HomeservicesAdvisory & OptimizationERP Advisory & Optimization

ERP Advisory & Optimization Services

EPTI Solutions provides vendor-neutral advisory to help you choose the right ERP and then stabilize, optimize, and scale your environment. From selection and roadmap to process improvements, reporting, integrations, and post-go-live performance tuning—we deliver measurable value across SAP, Microsoft Dynamics 365 Business Central, and Odoo.

ERP Selection Advisory ERP Health Check Process Optimization Reporting & KPIs Integrations Continuous Improvement

Choose Right. Optimize Fast. Scale Safely.

Advisory starts with selecting an ERP that fits your business model, budget, and growth plan—then making sure it performs reliably. We assess your processes and requirements, compare options, and help you define a realistic roadmap. For existing ERPs, we remove bottlenecks, clean data, stabilize integrations, and improve reporting confidence.

When to call us
Selecting an ERP, re-implementing, slow close, manual workarounds, unreliable reports, integration failures.
What you get
A clear ERP decision, a roadmap, improved controls, cleaner data, trusted KPIs, and stable operations.
ERP dashboards and advisory

What We Do: Advisory & Optimization

Vendor-neutral advisory to help you select the best-fit ERP, plus optimization services that improve performance, controls, reporting, and integration reliability.

ERP selection and advisory workshop
ERP Selection & Fit Assessment
Requirements capture, process mapping, fit-gap, vendor comparison, TCO estimate, and a decision-ready recommendation aligned to your industry and growth plan.
ERP health check and finance review
ERP Health Check & Prioritized Roadmap
System review, process walkthroughs, pain-point analysis, risk assessment, and a prioritized optimization roadmap with quick wins.
Business process optimization workshop
Process Optimization (P2P, O2C, Close)
Streamline procure-to-pay, order-to-cash, inventory control, and month-end close with better controls and fewer manual steps.
Reporting and KPI dashboards
Reporting, KPIs & Management Insights
Define KPIs, improve financial/operational reporting, and build trusted dashboards for leadership decision-making.
ERP integrations and middleware
Integrations & Data Flows Stability
Stabilize interfaces, improve monitoring, and reduce failures across APIs, OData services, middleware, and connected systems.
Data quality and master data governance
Data Quality & Master Data Governance
Clean master data, improve naming rules, validate mapping, and enforce governance so reports and operations stay reliable.
Continuous improvement and support
Continuous Improvement & Support
Post-go-live optimization, enhancements, user adoption reinforcement, and structured support to maximize ROI over time.

Platform-Specific Optimization

We tailor optimization to your ERP platform, configuration, integrations, and reporting stack.

SAP advisory and optimization

SAP (S/4HANA & SAP Business One)

  • Finance optimization (GL/AP/AR, close, controls)
  • KPI & reporting improvements, governance
  • Integration stability (APIs, OData, middleware patterns)
  • Analytics alignment (Datasphere / SAP Analytics Cloud readiness & usage)
Business Central advisory and optimization

Dynamics 365 Business Central

  • Dimensions, posting setup, close acceleration, controls
  • Inventory and purchasing/sales stabilization
  • Power BI readiness (trusted datasets, KPIs)
  • API/OData integration hardening and monitoring
Odoo advisory and optimization

Odoo ERP

  • Accounting, sales, inventory, workflow optimization
  • Upgrade-safe customization review & technical debt reduction
  • Master data discipline and reporting cleanup
  • API integrations and automation reliability

why companies choose us

Structured delivery and governance

Structured Delivery

Clear scope, priorities, measurable outcomes, and controlled delivery—so advisory and optimization don’t disrupt operations.

Finance and reporting focus

Finance & Reporting Focus

We prioritize close performance, controls, and trusted reporting—where ERP value is most visible.

Integration and operational stability

Operational Stability

Stable integrations, disciplined master data, and consistent processes reduce errors and manual workarounds.

reliable & safe

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Controlled change management
Changes are planned, validated, and deployed in a controlled way to avoid business disruption.
🔐
Security & access discipline
Role-based access, approvals, and controls aligned to finance and audit expectations.
✅
Testing & validation
Configuration changes, integrations, and reports are tested before release to keep production stable.
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Audit-ready documentation
Clear documentation and knowledge transfer to support compliance and reduce dependency.
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Performance and KPI confidence
Improved data quality and process discipline increase trust in dashboards and executive reporting.
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Long-term optimization partner
Continuous improvement support to keep your ERP aligned with growth and changing business needs.

Need Help Choosing or Optimizing Your ERP?

Tell us your business goals and current challenges. We’ll recommend the best-fit ERP (SAP, Business Central, or Odoo) and provide a practical optimization roadmap with quick wins and long-term improvements.

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