Guide
NAV/Navision to Business Central migration guide
Practical migration guide for NAV/Navision to Business Central covering assessment, upgrade vs reimplementation, data strategy, testing, and cutover planning.
Guides
ERP Guides
Buyer checklists, migration planning, partner selection, and implementation benchmarks.
Guide
ERP selection checklist for mid-market companies
A practical ERP selection checklist for mid-market companies covering scope, stakeholder alignment, demos, partner evaluation, and final decision controls.
Selection
ERP selection checklist for small and medium businesses
A practical checklist to align scope, business outcomes, demos, and decision controls before you shortlist vendors.
Migration
NAV/Navision to Business Central migration guide
How to assess upgrade vs reimplementation, manage extensions, and run a controlled cutover from NAV to Business Central.
Implementation
Business Central implementation guide for wholesale and distribution
Configure inventory, replenishment, purchasing, and warehousing with practical controls for distributors.
Manufacturing
Business Central for manufacturing: MRP and shop floor essentials
A no-nonsense guide to BOMs, routings, capacity, and planning parameters for small and medium manufacturers.
CRM + ERP
D365 Sales + Business Central integration guide
Connect CRM and ERP with clear data ownership, integration boundaries, and opportunity-to-order controls.
Partner Selection
How to choose an ERP implementation partner
Assess delivery model, team quality, references, and commercials before appointing a partner.
Finance
Finance design guide: chart of accounts, dimensions, and reporting
Design finance structures that support management reporting without creating month-end complexity.
Data Migration
ERP data migration playbook for clean cutover
Plan extraction, mapping, cleansing, reconciliation, and rehearsals to reduce go-live surprises.
Governance
ERP governance model for owner-led and family-run businesses
Establish decision rights, escalation paths, and steering cadence suitable for lean leadership teams.
Operations
Warehouse process redesign before ERP go-live
Align receiving, put-away, picking, and stocktake routines with ERP controls before launch.
Multi-entity
Multi-entity ERP setup for growing business groups
How to set up legal entities, shared services, and intercompany controls without overengineering.
Commercial
Pricing and margin control framework in Business Central
Set up pricing rules, discount approvals, and margin visibility to protect commercial performance.
Post Go-live
Post-go-live stabilisation plan: first 90 days
A practical operating model for hypercare, defect triage, and continuous improvement after launch.
Security
ERP security and access controls for SMB organisations
Design role-based access, segregation of duties, and approval controls suitable for lean teams.
Architecture
When to customise ERP vs keep spreadsheets
A decision framework to reduce unnecessary customisations while still solving real business constraints.
Selection
How to set up an ERP RFP that vendors can answer properly
Build an ERP RFP that creates comparable responses, exposes risk, and helps your team shortlist with more confidence.
Selection
Is an ERP RFP really required?
A practical decision guide on when to use a full ERP RFP, when to simplify it, and when to skip it altogether.
Industry Fit
Industry-specific ERP challenges and recommendations
A practical view of ERP priorities by industry, including distribution, manufacturing, retail, services, and multi-entity businesses.
Architecture
ERP customisations: how to manage, control, support, and decide
A practical governance guide to ERP customisations, including decision criteria, support implications, and pros and cons.
Change Management
Managing organisational change for ERP: best practices
How to manage ERP-driven change with practical sponsorship, training, adoption, and go-live support routines.