A signed proposal sets expectations for scope, people, and billing. Carry those details into delivery so your firm can see the work ahead, the capacity available, and the health of each engagement.
Start where the handoff breaks down. Keep what works. Connect the records, decisions, and people that move the work forward.
Scope, rates, milestones, and promises have to be interpreted again after the deal is signed.
Upcoming work and actual availability are kept in separate tools, making every new commitment a negotiation.
Time, subcontractor costs, and billing adjustments come together after the opportunity to intervene.
Explore a starting point for consulting. These are possible workflows to assess against your actual systems, rather than a fixed package of modules.
Operations rebuilds project details from signed documents and sales notes.
Bring an approved engagement into the delivery system with its owner, agreed scope, and billing milestones ready for review.
Setup time, missing handoff details, and changes caused by unclear scope.
Staffing decisions depend on separate pipeline and team allocation spreadsheets.
Raise a staffing request from the project, compare availability and relevant skills, and approve the allocation with the delivery lead.
Unfilled allocations, overcommitments, and staffing review time.
Project progress and financial records do not agree until a manual month-end review.
Bring approved time and costs alongside the agreed billing model, review exceptions, and prepare the next invoice for finance.
Unbilled work, billing preparation time, and project margin visibility.
Keep the CRM, accounting, and time tools that fit. Revenue recognition, multi-entity reporting, and contractual billing rules are reviewed with finance before they become system logic.
The ERP can connect the gaps around your current tools. We agree which system owns each record, what can move between them, and who resolves a failed update.
Connections to assess
Availability depends on provider access, permissions, data quality, and the workflow we agree.
A connected operation in practice
Reliable Training is a training-business client build. It shows how scheduling, payments, and records can connect around one operation; your industry workflow would be scoped separately.
Reliable Training ran on forms, calendars, spreadsheets, and bookings handled by hand. We built a custom ERP connecting the work from registration through certification.
Map the handoffs with your team. Proposal to project may be a starting point; agree the owner, scope, and success checks before building.
Review working software each week. Target the agreed first workflow in 3–4 weeks once scope, access, and data are ready.
Map source records, identify cleanup, and test the migration. Your team checks the records and totals against the original systems.
Run real tasks, exceptions, permissions, and handoffs. Train the team and agree whether parallel operation is needed.
Set the cutover window, acceptance checks, and rollback approach. A named decision-maker approves the move into daily use.
Monitor the live workflow, resolve issues, and review the results. Add the next module against an agreed roadmap.
A senior engineering team on a monthly basis, sized to how fast you want to move. Any tier can work through the same ERP roadmap. A smaller team takes more months; a larger team moves more of it forward at once.
An agreed first release, then weekly progress
Work through the full roadmap in priority order at a steady monthly budget.
An agreed first release, then weekly progress
Add capacity to move the build, integrations, and rollout forward together.
An agreed first release, then weekly progress
Bring more of the same roadmap forward with parallel workstreams and one delivery plan.
Three-month minimum, thirty days' notice. You own the code from the first commit.
You own the repository from the first commit. We document the system and the decisions behind it so the knowledge stays with the business.
Agree where the system runs, who holds the credentials, and who manages each integration. Access and a handover plan are part of the setup.
Hosting, monitoring, backups, and security updates are included while we work together. We agree the support responsibilities as the system moves into daily use.
Define who can see, change, and approve information. Plan permissions, audit trails, and recovery around your requirements, with specialist review where the workflow needs it.
Clear answers on timelines, pricing, ownership, and what shipping actually looks like with a senior engineering team.
Start with a handoff your team can describe and measure. For example: Bring an approved engagement into the delivery system with its owner, agreed scope, and billing milestones ready for review. We review the existing tools, exceptions, and data before agreeing the first release.
No. We compare keeping, connecting, and replacing each part of the workflow. If a packaged platform already covers the work well, we can build the missing integration or operational layer around it. A custom ERP becomes useful when shared records and business-specific processes need to work together.
Keep the CRM, accounting, and time tools that fit. Revenue recognition, multi-entity reporting, and contractual billing rules are reviewed with finance before they become system logic.
We map the source records, test the move, and ask your team to check the results. The rollout starts with an agreed workflow and group of users, with acceptance checks and a rollback approach. Further modules follow once the first release is working in daily use.
The monthly team starts at $7k, with $13k and $18k+ options for more capacity. Any tier can work through the same roadmap; more capacity changes how much can move at once. Total investment depends on the scope, dependencies, and number of months. There is a three-month minimum.
You own the code from the first commit. Hosting, monitoring, backups, and security updates are included while we work together. We document the system, agree account ownership and support responsibilities, and plan a handover if another team takes over.
Show us the handoff, the spreadsheet, or the system your team works around. We’ll discuss what to keep, what to connect, and a useful first release.
Or email hello@buildfutur.com
