ERP Setup & Migration Services | Kredo Zoho Partner

Q: How long does an ERP setup or migration project usually take?

Timelines vary based on company size, modules, and data volume, but most ERP setup and migration projects take from a few weeks to a few months. Kredo starts with a discovery and planning phase so you have a realistic timeline before work begins.

Q: Will we lose data during ERP migration?

With a proper migration plan, data loss risk is minimal. Kredo performs detailed data audits, test migrations, and validations so your masters and key transaction data move safely into the new ERP.

Q: Can Kredo migrate us from Tally or other legacy systems to a cloud ERP?

Yes. Kredo has experience migrating from tools like Tally, spreadsheets, and legacy on-prem ERPs to modern cloud-based systems while keeping finance, inventory, and sales aligned.

Q: Do you provide training and post-go-live support?

Absolutely. Kredo includes role-based training and ongoing support so your team actually uses the ERP properly and you continue to get value as your business evolves.

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Why ERP Setup & Migration Services Matter More Than Ever What Kredo Brings to the Table Real-World ERP Success Stories Is Kredo Right for You? Your Next Step FAQ on ERP Setup & Migration

Context

Your ERP is the digital backbone for finance, inventory, sales, HR and operations. Done right, it enables scale. Done poorly, it creates bottlenecks, rework and reporting blind spots. This guide outlines how Kredo approaches ERP setup and migration so you can move with confidence.

Why ERP Setup & Migration Services Matter More Than Ever

Many organisations are stuck between aging legacy systems, spreadsheets and disconnected apps. Data is duplicated, processes are manual and leadership lacks a single version of the truth. Strategic ERP migration services solve this, but only when setup is planned around your business model and people, not just the software.

Centralise finance, inventory, sales and operations into a single, consistent system.
Automate approvals, postings and reconciliations to reduce manual work and errors.
Gain real-time dashboards for margins, cashflow and performance across entities.

What Kredo Brings to the Table

Kredo is not just a software vendor. We act as your ERP implementation partner combining process consulting, technical depth and change management to deliver ERP setups and migrations that actually work in day-to-day operations.

Official Zoho Partner, Multi-Platform Experts

As an official Zoho partner with experience across SAP, SAGE, QuickBooks, Oracle, Microsoft Dynamics, Tally, Xero and ERP NXT, we recommend platforms based on fit - not on a single vendor agenda. Whether you need Zoho ERP implementation or a broader cloud ERP migration, you get advice that is business-first and platform-agnostic.

ERP Setup That Starts With Your Business

Every engagement begins with understanding how you work today and how you want to work tomorrow:

Process mapping across finance, inventory, sales, projects and compliance.
Design of chart of accounts, masters and approval flows tailored to your model.
Clear documentation of scope, risks and success metrics before build starts.

ERP Migration Without Mayhem

Our ERP setup and migration services follow a structured, low-risk approach:

Data audit and cleansing for Tally, spreadsheets or legacy ERPs.
Pilot migration and parallel run to validate numbers before cutover.
Planned go-live with rollback and contingency options agreed in advance.

Customization & Integration for Real-World Workflows

Out-of-the-box ERP rarely matches real-life operations. Kredo configures and extends your ERP so it becomes a true operating system:

Custom forms, validations and approval hierarchies aligned to your control framework.
Integrations with CRM, HR/payroll, e-commerce, banking and BI tools.
Dashboards and reports for CXOs, finance, operations and project teams.

Training, Governance & Ongoing Support

A technically perfect ERP that no one uses still fails. We invest heavily in adoption and governance so the system keeps delivering value:

Role-based training for end-users, approvers and administrators.
SOPs and checklists embedded into your processes, not just in slides.
Post-go-live support and enhancement cycles as your business evolves.

Real-World ERP Success Stories: From Chaos to Clarity

Case Study 1: From Tally & Spreadsheets to a Unified Cloud ERP

A fast-growing trading company managed finance in Tally and everything else in spreadsheets. Kredo delivered ERP setup and migration to a cloud ERP-cleaning masters, restructuring the chart of accounts and automating approvals. Month-end close dropped from 10-12 days to under 4, and management finally had a single source of truth.

Case Study 2: A Services Firm Scaling Beyond Basic Tools

A professional services firm outgrew basic invoicing and manual timesheets. Our team implemented project and time-tracking modules in ERP, migrated historical data and connected it with billing. After the ERP setup and migration, utilisation and realisation reports became available in real time, improving billing accuracy and profitability.

Case Study 3: Legacy On-Prem ERP to Modern Cloud ERP

A multi-location business was stuck on an inflexible on-prem ERP. Kredo planned a phased legacy ERP to cloud migration, including parallel run and user training. The new environment enabled anytime-anywhere access, significantly reduced IT overhead and delivered consolidated reporting across entities within seconds.

Is Kredo's ERP Setup & Migration Right for You?

Our approach is a good fit if you're looking for an ERP consulting company that is pragmatic, business-first and platform-agnostic.

You are moving from Tally, spreadsheets or basic tools to a modern cloud ERP.
You want to consolidate multiple systems into a single, governed ERP backbone.
You are on ERP already, but configuration and reporting are limiting growth.
You need a Zoho or multi-platform partner who can advise, not just implement.

Current Situation	What Kredo Enables
Disconnected tools and duplicates	Unified, governed data model across functions
Manual reconciliations and approvals	Workflow-driven automation and audit trails
Lagging, error-prone reports	Reliable dashboards and analytics on demand
On-prem, rigid infrastructure	Secure, scalable cloud ERP aligned to growth

Your Next Step: Turn Systems Into a Competitive Advantage

Human expertise plus the right platform is what makes ERP work. Kredo combines deep implementation experience with a clear methodology so your next ERP move is controlled, transparent and aligned to growth.

Contact Kredo today to plan your ERP setup and migration and turn your systems into a genuine competitive advantage.

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FAQ on ERP Setup & Migration

How long does an ERP setup or migration project usually take?

Timelines vary based on company size, modules and data volume. Most ERP setup and migration projects run from a few weeks to a few months. We start with a discovery and planning phase so you have a realistic timeline and phased milestones before work begins.

Will we lose data during ERP migration?

With a proper migration plan, the risk of data loss is very low. Kredo performs detailed data audits, test migrations and validations so your masters and key transaction data move safely into the new ERP with clear sign-offs.

Can Kredo migrate us from Tally or other legacy systems to a cloud ERP?

Yes. We have experience moving from Tally, spreadsheets and legacy on-prem ERPs to modern cloud systems, ensuring that finance, inventory and sales remain aligned throughout the migration.

Do you provide training and post-go-live support?

Absolutely. We include role-based training, process documentation and ongoing support so your team actually uses the ERP properly and you continue to get value as your business and requirements evolve.