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Services

ERP & CRM customisation

Configuring and customising ERP and CRM systems to match your real business cycle, with data migration and training.

We configure your ERP or CRM around your actual document cycle instead of making you change your work to fit a default setup, then migrate your data and train your teams through to full go-live.

Includes

  • Requirements analysis and module configuration
  • Data migration from legacy systems
  • Reports and KPI dashboards
  • Training and pilot operation

Outcomes

  • A system that mirrors your real document cycle, not a generic one teams work around with side spreadsheets
  • Data migrated from legacy systems without manual re-entry
  • Reports and KPI dashboards that answer management’s questions straight from the system

How we work

  1. 01Start

    Requirements analysis

    Documenting the document cycle and the reports each department needs.

  2. 02

    Module configuration

    Setting up modules, permissions and approval flows around your structure.

  3. 03

    Data migration

    Moving data from legacy systems and validating it.

  4. 04

    Training and pilot run

    Training users and a pilot run before full adoption.

Deliverables

  • A system configured with its modules and permissions
  • Migrated, validated data
  • Reports and KPI dashboards for management
  • Documented user training

FAQ

How does this differ from Najd’s ready business systems?
The system is the product; this service is the work of fitting it to your cycle — requirements, configuration, data migration and training.
Do we switch to the new system all at once?
No — we run a pilot before full adoption so teams can confirm the procedures and the data.

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