How we launch BAS in your business

Four steps from the first conversation to a team working in the system. No “implementation for its own sake”: we configure only what your processes need.

Four steps to working in the system

Each step ends with a clear result you can see for yourself — in the system, not in a slide deck.

1
AnalyseWe study your business and processes: how an order flows, where stock sits, who enters what.
  • —A conversation with the owner and key staff
  • —Process map: from enquiry to cash in the bank
  • —A list of modules and integrations you actually need
ResultAn agreed system scope and launch plan.
2
ConfigureWe adapt the system to your tasks: master data, permissions, documents, prices, integrations.
  • —Master data, warehouses, line items and roles
  • —Document templates with your company details
  • —Bank, marketplaces and website — via API
ResultYou log in and see your company.
3
MigrateData from Excel or a legacy system — products, stock, counterparties, history.
  • —Import of product catalogue and stock
  • —Counterparties, debts and open orders
  • —Reconciliation: stock matches the shelf, debts match the bank
ResultThe system runs on real data, not test data.
4
TrainWe show each employee only what they need for their job.
  • —Short sessions by role: warehouse, sales, finance
  • —Instructions inside the system
  • —First weeks — available in chat
ResultThe team works confidently in the system, without Excel.

What we need from you

Three things without which the launch drags on.

1
A point person on your sideOne person who makes process decisions and answers the team’s questions. Usually the owner or COO.
2
Access and dataCurrent spreadsheets, exports from the old system, read-only access to bank and marketplaces.
3
Team time for trainingA few short sessions and a commitment to work in the system from day one, not in parallel spreadsheets.

After launch

The subscription is more than the system. It includes everything needed to keep it working for you.

Chat supportQuestions about the system are handled in chat — no tickets, no waiting.
UpdatesNew versions of modules and integrations arrive automatically.
Process customisationsWhen the business changes, we change the system: new documents, reports, roles.
New modules and integrationsAdded as you grow: production, e-shop, new banks and channels.

Need people as well as tools?

BAS Digital finance teamOperator, financial analyst, CFO, IT and project manager — one team

Outsourced CFO is an add-on service on top of BAS ERP. The team — operator, financial analyst, CFO — runs management accounting on your system’s data and gives you numbers you can trust.

More about the finance team
OperatorEnters transactions, keeps source documents in order
Finance leadClose, reporting, analytics
CFOModel, budgets, strategy, decisions
ITConfiguration, integrations, customisations

Methodology tools

Nine working documents the finance team builds for your business, from the transaction map to the financial model. Each has its own page with examples.

Area maturityBAS Digital methodology · basis for the audit and roadmapLearn more →Transaction mapBAS Digital product · part of implementationLearn more →Report mapBAS Digital product · part of implementationLearn more →Checklists and reconciliationsBAS Digital product · accounting disciplineLearn more →SOP: work standardsBAS Digital product · procedures and trainingLearn more →Weekly and MonthlyBAS Digital product · core of the subscriptionLearn more →Client hubBAS Digital product · transparency of workLearn more →Financial modelBAS Digital product · “Planning” packageLearn more →Niche reportsBAS Digital service · Market IntelligenceLearn more →

Let’s start with a conversation about your processes

20 minutes — we’ll see which modules you need, what to migrate and where to start. No obligations.

Book a call