Process • How SolutionERP’s Works

How we work & software engagement models at SolutionERP’s

Behind every custom software solution, ERP, portal or automation project there is a clear way of working. This page explains how SolutionERP’s approaches discovery, planning, pricing, build and long-term support — so you know what to expect before we start.

Whether you’re an immigration & visa consultant, logistics operator, retail or beauty D2C brand, or an education provider, our engagement models are designed to keep risk low while moving your real processes into stable software.

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Principles behind every engagement

Our work sits at the intersection of accounts, web development, marketing and administrative workflows. To keep things predictable and respectful for both sides, we follow a few simple but strict principles.

Process first, tools later

We never start by pushing a specific tool or technology. We start by mapping how your team works today — the checklists, spreadsheets, approvals, chats and templates you already use to run your business.

Process mapping Real-life workflows

Start small, then scale

Instead of trying to “fix everything” in one huge project, we prefer small, focused phases. One strong module (for example a DMS or Tele CRM) that your team actually uses is more valuable than five half-built systems.

Phased rollout Adoption first

Plain language & honest trade-offs

We explain options, timelines and costs in straightforward language. If a feature is expensive or risky compared to the benefit, we’ll say so and suggest an alternative.

Transparency Long-term fit

Software engagement models we typically use

Different teams and stages need different approaches. Below are three software engagement models we use most often when working on custom software solutions, ERPs, portals and growth systems.

Pilot or discovery engagement

Best if you are exploring or replacing spreadsheets.

In a pilot, we focus on one business-critical flow (for example, immigration file preparation or a logistics trip lifecycle). We map it in detail, prototype key interfaces and define a realistic roadmap for a full solution.

2–4 weeks typical Blueprint + prototype

Phase-based implementation

Best for full custom solutions & ERPs.

For complete systems, we break work into phases: core modules first, then additional features. Each phase has its own scope, timeline and budget, so you can track value and adjust priorities as you go.

Clear milestones Predictable rollout

Ongoing support & iteration

Best once your system is live and stable.

After go-live, we support you with refinements, new reports, integrations and changes as your processes or regulations evolve. This can be a light retainer or pre-agreed monthly hours.

Continuous improvement Low-friction updates

Typical project flow with SolutionERP’s

While every engagement is different, most custom software solutions and industry software solutions follow a similar path from first conversation to go-live and beyond.

  1. 1. Initial discovery (call or email)

    We understand your business model, industry, teams and pain points. You share how things work today: tools, documents, approvals, handovers and bottlenecks. We confirm whether we are a good fit.

  2. 2. Process mapping & solution outline

    We map your priority processes in more detail and outline modules, roles, key screens, reports and integrations. For some clients this becomes a written blueprint or discovery document.

  3. 3. Engagement model & estimate

    Together we choose the right software engagement model (pilot, phased build, support). We share a realistic timeline and budget range with clear assumptions and what is included in each phase.

  4. 4. Design, build & review in loops

    We design interfaces, implement logic, test with real examples and get feedback from the people who will actually use the system: admin, accounts, operations, marketing or management.

  5. 5. Launch, onboarding & support

    We help you onboard users, stabilise data, refine reports and adjust where needed. After the initial period, we move to a lighter support and iteration rhythm that fits your pace.

What affects budget and timelines?

We avoid one-size-fits-all pricing because every project has a different level of complexity. These are the main factors that influence effort for custom software solutions, portals, ERPs and growth systems.

Scope, modules & roles

A focused DMS or portal used by one team is simpler than a multi-module ERP used by admin, accounts, operations and management. We help you prioritise modules so you don’t overbuild on day one.

  • Number of user roles and permissions.
  • Number of core workflows and screens.
  • Depth of reporting and exports.

Integrations & data migration

Connecting to existing CRMs, accounting tools or third-party services, and migrating old data from spreadsheets or legacy systems, can add effort but often pays off in smoother day-to-day work.

Industry & compliance complexity

Immigration & visa consulting, logistics & warehousing, retail and education each have their own compliance and documentation needs. Higher risk and regulation usually mean more detail in design and testing.

  • Visa, tax or regulatory requirements.
  • Audit trails and approvals.
  • Document generation and validation.
Good to know: we always share a clear assumption list with every estimate. If scope changes, we review impact openly instead of silently cutting corners on quality.

Sample timelines for different project sizes

Exact timelines depend on scope and collaboration speed, but these examples show how custom software solutions and industry software solutions can be phased.

Small pilot or DMS module

Example: visa DMS for one team.

A single, well-defined module such as a document management system or Tele CRM for one department can often be planned and implemented in a few weeks, with a short discovery upfront.

  • Discovery & mapping: 1–2 weeks.
  • Build & testing: 2–4 weeks.
  • Onboarding: 1 week.

Medium system with 2–3 modules

Example: logistics ERP + billing.

A system that covers trips, warehouses and billing typically needs one focused phase for each module, with shared design patterns and reports across them.

  • Discovery & blueprint: 2–3 weeks.
  • Phase 1 build: 4–8 weeks.
  • Phase 2 build & refinements: 4–8 weeks.

Larger multi-team platform

Example: multi-branch, multi-industry setup.

For organisations with multiple branches or business lines, we plan work in waves so each group can adopt the system properly before the next wave starts.

  • Discovery & roadmap: 3–4 weeks.
  • Core platform: 8–12+ weeks.
  • Additional modules & branches: ongoing waves.

Ready to explore the right engagement model for you?

You don’t need a technical document to start. Tell us how you work today, which teams are under the most pressure, and what “better” looks like. We’ll suggest a practical engagement model that fits your stage and risk appetite.

  • Clear next steps — even if the answer is “not yet”.
  • Transparent view of effort, timelines and trade-offs.
  • Alignment between your operations, accounts, admin and growth teams.

Talk to SolutionERP’s

Phone / WhatsApp:
+91-74960-03126

Email:
info@solutionerp.in

Start a discovery conversation