ERP consulting
one source of truth your team can use
Help selecting, implementing, and rolling out systems so finance, ops, and supply chain share one source of truth your team can actually use.
Scoped ERP work from the same studio team that builds portfolio companies. If you are choosing between partnership and a project, read venture studio vs consulting.
What is ERP consulting?
ERP consulting is hands-on help choosing, configuring, and rolling out an enterprise resource planning system so finance, inventory, purchasing, and fulfillment share one record. We work with founders who already own the company and need that backbone fixed. The same studio team that builds portfolio companies does this as a scoped project.
If you want to build or partner on a company with us instead, start with the venture studio. For sharper takes on studio versus consulting and related decisions, see insights.
What does ERP consulting cover?
Selection through go-live, with process cleanup and training so the system matches how your team works. We stay close to finance, ops, and supply chain because those are where ERP projects usually break.
ERP strategy & selection
Pick the system that fits how you operate, not the one with the flashiest demo.
We map must-haves against stage, markets, and team capacity, then shortlist vendors you can actually run. The brief is a written fit note, not a feature bake-off.
Implementation & migration
Stand up the new system and move data without freezing the business.
Cutover plans, data cleanup, and parallel runs where needed so revenue and reporting keep moving while the new system comes online.
Business process cleanup
Fix the workflows that would otherwise break inside a new ERP.
Before configuration locks in bad habits, we tighten the paths for order-to-cash, procure-to-pay, and inventory so the system encodes how you want to work.
Financial management
Connect finance across the company so reporting stops living in spreadsheets.
Chart of accounts, close rhythm, and reporting views that match how founders and finance leads actually read the business.
Supply chain integration
Link inventory, purchasing, and fulfillment to the same system of record.
Purchasing, stock, and fulfillment share one view so teams stop reconciling three tools after every busy week.
User training & support
Training and handover so your team can run the system after go-live.
Role-based training, simple runbooks, and a short hypercare window so ownership stays with your people, not with us forever.
How do ERP consulting projects run?
Typical phases
Timelines depend on scope, data quality, and how many systems you are leaving behind. A focused selection-and-design sprint is shorter. A full replace across finance and supply chain takes longer. Most engagements still move through the same sequence: understand the business, choose or confirm the system, implement with your team, then stabilize after go-live. We write success criteria up front so scope does not drift into endless configuration.
Phase 1: Discovery & requirements
Map how finance, ops, and supply chain work today. Capture must-haves, pain points, and non-negotiables so selection and design are grounded in reality, not demos. We also note which integrations and reports people actually open.
Phase 2: Selection & design
Shortlist and decide on the system if you have not already. Design processes, data model, and cutover approach with written success criteria your team agrees to. Vendor fit is judged on day-to-day use, not feature checklists alone.
Phase 3: Implementation & migration
Configure, clean and migrate data, integrate adjacent tools, and run parallel checks. We work alongside your team so knowledge stays in-house. Dirty master data gets fixed before it becomes the new system of record.
Phase 4: Go-live & handover
Train roles, support the first close and busy cycles, then hand over runbooks and ownership. Optional lighter advisory continues only if you want it. The goal is a team that can run the system without us in every ticket.
What do you get from ERP consulting?
ERP projects fail when the system is chosen for features and the processes stay broken. We work both sides: which system fits, how to implement it, and how your team actually runs finance, ops, and supply chain day to day. You leave able to own the result.
Deliverables you can run
- ✓A written selection or design note tied to how you operate, not a vendor scorecard alone
- ✓Implementation and migration plans that keep the business running through cutover
- ✓Process cleanup so the ERP does not encode broken habits
- ✓Finance and supply chain wired to one system of record your team trusts
- ✓Training, runbooks, and handover so ownership stays with your people after go-live
When should you choose ERP consulting vs software or process automation?
Choose ERP consulting when the core problem is a fragmented system of record: finance in one place, inventory in another, and reporting stitched together by hand. You need one operational backbone, not another point solution. Spreadsheet workarounds and tribal knowledge are usually signs you have outgrown the current stack.
Choose software development when you need a custom product, customer-facing app, or API layer that is not an ERP. Choose process automation when the system of record is fine, but people still copy data between tools or run the same manual steps every week. Many teams use ERP consulting first, then automation or custom software on top once the backbone is stable. Forcing custom software to act as a full ERP usually creates more debt than it removes.
Still unsure which path fits? Start with a short scoping call. We will say if ERP is the wrong lever and point you to the engagement that matches the problem. Honest fit matters more than selling a bigger project.
Common questions
What does ERP consulting cover?
Help choosing, scoping, and implementing ERP and core ops systems so finance, inventory, and day-to-day workflows match how your company actually runs. Selection, migration, process cleanup, and training are all in scope when the brief needs them.
Do you sell a specific ERP product?
No. We help you pick and implement the right system for your stage and markets, then leave your team able to own it. We are not a reseller tied to one vendor.
How is ERP consulting different from software development or process automation?
ERP consulting is for the system of record across finance, ops, and supply chain. Software development is for custom products and APIs. Process automation is for removing repeat busywork without replacing the core system. Many companies use more than one of these over time.
How is this different from the venture studio?
Consulting is a defined project inside a company you already own. The studio is for building or partnering on a company with us. If you want to co-build, start with the studio.
Related Consulting Services
Explore related work
Nearby consulting paths, the studio, and founder notes.