From signed order to live ERP.
A good rollout is mostly good decisions made early. This is the path we follow with you, and what to prepare so each step goes quickly.
Six phases, one clear owner for each
- 1Discover
Map your processes, entities, users and the modules you need first.
- 2Configure
Company, chart of accounts, taxes, roles, numbering and print templates.
- 3Migrate
Bring customers, suppliers, products, opening stock and opening balances.
- 4Train
Role-based sessions using your own data and the documentation.
- 5Go live
Cut over on an agreed date with a checked trial balance.
- 6Support
Hypercare, then normal support and module roll-out.
What happens in each phase
1. Discovery
2. Configuration
3. Data migration
4. Training
5. Go-live
6. Support & expansion
What to bring to the first session
- A list of legal entities, branches and warehouses
- Your current chart of accounts and tax setup
- Customer, supplier and product lists (spreadsheets are fine)
- Opening balances at the cut-over date and open invoices and bills
- Names and roles of the people who will use the system
- The three processes that hurt most today
Typical first modules by business type
| Business type | Suggested start |
|---|---|
| Retail | Accounting, Inventory, POS, Sales |
| Distribution & wholesale | Accounting, Inventory, Sales, Purchase |
| Services & consultancy | Accounting, CRM, Projects, HR |
| Construction | Accounting, Projects, Purchase, Inventory |
| Hospitality | Accounting, POS, Inventory, HR |
| NGO / non-profit | Accounting, Projects, HR |
| Healthcare | Accounting, Inventory, CRM, HR |
| Technology / SaaS | Accounting, CRM, Projects, HR |
These are the same suggestions the onboarding wizard pre-selects. You can change them at any time.
Implementation questions
How long does an ERP implementation take?
It depends on scope: the number of modules, companies, users and how much historical data you bring. A small company starting with Accounting and Inventory can be configured quickly; a multi-company group needs a phased plan. We agree the timeline with you after discovery rather than quoting a number up front.
Can we start with a few modules and add more later?
Yes. Every workspace starts with Dashboard, Administration and App Store, and you install other modules from the App Store when you are ready. Dependencies are checked for you.
What does the onboarding wizard do?
It asks for your country, business type and company details, lets you pick modules, then installs the country chart of accounts, maps the Accounting settings and installs the modules, so you do not start from an empty system.
Do we have to migrate historical data?
No. Many companies go live with opening balances and open items only. Historical detail can stay in the old system for reference.
Who does what?
You own decisions about your processes and data. Xetuu helps configure the system, advises on migration and supports your team through go-live. Scope and responsibilities are agreed in writing before work starts.
Plan your rollout with us
Tell us your modules, entities and timeline and we will propose a phased plan.