Implementation

Instead of external consultants configuring software behind closed doors, internal teams build, test, and own your ERP platform, guided by inline wizards and weekly expert coaching.

How DIY-ERP Works

DIY-ERP replaces traditional consulting-heavy implementations with a guided delivery framework embedded directly inside Microsoft Dynamics 365 Business Central. 

DIY-ERP operationalises the entire implementation lifecycle directly within Business Central and Microsoft Teams, eliminating static paper manuals, external binders, and disconnected consulting playbooks.

Inside-the-System Execution

Every task, sequence, prerequisite, and video tutorial lives natively within the Business Central application interface via an embedded session wizard.

Pre-Configured Foundation

Rather than starting with a blank database, you receive a fully configured, best-practice environment on Day 1. We focus on refining defaults and deselecting unnecessary features rather than building from scratch.

Coaching & Oversigh

External coaches do not build the system for you. Instead, we provide strategic decision frameworks, business transformation guidance, scope discipline, change management accountability, and commercial guardrails.

Knowledge Preserved Internally

Because internal staff configure the environment hands-on during weekly sessions, technical knowledge is retained within the organisation rather than walking out the door with external contractors.

Implementation Methodology

The DIY-ERP methodology distils over 25 years of ERP delivery and project recovery experience into a structured, four-phase framework.

01

Phase 1

Pre-Configuration

Set up the environment and load base best-practice templates.

02

Phase 2

Guided Execution

Weekly mentor-led configuration sessions and task assignments.

03

Phase 3

Iterative Migration

Unlimited test loads via Excel pre-validated templates.

04

Phase 4

Click Cutover

Zero downtime, automated production launch.

Core Methodological Pillars

Self-Prescribed Scope

You define your functional scope upfront, allowing for a fixed-price commitment without open-ended discovery cycles.

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Standardised Task Sequences

Implementation tasks follow strict dependency chains managed by the in-app wizard to prevent configuration errors.

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Continuous Validation

Automated validation tools check configuration logic, security permissions, and data integrity at every step.

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Native-First Design

Leverages standard Business Central functionality, Microsoft 365 tools (Excel, Outlook, Teams), and Copilot AI before evaluating custom code or third-party add-ons.

Implementation Timeline

DIY-ERP implementations typically range between 8 and 18 weeks for standard deployments, compared to traditional projects that often drag on for 12 to 18+ months. For highly complex multi-site manufacturing or custom project installations, schedules extend predictably up to 28–32 weeks.

Elapsed timelineMaximum allowed delay
04812162024283236

Finance Core/NFP

General Ledger, AP, AR, Fixed Assets, Banking, Cash Flow, GST

8–14 weeks

+1 week max delay

Wholesale Distribution

Finance + Sales Orders, Purchase Orders, Inventory, Warehousing

14–18 weeks

+2 weeks max delay

Project Services

Finance + Resources, Project Management, Job Costing, WIP

14–18 weeks

Manufacturing

Finance, Trade, Warehousing + BOMs, Routings, Production Orders

16–24 weeks

+3 weeks max delay

Field Service & Repairs

Finance, Trade + Service Management, Warranties, Warehousing

16–24 weeks

+3 weeks max delay

Complex Manufacturing & On-Site Projects

Full Suite: Manufacturing, Warehousing, Projects, Service, Warranties

28–32 weeks

+4 weeks max delay

Implementation Cost

DIY-ERP operates under a Fixed-Price, All-In Commercial Model. All licenses and implementation packages are paid in advance for lifetime use on a Fixed Term License basis, eliminating hidden fees, scope creep, and billable hour overruns.

Software Toolkit RRPGuided Implementation RRP
$0$50k$100k$150k$200k

Simple NFP (Finance Core)

$59,000

$34,000 + $25,000

Standard Finance Functionality

$65,000

$40,000 + $25,000

Complex NFP (Finance + Inventory or Projects)

$82,500

$42,500 + $40,000

Wholesale Distribution / Trade

$90,000

$50,000 + $40,000

Project Services

$90,000

$50,000 + $40,000

Complex Project Delivery & Warehousing

$105,000

$50,000 + $55,000

Field Services (Repairs & Maintenance)

$115,000

$65,000 + $50,000

Manufacturing Essentials

$130,000

$65,000 + $65,000

Complex Manufacturing + Warranty Management

$155,000

$65,000 + $90,000

Complex Manufacturing + On-Site Projects + Field Service

$170,000

$65,000 + $105,000

Data Migration Framework

Traditional data migrations fail due to consultant bottlenecks, single "big-bang" cutover events, and late issue discovery. DIY-ERP reverses this dynamic by giving you direct, continuous control over your data loading.

Pre-Built Excel Templates

Ready-to-use templates for every master table (Chart of Accounts, Customers, Vendors, Items, Fixed Assets, Open AP/AR, Opening Balances).

Automated Data Validation

Built-in cleansing logic checks data structure and fields during import, flagging errors before data commits to the ledger.

Unlimited Iterative Test Imports

Execute unlimited trial migrations in test environments, refining and re-importing data without incurring extra consulting charges.

Phased Migration Sequencing

Avoids migrating all systems simultaneously. The core financial ledger is established first, followed by incremental replacements of peripheral systems (CRM, Payroll, Inventory).

Detailed Implementation Plan (Sample 16-Week Schedule)

Below is the standard 10-phase operational schedule used to guide projects from kickoff to live operations:

Phase 1: Project Initiation & Readiness (Week 0 / Weeks 1–2)

Kickoff meeting, Internal Super User appointment, tenant and security provisioning, Old Process Master List (OPML) review, and project calendar setup.

Phase 2: Core Finance Configuration (Weeks 1–2)

Set up Company Information, General Ledger, Chart of Accounts, Dimensions, GST posting groups, payment terms, and bank accounts.

Phase 3: Core Operations & Trade Setup (Weeks 3–5)

Customer (AR) and Vendor (AP) master setups, posting groups, HR setup, purchasing, and sales order workflows.

Phase 4: Inventory & Supply Chain (Weeks 6–8)

Item master files, inventory posting groups, unit of measure configuration, multi-location logistics, and warehousing rules.

Phase 5: Administration & System Settings (Weeks 9–10)

Customising Word report layouts (Invoices/POs), setting security roles, user permissions, and assisted setups.

Phase 6: Process Testing & OPML Validation (Weeks 11–12)

Reviewing the Old Process Master List against configured workflows, performing process walkthroughs, and documenting user guides.

Phase 7: Training & User Adoption (Weeks 13–14)

Task training delivered by the Internal Super User, practising with copied live transactions, and distributing cheat sheets.

Phase 8: Go-Live Preparation & Cutover Simulation (Week 15)

Building the production environment, running test cutover scripts, verifying opening balances, and conducting final readiness checks.

Phase 9: Cutover & Production Go-Live (Week 16)

Final data import, opening balance migration, and switching system authority to Business Central.

Phase 10: Optional Module Expansion (+2 to 8 Weeks)

Layering on advanced functions such as Manufacturing, Project Costing, Field Service, or CRM as operational needs evolve.

The Internal Super User (ISU) Model

The Internal Super User is the cornerstone of the DIY-ERP methodology. DIY-ERP insources project management rather than outsourcing it to third-party body shops.

More Concepts ISU

ISU Profile & Responsibilities

  • Who They Are: Typically an internal Finance Manager, Senior Accountant, or Operations Lead nominated by the business.
  • Role & Function: Serves as the internal Product Owner and Capability Lead throughout the engagement.
  • Key Tasks:
    1. Attends weekly guided sessions with a DIY-ERP Coach.
    2. Executes configuration tasks and manages data migration templates within Business Central.
    3. Conducts process testing and verifies business rules against the OPML.
    4. Trains end-users using built-in learning guides and cheat sheets.
  • Long-Term Strategic Impact: At go-live, the business possesses an in-house expert capable of modifying reports, adjusting permissions, and onboarding new staff without paying external consulting fees.

Go-Live

Go-live with DIY-ERP eliminates the traditional "weekend marathon" where consultants work around the clock under high stress.

  • 1-Click Cutover Automation: Specialised cutover tools migrate master data, open transactions, and initial balances from the test company to the production environment automatically.
  • Zero Downtime: Designed to execute on the business's schedule during normal working hours without interrupting existing operations.
  • Immediate Financial Balances: Opening GL balances, bank figures, and accounts payable/receivable sub-ledgers post cleanly on Day 1.
  • Operational Independence: Because the internal team executed the implementation, they take full ownership of the platform from day one without needing mandatory ongoing support contracts.