How we engage

Four service modes. One accountability standard.

We define outcomes before we start and measure them after. Every engagement, every mode.

Process + Perfection = Productivity.

Service 01

ERP Implementation

Best for: First ERP deployment or replacement of a system that isn't working.

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The situation

You need a working system — one your team actually uses, that matches your real workflows, and that holds up 12 months after go-live.

What most implementations get wrong

Configuration starts before the process is understood. The system is built for how the vendor thinks your business should work, not how it actually works. Adoption fails. Teams go back to Excel.

What we do differently

Process mapping comes first. Before a single configuration screen is opened, we run structured discovery sessions with each functional area. We document your current workflows, map the gaps, and define the to-be process. You sign off on it. Then we build.

Five phases
1
Discovery & Process Mapping
Weeks 1–2 · Workshops, Process Blueprint, platform recommendation
2
Configuration & Build
Weeks 3–8 · ORM-only, no raw SQL, no core mods
3
Data Migration
Parallel · Tally, Marg, Busy, Excel, legacy
4
UAT & Training
Weeks 8–10 · Real scenarios, role-specific
5
Go-Live & Hypercare
Weeks 10–12+ · 30-day dedicated support
Service 02

Advisory & Re-Implementation

Best for: Businesses 6–24 months post-implementation where something clearly isn't working.

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The situation

Your system is live. It's not working the way it should. Adoption is low. Your team has gone back to Excel. Reports don't match reality. The system doesn't reflect how your business operates.

What we do

We assess honestly. We diagnose exactly what went wrong — whether that's a process mapping failure, a configuration mismatch, a training gap, or a platform fit problem. We give you a written diagnosis and a fix recommendation. Then we fix it. That might mean reconfiguring existing modules, rebuilding specific workflows, retraining the team, or in some cases, migrating to a better-fit platform. We'll tell you which one is cheaper — even if it's not the one that makes us more revenue.

What the diagnosis covers
  • ✓Process vs. configuration gap analysis
  • ✓User adoption assessment — why teams aren't using it
  • ✓Data quality audit — why reports don't match reality
  • ✓Integration failures — what's not connecting
  • ✓Platform fit assessment — is the right tool in use
Service 03

AI Automation & WhatsApp Integration

Best for: Businesses with a stable ERP that want to reduce manual overhead and increase operational speed.

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The situation

Your ERP is live and stable. You want it to work harder — reduce manual effort, speed up decisions, surface problems before they become losses.

What we build
WhatsApp approval workflows
Purchase orders, leave requests, credit notes, dispatches — sent to the approver on WhatsApp. Approved or rejected with a reply. ERP updated automatically. No login required.
Automated payment follow-up
Overdue invoices trigger WhatsApp reminders at 30, 45, and 60 days — with escalation logic. Collections team sees a dashboard.
AI query interface
Type or speak: "Show me POs above ₹5L pending approval." Answer comes from live ERP data, in plain language.
Document OCR & auto-entry
Upload a vendor bill on WhatsApp. System reads GSTIN, invoice number, line items. Creates the entry. Routes for approval.
Exception alerts
Daily digest to management: pending approvals, stock below reorder, overdue deliveries, uncollected invoices. Delivered to WhatsApp.
GST automation
GSTR-1, GSTR-3B, and GSTR-2A reconciliation assembled from live transaction data. IRN generation for e-invoices. E-way bill at dispatch.
Service 04

Training — ERPshala

Structured ERP training for business teams and professionals. Practical, case-based, weekend delivery. Frappe/ERPNext · Zoho.

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Not sure which mode fits where you are?

30-minute consultation, no commitment. We'll tell you which engagement makes sense — or whether you don't need one yet.

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