Migrating to a new ERP System can be a stressful process. To help new customers
in their process, we have a dedicated Customer Onboarding Team to help
users get started with ERPNext.
What We Offer
- Free one on one sessions with ERPNext Certified Consultants
- Guidance with your business use cases
- Help with data migration from Tally & Quickbooks
- Customization suggestions to aid your processes
Number Of Sessions
As many as you need to go live! (Max:50)
Please Note: Onboarding is only offered for the first 3 months after subscribing.
How Does it Work?
We will identify your requirements and prioritize them to decide session flow. We encourage an Agile way of going live where you take your system live on a per-module or per-phase basis.
You will be assigned an Account Manager who will guide you through this process and will set up a series of sessions to help you understand and use the system. These calls will be done by screen sharing
on Zoom or Google Meet. Each call will be roughly 50 mins, followed by a 10 min Q&A.
At the end of each call, you will be given a task to be done. The next call will be
scheduled after the task is done. The following sessions will be tailored to your speed
Now all that's left for you to do is clean up your data and go live 🙌
Resources You Can Refer To For Additional Guidance
Our Tutorial Videos
Our Help Articles
Our Community Forum
Let's Get Started!
We have worked with more than 1000 customers and helped them go live on ERPNext.
We know this process works. All it needs is a bit of persistence and work and we ASSURE you
that it will be worth it. But nothing worth doing is easy. 😉
Have questions? Email us at email@example.com