Business systems

ERP systems
for small and medium-sized businesses

A sales and inventory system usually stays with a business for years, and replacing it means migrating data and learning everything again. We help you choose a system, deploy it and make sure it keeps up as your business grows.

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People working at computers in an office 24 hfor a free deployment quote
Subiekt GT and nexo InsERT Rewizor Data migration Team training Post-deployment support Online shop integration MS SQL database System performance
2software families: InsERT and Insoft
2–6weeks for a typical deployment
2 weeksof extended support availability after launch
1 monthto review what works and what to improve

What ERP is and when a business needs it

In a small business, ERP usually means a sales and inventory program, far simpler than the systems known from large corporations. It issues sales documents, runs the warehouse, keeps track of settlements and passes data to accounting.

You start to need such a program when invoices are issued in several places at once, only one person knows the stock levels, and checking whether a customer has paid means going through the bank statement. Add sales across several channels, and it becomes hard to tell how much stock is really left.

A business that issues a dozen or so documents a month and keeps no stock does not need ERP, because an invoicing program is enough. We say so in the first conversation, before you buy a licence.

Which system to choose: InsERT, Insoft or a custom solution

We provide service and support for InsERT and Insoft software, and for an unusual process we consider a solution written for your business. Each route works in different conditions, and the choice depends on how your business works day to day.

SystemUsually forStrengthWatch out for
InsERT (Subiekt GT, nexo)Trade, services, small wholesalersSimplicity and a low entry thresholdWeaker for manufacturing
Insoft PC-MarketRetail shops, chainsFiscal cash registers and retail salesRequires shop hardware
Custom solutionUnusual production processFull fit to the processLongest deployment time

We describe both programs on separate pages: InsERT systems and Insoft systems. If no off-the-shelf system supports your business process, we consider a custom application, but only after checking off-the-shelf solutions.

What deployment looks like and what makes it succeed

Installation itself takes a few hours. Most of the deployment time goes into putting data and habits in order: the product catalogue, price lists, opening stock, permissions and learning to work in the new program.

Deployments often stall on decisions only the business itself can make. If you do not decide what product names should look like or who can grant discounts, the system will not settle it, and the existing mess will move into the new program.

That is why, before launch, we write down the basic rules: how products are coded, how warehouses are structured, price levels and permissions. It is the least spectacular stage of the project, yet it decides whether, a year on, your team still works in the system without workarounds.

A common deployment mistake

Moving the entire old catalogue into the new system without cleaning it up. Outdated and duplicated items then move across with everything else, and the new system starts with old problems.

VAT invoice and a 100-złoty banknote on a desk

Migrating data from the old system

When switching systems, we usually move the product catalogue, customers and suppliers, stock levels and unsettled documents. We move sales history selectively, because transferring several years of documents in full takes a lot of work, and the benefit is often small.

A middle-ground setup works well: the new system starts with clean current data, and the old one stays available read-only as an archive. You do not pay for a full migration and you keep access to your history.

We first run the migration as a trial, on a copy, and show you the result before the final switch. This brings out problems invisible in the old system: duplicated customers, products with the same name and different codes, negative stock levels.

Training and the first weeks after launch

We run training on your company's data. Employees learn to issue a document for a real customer and receive a real delivery, so later they do not have to translate an example from the manual into their own work.

We split training by role. A warehouse worker needs something different from a salesperson, and an owner looking at reports needs something different again. In a joint session, everyone hears a lot about features they will not use and too little about the ones they need.

For the first two weeks after launch, we provide extended support availability. That is when most questions come up, and a quick answer helps your team get used to the system instead of going back to the spreadsheet.

  • Training on your company's data, not on examples from the manual
  • Separate sessions for the warehouse, sales and management
  • A short guide describing your company's procedures
  • Document templates with your logo and company details, prepared before launch
  • Extended support availability in the first two weeks
  • A review after one month: what works and what to improve
Employee picking an order between warehouse shelves

Post-deployment support, including for systems deployed by someone else

We also hear from businesses with systems we did not deploy. The program works, but there is no one to ask, because the implementation company has closed down or the person looking after the system has changed jobs.

We take over such installations. We start with an inventory: version, licences, database condition, backups, server performance and workarounds someone once set up by hand. The result is a list of findings ordered by urgency and cost.

Ongoing work covers version updates, document templates, reports, permissions, help with month-end closing and response to failures. We bill hourly or by subscription, depending on how often needs arise.

  • A system not updated for several years, despite changes in regulations
  • A database backup made by hand, whenever someone remembers
  • A database that has grown for years without any maintenance
  • Licences assigned to a former implementation partner
  • Important reports produced outside the system, in a spreadsheet on someone's computer

When the system starts to slow down

A typical scenario: the program ran smoothly for several years, and for the last few months issuing a document has taken ten seconds or more. The cause is usually a neglected database or a server that no longer matches the scale of work, not the program itself.

We then check indexes, database file sizes, how backups are made and whether workstations are running over an overloaded network. We write more about this layer under database optimisation and MS SQL databases.

Cleaning up the database and server configuration usually does not require replacing the program, and everyone who works in the system notices the faster document issuing.

Fast, no-nonsense work. These guys know what they are doing.
Klaudia Budzyńska, review on our Google Business Profile

What the cost of deployment and maintenance depends on

The cost has three parts: the vendor's licence, deployment work and later maintenance. Vendors publish their licence price lists, and we help you choose the scope so you do not buy modules your business will not use.

ItemScopeWhat the cost depends on
Selection consultationConversation, needs analysis, recommendationfree
Basic deploymentInstallation, configuration, migration, trainingsystem, number of workstations, amount of data to put in order
Deployment with integrationsBasic deployment plus connection to your shop or couriersnumber of connected systems and scope of data exchange
Ongoing supportUpdates, reports, help with month-end closinghourly billing or a subscription, depending on needs

We prepare a free quote within 24 hours of the conversation about scope. If a cheaper system is enough for your business, we tell you so directly.

Working together

How we work together, step by step

  1. Conversation about processes

    How documents are created today, who runs the warehouse, where data gets lost. The conversation is free.

  2. System recommendation

    A proposal with reasoning and an approximate cost of licences and deployment.

  3. Data preparation

    Cleaning the catalogue, agreeing coding rules, price lists and permissions.

  4. Installation and trial migration

    Launch on a copy, data transfer, verification before going live.

  5. Training and launch

    Sessions for each role, production launch, assistance in the first days.

  6. Support and development

    Updates, reports, integrations and response to changes in how you work.

Questions

Frequently asked questions

For trading and service businesses, most often InsERT; for retail shops and shop chains, Insoft systems. The final choice follows from how the business works.

No, we provide service and support for these programs. We help with problems, deployments, migrations and day-to-day support, including in systems deployed by other companies.

Usually, yes. Catalogues, customers and stock levels move as standard, document history selectively. We first run the migration as a trial and show you the result before the final switch.

Typically 2 to 6 weeks from decision to production use. Most of the time goes into putting data in order on your side, not into installation.

Yes. We start with an inventory of its condition and a list of findings. We do not require a new deployment if the current configuration makes sense.

Yes, see ERP integrations. We sync stock levels, prices, orders and sales documents, including when you sell on external platforms.

We keep track of them as part of support. Changes to rates, document formats or reporting obligations usually require a specific program version, so we let you know about them in advance.

Let's talk about a system for your business

Describe how documents are created today and where the bottleneck is. The initial selection consultation is free and ends with a specific recommendation.

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