Modernize Your ERP with a Clearer Path Forward

IWI helps growing organizations assess, select, migrate, implement, and optimize ERP platforms built for greater financial visibility and operational control.

25+

Years of ERP experience

500+

Clients and projects

Full-Cycle

Assess · Migrate · Implement · Optimize

Sage

Partnership

Modernization starts with the business problem.

Selecting an ERP should begin with the financial, operational, data, integration, and growth challenges the organization needs to solve—not with a product demonstration.

ERP modernization strategy connecting financial performance, operational control, scalable technology, and industry requirements.

01

Requirements before recommendation

Evaluate processes, reporting, controls, integrations, and future-state needs first.

02

Finance connected to operations

Align financial management with the processes that drive performance.

03

Technology designed to scale

Plan for more entities, locations, users, and transaction volume.

04

Risk managed throughout

Plan data, testing, training, adoption, and governance across the project.

A structured path from legacy systems to scalable ERP.

Move from ERP uncertainty to a practical modernization roadmap.

Assess

Evaluate systems, processes, reporting, data, integrations, risks, and growth requirements.

Design

Define the future state, platform requirements, migration scope, and roadmap.

Transition

Migrate data, configure workflows, connect systems, test, and prepare users.

Optimize

Improve automation, reporting, integrations, controls, and adoption.

Build an ERP environment that can support your next stage of growth.

New entities, locations, products, channels, acquisitions, and reporting requirements can create complexity faster than legacy systems can absorb it.

Multi-Entity Expansion

Consolidate financial information across entities, business units, and locations.

Acquisitions

Integrate systems, data, reporting, and operations through a structured plan.

New Locations

Standardize processes and reporting as the organization expands.

Higher Transaction Volume

Reduce manual work and prepare workflows for increased activity.

Operational Complexity

Connect finance with manufacturing, distribution, construction, and supply chain.

Executive Reporting

Give leadership timely, reliable information for planning and decisions.

The systems that supported your past may be limiting your future.

Legacy and entry-level systems become barriers as organizations add complexity. Teams compensate with spreadsheets, workarounds, disconnected applications, and delayed reporting.

01

Financial consolidation depends on spreadsheets

02

Reporting requires significant manual preparation

03

Entities or locations operate differently

04

Finance and operations use disconnected systems

05

Inventory visibility is limited

06

Approvals depend on email

07

The ERP cannot support growing volume

08

Acquisitions require manual consolidation

ERP platforms aligned with your business model.

IWI helps identify and implement the platform aligned with industry, operational complexity, financial requirements, and growth strategy.

Sage Intacct

Cloud financial management for growing organizations.

Multi-entity · Nonprofit · Professional Services · SaaS

Sage X3

ERP for manufacturing and complex operations.

Manufacturing · Food & Beverage · Distribution · Multi-site

Sage 300

Financial and operational management. ­

Existing Sage customers · Inventory · Continuity scenarios

ERP expertise for industries where operations matter.

Manufacturing

Production, inventory, quality, and supply chain integration.

Distribution & Wholesale

Order management, logistics, and inventory control.

Construction

Project accounting, job costing, and resource management.

Food & Beverage

Traceability, production, quality, and distribution management.

Nonprofit

Fund accounting, grant reporting, approvals, and multi-entity visibility.

Professional Services

Project management, billing, and resource planning.

Financial Services

Multi-entity reporting, compliance workflows, and automation.

Healthcare & Community

Fund management, reporting, and operational workflows.

Build an ERP environment that can support your next stage of growth.

New entities, locations, products, channels, acquisitions, and reporting requirements can create complexity faster than legacy systems can absorb it.

01

Assessment Before Recommendation

Start with the business problem and future-state requirements.

02

Finance and Operations Expertise

Connect financial management with operational performance.

03

Legacy and Modern ERP Knowledge

Understand both the source environment and destination platform.

04

Industry-Specific Approach

Evaluate requirements in the context of how the organization operates.

05

Structured Risk Management

Plan data, integrations, testing, training, and adoption.

06

Optimization Beyond Go-Live

Keep improving reporting, automation, integrations, and adoption.

Plan your ERP modernization with greater clarity.

Is your ERP ready for the next stage of growth?

Tell us what is changing. We will help evaluate the current environment, available options, and a practical path forward.

Prefer a conversation?

Talk to a ERP advisor.

CALL OUR TEAM

(866) 916-3851

EMAIL US

info@iwigroup.ca

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