Who this service is for
- Companies already live on ERP
- NetSuite, Dynamics, Sage, Acumatica, or Odoo teams with manual work
- Finance teams needing better close and reporting
Service
ERP Optimization
Improve an existing ERP system without jumping too quickly into replacement.
Problems addressed
- Spreadsheet dependency
- Slow close
- Poor dashboards
- Manual approvals
- Integration errors
- Role confusion
- Customization debt
Warning signs
- Enhancement backlog has no priority model
- Users avoid the ERP
- Reports are recreated outside the system
- Approvals happen through email
Questions Maitero answers
- What should we fix first?
- Which customizations create risk?
- Can workflows be automated?
- How do we improve reporting and adoption?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- ERP health check
- Workflow review
- Reporting review
- Customization and script review
- Integration review
- Optimization roadmap
Activities performed
Practical activities used to create evidence and decisions.
- System walkthroughs
- Backlog review
- Close and reporting analysis
- Automation opportunity review
- Prioritization workshop
Systems reviewed
Systems and process artifacts commonly reviewed.
- ERP
- CRM
- billing
- procurement
- reporting
- middleware
- spreadsheets
Documents required
Typical inputs requested from the client team.
- Enhancement backlog
- key reports
- saved searches
- workflow list
- role matrix
- integration inventory
Stakeholders involved
People usually needed for the work.
- Finance
- operations
- IT
- ERP administrator
- executive sponsor
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.
- ERP optimization roadmap
- Enhancement backlog
- Workflow automation plan
- Reporting improvement plan
- 30/60/90 day priorities
Sample deliverable
A prioritized optimization backlog ranked by business impact, risk reduction, effort, ownership, and dependency.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Reduced manual work
- Better reporting
- Improved adoption
- Clear enhancement priorities
Risks addressed
Common risks this service reduces.
- Optimizing symptoms instead of root causes
- Adding customization without governance
- Ignoring controls and data quality
What is not included
Clear boundaries keep the scope useful and controlled.
- Guaranteed performance improvements without technical remediation
- Custom build unless scoped
Optional services
Common next scopes that pair with this work.
- NetSuite optimization
- Reporting and analytics
- Managed ERP support
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
- Revenue Recognition
- Reporting and Analytics
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- Acumatica
- Odoo
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Professional Services
- Manufacturing
- Retail and Ecommerce
Related resource
Use the NetSuite optimization guide to prepare for this work.
NetSuite optimization guideFAQs
Common questions about ERP Optimization.
How does Maitero scope this service?
The first conversation clarifies project stage, systems involved, stakeholders, timing, and the deliverables needed for erp optimization.
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.