Custom management software designed around the reality of the operation
A custom ERP that connects records, orders, finance and operations, with documents attached to each record and data that moves between stages without re-entry.
- The company's process became the system
- No side spreadsheets, no re-entry
The challenge
The company had an internal workflow that worked, but each stage lived in a different tool or spreadsheet. Off-the-shelf ERPs required changing the process to fit the system, and the team lost time switching between screens, re-entering information and searching their email for the right document.
The solution
An ERP built from the real process: each module follows the work order the team already used, data moves from one stage to the next without re-entry and documents are stored with the record they belong to. The system adapted to the company, not the company to the system.
What was delivered
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The company's workflow, not the software's
Screens and stages designed from the process that already worked.
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Data that moves forward
Information typed once carries through to the next stages.
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Documents on the record
Files attached to orders, customers and contracts, stored in the cloud with controlled access.
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Role-based permissions
Each department accesses the modules and actions that belong to it.
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Heavy tasks in the background
Reports, imports and sends processed without freezing anyone's screen.
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Operational reports
Indicators pulled straight from the system's data, with no side spreadsheet.
Modules
- 01
Records
Customers, suppliers, products and services in a single base.
- 02
Sales
Quotes, orders and contracts, from first contact to invoicing.
- 03
Finance
Accounts payable and receivable, with the order and document linked to each entry.
- 04
Operations
The company's internal stages, in the order the team already worked.
- 05
Reports
Indicators by department and period, straight from the data.
Access profiles
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Sales
Creates quotes and orders and follows each customer.
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Finance
Manages receipts and payments linked to orders.
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Operations
Carries out the internal stages with data that arrives ready.
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Management
Tracks the company's indicators and sets permissions.
How it was built
- System and rules Laravel (PHP)
- Business rules, permissions and screens on a mature framework, with queues so heavy tasks run without freezing the screen.
- Database MySQL (Amazon RDS)
- A managed relational database, with automatic backups and a read replica when volume calls for it.
- Files Amazon S3
- Documents and attachments stored outside the server, with role-based access control.
- Queues Redis
- Reports, imports and sends processed in the background.
Details
An off-the-shelf ERP solves the market’s average process. This company had its own process, one that worked and was part of its advantage, and swapping it for the software’s would mean losing exactly what was working.
The project started from the workflow: each stage was followed with the people who carry it out, and only then became a screen. That is why the team gained speed without lengthy training. The system asks for information in the order they already worked.
