Six engagements, one delivery method
You can take any of these on their own or as one programme of work. Whichever the shape, delivery follows the same phased method — discover, fit-gap, configure, migrate, validate, go-live, hypercare.
ERP implementation
We implement ERP across finance, inventory, procurement, manufacturing, project accounting and reporting. The work starts with a fit-gap against your actual processes, not a feature checklist, so the configuration reflects how your team really operates.
- Chart of accounts, tax, multi-company and multi-currency setup.
- Inventory, warehousing, purchasing and MRP configured to your operation.
- Period-end and financial reporting mapped to how you close today.
- Role-based permissions and approval workflows.
CRM implementation
Sales pipelines, service desks, marketing automation, quoting and customer portals — modelled around your process rather than the vendor demo. We keep the data model tight so reporting stays trustworthy.
- Lead-to-cash pipeline with the stages and gates your sales team uses.
- Case management and SLAs for support and account teams.
- Quoting, product catalogue and approval routing.
- Dashboards for pipeline, forecast and service performance.
Data migration
Extract, clean, map and reconcile master and transactional data from your current systems. Every migration gets at least one full dry run against a copy of production and reconciliation reports you review before cutover.
- Source profiling and a documented field-level mapping.
- Cleansing rules agreed with the data owners, not guessed.
- Opening balances and open transactions reconciled to the cent.
- A rehearsed cutover runbook with rollback steps.
Integrations & API
Connect the ERP or CRM to the systems around it — e-commerce, EDI, payment, logistics, BI and legacy applications — through documented, monitored interfaces with clear ownership and alerting.
- Interface catalogue with data contracts and error handling.
- Middleware or native connectors, whichever fits your estate.
- Monitoring, retries and failure alerts from day one.
- Runbooks so your team can operate the interfaces.
Custom modules & extensions
When the process genuinely needs something the platform does not ship, we build it the platform's way — as a proper extension, versioned and tested, so you can still take vendor releases.
- Workflows, approvals and calculations specific to your business.
- Reports and documents beyond the standard set.
- Upgrade-safe code, kept in your repository.
- Automated tests around the parts that matter.
Support & managed services
After go-live we run daily hypercare, then move to an ongoing support agreement: an enhancement backlog, release regression testing, user administration and a named contact who knows your configuration.
- Defined response targets and an escalation path.
- A groomed backlog of improvements, prioritised with you.
- Regression testing before each platform release.
- Quarterly reviews of usage, issues and roadmap.
Not sure which of these you need?
That is what a first conversation is for. Tell us what you run today and we will map it to the right engagement.
info@codolo.dev