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VanloffeltCPA
Home
Automation
  • ERP
  • - Assessment
  • - Selection
  • - Implementation
  • - Data Transformation
  • Business Intelligence
  • - Selecting a BI Tool
  • - Managed Intelligence
  • - Power BI Dashboard
  • - Power BI Training
Accounting
  • Fractional CFO
  • Tax
Industries
  • Private Equity
  • Construction
  • Distribution
  • Service
Contact
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  • Home
  • Automation
    • ERP
    • - Assessment
    • - Selection
    • - Implementation
    • - Data Transformation
    • Business Intelligence
    • - Selecting a BI Tool
    • - Managed Intelligence
    • - Power BI Dashboard
    • - Power BI Training
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    • Tax
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  • Home
  • Automation
    • ERP
    • - Assessment
    • - Selection
    • - Implementation
    • - Data Transformation
    • Business Intelligence
    • - Selecting a BI Tool
    • - Managed Intelligence
    • - Power BI Dashboard
    • - Power BI Training
  • Accounting
    • Fractional CFO
    • Tax
  • Industries
    • Private Equity
    • Construction
    • Distribution
    • Service
  • Contact

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The Initial Assessment

Turning over Stones

During this phase, your process from Quote to Cash will be documented and reports used in the business understood.  Then the vision, teams, timeline will be put together.  This is topped off with a pitch deck to highlight the efficiencies and opportunities to be had by investing in an ERP.

Find out more

Pathway to Success

Process Mapping

Process Mapping

Process Mapping

Create Process Maps, document processes, and identify reports used

Project Plan

Process Mapping

Process Mapping

Set up timelines, create teams, charter, and deliverables

Pitch Deck

Process Mapping

Pitch Deck

Identify process efficiencies, opportunities, and cost savings  

ERP Summary PageBusiness Intelligence Summary Page

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