Canada · Working across North America
Software that does the hand-work. An ERP you can trust.
Hand-work eats your margin. We build custom software and automation for the jobs your team repeats, move your data into a new ERP, connect your systems and keep them running.
Sample app showing order automation, an ERP migration check, a store and ERP sync, and a backup restore check.
- Led by a developer with 5+ years of hands-on experience
- Final price fixed in writing after the assessment
- Source, documents and access are yours
- Confidentiality is assumed from the first conversation
How an engagement runs
Three steps. You can stop after any of them.
- 01
A short conversation
You tell us what is running and what is wrong. We tell you where to start.
- 02
A Systems Assessment
Fixed price. A written reading of your systems and the route forward. It is yours to keep, whoever does the work.
- 03
The work
Fixed scope, agreed in writing before it starts.
What we do
The four services, in detail.
Custom software and automation, ERP work, integrations, and hosting and care. Most work starts with the Systems Assessment.
01Software & automation
Custom software
Internal tools, apps and web apps shaped to the way the work runs, replacing the spreadsheet or the old database. Handed over with the source.
- Internal tools
- Web apps
- Portals
02Software & automation
Process automation
Invoices, orders and daily checks read and entered without re-keying. Every run is logged, and anything unusual goes to a person.
- Invoices
- Order entry
- Daily checks
- Logged runs
03ERP
ERP data migration
Your records moved into the new ERP in the order they depend on, checked against the source. The old system stays readable until you sign off.
- Mapping
- Cleansing
- Validation
- Cutover
04ERP
Stalled ERP projects
What was loaded, customised and never finished is read before anything is touched. Each part is marked keep, fix, finish or drop, in writing.
- Read-only first
- Keep, fix, finish, drop
- Taken to go-live
05ERP
ERP customisation
The step people work around by hand, built inside the ERP you already run, to the framework’s conventions, so it carries through upgrades with little or no rework.
- Reports
- Approvals
- Bulk changes
06For ERP and software
Integrations
The ERP, Microsoft 365, the store, bank feeds and the CRM passing data to each other, so nobody re-keys between them. Every run is checked.
- Mapped fields
- Checked runs
- Error reports
07For ERP and software
Hosting and care
Your ERP, custom apps and web apps hosted, watched and updated. Backups are restored on a schedule to prove they work.
- Monitoring
- Off-site backups
- Restore tests
08How every project starts
Systems Assessment
A fixed-price, written reading of your systems and the route forward, ending in a fixed quote if there is work worth doing. Yours to keep, whoever does the work.
- Fixed price
- Written plan
- No lock-in
Who does the work
There is no hand-off to someone you have not met.
The developer who scopes your project leads it through to sign-off, with 5+ years of hands-on software development, integration, optimisation and automation.
Sample migration
The first morning.
Load the record types in any order you like, then see what the new system ends up holding.
- Customers and suppliers418 rowsLoaded
- Items1,204 rowsLoaded
- Addresses and contacts655 rows · 1 heldLoaded
- Open purchase and sales orders96 rows · 1 heldLoaded
- SO-1183 · order date "03/04" could be 3 April or 4 MarchHeld for a decision
Common questions
Before you book.
A short account in your own words is enough. You do not need a specification.
What happens after I book?
The developer who would lead your project reads your message and answers it in writing. If a conversation would settle things faster, we arrange one.
If there is work worth doing, the Systems Assessment scopes it and ends in a fixed quote.
Which ERPs do you work with?
Before BI Margin, we delivered ERP migrations on ERPNext, and the same method carries to other platforms, Odoo included.
We take on moves from an older ERP on SQL Server, QuickBooks, Sage, spreadsheets, Access, or a home-built system. Any other move: the assessment confirms the route before any quote.
What do I get from the assessment?
A written document in five parts: what you have, what should change, what it would take, what we would not touch, and a fixed quote if there is work worth doing.
It is yours to keep. You can stop there, or take it to another firm.
Who does the work?
The developer who scopes your project leads it, from scope to sign-off. There is no hand-off to someone you have not met.
How is the price fixed?
The Systems Assessment has one fixed price, agreed before it starts.
The scope and the price of the work after it are written down before that work starts. If something changes, the change is agreed on its own, with its own cost. Nothing is billed by the hour.
Who owns the code and the documents?
You do. The source code, the documents and the access are yours, and the assessment is yours to keep, whoever does the work.
Where are you based?
BI Margin works from Canada, across North America. Quotes are in Canadian dollars.
What do you not do?
We are the wrong firm if you want managed IT, a helpdesk, or a network looked after; hours against a rate card; or someone to agree with a decision already made.
We don’t sell full ERP setup or end-user training.
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