For ERP consultants and implementation partners
Give ERP customers software for the work their ERP does not cover.
Numra helps ERP consultants build and deliver customer-specific workflow software around Business Central, NetSuite and the systems their customers already use. Keep the customer relationship and ERP project. Bring Numra in to help design, build and roll out the workflow around it.
An order arrives
Email · attachment · customer request
Interpret, route, review
Customer rules and exceptions turn a request into a ready-to-process action.
System of record
Customer ERP
People in control
Team & approvals
Illustrative process, not a product screenshot
Trusted by ambitious teams at
The gap partners recognise
The ERP is in place. The work still crosses other places.
A successful ERP implementation does not make every email, spreadsheet, approval or customer exception disappear. Often, that work is the customer's actual day.
A request arrives outside the ERP
An order, supplier document or service request comes through an inbox, portal or shared file.
Someone supplies the missing context
They interpret the request, check customer rules, chase an answer and decide who should act.
The outcome is entered and tracked
The ERP holds the record, but the handoffs and the reasoning around that record live elsewhere.
The opportunity is not to replace the ERP. It is to make the surrounding process work as deliberately as the ERP project itself.
Why this work stays unresolved
Good tools. Different jobs.
ERP configuration, low-code tools and point automations all have a place. The problem is expecting any one of them to own an evolving, cross-system process by default.
Configure more in the ERP
Right for core records and standard processes.
Less natural for work that starts in email, needs judgement, or changes with each customer.
Keep the spreadsheet and inbox
Fast to start and familiar to the team.
Harder to hand over, audit and sustain as exceptions and volumes grow.
Add another point automation
Useful for a clear, repeatable handoff.
A chain of isolated steps can leave ownership of the whole workflow unclear.
What Numra brings
A working layer for the process around the system of record.
You bring the customer context and ERP expertise. Numra works with you to turn a specific operational gap into software the customer can actually use.
Understand
Map the real inputs, rules, people, exceptions and systems — including where the ERP should remain authoritative.
Build & test
Design and build the workflow around those decisions, then test it with real scenarios and the people who own the work.
Roll out
Put it into use with clear responsibilities, visibility and a path for refining the workflow as it changes.
Make the handoffs visible
Start with the work as it happens, not a feature list.
A shared map gives the partner, customer and Numra the same view of what should change — and what should not.
Example: handling a customer order that needs checking before it reaches the ERP
Work enters
A request, document or update arrives by email, form or an existing system.
Outside the ERPRules meet context
Numra identifies the case, applies customer-specific rules and surfaces exceptions.
Numra workflowA person reviews
The right person checks or approves where the process calls for human judgement.
Customer teamThe loop closes
The agreed destination is updated and the action is visible for follow-up.
Existing systemsCustomer work, not a concept
What this looks like in practice.
Right Group's work spans incoming requests, decisions and records across existing tools. These are examples of surrounding workflows, not claims about Business Central or NetSuite integrations.
Right Group / Purchase ordersHow Right Group gave a director a full week back every month
Work requisitions accepted, POs forwarded, weekly report produced. A director off email admin.
“Numra has significantly reduced the manual work involved in processing purchase orders. The system automatically extracts our order numbers and purchase orders and processes them correctly, which has streamlined the workflow and improved efficiency for our team.”
Right Group / Inspection filingHow Right Group's inspection inboxes file 5,400 documents a month into SharePoint
Two inspection inboxes read, every report and photo named and filed into SharePoint.
“Numra has significantly streamlined our workflow, reducing manual effort and improving overall efficiency. Its reliability and ease of use have already delivered noticeable time savings and enhanced operational consistency.”
A partnership with clear lines
Your relationship stays yours.
Numra does not take over the ERP implementation. We work alongside the partner and customer on a defined workflow, with responsibilities agreed before delivery.
The ERP partner
Owns the ERP project and customer relationship; brings system context, implementation constraints and the opportunity to solve the wider process.
Numra
Works with the partner and customer to understand the process, design and build the surrounding workflow software, and support its rollout.
The customer
Owns the operational decisions: the rules, approvals, system access, testing and what a useful outcome looks like.
System fit & trust
Built around the customer's estate. Scoped to the actual environment.
Business Central and NetSuite are examples of ERPs your customers may use. The right connection method, access model and points of handoff depend on each customer's systems and requirements; we do not assume a native connector is in place.
Before work begins, we identify which system is the source of truth, where data moves, who can approve an action and what needs to be visible afterward. Sensitive workflows need proportionate access, review and audit controls.
Read about Numra's security approachA sensible place to begin
One bounded workflow. A clear reason to build it.
Bring a customer process that currently sits between systems and people. We can talk through the boundaries together before anyone commits to a build: what comes in, what decision is made, what goes out, and who owns each step.
Talk through a customer workflowThe first conversation
- Where does the work start and end?
- Which decisions are straightforward, and which need a person?
- Which systems, permissions and records are involved?
- What would the customer need to see to trust the result?
Have a customer workflow in mind?
Tell us where work falls between the ERP and everything around it. We’ll talk through the process, the systems involved and whether Numra is the right fit alongside your implementation.
