Nexlab IT Solutions
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Service 04 · Enterprise systems & integration

Bring systems and workflows together.

ERP, CRM, document and approval workflows connected to the records your business already depends on.

Discuss your systems
01 · A sensible first step
Map one process across teams, systems and approval points.
02 · Typical scope
ERP, CRM, document workflows, migration and connected reporting.
03 · Works well with
Business owners who understand the process and system administrators who know the data.

When this is
the right fit.

Departments rely on different systems, approvals happen by email, or the same information is entered several times. You need the workflow to connect without losing the rules each team depends on.

Enterprise work is rarely a blank-page build. We map which system owns each record, how approvals move between teams and where manual reconciliation happens today. The implementation plan covers configuration, custom development, migration and adoption as one piece of work.

How we can help
  1. 01ERP and CRM implementation
  2. 02Approval, document and case workflows
  3. 03Data migration and system integration
  4. 04Payment, invoicing and identity integrations
  5. 05Operational dashboards, training and handover
02How we’d start

Three steps
to a working start.

  1. Step 01

    Map records and ownership

    Map records, approvals and the systems already in use.

  2. Step 02

    Connect the core workflows

    Agree integration boundaries and configure the core workflows.

  3. Step 03

    Move data and support adoption

    Check data and permissions, then help users adopt the new process.

Tools chosen for the job.

ERPNext can support connected business modules; SharePoint and Power Platform can support Microsoft-based workflows. SAP and Salesforce integrations depend on the interfaces and permissions available in your environment.

Tools & approaches
ERPNextSalesforcePower PlatformSharePointSAP integration
03Decisions we make early

The details that keep
delivery grounded.

Clear answers here prevent avoidable rework later.

01

Which system owns the record

We identify the source of truth before synchronisation or migration rules are written.

02

Where an exception goes

Approvals, incomplete records and failed integrations need an owner and a visible recovery path.

03

How people move to the new process

Permissions, training, cutover and old-system access are planned before launch.

The work in practice

From the brief
to the handover.

We map where information starts, who can change it and which system owns the record. Integration and migration decisions are made alongside the business process, with attention to permissions and reconciliation.

What you take away
  • A process map and integration scope
  • Configured modules, workflows and interfaces
  • Migration checks and operating instructions
Related project experience

WELLSPRING

An education ERP bringing CRM, human resources, student information and finance into one place.

This project shows relevant product and engineering work. We agree the delivery arrangement separately for each engagement.

Graduates raising blue caps with gold tassels outside a university02
Wellspring International Bilingual School logoEducation

One system for the whole school.

One school platform for admissions, people, finance and daily administration.

  • ERP platform
  • Process automation
  • Payments
Let’s discuss the details

Discuss your systems.

Tell us about your current setup, the work ahead and any deadlines you need us to consider.

Discuss your systems