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Business systems: which one your company needs, and in what order
73 types of system in 8 families, each with its own page and a free assessment. If you do not know where to start, the guide works it out from the symptoms in your operations.
18symptoms from 12 areas to decide which system to assess first
Free guide6 minutes, no sign-up first
Systems bought before the process is sorted out
Each vendor arrives with its own system: an ERP for accounting, a CRM for sales, payroll software, an online store. Each one solves its own area and none of them settles who approves, which data is authoritative and how information moves from one area to the next.
The result shows at month-end: files cross-checked by hand, the same customer under three codes and reports that arrive after the decision has been made.
- Process and authoritative data first; the tool comes after.
- Every system in the catalogue is assessed on the same seven dimensions of the DMG-RT method.
8families of systems that connect to each other
Starting points
Pick the area where the problem is felt most today; the guide starts from its symptoms.
- Administration and accounting
- SUNAT invoices and ledgers
- Planning and production
- Quality and maintenance
- Warehouse and dispatch
- Purchasing and suppliers
- Sales and customers
- Store, till and online sales
- Customer service and support
- Payroll and attendance
- Projects and construction
- Data, reporting and integration
The cost of choosing from a vendor brochure
Licences for modules nobody uses
The full suite is bought and the team stays on Excel because the process was not redesigned before configuration.
Double keying between systems
Orders, invoices and stock moves are typed again into another system, with errors that surface at reconciliation.
A second migration
When the chosen system does not cover the real process, the vendor is replaced and master data and balances are migrated again.
Diego's assessment method
Systems assessment is the first layer of the DMG-RT method: it starts from the indicator you want to move and reaches the tool at the end. Each step leaves a result you keep, whether or not you hire the next one.
- 1
Symptoms
The guide finds the areas with the most symptoms and the system to review.
- 2
System assessment
Around 22 to 26 questions: level on seven dimensions (process, data, coverage, integration, measurement, people and compliance).
- 3
30-minute review
Diego reads your answers beforehand and agrees the first step with you. It is the pre-qualification phase of the DMG-RT method.
- 4
On-site assessment
Three weeks with your team: processes, data and the baseline of the indicator to improve.
- 5
Decision
Implement (with Odoo when the assessment points to it), integrate what you already have, or choose a market platform with you.
3systems to assess first, each linked to its assessment
Symptom-based guide
Eighteen concrete symptoms, such as "month-end waits for each department's Excel file" or "payroll is calculated in Excel". You mark how often each happened this year.
The result ranks twelve areas by symptoms and, for the three most affected, proposes the system to assess and its page. Diego receives the lead with your answers; no automatic emails are sent.
- Administration and accounting
- SUNAT invoices and ledgers
- Planning and production
- Quality and maintenance
- Warehouse and dispatch
- Purchasing and suppliers
- Sales and customers
- Store, till and online sales
- Customer service and support
- Payroll and attendance
- Projects and construction
- Data, reporting and integration
Systems catalogue
Each card links to the system page and its free assessment. Scope shows what Diego does with that type of system: implementation, integration with what you already have, or assessment and selection with the vendor who implements it.
73 systems
Operations and manufacturing 12 systems
Manufacturing resource planning
MRP II: capacity and master planning
Advanced planning and scheduling
APS: advanced production scheduling
Supervisory control and data acquisition
SCADA and HMI: plant supervision
Industrial IoT and data historian
IIoT and plant data historian
Laboratory information management system
LIMS: laboratory information management
Product lifecycle management
PLM: product lifecycle and changes
Enterprise asset management / maintenance management
EAM and CMMS: maintenance management
Environment, health and safety
EHS: occupational health and safety
Supply chain 8 systems
Warehouse management system
WMS for your warehouse: assessment and rollout
Transportation management system
TMS and delivery routing: assessment
Yard management system
Yard and dock appointment management (YMS)
Supplier relationship management
Supplier management (SRM): assessment
Fleet management
Fleet management: assessment and selection
Sales and customer 13 systems
Customer relationship management
CRM in Peru: assessment and Odoo CRM implementation
Configure, price, quote
CPQ: assessment of quoting, pricing and discounts
Point of sale
Point of sale (POS): assessment and implementation in Peru
Payment gateways and terminals
Payment gateways and terminals: till and ERP integration
Product information management
PIM: product information and catalog assessment
Marketing automation
Marketing automation: assessment and CRM integration
Customer data platform
CDP: customer data and use case assessment
Loyalty programs
Loyalty programs: assessment, rules and measurement
Omnichannel contact center
Omnichannel contact center: WhatsApp and chat linked to CRM
Help desk and customer support
Help desk and customer support: assessment and setup
Surveys and voice of the customer
Surveys and voice of the customer: assessments linked to CRM
Website and content management system
Website and CMS: assessment and editable Odoo site
Finance and compliance 8 systems
Electronic books (PLE and SIRE)
PLE and SIRE electronic books in Peru
Treasury and cash management
Treasury, payments and bank reconciliation
Enterprise performance management
Budgeting and consolidation (EPM)
Governance, risk and compliance
Internal control, risk and compliance (GRC)
Spend and expense management
Expenses, claims and budgets by department
Contract lifecycle management
Contract management, renewals and guarantees
People 6 systems
Human capital management
HCM and HRIS in Peru: assessment and rollout
Applicant tracking system
ATS for recruitment: assessment and selection
Learning management system
LMS for staff training: assessment
Workforce management and time attendance
Time and attendance connected to payroll
Contractor and vendor workforce management
Contractor management assessment
Service and projects 5 systems
Project and portfolio management
Project and portfolio management (PPM)
Construction budgeting and project control
Construction budgeting and control with standard Odoo
Data, integration and automation 11 systems
Business intelligence and data warehouse
Business intelligence and data warehouse (BI)
Integration platforms (iPaaS/ESB) and APIs
Systems integration, iPaaS and APIs
Business process management and workflow
Business process and approval workflows (BPM)
Document and enterprise content management
Document management (DMS/ECM)
Electronic signature and digital certificates
Electronic signature and digital certificates
Identity and access management (SSO)
Identity and access management and SSO (IAM)
Electronic data interchange
Electronic data interchange (EDI)
Industry systems 10 systems
Hospital information system
Hospital system (HIS): assessment and selection in Peru
Student information system
Student information system: assessment and selection
Geographic information system
GIS: geographic information system assessment and selection
Mine fleet dispatch and heavy equipment maintenance
Mine dispatch and fleet: assessment and selection in Peru
Farm management and field traceability
Farm management and traceability: assessment and selection
Multi-store retail
Multi-store retail: assessment and Odoo implementation
Restaurants, kitchen and delivery
Restaurants and delivery: assessment and Odoo implementation
Real estate management
Real estate management: assessment and Odoo implementation
Building information modeling
BIM for contractors and designers: assessment and selection
Hotel property management system
Hotel management (PMS): assessment and selection in Peru
No system matches the search. The symptom-based guide suggests one from what happens in your operations.
Take the guideMap of connections between families
Each line adds up the integrations the catalogue records between systems in two families; thickness shows how many. Dotted lines go to the ERP, which almost every family feeds. Hover over or tap a family to highlight its connections.
- Operations and manufacturing88 integrations in the catalogue, mostly with: supply chain; data, integration and automation; industry systems.
- Supply chain66 integrations in the catalogue, mostly with: operations and manufacturing; finance and compliance; industry systems.
- Sales and customer76 integrations in the catalogue, mostly with: data, integration and automation; industry systems; operations and manufacturing.
- Finance and compliance66 integrations in the catalogue, mostly with: data, integration and automation; supply chain; operations and manufacturing.
- People31 integrations in the catalogue, mostly with: operations and manufacturing; finance and compliance; data, integration and automation.
- Service and projects36 integrations in the catalogue, mostly with: data, integration and automation; sales and customer; operations and manufacturing.
- Data, integration and automation88 integrations in the catalogue, mostly with: sales and customer; operations and manufacturing; finance and compliance.
- Industry systems69 integrations in the catalogue, mostly with: sales and customer; operations and manufacturing; supply chain.
Diego's scope by type of system
The catalogue separates what Diego implements from what he assesses and helps you choose. The figure is the number of system types in the catalogue for each case.
| Implementation | 29Diego configures the system, migrates the data, trains the team and takes it live. With Odoo when the assessment points to it. |
|---|---|
| Integration | 9Diego connects the platform to your ERP or other tools and defines which side owns each piece of data. You or your vendor runs the platform. |
| Assessment and selection | 35Diego analyses the process, writes the requirements, compares market options with you and coordinates integration. The chosen vendor carries out the implementation. |
Every assessment gives the same output at the end: overall level, level by dimension, the three main gaps with a recommendation and the option to review it with Diego.
Review your case with Diego in 30 minutes
A free video call. If you already took the guide or an assessment, Diego arrives with your answers read; if not, you start from the symptoms.
