Our ERP implementation methodology for SME and large companies

Discover our unique approach to ERP system implementation, designed to meet the needs of both SMEs and large companies.

captivea's unique methodology

Here, we'll explore the fundamentals of ERP systems and their benefits, as well as the importance of a structured methodology to ensure the success of your project.

Captivea's project methodology is built on strong value propositions to guide you through your digital transformation journey. It's a robust approach, tried and tested by over 400 of our clients. Based on Agile project methodology, it allows our clients to monitor project progress in real-time through numerous validation steps and deliverables provided throughout the project.

Ready for a smooth and efficient transition to a high-performing ERP system?

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A dedicated offering for SMEs and large companies with ERP integration

What is ERP Implementation?

Implementing an ERP in your company is crucial for improving your operations and efficiency. An ERP is software that centralizes all the data and functional needs of your business (accounting, CRM, finance, manufacturing, support, marketing, etc.), providing a comprehensive overview of your activities through a single management tool. Among popular ERPs are Odoo, Cegid, and Acumatica, offering comprehensive business management solutions.

ERP (Enterprise Resource Planning) integration is a business project, often complex (but not with Captivea 😉), yet essential for its evolution and streamlining its processes. It's a process of connecting and synchronizing the ERP with other systems, software, or databases, internal or external to the company. This ensures consistency and fluidity of data and processes across all departments and functions of the company.

In simple terms, imagine a network of roads connecting different cities. Each city represents a department or function of the company (such as finance, production, sales, etc.), and the roads are the connections that allow data to flow between these departments. The ERP acts as the central access and control point where all these roads converge, ensuring information flows freely and efficiently between each point. 

ERP implementation often involves setting up interfaces, automated data flows, and other mechanisms to enable communication between the ERP and other systems. This allows the company to have access to modify its data in a single tool and have a consistent overview of its operations to make more informed decisions.


Understanding Captivea's Methodology

The fundamental principles of Captivea’s Methodology

Captivea's project methodology is based on key moments in your project, such as client needs analysis, ERP solution customization, close collaboration between your teams and our consultants and/or developers, as well as training and support for your key users.

Captivea creates customized and scalable solutions by adapting to the specific needs of its clients and adjusting their projects accordingly, regardless of the project's stage.

Captivea provides continuous support throughout your project. This includes meetings between your teams and your project manager at Captivea, as well as the provision of deliverable documents. Additionally, comprehensive training is provided for your key users. This ensures the successful implementation of your ERP solution and user acceptance of the change.


Key Stages of Captivea's Methodology

At Captivea, we have developed a unique project methodology for ERP integration, consisting of essential steps to ensure the success of each implementation.

1.Discovery and analysis phase

We work closely with you to understand your business needs, identify and analyze your current pain points, and the various processes existing within your company to tailor the proposed solution as closely as possible to your requirements. The goal of this analysis is to provide you with a project estimate in terms of time and investment as accurately as possible to avoid any surprises during the course of your project.

2.Creation and validation of the specifications

Based on the discovered elements and needs, we provide you with a proposal for specifications that closely align with the standards already available within the ERP, which you can validate or amend. At this stage, if you are not convinced, you can stop the project.

3.Implementation, configuration, and customization of your ERP solution

Captivea sets up a secure pre-production environment for you to access and test the various modules and configurations deployed throughout your project. We tailor the ERP according to the specific needs discussed and the validated specifications. This test environment uses your own data, allowing you to have a real and concrete vision of what your ERP will look like at the end of the project and its capabilities. Throughout this stage, you will be in regular contact with your project manager as well as the teams of consultants and developers assigned to your project, and we will provide you with regular deliverables to validate the progress of the project.


Once you have validated all elements of your project and the capabilities of your ERP, we move your ERP project to a production environment with the latest up-to-date data available.


Training key users in your company is a crucial step in the success of an ERP project and the acceptance of this new system by your employees. We facilitate the transition to the new ERP system by offering training tailored to each type of user and by assisting your key users in this change management process.

6.Continuous Support and Optimization Services

Your project does not stop at its implementation! We are committed to supporting you in the long term, whether it be for support as well as for the evolution of your system with your new needs or market developments. Our team remains available, at your service, and ensures that the system remains effective and adapts to your needs after its initial implementation.

Captivea's Project Tools and Deliverables

To ensure project success, Captivea offers a comprehensive range of project tools and deliverables. These resources include a detailed list of technical documents and other deliverables provided to clients throughout the process, from development to production. These project tools and deliverables are designed to facilitate understanding, implementation, and tracking of our methodology, ensuring better collaboration and satisfactory results.

Why Captivea's Methodology Works?

Transparent and Easily Understandable Processes

At Captivea, transparency is fundamental. We maintain a transparent and easy-to-follow process that keeps you informed at every step. By paying close attention to your needs and keeping you regularly updated, we establish a strong trust relationship. This enables us to react quickly to ensure your satisfaction and achieve positive results.

Expertise and Experience

Captivea's success is built on the experience and expertise of our global teams. We have established an efficient support system for quick issue resolution, with weekly support meetings between our teams to address all your concerns and ensure your project never gets stuck. This integration-focused approach promises the success of every project, executed with skill and professionalism.

Customer-Centric Approach

A «customer-centric approach» means that the development or implementation of the ERP is focused on the needs and requirements of the client. This may involve customizing the ERP to meet the specific needs of the client's business.

In our working method, our approach is entirely centered around you, prioritizing your requirements and objectives. We tailor our solutions to meet your specific needs and work closely with you throughout the process, much like a solution-oriented ERP, which is designed to provide practical and effective solutions to business or organizational problems, involving an approach where the ERP is developed or implemented with the client’s needs in mind and focusing on delivering effective solutions to address those needs.

Our role as consultants is to guide you in making the best choices for your ERP by providing recommendations based on our knowledge of the ERP systems we offer to align as closely as possible with the standards of the initial solution while customizing and automating your processes according to your activities and needs. You remain the sole decision-maker regarding the recommendations and advice provided by your project manager.

Risk Minimization and Performance Improvement

Our project methodology aims to minimize risks while maximizing efficiency. We take a proactive approach from the outset to anticipate and mitigate potential challenges. To this end, we begin with a thorough risk analysis, then develop detailed action plans, and carefully examine any potential issues, taking steps to prevent them. This approach ensures a smooth progression of your project and guarantees that you achieve the desired results without any hurdles.

Through our transparent communication and ongoing risk assessment, we remain consistently ahead, thus ensuring the success and peace of mind of our clients at every stage of the process.

Flexibility and Adaptation

In our approach to ERP integration, we value transparency and support while focusing on solutions tailored to the specific needs of each client. We recognize that every project and client is unique, leading us to adjust our approach flexibly and adaptively

Our Agile team is ready to respond quickly to changes and challenges encountered during integration, while providing you with advice and recommendations to ensure the maintainability and durability of your ERP solution. By using proven standards and adopting an MVP approach (Minimum Viable Product: it involves creating the simplest possible product to quickly validate an idea or concept with users), we proactively support you throughout the process to deliver a high-performing and tailored ERP solution.

Scalability and anticipation of future needs

Captivea's methodology focuses on adaptability and your future evolutions. We anticipate upcoming needs from the project’s outset, integrating your company’s potential growth into our discussions around the specifications and the analysis of your requirements. This ensures long-term relevance and reliability, providing you with continuous peace of mind.

Support throughout the project

In our approach, we accompany you throughout the project, from its initial conception to its full implementation. We work closely with your team to understand your goals, challenges, and unique needs, in order to develop customized solutions that perfectly meet your expectations. Our team of ERP integration experts is here to guide you at every step of the process, providing strategic advice, technical expertise, and operational support.

Post-project support

In addition to our support during the project, we ensure ongoing support after its completion. We understand that transitioning to a new system can sometimes pose challenges, which is why we remain by your side to ensure a smooth transition.

Our dedicated support team is available to answer your questions, resolve any issues that may arise, and provide all the assistance you need to maximize the benefits of your ERP solution. Furthermore, our global presence across different time zones can be leveraged to provide 24/7 support, ensuring assistance at any time.

With our commitment to your long-term success, you can be confident that we will provide you with reliable and effective support at every stage of your ERP usage.

Resource allocation offer On-site or Remote

Captivea provides a flexible solution for resource allocation, whether on-site or remote, tailored to both SMEs and large companies. This approach aligns with our commitment to the diverse needs of our clients. Whether you prefer on-site presence or remote assistance, our team is ready to professionally support your ERP projects.

When it comes to delivering consulting services, it's crucial to understand the differences between on-site and off-site options. Each approach offers unique benefits to meet our clients' specific needs.

Whether you choose our on-site or off-site services, our goal remains the same: to provide high-quality consulting solutions that meet your specific needs and contribute to your business success.


On-site Service

By choosing our on-site consulting services, you benefit from a direct physical presence within your company. This fosters instant communication and effective collaboration. Our experts are there to work side by side with your team, providing real-time support and quickly adapting to changing project needs. Additionally, physical proximity allows for seamless integration into your corporate culture and a deep understanding of your unique challenges.

Benefits of On-site Service:

  • Direct and instant communication
  • Close collaboration with your team
  • Adaptability to rapid changes
  • Seamless integration into corporate culture

Off-site Service

Our off-site consulting services offer flexibility and world-class expertise. Our consultants work remotely, offering advice and support through advanced communication tools. This approach enables greater access to a diverse talent pool.

Benefits of Off-site Service:

  • Access to a national or even global talent pool
  • Flexibility in resource planning and management

Find ERP solutions easily integrated with Captivea

Odoo ERP

Odoo is an open-source Enterprise Resource Planning (ERP) software that offers a comprehensive suite of business applications. These applications cover a wide range of business needs, including accounting, inventory management, sales, manufacturing, human ressources, and more.


  • Worldwide ERP solution
  • Based Cloud ERP Solution or On Premise ERP Solution
  • Prices per users
  • Adapted for small businesses and mid-market businesses
  • +40 000 apps availables on Odoo Marketplace

Acumatica ERP

Acumatica is an ERP software that is based in the cloud and offers a comprehensive set of applications for managing business operations. With Acumatica, businesses of all sizes can manage their finances, inventory, sales, purchasing, and project management from a single platform.


  • North American ERP solution
  • Based Cloud ERP Solution
  • Prices per ressources
  • Adapted for Mid-Market Businesses
  • +150 apps availables on Acumatica Marketplace

Cegid XRP Flex

CEGID XRP Flex is an advanced ERP solution, specifically designed to provide flexibility and performance to modern businesses. Built on the robust and cloud-native platform of Acumatica ERP, CEGID XRP Flex adds a French and European legal layer to the operations carried out within this ERP.

Cegid Partner

  • European ERP solution
  • Based Cloud ERP Solution
  • Prices per ressources
  • Adapted for Mid-Market Businesses
  • +30 apps availables on Cegid Marketplace