How to Start Your ERP/CRM Journey: A Midwest Guide to Discovery and Planning

For Midwest businesses, especially in the Twin Cities, staying competitive often means embracing modern tools like ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) systems. Whether you’re a manufacturer grappling with siloed data, a retailer struggling with inefficient processes, or a logistics firm like those thriving in Minneapolis, the decision to adopt a system such as Microsoft Dynamics 365, Salesforce, or HubSpot can transform your operations. But where do you begin? Starting your ERP/CRM journey without a clear plan is like setting sail without a map—risky and inefficient. At AshCo., we’ve guided Twin Cities and Midwest enterprises through this process for over 15 years, and we’re here to help you take the first step with a structured discovery and planning phase.

This guide outlines why a discovery process is essential, how it identifies pain points, crafts a solution architecture, and provides estimates for your project—setting you up for success from day one.

Step 1: Identifying Pain Points

The foundation of any successful ERP/CRM implementation begins with understanding what’s holding your business back. Many Midwest companies face common challenges: disconnected departments, manual data entry, or outdated systems that can’t scale. For example, a Twin Cities manufacturer might struggle with inventory tracking across multiple warehouses, while a healthcare provider might deal with fragmented patient data.

At AshCo., our discovery workshops start with a deep dive into your operations. We work with your team to pinpoint pain points—whether it’s siloed data slowing decision-making or inefficient processes wasting time. Take the case of a Heating Equipment Supplier we partnered with: their 100+ users were bogged down by disjointed systems. Our discovery phase revealed these bottlenecks, paving the way for a tailored Microsoft Dynamics 365 Business Central and CE solution. By identifying your unique challenges early, we ensure your ERP/CRM journey addresses real needs, not just assumptions.

Step 2: Crafting a Solution Architecture

Once pain points are clear, the next step is designing a solution architecture that aligns with your business goals. This isn’t a one-size-fits-all approach—your industry, size, and vision matter. For a Midwest logistics firm, a robust ERP like D365 Finance and Operations might integrate supply chain processes, while a retail business might lean toward Salesforce to enhance customer engagement.

AshCo.’s planning phase involves collaborating with your stakeholders to architect a system that fits. We consider integrations (e.g., SharePoint or PowerBI with D365), user roles, and scalability. For instance, our work with the Heating Equipment Supplier included a roadmap that seamlessly connected their operations across departments. A well-designed architecture not only solves current issues but also supports future growth—critical for Twin Cities businesses aiming to expand in a competitive market.

Step 3: Estimating Budgets and Timelines

One of the biggest hurdles for companies starting their ERP/CRM search is uncertainty around costs and timelines. Without clear estimates, planning becomes a guessing game. AshCo. bridges this gap by providing realistic projections during the discovery phase. We assess your scope—number of users, complexity of integrations, and desired features—to outline what your project might entail.

For example, a Twin Cities client in the retail sector needed a Salesforce implementation. Our discovery process delivered a detailed plan, including resource needs and a timeline that accounted for training and testing. While every project is unique, these estimates empower you to align with leadership and secure buy-in. With 15+ years of experience, AshCo. brings precision to this process, ensuring you’re prepared for the journey ahead without unexpected surprises.

Step 4: Why Start Now?

You might wonder, “Why rush into discovery?” The answer lies in the evolving demands of the Midwest market. As competitors adopt advanced systems, delaying your ERP/CRM search could put you at a disadvantage. Early discovery also mitigates risks—identifying gaps now prevents costly rework later. Plus, with the right plan, you can leverage seasonal opportunities (e.g., year-end planning in manufacturing) to launch your project at an optimal time.

At AshCo., we’ve seen firsthand how a proactive approach pays off. Our discovery workshops not only clarify your path but also build confidence among your team, making the transition smoother and more effective.

AshCo.’s Approach: Your Partner in Transformation

With over 15 years of guiding businesses, AshCo. stands out as a partner you can trust. Our discovery and planning process is tailored to your needs, whether you’re exploring D365 CE, Business Central, Finance and Operations, HR Module, Project Operations, Salesforce, or HubSpot. We bring a collaborative spirit, working closely with your team to map out a roadmap that reflects your vision.

Our expertise shines in cases like the Heating Equipment Supplier, where we turned a complex challenge into a clear plan for success. From pain point inventory to stakeholder alignment, we ensure every detail is covered—setting the stage for a seamless implementation.

Ready to Take the First Step?

Starting your ERP/CRM journey doesn’t have to be overwhelming. AshCo. is here to guide you with a free discovery consultation, where we’ll identify your pain points, architect a solution, and provide estimates to kickstart your project. Whether you’re in the Twin Cities or across the Midwest, let’s build a plan that transforms your business.

Ready to start your ERP/CRM journey?

Book a free discovery consultation with AshCo. to plan your Microsoft Dynamics 365, Salesforce, or HubSpot project. Click here to schedule https://www.ashcompany.co/get-started