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ERPNext implementation

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A full-cycle ERPNext rollout: process mapping, a BRD per module that marks every requirement standard, configuration or custom, configuration and a separate custom app, migration from Tally or a legacy ERP, training, go-live and 30 days of hypercare. Three to six months for a single company; phased for groups.

Problems we are called in for

01You have outgrown Tally and spreadsheets, and month-end means stitching files together.
02Several ERPs and Excel sheets run side by side and the same data is keyed twice. NIDO Group worked like this before one ERPNext replaced them.
03Production is planned in Excel and not linked to customer orders, so delivery dates are a guess. JAT Metal Pressing ran this way for years.
04GST, e-invoicing and e-way bills need to come out of the same system that raises the invoice.

How the work runs

The same six waypoints and three gates as every implementation.

  1. Survey · 2 weeks
  2. Chart · 2 to 4 weeks
  3. Build · 4 to 12 weeks by tier
  4. Rehearse · 3 to 5 weeks
  5. Cross over · 1 to 2 weeks, plus the parallel run
  6. Settle · 30 days
  7. Next leg · Optional add-on, as scoped
YOU SIGN ATBlueprint sign-offGo-live readiness reviewHandover sign-off
How we implement, waypoint by waypoint →

What is included

  • Process mapping workshopsWith each function head, written up as as-is and to-be maps
  • A BRD per modulecurrent process, expected process, how ERPNext handles it, and a mark of standard, configuration or custom on every line
  • Standard ERPNext configured first; anything it does not do built as a separate custom app in your repository
  • India Compliance set up for GSTE-invoicing and e-way bills
  • Masters and opening balances migrated from Tally or your old ERP, and reconciled before go-live
  • Two UAT cyclesWith your users on their own transactions, then training by role
  • Go-live on a date you choose, then 30 days of hypercareWith daily check-ins

How it works for groups and several sites

A single company with four to six modules usually goes live in three to six months. Groups and multi-site operations go live in phases so the business never stops: Sonotech Medical Center moved six facilities onto ERPNext over about two years, core healthcare first, then automation and integrations, then scale. Each phase has its own BRD, its own sign-off and its own go-live date.

Proof

  • NIDO Groupseveral ERPs and Excel sheets replaced by one ERPNext covering CRM, sales with rental billing, manufacturing with BOM and MRP, HR, payroll, projects and after-sales
  • JAT Metal Pressingsales orders now drive production planning, work orders, stage-wise QC and dispatch, with Tally kept in sync daily
  • Faze Threesales, sampling, yarn engineering, production, QC and export dispatch for a bathmat maker on one ERPNext
  • KISS Universityadmission to graduation, fees, payroll and accounts on ERPNext Education

Where AI fits

Planned

Supplier dispatch confirmation

Phones the supplier in Hindi and records the confirmed dispatch and delivery dates on the purchase order

Data
Open purchase orders, supplier phone numbers, call transcripts
Checkpoint
Buyer reviews exceptions only
Planned

Purchase invoice capture

Reads supplier invoices into draft purchase invoices with line-level confidence

Data
Invoice PDFs or images, item and supplier masters
Checkpoint
Lines below the threshold queue for a person
Planned

Stock entry anomalies

Flags quantities, rates or batches outside the norm before submit

Data
Stock ledger history
Checkpoint
Storekeeper submits or corrects

Technology

  • India Compliance (GST, e-invoice, e-way bill)
  • GST / e-invoice portal (via GSP)
  • Tally

Where we have done it

Healthcare

Sonotech Medical Center stopped reconciling payments by hand

Registration to payroll for 500 to 600 staff on ERPNext, rolled out over two years without stopping the OPD.

~1,000 invoices a day Retail, e-commerce and D2C brands

NewJaisa runs 35,000 refurbished items on two marketplaces

Marketplace orders, inspection workflows and multi-dimensional inventory in ERPNext.

35,000+ SKUsNewJaisa Property and real estate

Homzhub tripled what one property manager gets through in a day

The property management pipeline from onboarding to delivery, automated on ERPNext.

3x productivity Retail, e-commerce and D2C brands

Smart Choice went from offline-only to connected retail

A boutique clothing business connected its sales, billing and delivery into one operation.

+150% revenueSmart Choice Education and skilling

KISS University runs admission to graduation on one platform

Courses, exams, attendance, payroll and accounting for a university, on one ERPNext.

Full student lifecycle in one systemKISS University Education and skilling

IIT Bombay moves research grant administration onto one platform

ESTEM: travel advances and multi-fund approvals on ERPNext, integrated with SAP FI and SSO, on-premise.

Grant requests to SAP posting on one platform

All 17 case studies for this service →

Industries

FAQ

Three to six months for a single company with four to six modules, including a month of hypercare. Groups go live in phases: Sonotech Medical Center rolled out over about two years without stopping the OPD.

Yes. India Compliance is configured for GST, e-invoicing and e-way bills as part of the implementation, so they come from the same invoice your team raises.

Your function heads review each BRD, your CXO approves it and our implementation lead confirms it. Nothing is built before that sign-off, and we are accountable for what is in the BRD.

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