A full-stack project replacing an Excel-driven workflow with an ERP. Sales, MA quotes and tax invoices integrate into one system while preserving the Excel flow that users already know.
Migrating an Excel-run company onto an ERP isn't about adding features — it's about moving familiarity.
Excel is free-form but the data scatters. An ERP is organized but users have to learn it. From the user's side, the resistance — 'why do I have to learn this from scratch?' — was the biggest wall.
Sales, MA quotes and tax invoices lived across different Excel files. Seeing the same transaction's full state on one screen was effectively impossible.
We preserved Excel as the entry surface while letting the ERP own the data, then integrated sales, MA quotes and tax invoices into one workflow.
Users enter through familiar Excel; the ERP receives, organizes and lets them export back to Excel. Learning friction stays low while the system carries the data.
We modeled sales, MA quotes and tax invoices as different stages of the same transaction inside the ERP, so the whole state of a deal becomes visible on one screen.
ERP screens and backend in one system.