Implementation Methodology
A structured five-phase approach to reduce risk and build a strong foundation for ERP success.
At GoldFinch, we combine a structured implementation methodology with experienced ERP consultants and close collaboration with your team. Our goal is to keep the project focused, reduce unnecessary complexity, prepare users for change, and build an ERP platform your organization can continue improving after go-live.
— THE METHODOLOGY
Every Implementation Follows Five Phases
Every GoldFinch implementation follows a repeatable methodology designed to improve communication, maintain project momentum, and keep each milestone aligned with your business objectives.
Throughout the project, we work closely with executive sponsors, project leaders, and key users through defined milestones, regular status reviews, testing, and collaborative decision-making.
ALIGN
Project Kickoff
DISCOVER
Process Analysis
DESIGN
Future-State ERP
BUILD
Configure & Validate
LAUNCH
Training & Go-Live
Typical Implementation: 3-6 months depending on project scope, integrations, data migration, and customer readiness
1
ALIGN
Project Kickoff
We begin by aligning on business objectives, defining project scope, establishing governance, identifying project roles and responsibilities, and creating a shared implementation roadmap.
Outcome: A clear implementation plan with defined responsibilities, priorities, milestones, and success criteria.
2
DISCOVER
Business Process Analysis
Our consultants work with your team to understand how your business operates today, identify operational challenges, and define the future-state processes GoldFinch ERP will support.
Rather than starting with software screens, we start with your business.
Outcome: Clear business requirements, documented workflows, and shared understanding of how GoldFinch will support your operations.
3
DESIGN
Future-State ERP
We configure GoldFinch around your business processes while minimizing unnecessary customization whenever possible.
Rather than starting with software screens, we start with your business.
Our goal is to use proven ERP practices and standard GoldFinch capabilities first, introducing customization only where it delivers meaningful business value.
Outcome: An ERP solution aligned with your business requirements without unnecessary complexity.
4
BUILD
Configure & Validate
Your solution is configured in a Salesforce Sandbox where users can review functionality, validate business processes, test integrations, complete user acceptance testing, and confirm that the system is ready for production.
Issues are identified and resolved before go-live—not after.
Outcome: A tested and validated solution with user approval before production deployment.
5
LAUNCH
Training & Go-Live
We prepare your users through role-based training, complete production data migration, execute the cutover plan, and provide hands-on support throughout go-live.
Our involvement does not end when the system goes live. We continue helping your team stabilize operations, improve adoption, and identify opportunities for further improvement.
Outcome: A controlled transition to GoldFinch ERP with trained users, stable operations, and continued post-launch support.
— A PHASED APPROACH
Start with what matters. Expand when you’re ready.
STEP 1
Crawl
Establish the Operational Foundation
Go live with the processes, data, and GoldFinch capabilities required for your business to operate successfully from day one.
Typical capabilities may include:
STEP 2
Walk
Expand Control and Visibility
Add capabilities that strengthen operational control, reporting, and cross-functional processes as the organization becomes established on the new platform.
Examples may include:
STEP 3
Run
Optimize and Automate
Use advanced planning, workflow, integrations, automation, and AI to improve efficiency and decision-making.
Capabilities may include:
— THE GOLDFINCH APPROACH
What Makes the GoldFinch Approach Different?
Understand Before Configuring
We begin with your business processes, challenges, and goals — not software screens. This helps ensure the ERP is configured around the way your organization needs to operate.
Configure Before Customizing
We use standard GoldFinch capabilities and proven ERP practices whenever possible. Minimizing unnecessary customization reduces complexity and makes the system easier to maintain and evolve.
Validate Before Go-Live
Users validate real business processes in a Salesforce Sandbox before production deployment. Testing before go-live helps identify issues early and gives users confidence in the new system.
Stay Involved After Go-Live
Implementation does not end at launch. As your organization evolves, GoldFinch can continue helping with process improvements, additional modules, integrations, reporting, automation, training, and new capabilities.
Ready to discuss your ERP implementation?
In a discovery meeting, we’ll discuss your systems, challenges, priorities, and timeline.
No obligation. Speak directly with an experienced ERP professional.