YesAutomate

ERP IMPLEMENTATION

Make your ERP workthe way your business works

We implement and optimise ERP systems around your business processes, data and workflows — helping you move from disconnected systems and manual work to a more connected, scalable operation.

Talk to an ERP Expert

BEYOND ERP IMPLEMENTATION

An ERP is more than a system. It's how your business operates.

A successful ERP implementation is not simply about configuring software. It is about understanding how your business works, deciding what should change, preparing the data, connecting the systems and helping people adopt new ways of working.

BUSINESS
  • Process
  • People
  • Data
  • Workflows
  • Requirements
ERP IMPLEMENTATION
  • Process Design
  • Configuration
  • Data Migration
  • Integration
  • Testing
CONNECTED BUSINESS
  • One System
  • Reliable Data
  • Connected Workflows
  • Better Visibility
  • Scalable Operations

DISCOVER & ASSESS

Start with the business, not the software.

We first understand your existing processes, systems, data and business requirements — identifying what should be retained, improved, redesigned or automated before configuring the ERP.

PROCESS

Understand how work happens today and identify inefficiencies, bottlenecks and manual dependencies.

PEOPLE

Understand roles, responsibilities, approvals and how different teams interact with the process.

DATA

Assess the quality, structure and completeness of the information that will move into the new system.

SYSTEMS

Understand the existing ERP landscape, surrounding applications, integrations and technology constraints.

BUSINESS REQUIREMENTS
ERP DESIGN

DESIGN & CONFIGURATION

Configure the ERP around the right processes.

We translate business requirements into practical ERP workflows, configurations and controls — using standard capabilities wherever possible and introducing customisation only where it adds genuine business value.

03INTEGRATIONS + AUTOMATIONOnly where required
02BUSINESS-SPECIFIC CONFIGURATIONWorkflows, roles, controls
01STANDARD ERP CAPABILITIESThe foundation — start here
  1. 01

    FIT

    Align ERP capabilities with business requirements.

  2. 02

    CONFIGURE

    Set up workflows, roles, approvals, master data and controls.

  3. 03

    EXTEND

    Add integrations, automation or custom functionality where standard ERP capabilities are not enough.

ERP PLATFORMS

Expertise across leading ERP platforms.

We work with leading ERP and accounting platforms to help businesses implement, integrate, migrate and optimise their systems — while remaining independent of any single ERP platform.

ERP Agnostic. Business Focused.

We don't prescribe an ERP because of the platform. We start with your business requirements, processes and technology environment — then help determine, implement and optimise the solution that fits.

  1. YOUR BUSINESS
  2. BUSINESS REQUIREMENTS
  3. RIGHT ERP
  4. INTEGRATION
  5. AUTOMATION
  6. CONNECTED BUSINESS

DATA MIGRATION

Move the right data. In the right structure.

ERP implementation is also a data transformation exercise. We help extract, cleanse, transform, map and validate data before it enters the new environment.

01EXTRACT
  • Existing ERP
  • Excel
  • Legacy Systems
  • Databases
02CLEAN
  • Duplicates
  • Missing Data
  • Inconsistencies
03TRANSFORM
  • Formats
  • Structures
  • Business Rules
04MAP
  • Source → ERP Fields
05VALIDATE
  • Reconciliation
  • Completeness
  • Accuracy
06LOAD
  • ERP

INTEGRATION & AUTOMATION

Your ERP shouldn't operate in isolation.

We connect the ERP with the systems, applications and workflows around it — reducing duplicate data entry and creating a more connected flow of information across the business.

  • Accounting
  • CRM
  • E-commerce
  • Banking
  • Payroll
ERP

YESAUTOMATE TECHNOLOGY LAYER

RPAAI / MLOCR & DOCUMENT AIAPIsCUSTOM INTEGRATIONS
  • Inventory
  • Documents
  • Portals
  • Reporting
  • Other Business Systems

YesAutomate connects the systems you already use — it does not replace them.

TESTING & VALIDATION

A successful implementation starts before go-live.

We validate the configured processes, integrations, migrated data and user workflows before the system moves into production.

  1. TEST
  2. VALIDATE
  3. REFINE
  4. APPROVE
  5. GO LIVE
01

UNIT TESTING

Validate individual configurations and components.

02

INTEGRATION TESTING

Confirm that systems and workflows work together correctly.

03

USER ACCEPTANCE TESTING

Validate real business scenarios with users.

04

PRODUCTION READINESS

Confirm data, processes, access, controls and workflows are ready for go-live.

DEPLOYMENT & ADOPTION

Go-live is a milestone, not the finish line.

We help teams transition to the new environment with structured deployment, user training, documentation and post-go-live support — so the ERP becomes part of the way the business actually works.

PEOPLE
  • User Training
  • Process Education
  • Role-Based Guidance
PROCESS
  • Updated Workflows
  • Controls
  • Documentation
SYSTEM
  • Deployment
  • Monitoring
  • Issue Resolution
  • Optimisation
SUCCESSFUL ADOPTION

BEYOND ERP

The ERP handles the system. Automation handles the work around it.

Even a well-implemented ERP can leave repetitive tasks, document processing, data movement and cross-system workflows outside the core system. That's where automation can extend what your ERP can do.

ERP

YESAUTOMATE AUTOMATION LAYER

RPAAI / MLOCR & DOCUMENT AIINTEGRATIONSCUSTOM WORKFLOWS
CONNECTED OPERATIONS
INVOICE
  1. Invoice
  2. OCR
  3. Validation
  4. ERP
BANK
  1. Bank Statement
  2. Extraction
  3. Reconciliation
  4. ERP
EMAIL
  1. Email
  2. Attachment
  3. Data Extraction
  4. ERP
REPORTING
  1. ERP Data
  2. Transformation
  3. MIS
  4. Management

ERP WORKSTREAMS

From finance and accounting to connected operations.

FINANCE & ACCOUNTING
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Fixed Assets
  • Financial Reporting
PROCUREMENT
  • Purchase Orders
  • Vendor Management
  • Approval Workflows
  • Invoice Processing
INVENTORY & OPERATIONS
  • Inventory Management
  • Stock Movements
  • Master Data
  • Operational Workflows
REPORTING & MIS
  • Management Reporting
  • Dashboards
  • Data Consolidation
  • Automated Reporting
INTEGRATIONS
  • ERP ↔ CRM
  • ERP ↔ Portals
  • ERP ↔ E-commerce
  • ERP ↔ Banking
  • ERP ↔ Other Systems
AUTOMATION
  • Data Entry
  • Document Processing
  • Reconciliation
  • Workflow Automation
  • Notifications

OUR IMPLEMENTATION JOURNEY

From assessment to a working ERP.

  1. 01DISCOVER

    Understand the business.

  2. 02DESIGN

    Define future-state processes.

  3. 03CONFIGURE

    Build the ERP environment.

  4. 04MIGRATE

    Prepare and move data.

  5. 05INTEGRATE

    Connect surrounding systems.

  6. 06TEST

    Validate processes and data.

  7. 07DEPLOY

    Go live with confidence.

  8. 08OPTIMISE

    Improve and automate.

WHY YESAUTOMATE

ERP expertise with an automation mindset.

01

BUSINESS UNDERSTANDING

We understand finance, accounting and business processes — not just software configuration.

02

ERP EXPERTISE

We work across leading ERP and accounting platforms and understand how they fit into real business environments.

03

AUTOMATION

We look beyond the ERP to identify the manual work that can be removed around it.

  1. BUSINESS PROCESS
  2. RIGHT ERP
  3. INTEGRATION
  4. AUTOMATION
  5. CONNECTED BUSINESS

Ready to make your ERP work harder for your business?

Tell us about your current systems, processes and implementation goals. We'll help you identify the right path from ERP implementation to a more connected and automated operation.

Talk to an ERP Expert