Who this service is for
- Teams preparing requirements
- Companies with manual workarounds
- Finance and operations leaders redesigning workflows
Service
Business Process Review
Find the process gaps behind ERP symptoms before you configure or replace software.
Problems addressed
- Unclear handoffs
- Spreadsheet-based approvals
- Duplicate entry
- Reporting breaks between departments
- Controls depend on manual review
Warning signs
- Users disagree about the real process
- Exceptions are handled outside the ERP
- Approvals are slow or undocumented
Questions Maitero answers
- Which steps can be automated?
- Where do controls fail?
- What should be standard before ERP design?
- What should be in scope for implementation?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- Current-state process mapping
- Gap and pain-point review
- Control and reporting analysis
- Future-state recommendations
Activities performed
Practical activities used to create evidence and decisions.
- Process workshops
- Exception review
- Control walkthroughs
- Reporting dependency mapping
- Future-state design discussion
Systems reviewed
Systems and process artifacts commonly reviewed.
- ERP
- CRM
- billing
- procurement
- spreadsheets
- approval tools
- reporting tools
Documents required
Typical inputs requested from the client team.
- Process maps
- policy documents
- approval workflows
- sample reports
- manual trackers
Stakeholders involved
People usually needed for the work.
- Finance
- operations
- sales operations
- procurement
- IT
- process owners
Maitero responsibilities
Structure the work, identify risks, document findings, facilitate decisions, and produce usable deliverables.
- Facilitate workshops
- Review artifacts
- Maintain issue and decision clarity
- Prepare executive readouts
Deliverables and outcomes
What the client receives.
Deliverables
Tangible outputs from the engagement.
- Current-state process map
- Pain-point register
- Control gap summary
- Future-state process recommendations
Sample deliverable
A future-state process map showing activities, system ownership, approval points, controls, reporting outputs, and integration handoffs.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Better requirements
- Cleaner workflows
- Reduced manual work
- Clearer ERP design priorities
Risks addressed
Common risks this service reduces.
- Configuring bad processes into the new ERP
- Missing control requirements
- Underestimating change management
What is not included
Clear boundaries keep the scope useful and controlled.
- Full operating model redesign
- Custom software build
Optional services
Common next scopes that pair with this work.
- Requirements definition
- ERP assessment
- Workflow automation roadmap
Related pathways
Connect this service to the rest of the Maitero system.
Related processes
Business processes connected to this service.
- Record to Report
- Order to Cash
- Procure to Pay
- Revenue Recognition
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- Salesforce
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Professional Services
- Manufacturing
- Wholesale Distribution
Related resource
Use the Sample process deliverables to prepare for this work.
Sample process deliverablesFAQs
Common questions about Business Process Review.
How does Maitero scope this service?
The first conversation clarifies project stage, systems involved, stakeholders, timing, and the deliverables needed for business process review.
What does the client need to provide?
Maitero usually needs access to process owners, current reports, system documentation, issue lists, project artifacts, and relevant data or integration inventories.
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.