Discuss your projectQuoting, scheduling, and field work that fit how the business runs, built around the ERP that keeps the ledger and stock. A system that no longer fits is retired workflow by workflow, with the ledger moved last.
Illustration of an ERP integration built by Baybloom: the ERP kept as the ledger, a custom quoting module and the shop floor connected to it, with exceptions waiting for review.
Owners, controllers, and operations leaders whose ERP holds the ledger and the stock but not the way the business actually works: quoting in a spreadsheet, scheduling on a whiteboard, reports by export. We also work with companies whose ERP is at end of life, or came with an acquisition and does not match the parent’s. We build around the ERP, connect it, and replace it in phases when that is the right answer.
The workflow
The steps we see most often in this kind of operation.
Features
Quoting tools that apply product configuration rules, pricing, and margins the ERP cannot hold, then create the order or job on approval.
Visual schedules for the shop floor, crews, or projects that read capacity and orders from the ERP and write back the planned dates.
Tablet and phone screens for labor, materials, and completion, recorded where the work happens and posted to the ERP without re-keying.
A managed layer that moves orders, invoices, stock, and master data between the ERP and surrounding systems, with retries and error queues.
Tools and rules for maintaining customers, items, and pricing consistently, so the ERP and connected modules stay aligned as records change.
During a phased replacement, comparisons between the old and new systems highlight differences so finance can sign off on each phase with confidence.
Your first release
How the work runs
We start with the people doing the work and the systems around it, then write down the first release: what it includes, what it leaves for later, the integration decisions, and the acceptance criteria. Nothing is built until that scope is agreed.
We build in releases you can review as the work takes shape, using realistic data. Every release carries tests, a security review, and documentation. Integrations are tested against real records, with exceptions visible.
Your team receives the documentation, the runbooks, and the training to run the system, and we stay on for continued engineering when you want it.
Scope and price
Every project is priced from a written scope. These are the factors that move it most.
Modern ERPs with documented APIs are simpler to connect than older or heavily customized systems that need file exchange or database-level integration.
Complex configuration, pricing, or scheduling rules take discovery with the people who know them and careful testing against real historical records.
Building one module around a working ERP is narrower work than a phased replacement, which adds migration, parallel operation, and reconciliation at every phase.
Duplicate items, inconsistent customer records, and long histories to carry forward add cleanup, mapping, and reconciliation effort before any cutover.
Manufacturer of configured products
Manufacturers of configured products often build quotes in a spreadsheet, because the configuration rules do not fit the ERP, and then key each won quote in as a job. A quoting module built around the ERP applies those rules, creates the job with its routings when a quote is approved, and reports quotes and jobs together. The ERP stays the ledger. The written integration map matters later too: if the ERP reaches end of life, the module and the map become the first phase of a replacement plan, with the ledger moved last.
Questions
What buyers ask before a project like this starts.
No. We build the modules an ERP cannot express, connect it to the systems around it, and replace it in phases when it no longer fits. Where a vendor implementation is the right answer, we say so.
Yes, in phases, workflow by workflow, with the ledger last and parallel operation until the numbers match. A single cutover is rarely the right answer, and we will tell you when it is.
It is mapped, moved, and reconciled at each phase, with history kept and nothing retired without sign-off.
Often neither, at first. We start with a shared set of records and the flows that stop the re-typing, then consolidate where the business chooses to. See post-acquisition systems integration.
Changes that touch the ledger are scheduled around the finance calendar, tested against copies of real records, and released with a rollback plan. Finance signs off on integrations before they post live transactions, and exceptions are visible in a queue rather than discovered at close.
We monitor the integrations, handle failures, and adjust them when the ERP or a connected system is upgraded. Your team sees an exception queue with plain explanations, and ERP vendor updates are tested against the modules before they reach production, so upgrades leave the surrounding flows working.
Only where the module replaces a spreadsheet or whiteboard, and then the screens are built around the steps people already take. We involve the people who quote, schedule, and work in the field during design and testing, so the module feels like a better version of their current job.