New: ERP readiness checklist and structured decision paths for selection, rescue, integration, and optimization.

Maitero ERP

Make Better ERP Decisions. Build Stronger Business Systems.

Maitero helps growing companies assess, select, implement, integrate, and improve ERP systems through independent, finance-first advisory services.

Enter through your service need, business problem, process, platform, industry, or project stage and move toward a clear next step.

Independent advisoryFinance-first process reviewImplementation-ready deliverablesStructured decision paths
What Maitero doesAssessment, selection, implementation advisory, migration, integrations, reporting, rescue, optimization, and support.
Who Maitero helpsGrowing finance, operations, and technology teams that need clearer ERP decisions.
How Maitero is differentIndependent guidance centered on process, data, reporting, controls, and business ownership.
What clients receiveScorecards, roadmaps, matrices, architecture, trackers, readiness reports, and executive recommendations.

Choose your situation

Start with the way your team describes the problem.

Visitors do not always know the consulting term. These paths connect common symptoms to the right service, resource, and consultation.

We are selecting an ERP

Build requirements, score vendors, compare costs, and choose with evidence.

Open path

Our implementation is at risk

Triage governance, requirements, partner performance, data, integrations, testing, and launch risk.

Open path

We need to improve NetSuite

Review configuration, roles, workflows, reports, integrations, ARM, close, and support model.

Open path

Our systems are not connected

Clarify system ownership, mappings, error handling, monitoring, and integration testing.

Open path

Our reporting is unreliable

Fix metric definitions, data lineage, reconciliations, dashboards, and controls.

Open path

We are preparing for go-live

Review defects, data, integrations, training, cutover, support, and executive go/no-go criteria.

Open path

We need ongoing ERP support

Create a support model for administration, enhancements, releases, users, and integrations.

Open path

We are replacing a legacy system

Plan requirements, data migration, integrations, controls, reporting, and implementation readiness.

Open path

Services overview

Service groups aligned to the ERP transformation journey.

Maitero services are organized by the stage of work: assess, select, implement, stabilize, optimize, and support.

Assess and Plan

ERP Readiness Assessment, Business Process Review, Requirements Definition, Finance Transformation

View services

Implement

ERP Implementation Advisory, ERP Project Management, Solution Design Review, Data Migration, Integration and Automation, Testing and UAT, Go-Live Readiness

View services

Stabilize and Rescue

ERP Rescue, Post-Go-Live Stabilization

View services

Optimize

ERP Optimization, Reporting and Analytics, Internal Controls and Compliance

View services

Business process explorer

Connect ERP problems to the process they affect.

Each process path shows common problems, systems, controls, automation opportunities, deliverables, and related services.

Record to Report

Record to Report covers journal entries, approvals, reconciliations, intercompany, consolidation, foreign currency, fixed assets, accruals, close calendar, financial reporting, and audit support.

Common problems
  • Slow close
  • Manual journals
  • Unclear ownership
  • Unreconciled reports
  • Spreadsheet dependency
Automation opportunities
  • Journal templates
  • bank feeds
  • reconciliation rules
  • close task management
  • dashboard refresh
Relevant services
  • ERP Assessment
  • ERP Optimization
  • Reporting and Analytics
  • Internal Controls and Compliance
Explore Record to Report

Order to Cash

Order to Cash connects customer onboarding, order entry, fulfillment, billing, payments, collections, revenue recognition, and customer reporting.

Common problems
  • Orders re-entered manually
  • Billing delays
  • Collections visibility gaps
  • Revenue and fulfillment not aligned
Automation opportunities
  • CRM to ERP order flow
  • invoice generation
  • payment matching
  • dunning
  • revenue schedules
Relevant services
  • Integration and Automation
  • Revenue Process Optimization
  • ERP Selection
  • Reporting and Analytics
Explore Order to Cash

Procure to Pay

Procure to Pay includes vendor onboarding, purchase requests, approvals, purchase orders, receiving, vendor bills, three-way match, payments, and spend reporting.

Common problems
  • Email approvals
  • late bills
  • weak purchase controls
  • manual three-way match
  • poor spend visibility
Automation opportunities
  • Purchase approvals
  • PO matching
  • invoice capture
  • payment files
  • spend dashboards
Relevant services
  • Business Process Review
  • Integration and Automation
  • Internal Controls and Compliance
Explore Procure to Pay

Revenue Recognition

Revenue Recognition connects contracts, performance obligations, standalone selling price, allocation, revenue schedules, usage, modifications, deferred revenue, reconciliation, and audit evidence.

Common problems
  • Manual revenue schedules
  • Contract changes not captured
  • Deferred revenue reconciliation is hard
  • Usage-based revenue lacks controls
Automation opportunities
  • ARM configuration
  • billing integration
  • usage feed validation
  • deferred revenue reports
  • renewal workflows
Relevant services
  • ERP Assessment
  • ERP Optimization
  • Reporting and Analytics
  • Internal Controls and Compliance
Explore Revenue Recognition

Subscription Billing

Subscription Billing covers subscription creation, pricing, usage, billing schedules, invoices, credits, renewals, upgrades, downgrades, cancellations, revenue recognition, and collections.

Common problems
  • Manual billing changes
  • Usage data arrives late
  • Revenue and billing do not align
  • Renewals are missed
  • Credits are inconsistent
Automation opportunities
  • CPQ to billing
  • usage ingestion
  • renewal notifications
  • invoice generation
  • payment reconciliation
Relevant services
  • Integration and Automation
  • ERP Optimization
  • Reporting and Analytics
  • Finance Transformation
Explore Subscription Billing

Maitero lifecycle

Assess. Define. Select. Design. Implement. Test. Launch. Stabilize. Optimize.

The methodology keeps decisions, requirements, data, integrations, testing, and business ownership visible through the ERP lifecycle.

  1. 01

    Assess

    Review maturity, risks, systems, processes, reporting, and ownership.

  2. 02

    Define

    Document requirements, controls, data, integrations, and reporting needs.

  3. 03

    Select

    Compare platforms, partners, demos, costs, and implementation risk.

  4. 04

    Design

    Review configuration, workflows, roles, reports, and integration architecture.

  5. 05

    Test

    Trace requirements through UAT, defects, reports, and sign-off.

  6. 06

    Launch

    Confirm data, cutover, training, support, and go/no-go readiness.

  7. 07

    Stabilize

    Triage defects, reporting, support, and user adoption after launch.

  8. 08

    Optimize

    Prioritize improvements, automation, controls, and managed support.

Platform ecosystem

ERP decisions include connected systems.

Maitero reviews ERP platforms together with CRM, billing, procurement, integration, data, and reporting systems.

Oracle NetSuite

Maitero supports NetSuite assessment, implementation advisory, optimization, rescue, data migration, integrations, reporting, controls, automation, and managed support.

  • Salesforce to NetSuite
  • Stripe to NetSuite
  • Coupa to NetSuite
  • Shopify to NetSuite
Explore platform

Microsoft Dynamics 365

Maitero helps teams evaluate, implement, integrate, and optimize Dynamics 365 Business Central, Dynamics 365 Finance, and Dynamics CRM ecosystems.

  • Dynamics CRM
  • Power BI
  • Microsoft 365
  • banking
Explore platform

Sage Intacct

Maitero supports Sage Intacct evaluation, finance process design, multi-entity accounting, dimensions, reporting, integrations, optimization, and support planning.

  • Salesforce
  • Bill.com
  • Stripe
  • planning tools
Explore platform

Acumatica

Maitero helps evaluate and improve Acumatica for finance, distribution, manufacturing, construction, inventory, field service, reporting, and integrations.

  • Warehouse systems
  • ecommerce
  • CRM
  • shipping
Explore platform

Odoo

Maitero supports Odoo evaluation, implementation planning, module design, migration, integration, hosting decisions, upgrade planning, optimization, and support.

  • Ecommerce
  • payments
  • shipping
  • CRM
Explore platform

Salesforce

Maitero reviews Salesforce as a connected system in quote-to-cash, order-to-cash, billing, revenue, and ERP integration flows.

  • Salesforce to NetSuite
  • Salesforce to Sage Intacct
  • Salesforce to billing
  • Salesforce to data warehouse
Explore platform

Workato

Maitero reviews Workato architecture, recipes, mappings, monitoring, ownership, controls, and ERP integration fit.

  • NetSuite
  • Salesforce
  • Stripe
  • Shopify
Explore platform

Engagement packages

Defined scopes for the most common ERP decisions.

Each package explains who it is for, duration, activities, stakeholders, deliverables, expected outcome, and next step.

2 to 4 weeks

ERP Readiness Assessment

Best for teams deciding whether to optimize, replace, or prepare for ERP selection.

  • Assessment scorecard
  • risk register
  • roadmap
Review package
4 to 8 weeks

ERP Selection Sprint

Best for teams comparing platforms and implementation partners.

  • requirements workbook
  • demo scripts
  • vendor scorecard
Review package
1 to 3 weeks

ERP Rescue Review

Best for delayed or unstable ERP implementations.

  • triage report
  • risk ranking
  • recovery roadmap
Review package
2 to 4 weeks

NetSuite Health Check

Best for live NetSuite teams with reporting, workflow, role, integration, or close issues.

  • health findings
  • optimization backlog
  • support model
Review package
2 to 4 weeks

Data Migration Readiness Review

Best before trial migrations or cutover.

  • data inventory
  • mapping review
  • reconciliation plan
Review package
2 to 4 weeks

Integration Architecture Review

Best for ERP, CRM, billing, procurement, ecommerce, or reporting connection issues.

  • architecture map
  • ownership matrix
  • testing checklist
Review package
1 to 3 weeks

Go-Live Readiness Review

Best before launch decision.

  • readiness report
  • cutover checklist
  • go/no-go summary
Review package
2 to 6 weeks

ERP Optimization Roadmap

Best for live ERP systems with manual work and poor reporting.

  • optimization backlog
  • 30/60/90 roadmap
  • executive readout
Review package

Sample deliverables

Practical artifacts, not vague consulting language.

See the types of documents used to make ERP decisions easier to review, govern, and execute.

ERP readiness scorecard

Ranks readiness across strategy, finance, operations, data, integrations, reporting, controls, technology, people, governance, scalability, and compliance.

View sample deliverables

Requirements matrix

Connects business needs to process, owner, priority, vendor response, configuration status, and testing evidence.

View sample deliverables

Vendor comparison scorecard

Scores ERP platforms and implementation partners against functional fit, cost, complexity, support, and risk.

View sample deliverables

Current-state process map

Shows current activities, systems, handoffs, manual work, controls, reports, and exceptions.

View sample deliverables

Integration architecture

Documents system ownership, flow direction, frequency, data mappings, security, monitoring, and reconciliation.

View sample deliverables

Data migration tracker

Tracks source, owner, cleansing, mapping, trial load, reconciliation, and sign-off status.

View sample deliverables

Industry experience

ERP requirements differ by business model.

Industry pages connect common challenges to processes, platforms, integrations, services, resources, and consultation paths.

Software and SaaS

Recurring revenue, subscriptions, renewals, usage, customer success, and multi-entity growth make ERP design highly dependent on billing, CRM, revenue, and reporting flow.

Explore industry

Professional Services

Project-based businesses need ERP processes that connect time, expense, project billing, revenue, resource planning, and profitability.

Explore industry

Manufacturing

Manufacturers need ERP decisions to account for inventory, procurement, production, costing, quality, planning, warehouse operations, and financial reporting.

Explore industry

Wholesale Distribution

Distribution companies need reliable inventory, purchasing, pricing, fulfillment, EDI, shipping, returns, and margin reporting.

Explore industry

Retail and Ecommerce

Retail and ecommerce ERP design must connect orders, inventory, POS, ecommerce, payments, returns, product data, sales tax, and revenue reporting.

Explore industry

Construction and Field Services

Construction and field services companies need ERP processes around job costing, project billing, field service, procurement, equipment, retainage, and project profitability.

Explore industry

Representative project scenario

A finance-led ERP rescue before a risky launch.

A software company preparing for NetSuite go-live had incomplete UAT, Salesforce integration defects, unclear revenue reporting, and unresolved data migration items. This is a representative scenario, not a verified customer case.

Maitero approach

  • Triage governance, scope, data, integrations, reporting, and testing
  • Rank launch blockers and assign decision owners
  • Create recovery roadmap and executive go/no-go criteria
  • Prepare hypercare and stabilization plan
View project scenarios

Resources

Guides, checklists, scenarios, and sample deliverables.

Use the resource center to prepare for assessment, selection, implementation, rescue, migration, integration, optimization, and NetSuite improvement.

ERP readiness checklist

Evaluate maturity, risks, and replacement readiness before starting selection.

Use checklist

ERP selection guide

Structure requirements, demos, vendor scoring, partner review, and total cost analysis.

Read guide

NetSuite optimization guide

Review workflows, saved searches, roles, reports, integrations, close, and support.

Read guide

Next step

Your ERP project does not need more uncertainty.

Tell Maitero where the project stands and receive guidance on the most practical next step.

Book an ERP Assessment

Maitero Assistant

Find the right ERP next step

Choose the closest situation. The assistant will recommend a service, page, resource, and consultation path.

Common starting point

Most teams begin with an ERP readiness assessment when the root cause is not clear.

Book ERP Assessment