Enterprise Resource Planning – ERP

2excel are an experienced, established provider of business management software and enterprise resource planning (ERP) systems. Our team has over fifteen years of experience assisting businesses across a variety of industries to integrate ERP into their operations to improve business processes and manage growth.

An ERP system will provide a complete overview of your business and integrate all of your core business functions into one simplified solution.


At the most basic level, an ERP system helps employees do their jobs more efficiently by breaking down barriers between business departments.

ERP is an acronym for Enterprise Resource Planning, which is a complicated name for something that will simplify and streamline your business and enhance decision making ability.

Take the various processes essential to running a business — like project management, inventory, orders, accounting, human resources, customer relationship management (CRM), and so on. An ERP system compiles the information from across all of these departments into one shared system so information across your entire organisation becomes standardised. In practice, this means that employees in different departments — say human resources and sales — can rely on the same database for their specific needs.

An ERP helps to eliminate redundant processes and systems, dramatically lowering overall costs of conducting your business. An ERP system streamlines processes, provides deeper insights into your business, and enables you and your staff to make better and faster decisions, using comprehensive, real-time data.


ERP helps employees do their jobs more efficiently by breaking down barriers between business units. More specifically, an ERP system:

       Gives a comprehensive real-time view of data, enabling companies to        address concerns proactively and drive improvements

        Improves financial accuracy and compliance with regulatory                        standards, reducing risk

        Automates core business operations such as lead-to cash, order-to-            fulfilment, and procure-to-pay processes

        Enhances customer service by providing one source for billing and             relationship tracking

        Provides comprehensive records and business insights to better                 understand the business' performance on key metrics


2excel can help you implement a powerful ERP solution. Learn in more detail about how the features of ERP can streamline your business and drive new growth:

Project Lifecycle

For successful on-budget project delivery, keeping track of costs, resources and timescales is crucial. An ERP system enables complete monitoring of a project, tracking all financial and management information in the one place. Relevant documents, receipts, timesheets and activities can be noted in the system to ensure project leaders have everything they need to know at their fingertips. The ERP automatically generates reports on the project in real-time, including reports on task progress and resource allocation.

Using ERP for project management will empower future success, as data, trends and insights from previous projects can be factored into the planning of future projects to aid planning, refine your processes and ensure your projects are managed meticulously from start to finish.


A great customer experience is essential for any business. An ERP tracks all sales opportunities from the initial enquiry stage through to customer fulfillment to allow proactive management of the relationship, opportunities to address queries or make adjustments to an order and upsell where appropriate.

Managing all stakeholders from prospects to customers, partners and suppliers, an ERP improves lead conversion through ensuring the right skills and resources are allocated. Comprehensive reports of customer status can be viewed at any point in order for your staff to work on building strong connections to optimise the customer experience and customer satisfaction.


An ERP will enable your staff to work much more efficiently and accurately while generating sales. An ERP system will track the sales cycle from enquiry to quotation creation, to invoicing, and ongoing customer satisfaction efforts. The system has the capacity link all relevant information together and will become a valuable resource for your sales team to follow up on leads and satisfy your customers.

An ERP is able to handle multiple documents simultaneously, from high volumes of invoices, credit notes and sales documents, as well as dispatch notes from warehouse operations and returns. You'll be able to use the system for detailed sales reports and profit analysis, putting you in a strong position to plan proactively and present regular updates of sales activity.


Your ERP system will ensure efficient management of all suppliers and procurement, spanning the entire process from the creation of purchase orders through to invoice payment. Keeping key information such as purchase orders and vendor payments in a central database means full reports can be viewed at any stage of the process to ensure performance and value and ensures accurate record keeping.

In-depth analysis reports make managing the complexity inherent in purchasing (from variability in supplier activity, to capitalising on economies of scale) a simplified exercise with huge potential for large scale efficiencies and cost savings.


With an ERP you can have complete confidence in your control of financial management and planning. An ERP has all of the capabilities you’d expect: general ledger, journal entries, accounting, budget management, detailed reporting and record-keeping across all departments.

An ERP reduces manual financial processes, eliminating duplication and re-keying of data, which improves accuracy and reduces risk, as well as freeing up resources to focus on business strategy rather than data entry. Comprehensive financial reports allow executives to plan proactively rather than reactively.

Service Management

Customer service is the backbone of any business. An ERP will enable you to do it even better. An ERP system ensures comprehensive, up to date records of every customer interaction and transaction kept in a central database across all departments.

Keeping customer interaction records in a central database will benefit both your business and your customers. An ERP enables instant updating of records and fast resolution times for your customers. The data you keep will enable your staff to respond to customers more efficiently, with a better understanding of the service they're looking for. Customers will receive better service, and they'll avoid the annoying experience of being passed from department to department to find the answers they're looking for. As a bonus, all of the above will reduce administration costs and boost the efficiency and productivity of your company.

Reporting & Analytics

An ERP system will deliver detailed, role-specific, user friendly reports available to you in a multitude of formats to empower informed decision making. From financials and production to CRM, KPI tracking and aftersales service, detailed statuses from any area can be viewed instantly, avoiding the need to manually integrate disparate reports from different departments.

Inventory Control

An ERP allows tracking of all warehouse activity and stock movement, ensuring accuracy like you've never seen it before. Quarterly or annual stock takes become a thing of the past, as stock counts are updated perpetually and able to be viewed and recorded at any given time. The ERP system will automatically record details of goods receipts, track stock transfers and shipments, and follow stock movement across different warehouses. Your business will be able to ensure more customer orders are delivered on-time.

Production Control / Management

An ERP system provides you with unprecedented tracking capabilities across the entire manufacturing process, from order entry through to bills of materials, assembly, production and fulfillment. An ERP tracks and consolidates key data in real-time, allowing seamless operations, synchronised production processes, reduced errors and removing potential bottlenecks in production. You'll be able to use the production control data from the ERP to take a more proactive approach to manufacturing decisions.


Once we've got your ERP system up and running you won't be left in the lurch if something goes wrong. 2excel can provide ongoing maintenance and support to ensure a smooth transition period when the system is introduced to your business and in the months following. We understand that your ERP is crucial to your business and offer emergency support services should something come up.


With 15 years of experience, we know what we're doing.  We deliver. We pride ourselves on our relationships with our clients. Customer satisfaction and trust are our priorities.


For information about finance options, please visit our helpful Finance page, or contact us.If you're thinking about implementing an ERP within your business, feel free to give us an obligation-free call to discuss your options!

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