Integrated ERP System for Streamlined Business Operations in a Growing Technology Company

The client relies on multiple third-party tools such as CRM systems, spreadsheets, and note-taking applications, leading to organizational chaos, knowledge loss, duplicated effort, and resource drains. Their current setup hampers scalability, with manual and automated processes that are inconsistent and difficult to standardize, impeding growth and operational efficiency.

A rapidly expanding mid-sized technology firm seeking to unify workflows across HR, sales, accounting, and production departments through a custom ERP platform.

• Develop an integrated ERP platform to automate and standardize business workflows across HR, sales, accounting, and production.
• Reduce manual effort and improve process automation to accelerate operations, targeting automation of approximately 15% of human tasks.
• Enhance resource management, client reporting, and decision-making capabilities with real-time analytics.
• Achieve deployment of initial system features within 1-2 months, enabling rapid demonstration and iterative development.
• Significantly cut operational costs, including a target of 50% reduction in cloud infrastructure expenses.
• Improve process adherence and change monitoring through automation and system tracking tools.
• Support rapid process changes and compliance updates, such as legal or regulatory modifications, with instant integration.

• A comprehensive project dashboard displaying status, timelines, and key metrics accessible to sales and engineering teams.
• A customizable CRM system enabling sales teams to manage lead interactions, update statuses, and generate presale requests effectively.
• An HR management module with automated functionalities to oversee large employee pools, including recruitment tracking and compliance updates.
• A management accounting analytics component offering high-level financial insights tailored for executive decision-making, filtering out irrelevant operational details.
• Workflow automation capabilities allowing process adjustments, compliance management, and instant updates, with tools to monitor process adherence.

• CRM systems for lead and client management
• Third-party HR and payroll systems as applicable
• Financial data sources for management accounting analytics
• Legal compliance data feeds for process updates

• Scalability to support expanding teams and increasing data volume
• High performance with rapid deployment time, delivering initial MVP in under 2 months
• Robust security measures to ensure data confidentiality and integrity
• System availability with 99.9% uptime
• Flexibility for process modifications and regulatory compliance updates

The implementation aims to automate at least 15% of manual tasks, achieve a 7-fold increase in infrastructure deployment speed since project inception, and cut cloud infrastructure costs by 50%. It will streamline operations, reduce resource wastage, and enable near real-time monitoring, positioning the company for scalable growth and improved operational resilience.