CONTROL
Core operations depend on spreadsheets
Core operations depend on critical spreadsheets with limited ownership, documentation, or control.
SOLUTION / ERP & CRM IMPLEMENTATION
ERP and CRM implementation for project-based firms
Select and implement systems around how your firm wins work, delivers projects and manages finances, with migration, testing and adoption planned together.
Discuss your systems requirementsFIELD MAP / ARCHITECTURAL STRUCTURE
THE OPERATING QUESTION
For firms whose current systems no longer support consistent operations.
Project-based and professional services firms often reach a point where spreadsheets, disconnected tools, and entry-level accounting systems no longer support the business effectively. ERP and CRM decisions affect processes, data, reporting, ownership, and adoption. Rhodium Digital connects assessment, design, configuration, migration, testing, and rollout to those operating requirements.
01 / SIGNALS
RD / ERP / 01
Recognize the limits of the current environment.
SYSTEM SPRAWL
Disconnected tools accumulating
Teams use different tools for the same work, and information is re-entered between them without clear ownership or controls.
PLATFORM FIT
Accounting systems no longer fit the operating model
The current accounting platform no longer reflects the firm's project, reporting, integration, or growth requirements.
PREVIOUS PROJECT
A previous implementation missed its objectives
A previous platform project did not meet its objectives, and the business remains cautious about another implementation.
VISIBILITY
Project visibility is missing
Current project performance, utilization, and margin information is difficult to assemble, leaving leadership without a consistent view.
GROWTH
Growth or acquisition on the horizon
Growth, financing, or an acquisition is approaching, creating new systems, data, reporting, and governance requirements.
Multiple structural symptoms often indicate that the current platform or implementation model requires a formal assessment.
THE OPERATING SHIFT
From system sprawl to a governed environment
Many firms reach an implementation decision after years of adding tools for specific requirements. Over time, the combined environment can create duplicated work, inconsistent ownership, and fragmented information.
A well-scoped implementation can reduce unnecessary system sprawl, establish clear sources of record, and define how information moves across the wider environment. Process, ownership, and adoption requirements remain part of the work.
02 / RHODIUM DIGITAL SERVICES
From platform fit to a working operating environment.
Rhodium Digital defines the requirements behind the system decision, then connects configuration, migration and rollout to the agreed priorities.
A-01
Evaluation and selection
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B-02
Configuration
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C-03
Data migration
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D-04
Rollout and adoption
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RD / ERP / A-01
Evaluation and selection
Assess platform fit against the firm's project model, billing, and operating reality. The recommendation is grounded in how the business operates and the requirements the selected platform must meet.
Project, billing and financial requirements
Current-system limitations and dependencies
Reporting, integration and growth requirements
SCOPE DECISION
What must a new platform support, and what should remain in the wider environment?
RD / ERP / B-02
Configuration
Standardize where the platform serves the firm well and customize only where genuine workflow requirements demand it. This reduces unnecessary complexity in future upgrades and maintenance.
Project structures and business processes
Roles, review points and reporting requirements
Standard configuration and justified changes
SCOPE DECISION
Which processes should change, and who owns those decisions?
RD / ERP / C-03
Data migration
Move project history, financial records, and client data in structured stages, with validation requirements defined before go-live.
Project, financial and client information in scope
Data quality, mapping and migration requirements
Validation responsibilities and readiness
SCOPE DECISION
Which data must move, what needs preparation and how will it be checked?
RD / ERP / D-04
Rollout and adoption
Phase the launch, prepare the team, and provide stabilization support through the first operating cycles so ownership, adoption, and process issues are addressed.
Testing and launch-readiness requirements
Team responsibilities and training needs
Stabilization, reporting and process issues
SCOPE DECISION
What must be ready for the team to use and own the new environment?
These service areas inform the scope discussion. Activities, priorities, responsibilities and ongoing services are agreed for each engagement.
03 / HOW WE WORK
RD / ERP / 03
FROM REQUIREMENT TO DAILY USE
A practical route, shaped by your requirements.
The starting point, sequence and scope reflect your current environment and priorities.
01
Assess
Understand the firm as it actually operates. Current systems, real workflows, the data that drives decisions, and where the breakpoints are.
02
Design
Translate that understanding into a target architecture and implementation plan. These decisions shape configuration, migration, testing, and rollout.
03
Implement and adopt
Build the configured platform, migrate the data, and roll out in phases. Address adoption, ownership, reporting, and process requirements as the system moves into operation.
RHODIUM DIGITAL / POINT OF VIEW
Go-live is only the beginning.
Implementation decisions determine whether the platform reflects the firm's processes, data, reporting, ownership, and adoption requirements.
Rhodium Digital · ERP & CRM Implementation
BEFORE WE TALK
Questions that shape the scope.
Do we need to choose a platform first?
Rhodium Digital can begin with operating requirements and platform evaluation. If a platform has already been selected, the starting point is confirming what it must support and where the constraints sit.
Can migration be scoped separately?
Migration requirements are assessed against the data, configuration, workflows and internal capacity involved. Rhodium Digital defines the appropriate scope rather than assuming every implementation follows the same path.
What happens after go-live?
Adoption and stabilization requirements belong in the implementation discussion. Any continuing administration, optimization or advisory services are agreed around the firm’s responsibilities and needs.
CONTINUE THE CONVERSATION
Start with what the next system must support.
Discuss the operating requirements and current limitations behind your platform decision.
Start a conversation →
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