Make sure the workflow from field → office → ERP → reporting actually works.

I map how work really happens in your company — then design a smooth, step-by-step process that your team can follow.

What this means

• Understand the business and field workflows

• Define steps, approvals, and hand-offs

• Build a clear process so everyone works the same way

• Fix bottlenecks and confusion between departments

Examples

• Time → approvals → payroll → job cost → GL

• PO → receipts → AP invoice → payment

• Field daily reports → job cost updates → WIP

• Equipment time → costing → billing / internal chargeouts

Output

• Process maps/checklists

• Clear approval + responsibility matrix

• Field + office workflow clarity before automation/SOPs

Fixing, configuring, and tuning your ERP + add-on tools so the system follows the business — not the other way around.

What this means

• Clean up and optimize ERP setup

• Structure reporting and costing correctly

• Align software platforms

• Validate integrations + data mapping

• Build automation and reduce manual work

Examples

• Rebuild cost codes to match job structure & GL

• Fix payroll mapping, burdens, union rules & earning codes

• Power Query files pulling from multiple sources automatically

Output

• Config files + mapping tables

• Integration templates

• Automated reporting files

• Cleaner data, less manual reconciliation

Create company-specific SOPs + video training so everyone knows what to do and how to do it the same way every time.

What this means

• Document steps for each process

• Record screen-capture SOP videos

• Write step-by-step instructions for field + office

• Onboarding and training materials that match your system

Examples

• “How to process payroll using your timekeeping software & accounting software— start to finish”

• “How foremen enter time in your timekeeping software for job costing”

• “How AP invoices get approved and coded”

• Union reporting — click-by-click SOP walkthrough

Output

• SOP video library

• Written procedures + flow docs

• Role-based training guides

Turn “our system isn’t working” into “this system works for us.”

What this means

• Rescue struggling ERP users before they switch systems

• Audit ERP + workflows and fix the real root cause

• Re-engage teams who feel the system “doesn’t work”

• Maximize value from the ERP before re-platforming

Examples

• Fix broken configuration and reporting

• Training to replace bad habits and workarounds

• Build confidence in system with SOPs + workflows

Output

• Stabilized users and salvage your ERP investment

• Fixed configuration + adoption momentum

• Lower support burden for vendor and client