Marketing Firm In Hyper Mode

Brad Britton

Business Consultant
Data Analyst
CTO
Microsoft Office 365
Quickbooks Online
Zapier
Budget: 15k (Ongoing)
Timeline: 3 Months
Project Overview:
The fast-growing cannabis marketing firm was facing several challenges as their business expanded. With increased sales and a growing customer base, the company found it increasingly difficult to manage their inventory, track orders and shipments, and manage their finances. Additionally, their customer relationship management system was not integrated, which made it difficult to provide a seamless customer experience.
To address these challenges, the company decided to implement an ERP (Enterprise Resource Planning) system. The ERP system would integrate their key business functions, including inventory management, supply chain management, financial management, and customer relationship management. This would provide the company with a centralized database and real-time reporting, allowing them to streamline their operations, reduce errors and redundancies, and provide a better customer experience. Ultimately, the implementation of the ERP system was aimed at improving the company's efficiency, productivity, and scalability as they continued to grow in the rapidly expanding cannabis industry.
Deliverable Items:
Project plan and timeline: A detailed plan outlining the project's goals, timelines, milestones, and resource requirements.
System requirements: A document outlining the functional and technical requirements for the ERP system, including the desired modules, features, and capabilities.
Vendor evaluation and selection: A report detailing the evaluation and selection of a suitable vendor for the ERP system, based on factors such as cost, functionality, scalability, and support.
System configuration and customization: Configuration and customization of the ERP system to meet the company's specific business requirements, including data migration, user setup, and integration with existing systems.
Testing plan and scripts: A plan and scripts for testing the ERP system to ensure it meets the company's requirements and is error-free.
User training and documentation: Development of user manuals, training materials, and training sessions to ensure users are comfortable with the new system.
Change management plan: A plan outlining how the company will manage the change associated with the ERP system implementation, including communication, training, and support.
Go-live and support plan: A plan for a smooth go-live of the ERP system, including post-go-live support and issue resolution.
Final report and review: A final report summarizing the project outcomes, benefits, challenges, and recommendations for future improvements.
Ongoing maintenance and support: Ongoing maintenance and support for the ERP system, including upgrades, bug fixes, and user support.
Client Testimonial:
"The ERP implementation project was a game-changer for our fast-growing cannabis marketing firm. Before the project, we were facing significant challenges managing our inventory, orders, and finances, which made it difficult to meet the demands of our customers. Thanks to Brad's dedication and commitment to understanding our business, we were able to successfully implement an ERP system that integrated all our key business functions, providing us with real-time reporting, streamlined operations, and a better customer experience.
Brad's expertise, professionalism, and attention to detail throughout the project were outstanding, and we were particularly impressed with the his commitment to understanding our specific business needs and customizing the ERP system accordingly. Since the project's completion, we've seen significant improvements in our efficiency, productivity, and scalability, which has enabled us to remain competitive in the rapidly expanding cannabis industry.
We couldn't be happier with the outcome of the project and would highly recommend Brad to any business looking to improve their operations and customer experience through an ERP system."
MR, CEO
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