ERP Services & Consulting Solutions
Your ERP is the technology hub of your business. It connects your mission-critical data, business processes, and drives your organization ahead. With decades of experience in Microsoft Dynamics, SAP, and NetSuite, Captivix helps you find, integrate, and deploy the perfect ERP solution for your business.
What Is ERP & Why It Matters
Enterprise Resource Planning (ERP) software integrates core business processes—finance, HR, supply chain, manufacturing, and more—into a single unified platform. Rather than operating in silos, your teams share real-time data, enabling faster decisions, reduced errors, and greater efficiency across your entire organization.
The Right ERP Can Change Everything
Captivix utilizes decades of experience to create ERP solutions that scale with your business—helping you stay agile, competitive, and in control.
Core ERP Services
From selection to implementation, we provide end-to-end ERP services tailored to your business needs.
ERP System Selection
Your Business Is 1 of 1
Your business runs like no other business. That's why Captivix doesn't start our ERP Selection consulting process with the ERP. We start with deep understanding of your most important business processes, and your future growth strategies.
Flawless Execution of Your Core Business Needs
Captivix starts every engagement the same way - by understanding the mission critical operations of your business and building solutions to maximize your efficiency, stability & scalability.
Future-Proofing Your Business Operations
Today's dynamic business and technology environment means that your ERP needs evolve rapidly. Captivix helps you tackle the challenges of today & tomorrow.
Creating Powerful Efficiencies & Opportunities
Captivix uses state of the art ERP solutions combined with artificial intelligence and automation to maximize your team's capacity AND their capabilities.
Learn how Captivix helps you select the right ERP
4 Essential Steps to Select the Right ERP System
Follow these steps to ensure you make the best choice.
Free Discovery
Our ERP consultation begins with a comprehensive discovery session. Here's how we approach it:
- Understand your needs through detailed initial discussions
- Uncover your business operations, challenges, and success criteria
- Prepare a winning solution strategy and estimates based on gathered knowledge
Requirements Analysis
Once the discovery phase is complete, we move forward with a structured approach:
- Obtain your approval to proceed with the strategy
- Develop a comprehensive plan for execution
- Drill down to capture requirements across all business areas, including: finance, sales and marketing, procurement, order management, warehouse
- Conduct a review of the captured requirements together to ensure your satisfaction
Compare Options
We compare a few systems that will best address your needs. NO MORE guessing!
- Create a requirements' matrix based on information from Step 2
- Base selection criteria on demonstrations and scores given for each requirement
- Provide 360-degree visibility into the selection process
- Eliminate guesswork in choosing the right one
Recommendation and Selection
Lastly, we choose a winning ERP solution by:
- Weighing up multiple options together
- Picking the best option
- Conducting a GAP analysis to ensure scalability and minimal need for customizations
Your Perfect ERP Should Deliver
Ease of Use
Intuitive interface that empowers your team
More Efficient Processes
Streamlined workflows that save time
Real Time Reporting
Instant insights for better decisions
Better Data Integrity
Accurate, reliable data across systems
Scalability
Grows with your business needs
A Robust Ecosystem
Integrations that extend functionality
ERP Consulting
Is Your ERP Working For You?
Your ERP system should be a strategic asset, not a source of frustration. Whether you're looking to optimize an existing system, prepare for an upgrade, or evaluate new solutions, Captivix provides the expert guidance you need to make informed decisions.
Strategic Assessment & Planning
We conduct thorough evaluations of your current ERP environment, identifying opportunities for improvement and creating actionable roadmaps for success.
Process Optimization
Our consultants analyze your business processes to find inefficiencies and recommend solutions that streamline operations and reduce costs.
Change Management Excellence
We prepare your organization for successful ERP transformations with comprehensive change management strategies and user adoption programs.
Learn how Captivix ERP Consulting helps your business
Signs You Need ERP Consultation
Processes Are Inefficient
Business operations feel slow and cumbersome
Fragmented Systems
Lack of integration across departments
Security Concerns
Compliance and data security worries
Rising Costs
Operational expenses keep climbing
User Frustration
Employees struggling with poor UX
Growth Plans
Expansion straining current systems
Our 4-Step Consultation Process
A structured approach to maximize your ERP investment.
System Assessment
We begin by thoroughly evaluating your current ERP environment:
- Comprehensive audit of existing ERP system performance and usage
- Identify bottlenecks, inefficiencies, and pain points across departments
- Evaluate current integrations and data flow between systems
- Assess user adoption rates and training gaps
Requirements Documentation
We document your functional and technical requirements:
- Gather input from stakeholders across all business units
- Create detailed functional requirement documents
- Map existing business processes and identify optimization opportunities
- Document integration requirements with third-party systems
Gap Analysis & Roadmap
We identify gaps and create a strategic improvement plan:
- Perform detailed gap analysis between current state and desired outcomes
- Prioritize improvements based on business impact and feasibility
- Develop phased implementation roadmap with clear milestones
- Create cost-benefit analysis for proposed changes
Change Management Strategy
We prepare your organization for successful transformation:
- Design change management framework for smooth transitions
- Develop user training and adoption strategies
- Create communication plans for stakeholder engagement
- Establish KPIs and success metrics to measure progress
What You'll Receive From Our Consultation
Detailed Assessment
Complete system evaluation
Gap Analysis
Identify improvement areas
Strategic Roadmap
Phased action plan
Cost-Benefit Analysis
ROI projections
Training Plan
User adoption strategy
Timeline
Implementation schedule
ERP Implementation
On Time. On Budget. On Track.
Captivix will help and support the implementation process to connect your disjointed business systems. Make business forecasting better with data, and sync all departments within the ERP dashboard. All this will save time, improve data accuracy, and improve the customer experience.
Phased Implementation Approach
After dozens of successful ERP implementations, we recommend breaking the project into ERP Discovery and ERP Implementation phases for proper planning and realistic timelines.
Seamless System Integration
Connect your disjointed business systems, sync all departments within the ERP dashboard, and create a unified view of your operations.
Comprehensive Training & Support
We prepare your team for success with hands-on training, documentation, and ongoing support throughout and after the implementation process.
Learn about our ERP Implementation methodology
Why Implement a New ERP System?
A new ERP system is a major investment, but waiting too long can cost even more in lost efficiency, missed opportunities, and limited growth. If your organization experiences any of these challenges, we need to talk:
Your systems don't speak to each other
If your teams are constantly re-entering data between platforms or relying on spreadsheets to bridge gaps, it's time for a unified ERP that connects everything from finance to operations.
You lack real-time visibility
Making strategic decisions without up-to-date data is like flying blind. A modern ERP gives you instant access to the insights you need to lead with confidence.
Processes are manual, slow, or error-prone
Legacy systems often lead to workarounds that drain time and increase mistakes. A new ERP automates core workflows and increases accuracy across departments.
Growth is straining your current systems
If your business is expanding and your tools can't keep up - whether it's with new locations, products, or headcount - you need a scalable ERP that grows with you.
Customer expectations are outpacing your capabilities
Customers expect seamless service and fast response times. A new ERP helps align your back-office operations with front-end experiences.
You're planning new technology upgrades
If you're already evaluating new systems, processes, or AI integrations, ERP should be a foundational part of your digital roadmap.
How to Get Started with ERP Implementation
Our proven 7-step methodology ensures a smooth, successful implementation.
ERP Discovery
Initial Analysis
Configuration
Analyze Future Visions
Customization & Integration
Address Identified Gaps
Data Migration
Critical Data Transfer
Training
Enable Your Team
Conference Room Pilot
Validate Before Launch
Go Live & Support
Launch & Beyond
Keys to Successful ERP Implementation
Proper Planning
Define project goals, identify potential challenges, and create a detailed implementation plan.
Realistic Expectations
Have realistic expectations about what an ERP system can and cannot do for your business.
User Adoption
Ensure all users are properly trained and supported to use the system effectively.
Integrating Existing Systems
Careful consideration of how the ERP system will integrate with existing systems.
Data Migration
Plan and execute data migration carefully to avoid data loss or corruption.
Change Management
Training, support, and changes to processes to ensure the ERP system is used effectively.
Industry ERP Solutions
Captivix brings deep industry expertise to every ERP engagement. We understand the unique challenges and opportunities in your sector.
Manufacturing
From the factory floor to the shipping terminal, manufacturing demands integrated data for inventory planning, order forecasting, and supply chain management.
Common Challenges:
- ✕Disconnected systems across production, inventory, and shipping
- ✕Lack of real-time visibility into operations
- ✕Manual processes causing errors and delays
- ✕Difficulty scaling with business growth
Captivix Solutions:
- Seamless integration of all business systems
- Real-time data for smarter decision-making
- Automated workflows reducing manual errors
- Future-proof solutions that scale with your business
We focus on your mission-critical operations first—inventory management, production scheduling, and supply chain visibility—building bullet-proof integrations that ensure perfect execution every time.
Healthcare
Healthcare is a high-stakes, complex business requiring integrated data to serve stakeholders effectively while maintaining HIPAA and regulatory compliance.
Common Challenges:
- ✕Complex billing and scheduling requirements
- ✕HIPAA and regulatory compliance demands
- ✕Data distribution across multiple systems
- ✕High-stakes environment requiring accuracy
Captivix Solutions:
- Unified data for improved patient outcomes
- Compliance-ready solutions meeting regulatory standards
- Streamlined billing and scheduling processes
- Secure, accessible data across departments
We understand that healthcare complexity demands ERP solutions shaped around your unique workflows. Our approach increases quality of care, patient outcomes, and operational efficiency.
Supply Chain & Logistics
Today's businesses depend on tight collaboration between suppliers, shippers, and clients. The right ERP is essential for adapting to evolving market demands.
Common Challenges:
- ✕Limited visibility into supply chain operations
- ✕Capacity forecasting difficulties
- ✕Physical asset and inventory management gaps
- ✕Inability to respond to real-time market changes
Captivix Solutions:
- End-to-end supply chain visibility
- Intelligent capacity and demand forecasting
- Real-time data for proactive decision-making
- AI-powered automation of critical functions
We leverage advanced data analysis and AI to transform mission-critical business functions, preparing you for demand while intelligently leveraging assets during slow periods.
Why Choose Captivix for ERP Services
Decades of experience, proven methodology, and a commitment to your success.
Mission-Critical Focus
We start with your core business functions, not an exhaustive list of processes. This targeted approach delivers faster results and better ROI.
Global Experience
Decades of ERP consulting across industries worldwide with Microsoft Dynamics, SAP, and NetSuite. We bring cross-industry best practices to every project.
Process-Driven Approach
We believe complexity is the enemy. Our methodology shapes your ERP to serve your business—not the other way around.
Future-Proof Solutions
Build a custom playbook for emerging technologies like AI and new integration partners without reinventing the wheel.
On Time & On Budget
We know how important time and money are. That's why we pride ourselves on delivering projects on schedule and within budget.
Outcome-Focused Results
Real results: automated workflows, real-time reporting, integrated systems, and scalable solutions that drive business growth.
ERP Platforms We Specialize In
Microsoft Dynamics
Business Central & 365
SAP
S/4HANA & Business One
Oracle NetSuite
Cloud ERP Suite
Ready to Transform Your Business with ERP?
Schedule a free consultation with our ERP experts. We'll discuss your business needs, challenges, and how the right ERP solution can drive your growth.
Frequently Asked Questions
Get answers to common questions about ERP implementation and our services.
Real Results, Real Impact
See how leading companies have transformed their operations with ATLAS.
TechCorp
SaaS Company • 200+ employees“ATLAS completely transformed our revenue operations. What used to take our team 40 hours per week now takes just 10. The AI handles all the repetitive follow-ups, data entry, and lead enrichment.”
BuildRight Construction
ConstructionAutomated vendor follow-ups and RFQ tracking across all projects.
Finova Group
FinTechEnriched leads instantly and automated personalized outreach sequences.
MedHealth Solutions
HealthcareStreamlined patient onboarding and reduced administrative overhead.
What Our Clients Say
Hear directly from the leaders who've transformed their businesses with ATLAS.
“It feels like having an extra teammate that never gets tired. Our follow-up rate went from 40% to 95%. We’re closing deals we would have lost before.”
Sarah Johnson
VP Sales, TechCorp
“We stopped losing deals to slow follow-ups. ATLAS keeps every opportunity moving without us having to chase. Our team can focus on closing, not admin.”
Mike Rodriguez
CEO, BuildRight Construction
“The ROI was obvious within 30 days. We’re booking 3x more meetings with the same team size. ATLAS pays for itself many times over.”
Amanda Lee
Head of Growth, Finova Group
“We tried three other automation tools before ATLAS. Nothing else could handle our complex workflows. This is the real deal.”
James Park
COO, MedHealth Solutions