Separate operational records
Finance, sales, HR and inventory teams maintain different versions of the same information.
Automation & applications
ERP, CRM, HRMS & Business Applications
Connect finance, customers, people and operations through business applications. Digital Sarathi helps assess requirements, plan implementation and integrate systems around your organization’s workflows.
START WITH THE BUSINESS PROBLEM
What needs to work better?
Manual reporting
Management reports depend on repeated spreadsheet consolidation.
Implementation uncertainty
Organizations need a realistic view of process changes, data preparation and user responsibilities.
HOW DIGITAL SARATHI HELPSPractical capabilities.
Practical capabilities.
Clearly defined work.
Scope the right combination of consulting, implementation, integration and support for your environment.
ERP requirements
Map the finance and operational processes that must work together.
CRM workflows
Define customer records, sales activities, service requests and reporting needs.
HRMS processes
Review employee information, HR requests and role-based access requirements.
Finance and inventory
Structure relevant records, transactions, approvals and management views.
Data preparation
Identify migration sources, ownership and validation responsibilities.
Integration and reporting
Connect approved systems and define useful management dashboards.
TYPICAL PROJECT SCOPE
Know what the engagement includes.
Every proposal should clarify deliverables, dependencies and responsibilities. A typical scope may include the following, adapted to your requirements.
- Departmental process and requirements review
- Application fit and gap assessment
- Master-data and migration plan
- Role, approval and reporting design
- Pilot, user acceptance and support handover
Technologies & platforms
The final selection depends on your existing environment, requirements and licensing.
Relevant organizations
- Manufacturing
- Trading and distribution
- SMEs and growing businesses
- Large corporate organizations
THE IMPLEMENTATION APPROACH
From understanding to adoption.
Assess fit
Understand required processes before choosing or extending a platform.
Prepare
Agree data ownership, implementation boundaries and user responsibilities.
Implement
Configure or develop the agreed scope and validate representative transactions.
Enable
Train process owners and users, then review issues after rollout.
AFTER IMPLEMENTATIONA support model,
A support model,
not an afterthought.
Support can cover application administration, user assistance, reporting and planned improvements. Payroll, tax or statutory functionality requires explicit validation against your organization’s requirements.
Discuss ongoing IT supportCOMMON QUESTIONSWhat to know
What to know
before you start.
Have a question about your specific environment? Discuss it with our team.
Do you sell one standard ERP product?
This website presents consulting and implementation capabilities rather than one universal product. Platform selection and licensing are discussed during assessment.
Can you integrate finance and inventory?
Integration can be scoped after reviewing data structures, transactions, interfaces and control requirements.
What is the biggest preparation task?
Agreeing process ownership and preparing usable data are important starting points. Discovery identifies the work specific to your organization.
KEEP THE WHOLE PICTURE IN VIEW
Connected capabilities
START WITH A CONVERSATION
Let’s discuss your erp, crm, hrms & business applications requirement.
Tell us what needs to change. We’ll help you assess the right approach.