Consulting
Practical advice from people who know the platform: how to structure your companies, departments, accounts and roles so ERPS X matches the way you actually operate.
Get the structure right first
Most problems with business software are not software problems. They come from a chart of accounts that does not match how the business is managed, product structures that cannot answer basic questions, or roles that give everyone access to everything. Consulting is where we fix that before it is configured, so ERPS, POS and RMS fit your business instead of the other way round.
How we help
Pick one, or combine them into a single engagement.
Business process review
We map how work moves through your business today (orders, purchasing, stock, cash, payroll, service) and recommend how it should run in ERPS X, including what to simplify before you configure anything.
Workspace and configuration design
Companies, departments, chart of accounts, product structure, user roles and access, and POS or RMS settings, designed before setup so you do not have to redo it later.
Multi-company and multi-location rollout
A plan for groups with several companies, branches or restaurants: order of rollout, shared standards, and how each workspace is managed from the panel.
Reporting and controls
Which reports each role needs, how POS journals and departmental activity should land in Accounting, and the month-end routine to review them.
Access, data and compliance readiness
User roles, access by department, data retention and the records you need for your tax and audit obligations, aligned with our security and privacy commitments.
Health check for existing customers
Already live? We review how you use the platform, find unused features, clean up structure and hand you a prioritised improvement list.
From first call to a working setup
Each step ends with something written that you keep, whether or not you continue with us.
Discovery call
A free introductory call to understand your business, what you use or plan to use in ERPS X, and what you want the engagement to achieve.
Review
Interviews with the people who do the work, review of your current systems and documents, and a look at your workspace if you already have one.
Recommendations
A clear recommendation document: how to structure companies, departments, accounts, products and roles; what to change in your processes; and a rollout order.
Implementation support
We work alongside your team or our onboarding team while the recommendations are configured, and we review the result against the blueprint.
Review after go-live
A follow-up review once you have run for a few weeks, to tune what is not working and confirm the reporting routine.
Work with us the way that suits you
Pricing is quoted after the discovery call, based on scope. Implementation and training are quoted separately through Onboarding and Training.
Advisory
Hourly or half-day blocks for specific questions and design reviews. Good for teams doing the setup themselves.
Project
A defined scope, timeline and price for a process review, workspace design or rollout plan, delivered with written recommendations.
Retainer
Ongoing monthly access to a consultant for growing companies that keep adding locations, departments or products.
Where the platform is a natural fit
See the industry pages for how ERPS X is used in each sector.
Retail
Counter sales with POS, stock and purchasing in Inventory, and everything posting to Accounting.
Manufacturing
Bills of material, manufacturing orders, quality and equipment, tied to Inventory and Finance.
Wholesale and distribution
Purchasing, vendors, valuation, replenishment, logistics and gate passes.
Restaurants
QR menu, offers, staff roles and owner configuration with RMS, alongside ERPS for the back office.
Jewellery
Item and stock control, customers and sales orders with careful valuation.
Services
Quotations, invoicing, expenses, employees and time off for firms that sell time and expertise.
Book a discovery call
Tell us a little about your business and we will arrange a free introductory call within one business day.
Prefer to look around first?
Start the free 14-day trial. When you are ready to design the setup properly, book the discovery call.