is documented with business rationale – so future teams (internal or external) understand the "why" behind the "how". This minimizes technical debt and facilitates upgrades massively.

C

Custom Module Development & API Integration

Where custom development is unavoidable, we develop according to industry best practices: Modular architecture (loose coupling, high cohesion), API-first design (RESTful endpoints), test-driven development (TDD with >80% coverage), and clean code principles (SOLID, DRY, readable naming).

Code Quality Gates

Mandatory code review, SonarQube quality scans, SAST security checks

Performance Standards

Load testing, database query optimization, caching strategies

Documentation

Technical docs, user guides, API specifications (OpenAPI/Swagger)

Definition of Done: Feature functionally complete, all tests green, code reviewed & merged, documentation created, deployed to staging, and accepted by product owner.

D

Continuous Staging Access & Transparent Progress Tracking

You have 24/7 browser access to your staging environment – test new features anytime, experiment with real data (anonymized production data), train power users. No "big bang reveal" at project end, but continuous transparency and feedback loops.

Your Project Dashboard shows real-time:

  • Sprint Progress: Completed vs. planned story points, velocity trends
  • Feature Status: In development, in review, testing, done
  • Quality Metrics: Test coverage %, open bugs (by severity), technical debt score
  • Timeline: Milestones, dependencies, risk items, forecasted completion
Phase 4

Data Migration & Optimization

Automated ETL pipelines with data quality assurance and zero-downtime migration strategy

A

Data Profiling & Migration Architecture Design

Successful data migration starts with thorough understanding of your legacy data: Structure, quality, relationships, and business rules. Through automated data profiling tools, we analyze: Completeness (% missing values), accuracy (plausibility), consistency (rule conformity), and duplicates (redundancies).

Source System Analysis

Database schema extraction, data volume assessment, relationship mapping

Quality Scoring

Automated quality checks: Null values, format errors, orphan records

Cleansing Strategy

Deduplication rules, format standardization, missing data handling

Based on this analysis, we design the migration architecture: Which ETL tools do we use? What do the transformation rules look like? Which data cleansing steps are necessary? The goal: Clean, structured, relationship-preserving data in the new system.

B

ETL Development & Transformation Logic

We develop robust, repeatable ETL pipelines (Extract-Transform-Load): Python-based scripts with comprehensive error handling, logging, and recovery mechanisms. The transformation logic maps old schema → new schema considering business rules and data type conversions.

Typical Migration Scope (adapted to your needs):

  • Master Data: Customers, suppliers, contacts with address validation & deduplication
  • Product Data: Article master, categories, variants, pricing, media assets
  • Transaction Data: Sales orders, deliveries, invoices with full document history
  • Procurement: Purchase orders, supplier invoices, payment terms & tracking
  • Inventory Data: Stock levels, multi-warehouse, lots/serials, inventory movements
  • HR Data: Employee master, contracts, org structure, time sheets
  • Financial Data: Chart of accounts, journal entries, cost centers, cash flow history
C

Multi-Stage Testing & Validation Framework

Our migration scripts are idempotent (repeatable without duplicate creation) and fully traceable (every record tracked with source ID, migration timestamp, validation status). Pre-go-live, we perform at least 3 mock migrations – each time we learn, optimize, and eliminate edge cases.

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Automated Validation

Record count checks, referential integrity, business rule validation

Sync
Reconciliation Reports

Source vs. target comparison, delta analysis, exception handling

Target
User Acceptance

Sample data verification by business users, critical record spot-checks

Quality Promise: 99.9%+ data accuracy through automated validation suites and multi-stage testing protocol
D

Go-Live Migration Strategy & Delta Sync

On go-live day: Final delta migration synchronizes all changes since last mock migration (typically 1-2 weeks). Our migration window is optimized: Parallel load processing, batch optimization, and performance tuning minimize downtime (typical: 4-8 hours, depending on volume).

Post-migration: Immediate validation checks, reconciliation reports, and hot-fix readiness. We have rollback procedures ready (in case critical issues arise) and monitor system performance intensively in the first 48 hours. Our track record: 99% successful first-time migrations over 47+ projects.

Phase 5

Testing & Quality Assurance

Comprehensive QA strategy with multi-layer testing and 95%+ coverage before production deployment

A

Developer Testing & Code Quality Assurance

Quality starts at code level. Every code commit goes through automated quality gates: Unit tests (TDD approach with pytest/jest), code quality scans (SonarQube for technical debt, cyclomatic complexity, code smells), and security scans (SAST tools for vulnerability detection). Pull requests are blocked until: all tests green, code coverage >80%, no critical security issues.

Automated Unit Testing

Test-driven development: Tests written before implementation

Peer Code Review

Mandatory review by senior developer before merge, documentation check

CI/CD Pipeline

Automated build, test, deploy to staging with every commit

Quality Gate: No features go to staging without successful unit tests, code review approval, and security clearance
B

Functional Testing & Feature Validation

After development testing: Functional acceptance by product owner. Each feature is validated against original acceptance criteria in staging environment. Test cases based on user stories: "As [role] I want [action], so that [business value]". Success = all acceptance criteria met + no regression in existing features.

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Test Case Management

Structured test cases with steps, expected results, actual results

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Bug Tracking & Triage

Issues logged with severity (Critical/High/Medium/Low), priority assignment

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Acceptance Sign-Off

Formal approval process: Product owner must sign-off before UAT phase

C

User Acceptance Testing (UAT) & Business Validation

2-3 weeks dedicated UAT phase with your key users and power users. We deliver: structured UAT test scripts (based on real-world scenarios), test data sets (anonymized production data), defect tracking system, and coordination support. UAT focus: Business process validation, usability assessment, performance under realistic load.

Our UAT Framework includes:

  • Test Preparation: UAT test plan, user selection, environment setup, training sessions
  • Test Execution: Coordinated testing cycles, daily status meetings, issue escalation protocols
  • Defect Management: Bug logging, priority assignment, fix verification, retest cycles
  • Go/No-Go Decision: UAT sign-off criteria: 95%+ test cases passed, zero critical bugs, performance within SLAs
D

End-to-End Integration Testing & Performance Validation

Pre-go-live: Complete business process dry-runs with realistic data volumes. We test: Lead-to-Cash (complete sales cycle), Procure-to-Pay (from purchase requisition to payment), Order-to-Fulfillment (order processing to delivery & invoicing). Test focus: System integrations, data consistency across modules, error handling, edge cases.

Performance & Load Testing: Simulated concurrent user load (typically 2x expected peak load), response time measurement (target: <2 seconds for standard operations), database performance analysis, and bottleneck identification. Result-oriented quality metrics: 90%+ bug detection pre-go-live, zero critical defects in production.

Final Quality Report: Test coverage matrix, defect summary by severity, performance benchmarks, go-live readiness assessment
Phase 6

Go-Live Support

24/7 war-room support during the critical first 4 weeks with dedicated hyper-care team

A

War-Room Setup & Dedicated Support Team

Go-live is the most critical project phase. Statistics show: 60% of ERP projects experience significant issues in the first 90 days (Panorama Consulting). Our Hyper-Care Program mitigates this risk through a dedicated, experienced team: Solution architect, senior developer, functional consultant, and project manager – available 24/7 via phone, Teams, Slack.

On-Site Presence

Week 1: Physical presence at your location (optional), immediate hands-on support

24/7 Availability

Round-the-clock coverage: EMEA, Americas, APAC timezones

Escalation Protocols

Clear escalation paths: User → Support Team → Technical Lead → CTO

Guaranteed Response Times: Critical Issues (1h), High Priority (4h), Medium (8h), Low (24h) – SLA-backed
B

Proactive System Monitoring & Issue Detection

We intervene proactively before users escalate problems. Our monitoring dashboard tracks real-time: System performance (response times, error rates, database load, memory usage), user activity (login success rates, feature adoption, session duration), and data quality (validation errors, failed imports, integration issues).

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Performance Monitoring

Real-time dashboards: Response times, server load, database performance

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Automated Alerts

Threshold-based notifications: Performance degradation, error spikes, system anomalies

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User Adoption Tracking

Login patterns, feature usage analytics, training gap identification

C

Structured Issue Management & Knowledge Transfer

All user issues are centrally tracked in our ticketing system: Issue description, severity classification, assigned owner, status updates, resolution documentation. Daily stand-up meetings (15min) with your project team: Status review, priority alignment, blocker resolution. Weekly go-live reports to management: Issue statistics, resolution rates, user adoption metrics.

Our Issue Management Process:

  • Logging & Triage: User reports issue → Team classifies severity → Assigns to appropriate specialist
  • Investigation & Fix: Root cause analysis → Solution development → Testing in staging → Deployment
  • Documentation: Each resolution documented as knowledge base article → Prevents repeat issues
  • User Communication: Proactive updates via email/portal, workaround guidance during fix development
D

Transition to Regular Support & Success Handover

After 4 weeks hyper-care: Gradual transition to regular support model. We hand over: Complete system documentation, knowledge base with FAQ/solutions, training materials, issue resolution history, and performance baselines. Final go-live success review meeting: Lessons learned, optimization opportunities, support model for BAU (business as usual).

Our Track Record: 98% first-time-successful go-lives, average 85% user adoption rate after 14 days, smooth transition to regular operations after hyper-care phase – proven over 47+ ERP go-lives.

Handover Package: Go-live report, issue log & resolutions, performance baseline, optimization roadmap, support transition plan
Phase 7

Maintenance, Support & Upgrades

Continuous system optimization through proactive maintenance, knowledge-based support, and strategic upgrade management

A

Strategic Version Management & Upgrade Planning

Modern cloud ERP delivers continuous micro-updates (security patches, bug fixes) automatically. Quarterly feature releases bring new capabilities. Major version upgrades (yearly) require strategic planning: Custom code compatibility, data schema evolution, feature deprecation handling, and user training. Our upgrade rhythm: Every 15-20 months for optimal balance between innovation access and change management overhead.

Pre-Upgrade Assessment

Custom module impact analysis, API breaking changes, deprecated features review

Zero-Downtime Strategy

Blue-green deployment or staged rollout, typically <3h maintenance window

Regression Testing

Full automated test suite in staging before production deployment

Upgrade Package: Release notes (what's new), impact assessment, downtime schedule, rollback plan, post-upgrade validation checklist
B

Proactive System Health Management & Performance Optimization

Ongoing maintenance ensures system longevity: Technical debt reduction (code refactoring, deprecation cleanup), performance tuning (database optimization, query performance, caching strategy), security hardening (vulnerability patching, penetration testing, access control audits), and documentation updates. We also monitor all third-party integrations for API changes and adapt proactively.

Target
Performance SLAs

99.5%+ uptime guarantee, <2sec response time for standard operations

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Security Monitoring

Monthly vulnerability scans, quarterly penetration tests, compliance audits

Trending
Health Reports

Monthly performance dashboards, capacity planning, optimization recommendations

C

Knowledge-Driven Support Portal & Expert Assistance

Support philosophy: Enable self-service first, provide expert help when needed. Our customer portal (24/7 available) offers: Ticket submission, knowledge base search (500+ articles with screenshots/videos), training material downloads, system status dashboard, and issue tracking. Self-service first reduces average resolution time by 60% and empowers users.

Support Service Levels (SLA-backed):

  • Critical Issues: System down, data loss risk → Response: 2h, Resolution Target: 8h
  • High Priority: Major feature broken, business impact → Response: 4h, Resolution Target: 24h
  • Medium Priority: Minor bugs, workaround available → Response: 8h, Resolution Target: 48h
  • Low Priority: Questions, enhancement requests → Response: 24h, handled in next sprint

Each resolved issue is documented as KB article – building institutional knowledge. Our KB also includes: Complete training video library, process documentation, best practice guides. Result: 60% faster onboarding of new employees through self-service learning.

D

Continuous Evolution & Enhancement Management

Your ERP is not static – it evolves with your business. We offer: Best practice consulting (using new Odoo features), configuration guidance (system optimizations without custom code), integration support (new tool connections), and feature request management. All enhancement requests are centrally tracked, evaluated by business impact, and prioritized by ROI.

Continuous Improvement Loop: Quarterly business reviews with your team → Identify pain points & opportunities → Prioritize enhancements by ROI → Implement in dedicated sprints → Measure impact → Repeat. This keeps your system aligned with evolving business needs and avoids "system obsolescence".

Evolution Roadmap: Quarterly system health check, enhancement backlog with ROI scoring, capacity forecast, technology updates
Phase 8

ERP-Audit & Health Check

Independent system assessment for risk mitigation, compliance validation, and strategic investment decisions

A

Audit Scope Definition & Stakeholder Alignment

ERP audits address critical business questions: Is our system fit-for-purpose? Do we have technical debt risks? Are we compliance-compliant? Where can we optimize? Typical audit triggers: M&A due diligence (acquisition target assessment), compliance requirements (SOX, GDPR, ISO audits), underperforming systems (user complaints, performance issues), or stalled implementation projects (rescue assessment).

Initial Assessment

Stakeholder interviews, current state documentation review, pain point collection

Scope Agreement

Audit focus areas, success criteria, access requirements, timeline definition

Data Collection Plan

System access, user interviews, documentation review, performance data export

Audit Charter: Defined scope, evaluation criteria, stakeholder list, timeline, confidentiality agreement
B

Multi-Dimensional System Evaluation

Our audit framework evaluates your ERP system across 4 critical dimensions with quantifiable scores (1-10 scale):

Target
Functional Fit Assessment

Process coverage analysis, workaround mapping, gap identification, user satisfaction surveys → Functional fitness score

Settings
Technical Health Check

Architecture review, code quality scan, performance benchmarks, security assessment, integration stability → Technical debt score

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Operational Excellence Audit

User adoption rates, data quality metrics, support ticket analysis, system uptime → Operational maturity score

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Strategic Alignment Review

Technology roadmap fit, scalability assessment, TCO analysis, vendor viability → Future-readiness score

C

Deep-Dive Analysis & Finding Documentation

Comprehensive system analysis across all business domains: Procurement, inventory management, manufacturing operations, sales & CRM, service management, finance & controlling, HR & payroll. For each domain, we analyze: Configuration vs. best practice, custom code quality, integration architecture, data quality, and user proficiency.

Our Audit Methodology includes:

  • System Deep-Dive: Database analysis, code review, configuration assessment, performance profiling
  • User Interviews: Structured interviews with power users, department heads, and IT team
  • Documentation Review: Architecture docs, process maps, training materials, support tickets
  • Benchmark Comparison: Your system vs. industry best practices and peer companies
  • Risk Assessment: Security vulnerabilities, compliance gaps, technical debt, single points of failure

All findings are categorized by severity (Critical/High/Medium/Low) with impact assessment: Business impact (revenue risk, compliance risk, operational efficiency), technical impact (system stability, maintainability, scalability), and user impact (productivity, satisfaction, training needs).

D

Actionable Remediation Roadmap & Business Case

Our audit report is no "shelf-ware" – it is an actionable implementation roadmap. Each finding receives: Problem description, business impact quantification, recommended solution, effort estimate (time/budget), expected benefits, and priority score. We prioritize by quick wins (high impact, low effort) vs. strategic initiatives (high impact, high effort).

Executive Summary

Overall system score (1-10), top 5 critical findings, investment recommendation

Detailed Report

50-100 pages: Findings by category, evidence/screenshots, recommendations

Remediation Roadmap

Phased action plan: Quick wins (0-3 months), medium-term (3-12 months), strategic (12+ months)

For troubled implementations: Root cause analysis, project rescue plan, and optional: Hands-on rescue support by our team. Our audits are independent, evidence-based, and focused on measurable business outcomes – not on vendor or technology bias.

Complete Audit Package: Executive summary (10 slides), detailed report (PDF), remediation roadmap (Excel), business case model, optional: Presentation to board/management

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