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