Strategy
Should your ERP partner build it?
It is the first question to ask and the one most often skipped. How to tell what a partner will take on, what they will decline, and why the answer is rarely about their ability.
In short
- Ask the firm that implemented your ERP before you ask anyone else. If they will do the work inside the platform you already own, that is usually the right answer and the cheapest one to support.
- What an ERP partner declines is a statement about where their practice makes money, not about their competence. Work that touches the plant floor, the yard, the truck, the field crew or a device sits outside the platform they specialize in.
- The signal is in the shape of the answer. A scoped quote means it is in their lane; a long timeline, a large contingency, or a redirection to a partner-of-a-partner usually means it is not.
- A no from the partner is information worth having in writing, because it defines the boundary of what anyone else should be quoting on.
- Whatever gets built afterwards should integrate to the ERP rather than duplicate it. Two systems holding the same record with no agreed owner is the failure this decision most often produces.
If your organization runs an ERP, somebody implemented it, and that firm is almost certainly still reachable. Before commissioning custom software from anyone, us included, ask them whether they will build the thing you need. It is the cheapest question available and a surprising number of buyers skip it, usually because the last conversation with that partner was about a renewal rather than a build.
We recommend this against our own immediate interest, for a straightforward reason: if the work belongs inside the ERP, having it built there is better for you than anything we would do instead. Fewer systems, one support relationship, no integration to maintain. We would rather be the second call on work that genuinely needs us than the first call on work that did not.
What the answer usually is, and why¶
ERP partners build inside the platform. That is the whole shape of the practice, certified consultants, platform-specific tooling, an upgrade path they are responsible for, and an economic model built around the vendor's release cycle. Inside that boundary they are genuinely good and hard to beat on price.
The work they tend to decline is the work that leaves the platform. In our experience that clusters tightly, and it is worth knowing the pattern before you ask, so you can read the answer accurately:
- Anything on the plant floor, machine data, line state, anything with a controller behind it.
- Anything in the yard, on a truck, or with a field crew, where connectivity is intermittent and the interface has to work on a phone in a glove.
- Anything talking to a device or an instrument, where the protocol is the problem rather than the business logic.
- Anything with a hard real-time or high-frequency requirement, where the constraint is latency rather than throughput.
- Anything needing an interface for people who do not have an ERP licence and never will, customers, subcontractors, inspectors, drivers.
How to read the answer you get¶
You will rarely get a flat no, because flat noes lose accounts. The useful signal is in the shape of the response rather than its wording.
| What you hear | What it usually means | What to do |
|---|---|---|
| A scoped quote with a timeline and named consultants. | It is inside their lane and they want it. | Take it seriously. This is likely the best available answer. |
| A long timeline with a large contingency, or a rate for discovery before they will say anything. | It is at the edge of what they do. They are pricing the uncertainty rather than the work. | Ask specifically which parts they are uncertain about. That list is the actual scope somebody else should quote. |
| A redirection to another partner, an ISV add-on, or a marketplace product. | It is outside the platform and they know it. | Evaluate what they pointed at, sometimes it is exactly right, and treat the boundary as established. |
| An offer to do it as a set of customizations to existing modules. | It can be done inside the ERP, but check what happens at the next major upgrade. | Ask who re-tests and re-does that work at each version, and whose budget it comes from. |
Any of these is worth having in writing before you brief another firm, because it defines the boundary. The most common way this decision goes wrong is not choosing the wrong builder; it is nobody ever establishing where the ERP's responsibility stops, so two systems end up holding the same record and disagreeing.
If the answer is no¶
Then you are looking for somebody to build the part that sits outside, and the single most important property of that work is how it relates to the ERP. It should integrate rather than duplicate. The ERP stays the system of record for whatever it already owns (customers, parts, orders, financials) and the new system references those records rather than keeping its own copy that drifts.
That is a design constraint worth stating in the brief, because the alternative is easy to build and painful to live with. A system that maintains its own customer list because integration looked expensive has not avoided the cost; it has converted it into a reconciliation problem that somebody performs by hand every month, forever.
Nothing here is an argument about your ERP. That decision was made for reasons that were probably sound, it is expensive to revisit, and it is not the question in front of you. The question is only which work belongs inside it, and the firm that implemented it is genuinely the best-placed party to answer that first.
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