ERPNext implementation, from discovery to go-live
We implement ERPNext around how your business actually works: understanding the process first, setting up the standard system, customizing only where it has to fit, and staying with your team after go-live.
Example project planImplementation
Discovery workshopsProcesses mapped with each department
CompletedMasters and configurationCompany, accounts, items, warehouses, taxes
CompletedData migrationOpening balances and open documents
In progressUser acceptance testingYour team runs real scenarios
Not startedGo-live and hand-holdingSupport through the first month-end
Not startedEvery phase is signed off by your team before the next one starts.
ScopeThe companies, modules and processes you need
RolloutIn phases, to limit disruption
ChangesStandard first, customized where it has to fit
DataMigrated from your current system, where you have it
PeopleTrained on their own processes
After go-liveSupport and enhancement
How an implementation runs
Nine stages, each with a clear outcome. Larger implementations go through them more than once, one phase or group of modules at a time.
Discovery
We learn how the business runs: its companies and branches, the teams involved, the documents they handle and what has to change.Outcome: Agreed goals and the scope of the first phase.Business process mapping
Each process in scope is mapped as it happens today, step by step, including the spreadsheets and workarounds around it.Outcome: A process map for each area, reviewed with the people who do the work.Solution design
For every step we decide what standard ERPNext covers, what needs configuration or customization, and what, if anything, has to be built.Outcome: A design that separates standard, customized and custom-built.Configuration
We set up the company, chart of accounts, taxes, warehouses, item and party masters, naming series, roles and permissions.Outcome: A working ERPNext system with your structure.Customization
Where the standard forms and documents need to fit, we add custom fields, print formats, workflows, validations and reports.Outcome: Customizations kept in a versioned app, separate from ERPNext’s own code.Data migration
Where it appliesWhere you have data in another system, we move it across: customers, suppliers, items, opening stock and account balances, checked against the source before go-live.Outcome: Opening data in ERPNext that reconciles with your old system.Testing
Each process is run end to end with realistic data, then your team runs its own scenarios in user acceptance testing (UAT).Outcome: Sign-off from the people who will use the system.Training
Teams are trained module by module on their own processes, in workshops that use your company’s data.Outcome: People who know how to do their own work in ERPNext.Go-live and support
We move to live use in planned phases, then stay available to fix, refine and extend the system as the business changes.Outcome: A live system, with support after go-live.
Data migration, where it applies
Not every implementation needs one. A new business may start clean; an established one usually brings years of records.
Master data
Customers, suppliers, items, price lists and the chart of accounts.
Opening balances
Account balances, stock quantities and values, and outstanding invoices on the go-live date.
History
Past transactions only where there is a clear reason to bring them, because they are the slowest and riskiest records to move.
How it’s done
ERPNext’s Data Import tool for most records, scripted imports for large or complex data, and reports that check totals against the old system.
Training your team
An implementation only works if the people using it are confident.
- Module-based training, for example accounts, stock, manufacturing and HR
- Workshops that use your company’s own data
- A step-by-step onboarding guide
How we run an implementation
The principles behind every stage above.
- A phased rollout, so the business keeps running while each area moves across
- Continuous communication and change management throughout
- Standard ERPNext first; custom code only where it earns its place
- Customizations built as separate Frappe apps, never by editing ERPNext’s own code
- Versioned in Git and released through staging before production
What clients have said
Smurik made our ERPNext go-live smooth. We saved 50% time on reporting.
Excellent support and training. Our team was confident in 3 weeks.
They customized ERPNext exactly for our industry needs.
Common questions
How long does an ERPNext implementation take?
It depends on how many companies, modules and users are involved, how much data has to be migrated and how much customization is needed. We give a phased plan once discovery is done, rather than a figure before we understand the business.
Do we have to move everything to ERPNext at once?
No. We usually roll out in phases, for example accounting and stock first, then manufacturing or payroll, so each team moves when it is ready.
Can ERPNext work alongside the software we already use?
Often, yes. ERPNext has a REST API and webhooks, so it can exchange data with other systems. Whether a specific system can be connected depends on what it offers; we check that during discovery.
Where will ERPNext be hosted?
ERPNext can run on Frappe Cloud, Frappe’s managed hosting, or on a server you control. The right choice depends on your team and requirements, and we discuss it during solution design.
What if ERPNext doesn’t do something we need?
Then it’s customized, or built as a separate Frappe app that works with ERPNext’s own records.
Planning an ERPNext implementation?
Tell us about your business and what you want ERPNext to handle. We’ll help you work out what’s standard, what needs customization and what would need to be built.