Services
/ Implementation & Consulting
Implementation & Consulting
ERP implementation and consulting: set it up right, or fine-tune what you have. We’re specialists in Fishbowl, Katana, Cin7 and QuickBooks. Our consultants handle database setup, data migration, custom workflows, QuickBooks integration and go-live support for manufacturers and distributors — or fine-tune a setup whose early decisions have started to bite.
We also build custom integrations, reports and software for Fishbowl, Katana, Cin7 and QuickBooks.
Tell us what you need →
✓ New setup or fine-tuning ✓ On-site or remote
~7 yr
How long you’ll run this system
A proven, repeatable engagement.
Our step-by-step approach
A foundation built to last. Every engagement is shaped around your business — from a full new implementation to fine-tuning and ongoing support for a system you already run.
What's included
What implementation & consulting covers
Database design & population
The foundation of your system: items, customers, vendors, price lists and BOMs, entered correctly from the start.
Process mapping
We map what makes your business unique onto the software so the configuration fits your real operation.
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Integrations
Connect your platform to the systems around it — WMS, UPS WorldShip, QuickBooks and more.
Honest advice
We’ll tell you when you don’t need something, and give you an experienced view of what actually fits your Fishbowl, Katana, Cin7 or QuickBooks setup.
Ongoing support
Support contracts keep experts available for the unexpected issues and questions of daily use.
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Your budget & schedule
Scoped from simple fine-tuning to full implementation, delivered onsite or remotely.