Accounting first, followed by sales, warehouse and integrations. The phased approach reduces chaos, user pressure and project risk - while giving the first real effect shortly after accounting is up and running.
We launch accounting first and only then develop the system with sales, warehouse and integrations. The modular approach allows us to start with the first stage and implement the subsequent stages independently, at a pace that suits the company.
Users, processes and financial documents start to work their way through the system before the rest of the system changes.
We set up the chart of accounts, reports and automatic posting of basic documents so that the company gets its numbers back in order as quickly as possible.
We detail sales and purchases: orders, invoices, contractor data and a simple flow of documents to accounting.
We organise inventories, bookings and movement of goods so that the warehouse is consistent with the documents and finances.
Finally, we add integrations, portal and automation where they really take the manual work off the team.
We conduct the implementation in stages: first tidying up accounting, then sales, warehouse and integrations. This way, the company sees the effect sooner and does not have to do everything at once.
We look at how the business works today, where the bottlenecks are and where best to start. We end with a simple plan for the first stage and next steps.
We set up the chart of accounts, transfer the necessary history, link documents with accounting and prepare basic tax and profit and loss reports.
We organise sales and purchases: documents, VAT, contractor data, limits and acceptances. The idea is that trade and accounting work on the same numbers.
We lay out the warehouse, zones, bookings and transfers and link them to finance so that goods and documents no longer diverge.
We test the processes on test data, tweak the settings and train the team on exactly what they will use after the launch.
We add KSeF, JPK, GUS, VIES, customer portal and other integrations when the base is already running smoothly. In this way, the system can be expanded without chaos.
We usually launch the first area, usually accounting, in 1 week. Further stages are added depending on the scope and readiness of the company.
Questions that arise most often before and during the implementation decision.
You don't have to implement everything at once to start doing things better. We run accounting first, then roll out sales, warehouse, integrations and processes at a pace that suits the business.