Finance & cashflow
Invoicing, AP/AR, cash dashboards, reconciliation.
ERP / Custom Business Systems
Specialist solution · Scoped after audit
One source of truth for operations, workflows, approvals and reporting.
Internal operations systems, dashboards, workflow automation, approvals, inventory, reporting and integrations — designed and built around how your business actually runs, not the other way around.
- Australian business focus
- Senior-led discovery
- Designed to support Essential Eight ML2 alignment
- Scoped through the AI Business Audit
Operations hubReference design
Operations
core
core
Finance
Inventory
Staff & HR
Reporting
Approvals
Integrations
One source of truth across operations
Modules we typically build
Eight modules. Mix to match your operation.
Most ERP engagements ship 3–5 modules in the first build. We always start with the module that has the highest operational pain — not the one that sounds most exciting.
Inventory & assets
Multi-warehouse stock, low-stock alerts, transfers.
Workflow & jobs
Field jobs, dispatch, scheduling, status tracking.
Approvals & sign-off
Multi-step approval flows, audit trail, escalations.
Staff & rostering
Roster, timesheet, leave, payroll-ready exports.
Reporting & BI
Custom dashboards, scheduled reports, KPI tracking.
Knowledge & SOPs
Internal docs, training material, version control.
Orders & fulfilment
From PO to delivery, with status visibility throughout.
Who this is for
ERP / Custom Business Systems is for mid-market and growing businesses outgrowing spreadsheets, disconnected SaaS tools or generic operations systems. We work best with leadership and operations teams ready for one source of truth across the business.
The shift this engagement creates
A simple before-and-after of what operations leaders typically see once a custom ERP is in production.
Without a real operations system
- Operations data scattered across spreadsheets and SaaS tools
- Approvals, reporting and inventory done manually
- SaaS per-user licence costs growing with the team
- Workflows that don't fit a generic ERP
- No single source of truth for leadership reporting
After an ERP build
- One source of truth for operations, workflows and reporting
- Custom dashboards designed around your KPIs
- Approvals, inventory and tasks running through one system
- Integrations connecting accounting, CRM, ops and reporting
- Owned source code and infrastructure — not a per-user SaaS bill
Common challenges we solve
Recurring operations pain points a custom ERP is uniquely positioned to address.
- • Operations data scattered across tools and spreadsheets
- • Approvals and reporting done manually
- • SaaS per-user costs growing faster than revenue
- • Generic ERPs that don't fit the actual workflow
- • Long, painful and risky off-the-shelf ERP implementations
What you get
One platform. Modules tailored to how your business actually runs.
We don't deliver a generic ERP. Each module is built around your workflows. Here's what a typical operations dashboard looks like at handover.
Operations — Finance
v2.4 · Sydney regionCash position
$2.84M
+12.4% MoM (illustrative)
Recent activity12 today
INV-4821 paid · Macquarie Edu+$24,500
PO-3140 approved · Boxes for QLD ops−$3,820
Payroll cycle started · 67 staff−$184,300
RBAC · Audit log · RLS · Essential Eight ML2 aligned by designIllustrative dashboard — modules scoped after audit
What's included
A production-ready ERP — scoped through the AI Business Audit, delivered in iterative sprints.
- Operations workflow mapping (post-audit)
- Custom dashboard and reporting design
- Modules tailored to your business (orders, inventory, approvals, ops)
- Role-based access control and audit logging
- API integrations across accounting, CRM and ops tools
- Data migration plan from existing spreadsheets and SaaS
- User training, change management and rollout support
- Production handover with documentation and support plan
How it works
A five-step delivery flow from audit to production handover.
- 1
AI Business Audit
Discovery of operations workflows, data sources, integrations, users and reporting needs.
- 2
Scope & design
Modules, dashboards, integrations and rollout plan scoped against business priorities.
- 3
Sprint build
Iterative sprints delivering modules, dashboards and integrations in production-ready stages.
- 4
UAT & training
User acceptance testing, security review, training and gradual rollout to teams.
- 5
Handover & support
Production handover with documentation, training and an ongoing support plan.
Typical engagement
The structure most operations teams find easy to plan around. Scope and budget confirmed in writing before any sprint begins.
Indicative duration
Scoped after audit (typical 12–20 weeks)
Format
Audit · Scope · Build sprints · Rollout
Led by
Senior solutions architect
Output
Production ERP + integrations + handover
Final scope, budget and timeline are confirmed after the AI Business Audit — not before.
Where it applies
Where custom ERP pays off in Australian businesses
Indicative examples of how this service applies across three different Australian industries. Numbers are illustrative until anchored to a real engagement.
Construction & Property
Job costing, project margin & cashflow visibility
- Project-level margin tracked live
- Cashflow forecasting against committed jobs
- Approvals & PO flow built in
Illustrative — outcomes vary by business
Manufacturing
Multi-warehouse inventory + production module
- Batch tracking with full traceability
- Low-stock + transfer alerts
- Production status visible to ops + sales
Illustrative — outcomes vary by business
Logistics & Transport
Dispatch, asset tracking & driver compliance
- Live fleet + load visibility
- Driver compliance + logbook in one system
- Cost-per-route reporting
Illustrative — outcomes vary by business
Potential outcomes
Common results we aim to give operations leaders once the ERP is in production. Final outcomes vary by business.
- One source of truth for operations across the business
- Custom dashboards and reporting tailored to leadership KPIs
- Approvals, inventory and workflows automated through one system
- Reduced reliance on multiple per-user SaaS subscriptions where custom systems fit
Illustrative outcomes: results depend on business size, data quality, integration depth, adoption and ongoing investment. The audit scopes realistic targets before any sprint begins.
Industries we apply this to
Custom ERP and business systems tend to deliver the strongest return in operations-heavy, multi-site and compliance-heavy sectors.
Frequently asked questions
Short answers to questions operations leaders ask before scoping a custom ERP build.
Why custom ERP instead of an off-the-shelf product?
Off-the-shelf ERPs force your business into a generic workflow and a long per-user SaaS contract. Custom is recommended only where the workflow, data or scale justifies it — the audit confirms which approach fits before any build commitment.
Do we own the system?
Yes. Source code, data, infrastructure and IP are yours — hosted on your accounts, in your control. You can keep us as a long-term partner or move the codebase to an internal team at any time.
How do you manage risk on a large ERP project?
Every engagement is broken into scoped sprints. Each sprint delivers a usable module — not a 12-month black box. Scope, budget and timeline are confirmed in writing before each sprint begins, so commitment stays manageable.
Can it integrate with our accounting, CRM and ops tools?
Yes. Xero, MYOB, HubSpot, Pipedrive, Salesforce, Shopify, BigCommerce, payroll, payment processors and your existing data sources all integrate via APIs. Each integration is reviewed against access control and data flow expectations.
What about ongoing maintenance and updates?
Each system is delivered with documentation, training and an optional ongoing support plan covering monitoring, security patching, feature extensions and changes as the business evolves.
How is data security handled?
Authentication, role-based access control, audit logging, encrypted storage, secrets management and infrastructure patching are designed in from the start — designed to support Essential Eight ML2 alignment across authentication, access control, logging and patching.
Primary paid offer
Ready for one source of truth across operations?
Book a free 30-minute opportunity call. Larger ERP and custom business systems are scoped through the AI Business Audit, so you have a clear plan, budget and timeline before any build commitment.