Watch what actually happens — every step, every exception, every person-dependency — and write it down. The work everyone else skips. The reason ours stick.
Consultants build the system around the same chaos that lived in Excel — undocumented exceptions, the one person who knows the month-end sequence, the supervisor who carries the plant in his head. The chaos doesn't disappear. It just runs faster, inside an expensive system. We document the process FIRST, get sign-off, then configure software to match.
Every step, every approval, every exception across your core functions — purchase, production, sales, accounts. Walked, observed, written down.
Who does what. Where the handoffs are. Where the single-person-dependencies are. Signed off by management AND the team that does the work.
The agreed process — exception flows included. This becomes the spec for the ERP configuration. No surprises during UAT.
A 45-minute discovery call is enough to know if a process-first approach is the right move for you, and what 90 days would look like.