Platform modernisation

Keep, modernise or replace. One call per system.

Most organisations of 30 to 500 users run on a mix: an ERP that still works, a shop, a spreadsheet, and someone who retypes between them. We make a call on each piece, and we will say keep when keep is right.

The three calls

What each outcome means in practice.

Keep

Leave it, connect it.

When we say keep:

  • It does the job and it is supported.
  • Your team can run it without a single person holding the keys.
  • The data in it is clean enough to trust.

What we do: connect it properly to what is around it and write down how it works.

Modernise

Same system, current and tidy.

When we say modernise:

  • It works, but it is behind on versions or out of support.
  • Custom code nobody fully understands.
  • Integrations that run on exported files and a person.

What we do: upgrade, clean the data, replace file drops with a supported connection, and document the process.

Replace

Move it onto Odoo.

When we say replace:

  • The order, the stock and the invoice live in several systems.
  • Month-end is a reconciliation between them.
  • The product is at end of life, or the cost of keeping it keeps rising.

What we do: a phased Odoo implementation, first phase the order, the stock and the books.

A modernise example

Supplier invoices, without the keying.

Before

An invoice arrives by email. Someone downloads it, keys it into the ERP, checks it against the purchase order, and chases a manager for approval.

After

The invoice is captured and matched to the purchase order and the goods receipt. A clean match within tolerance is ready to post. Anything outside tolerance, or over an approval limit, goes to a person. Whether that runs in the ERP you keep or in Odoo is part of the call.

Illustrative sample, not a client engagement.

Migrating from a legacy ERP

Moving off an older ERP without losing the year.

We see MYOB Exo, Greentree, Attaché, Pronto and Harmony, often alongside a separate shop and a spreadsheet that holds it all together. Those systems were paid for and they still run. Moving off one is a planned project, not a verdict on it.

What moves

  • Customers, suppliers, products and price lists.
  • Open sales and purchase orders.
  • Open receivables and payables.
  • Stock on hand, by location, with its valuation.
  • Opening balances, reconciled with your accountant.

What stays behind

Full transaction history usually stays in the old system, read-only, or in an archive you can search. Bringing years of history across is expensive and rarely used. We decide it with you in discovery, per ledger.

How it moves

Trial migrations on a staging copy until the numbers match, then cut-over at a period boundary. Nothing goes live until the balances reconcile.

Get started

Get a call on each system.

The assessment maps what you run today and makes a keep, modernise or replace call on each piece. The plan is yours whether or not we do the work.