Finance & procurement
Assess approval flows, supplier records, requisitions, purchasing, invoice-related hand-offs and financial reporting needs with the client’s finance owners and advisers.
ERP planning, implementation and integration for South African businesses. Bring orders, inventory, finance and people into a clearer, connected way of working.
We map the critical flow, system owners, controls and operational constraints before deciding what should be configured, built, integrated or left alone. That creates a usable scope for ERP and operational improvement work.
Start with the workstream that creates the most friction. Add capability in an agreed sequence, with clear responsibilities.
Assess approval flows, supplier records, requisitions, purchasing, invoice-related hand-offs and financial reporting needs with the client’s finance owners and advisers.
Map receiving, put-away, stock, picking, dispatch, returns, counts, devices and the source of truth before choosing a configuration or integration approach.
Clarify employee information, permissions, attendance or approval needs, alongside the privacy and responsibility boundary for personal information.
Exact functionality is neither assumed nor sold as a finished product feature. Each workstream needs a documented process, data model, client inputs, acceptance criteria and support owner.
An ERP programme needs more than a dashboard. It needs a shared view of the business flow, data and responsibilities.
Process maps, pain points, system-of-record decisions, data-quality observations, requirements backlog and a prioritised roadmap.
Define roles, approvals, exceptions, information flows, reporting needs, data ownership and the boundaries between configuration, custom work and third-party systems.
Implement only the approved scope, with mappings, test cases, migration decisions and change control made explicit.
Use agreed acceptance criteria, reconcile relevant data, prepare operating guidance and confirm who owns support and ongoing change.
VAT, tax invoices, VAT201-related reporting, record retention, data location, access and export needs should be examined for the client’s own operating context. These are scope and validation questions—not a claim that any system is automatically SARS compliant or a substitute for professional advice.
Likewise, personal information in people, customer, retail or logistics processes calls for a deliberate information-flow and access discussion. POPIA-informed purpose, minimisation, role, retention and incident-escalation decisions can shape the design; they are not a certification.
Less jargon. More clarity. Here’s what you need to know before we start.
All your questions, answeredBring the process, systems, spreadsheets, sites and stakeholders around it. We will help frame an evidence-led ERP or operations-improvement brief.