Why do three reports give three different numbers?
If it takes days to gather the numbers when the bank or the owners ask, and then there is a debate about which one is right, the problem is usually not the numbers themselves. The trouble is that several people enter the same data in several places. We bring the records, approvals and reports scattered across Excel spreadsheets, emails and old systems into one modular system. We connect it to your existing accounting and ERP, and where justified, we use it to replace the old ERP. We introduce it slice by slice: first the process that causes the most manual work.
First slice in about 8-12 weeks by our estimate · connected to your existing accounting and ERP · first order, then AI
We hear these sentences from owner-managers, finance directors, and operations and IT leaders.
“If someone drops out, the process shouldn’t stop.”
Finance director, mid-sized company
“There should be one place, not several spreadsheets to piece together.”
Owner-manager, mid-sized company
“I want fewer systems, not more.”
Head of IT, mid-sized company
“Everything goes through me, approvals too.”
Owner-manager, mid-sized company
“Management asks for numbers, and I have to compile them.”
Head of operations, mid-sized company
“I want to see the deviation in time, not in the middle of the month.”
Finance director, mid-sized company
Our expert will tell you whether it fits your situation.
If the old ERP’s vendor takes on a change only at a high price, or not at all, colleagues solve it in Excel. Every such spreadsheet is one more place where the same data has to be entered, without access rights or a log, and often only one colleague knows it. When the bank, a co-owner or the auditor asks, the merging of spreadsheets begins. And the explaining is left not to the colleague who keeps the spreadsheet, but to the managing director and the finance director.
“I don’t want to have to explain why three reports give three different numbers.” Finance director, mid-sized company
This is when it usually gets on the agenda
If you have had a system before that was left half-finished, it is understandable to fear another rollout more than the current state. That is why we proceed in small steps, and after each slice you decide on the next.
A Situation Assessment or a Solution Concept, one of the two. Based on workshops and discussions, we describe the problem and set out the direction of the solution.
The process that causes the most manual work moves into the new system first. This includes transferring the Excel data, the connection to accounting and the ERP, training and parallel running. By our estimate, 8-12 weeks.
The next processes go onto the same foundation, not into more separate systems, and you decide on each one separately.
Every week we measure how many hours of manual work have been eliminated, and we operate the delivered system.
The system is built from the solutions of the Omnit business platform. Each of them can also be introduced separately. The AI functions build on orderly data: first order, then AI.
Contracts in one place, with deadlines, internal approval and qualified electronic signatures.
We retrieve the invoice data from NAV, and the system posts the approved invoice to the ERP.
Quotes are prepared from the company’s own templates, and the system calculates the price according to the applicable pricing rules.
It searches the company’s documents, shows only what the person asking has access to, and gives the source.
It answers customers by chat, email and phone, taking the data directly from the ERP.
It reads data recorded by hand on paper, so it does not have to be typed in again.
Where there is no ready-made module for the process, we complete the system with custom development.
When the bank or a co-owner asks, the numbers come from the system, not from several spreadsheets over several days. And if you are away for a week, the company runs without you.
Who it is for: owner-managers, finance directors, and operations and IT leaders of mid-sized companies. At companies that have accounting software, often an old ERP too, but where part of the records, approvals and reports run in Excel and email.
A named process owner and decision-maker, access to the Excel spreadsheets and existing systems, and a decision on what stays. If the old ERP’s vendor does not give access, we clarify this before the first slice, not during it.
It starts with a first step, after which the first slice takes about 8-12 weeks by our estimate. The price depends on the number of slices and users, the integrations, and the volume and quality of the data transferred.
The solutions of the Omnit business platform, custom development where there is no ready-made module, and data transfer and organisation. Omnit works with ISO 27001, ISO 9001 and ISO 14001 certification.
It is not a general ledger or payroll program; it only connects to them. It replaces only the part of the old ERP that is needed for records, approvals and reports. If the whole ERP needs replacing, we tell you, because that is a job for an ERP integrator. We have no ready-made module for warehouse or production management; in that case custom development may be an option, or the existing system stays. The system will not organise a disorganised process on its own: first the process, then the system.
What we did not cover on this page: the steps from a small first step to the complete solution, why it pays to go this way, and how we work along the way. Feel free to forward it to your colleagues.
No. We start with a first step: you choose either the Situation Assessment or the Solution Concept. Both describe the problem and set out the direction of the solution: what kind of system would solve the main problems. Neither is a full requirements specification or a full system design. Whichever you choose, we deduct its fee from the price of your first development.
No. Accounting stays as it is, we connect the system to it, and we replace the old ERP only where it is used for records, approvals and reports. You decide what stays from the old system. We do not implement full ERPs (general ledger, inventory, production): if that is what you need, we tell you, because it is a job for an ERP integrator. Even then, we take on the data transfer, as part of Data Migration Management.
Transferring and organising the Excel data is part of the first slice (Data Migration Management and Master Data Management). Excel data is often messier than expected, so we organise it first and only then transfer it. Until the new system proves itself, the familiar method runs alongside it.
You need a process owner, access to the spreadsheets and existing systems, and a decision on what stays. In the first slice we move a single process: the one that causes the most manual work. During parallel running there is temporarily more work, and we tell you this in advance.
We set this down in writing in the proposal for the first slice, so your Head of IT sees it before signing. We can also operate the implemented system as part of Operations and Support, while access and permission management stay with you.
The price of the first step is fixed: both the Situation Assessment and the Solution Concept cost HUF 199,000 + VAT, and we deduct the fee from the price of your first development. The price of the rollout depends on the number of slices and users, the integrations, and the volume and quality of the data transferred. We quote for the first slice based on the results of the first step.
If contract expiry dates are tracked in an Excel spreadsheet, and their approval runs by email.
If most of the manual work is in entering and approving invoices.
If the data in the old system and the Excel spreadsheets has to be transferred so that the numbers still match afterwards.
How much time do scattered spreadsheets take up, and why do employees work around badly designed software?
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