Phase 1 – Discovery & Blueprint
We start with detailed workshops with business and shop‑floor teams to understand current processes, pain points and desired outcomes. The result is a signed‑off blueprint. Successful ERP implementation begins with thorough discovery – you can't automate what you don't understand. Our team conducts comprehensive workshops with all stakeholders – owners, managers, supervisors, operators, and support staff. We don't just ask what they want – we observe how they actually work, document current processes in detail, and identify both pain points and what's working well. These workshops cover every aspect of operations – from material receipt to final dispatch, from order entry to invoice generation, from production planning to quality control. We map out every process, every document, every decision point, and every exception. We identify dependencies, bottlenecks, and integration points. We understand not just the 'what' but the 'why' – why certain processes exist, why certain decisions are made, and what outcomes are expected. This deep understanding enables us to design a solution that fits your business rather than forcing your business to fit a generic template. If you're unsure whether your business is ready, check these 5 signs your textile business needs ERP. The discovery phase also includes technical assessment – understanding your IT infrastructure, network capabilities, device availability, and integration requirements. We assess data quality and identify what needs to be cleaned or standardized. We evaluate change readiness and identify potential resistance points. All of this information is synthesized into a comprehensive blueprint document that details exactly how Bolto ERP will be configured, what processes will be digitized, what reports will be created, and how the system will integrate with existing tools. This blueprint is reviewed and signed off by all stakeholders, ensuring alignment before any configuration begins. This upfront investment in discovery pays dividends throughout the implementation, reducing rework, avoiding surprises, and ensuring that the final solution truly meets business needs.
Phase 2 – Configuration & Data Preparation
Masters, workflows and reports are configured in Bolto ERP. In parallel, your team cleans and validates opening data so that go‑live happens on a solid base. Once the blueprint is approved, the configuration phase begins. This is where the system is tailored to your specific requirements based on the discovery findings. Masters are set up – item masters with all attributes relevant to your business, customer and supplier masters with complete information, machine and process masters, recipe masters, and all other foundational data. These masters aren't just data entry – they're designed to support your workflows and enable the features you need. Workflows are configured to match your processes – approval hierarchies, authorization levels, notification rules, and business logic. The system is set up to enforce your policies while providing the flexibility you need. Reports and dashboards are designed based on your information needs – what does management need to see daily, weekly, monthly? What do supervisors need for operational control? What do operators need for their daily work? Each report is designed with the end user in mind, ensuring that it provides actionable information rather than just data. In parallel with configuration, your team works on data preparation. This is critical because the quality of your opening data determines the quality of your system from day one. Historical data is cleaned, standardized, and validated. Duplicates are removed, missing information is filled in, and inconsistencies are resolved. This data preparation work is often the most time-consuming part of implementation, but it's essential for success. The system can only be as good as the data it contains. We provide templates, guidelines, and support to make this process as efficient as possible. Regular review meetings ensure that configuration and data preparation stay aligned, and that any issues are identified and resolved early. This parallel approach ensures that when you're ready to go live, both the system and the data are ready.
Phase 3 – Pilot & Training
A limited scope pilot validates all key flows end‑to‑end. Power users are trained first, then wider user groups through role‑based sessions. Before rolling out the system across the entire organization, we run a limited scope pilot that validates all key processes end-to-end. This pilot typically covers one production line, one store, or one product category – enough to test the system thoroughly without disrupting the entire business. The pilot serves multiple purposes – it validates that the configuration is correct, it identifies any adjustments needed, it builds confidence among users, and it creates success stories that help with wider adoption. During the pilot, we work closely with the team, providing immediate support and making quick adjustments as needed. Any issues are resolved immediately, ensuring that the pilot is successful and provides a positive experience. The pilot also serves as a training ground where users learn by doing in a controlled environment. Training is a critical success factor for ERP adoption, and we take a structured, role-based approach. Power users are trained first – these are the key people who will use the system extensively and help others. They receive comprehensive training that covers not just how to use the system, but also how to troubleshoot common issues and how to train others. Once power users are comfortable, we train wider user groups through role-based sessions. Operators learn what they need for their daily work – how to record production, how to check stock, how to access their schedules. Supervisors learn how to monitor operations, how to generate reports, and how to manage exceptions. Management learns how to access dashboards, how to analyze performance, and how to extract insights. Each training session is hands-on, using real scenarios from the business. We provide user manuals, video tutorials, and quick reference guides. We also conduct train-the-trainer sessions so that your team can provide ongoing support. The goal is to ensure that every user is comfortable with the system and can perform their work efficiently from day one.
Phase 4 – Rollout, Hyper‑Care & Continuous Improvement
Once the system is live across departments, our team stays closely engaged to fine‑tune reports, add validations and support users until everything stabilizes. The rollout phase is where the system goes live across all departments and locations. This is typically done in waves – after the successful pilot, we roll out to additional areas systematically. Each wave builds on the learnings from previous waves, ensuring that the rollout gets smoother with each iteration. During rollout, we provide hyper-care support – our team is available on-site or remotely to provide immediate assistance. We monitor system usage, identify any issues quickly, and resolve them before they become problems. We conduct daily check-ins with key users to ensure everything is working smoothly and to address any concerns immediately. This intensive support during the initial weeks is crucial for building confidence and ensuring successful adoption. As the system stabilizes, we transition from hyper-care to normal support, but we remain closely engaged. We fine-tune reports based on actual usage – what information do users really need? What format works best? What additional insights would be valuable? We add validations and controls based on real-world usage – what errors are occurring? What can we prevent through system controls? We optimize workflows based on feedback – what's working well? What could be improved? This continuous improvement approach ensures that the system evolves with your business. We also provide ongoing training as new features are added or as new team members join. We conduct periodic reviews to identify optimization opportunities and ensure that you're getting maximum value from the system. The goal is not just to go live, but to achieve operational excellence where the system becomes an integral part of how your business operates, driving efficiency, accuracy, and growth. This long-term partnership approach ensures that your ERP investment continues to deliver value as your business evolves.
