ERP / CRM System Implementation
Consolidate scattered data into scalable digital ops
ERP / CRM consulting, vendor selection, custom modules, and system integration for SMEs and traditional industries — turning Excel / chat-group / paper data into a scalable digital operation.
Interested in ERP / CRM System Implementation?
Drop your situation below. I'll reply within one business day with initial thoughts. Free, no hard sell.
- Managing customers / orders in Excel / Google Sheets / LINE groups — data getting messy
- Want to adopt a SaaS ERP (Digiwin, SAP B1, Odoo, Zoho) but don't know how to choose
- Existing ERP needs custom features or e-commerce / accounting / CRM integration
- Sales team needs CRM but HubSpot / Salesforce is too expensive
- Want to build a lightweight ERP with Notion / Airtable / open-source tools (Odoo / EspoCRM)
- 01/ Process discovery + Business Requirements Document
- 02/ ERP / CRM vendor evaluation report (3-way comparison: cost, scalability, learning curve, TCO)
- 03/ System customization (fields, flows, reports, permissions)
- 04/ API integration (ERP ↔ e-commerce ↔ accounting ↔ CRM ↔ marketing tools)
- 05/ Data migration (Excel / legacy systems imported and cleaned)
- 06/ Training + SOP documentation
- 07/ 30-day post-launch hand-holding
- Consulting mindset → I don't pitch a SaaS upfront; first I do your ROI and TCO math
- End-to-end capability → discovery, SOW, API integration in one engagement; no separate vendors needed
- Risk control → phased delivery (Phase 1 MVP → Phase 2 expansion) keeps investment downside bounded
- Vendor-neutral → I evaluate options against your long-term cost, not affiliate fees
Odoo, EspoCRM, HubSpot, Salesforce, Zoho, Notion, Airtable, Power Automate, Postman API
NT$10,000–150,000+
30-min discovery call → BRD + vendor evaluation → phased delivery → launch handoff
Systems and tools I work with
- SaaS ERP — Odoo (most recommended for SMEs), SAP Business One, Digiwin, Zoho One
- CRM — HubSpot, Salesforce, Zoho CRM, EspoCRM (open source)
- Lightweight stack — Notion, Airtable, Power Automate, Postman API
- Integration layer — n8n, Make, Zapier, custom API gateway
The recommendation isn’t “which is best” — it’s “which has the lowest 5-year total cost (software + customization + operations + learning curve) for your scale”.
Why I don’t lead with SaaS recommendations
Many consultants push Odoo or HubSpot on day one because they get referral fees. I don’t take SaaS referral commissions, so I can stay neutral:
- Only 10 customers? Notion + one n8n flow is enough. You don’t need an ERP.
- 500 SKUs but no inventory management? Odoo Community (free) is the starting point. Evaluate upgrade after the process stabilizes.
- Want HubSpot but budget only covers Starter? EspoCRM (open source) has comparable features. Spend the savings on customization.
Phase 1 is “do the ROI math before spending” — so you don’t drop money and then realize the fit is wrong.
Phased delivery limits investment downside
Phase 1 (MVP) — solve only the most-painful use case (e.g., customer data no longer scattered across LINE groups). Budget NT$10K–30K, 2 weeks to launch.
Phase 2 (expansion) — with MVP stable, add sales management, reporting, API integration. Budget NT$30K–80K, 1-3 months.
Phase 3 (full integration) — ERP ↔ e-commerce ↔ accounting ↔ marketing all connected. Budget NT$150K+, 3-6 months.
Each phase has an independent go/no-go decision — not a “sign a $30K contract upfront”.
Permission design from a banking background
I started as a bank management trainee — banking has strict requirements for permission design, audit trails, and compliance. In SME ERP work this is a hidden advantage: field-level permissions, approval workflows, data export restrictions, sensitive-data masking. Get these right and you won’t have a problem when audited or when customer data is at risk.
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