Tutorials/How We Deliver

How We Deliver

Our delivery is structured to give you maximum visibility, predictable outcomes, and a team that takes ownership end-to-end.

Your Delivery Team

Project Manager

Your single point of contact. Responsible for timelines, communication, risk management, and keeping the project on track. You can reach them anytime during working hours.

Functional Consultant / Business Analyst

Leads requirement gathering, ERPNext configuration, and process mapping. Works directly with your department heads to ensure the system matches your real workflows — not a textbook template.

Developer(s)

Handle all custom development — custom DocTypes, scripts, reports, integrations, and workflows. Work from clearly defined tickets to produce reliable, tested output.

QA Engineer

Tests every configured module and developed feature before it reaches you for User Acceptance Testing. Catches issues early so your UAT is clean.

Account Manager

Stays across the project independently of the delivery team. Touches base with you regularly to ensure expectations are being met and escalates proactively if anything is off track.

Development Methodology

We use Scrum for ERPNext implementations — structured 2-week sprints, each delivering a testable set of configured modules or custom features.

A typical sprint cycle:

  1. Sprint Planning — define what gets built/configured this sprint
  2. Development & Configuration — team works through tickets
  3. Internal QA — QA engineer verifies output
  4. Demo — we show you what was built; you provide feedback
  5. UAT — you test in the staging environment
  6. Sprint Retrospective — what worked, what to improve

For smaller projects or ongoing support, we use Kanban — a continuous flow model with no fixed sprint boundaries.

Meeting Cadence

Meeting Frequency Purpose
Daily Standup Daily (async via Slack) Progress, blockers
Client Sync Weekly Status update, demo, Q&A
Sprint Planning Every 2 weeks Define upcoming sprint scope
UAT Review Per sprint Client testing and sign-off
Steering Review Monthly Overall progress, risks, decisions

Reporting

You will receive a weekly status report covering:

  • What was completed this week
  • What is in progress
  • What is coming next
  • Any blockers or risks
  • Open action items (yours and ours)

For time & material engagements, you'll also receive a monthly hours report detailing exactly where time was spent.

Escalation Matrix

Level Contact When to Use
0 Project Manager Day-to-day issues, delays, quality concerns
1 Delivery Head If PM is unresponsive or issue remains unresolved
2 Account Manager Client relationship, commercial concerns
3 Founder (Chinmay Kulkarni) Critical escalations requiring executive attention

We never leave an escalation unacknowledged. All escalations get a response within 4 business hours.

Scope Changes

Scope changes happen — requirements evolve. When they do, we:

  1. Document the change clearly
  2. Estimate additional effort and timeline impact
  3. Get written approval before proceeding
  4. Update the project plan accordingly

No surprises on invoices. Ever.

Testing & UAT

Before any module is handed to you for UAT:

  • Functional Consultant verifies configuration against BRD
  • QA Engineer runs structured test cases
  • All bugs found internally are fixed before handover

Your UAT is for business validation — not bug hunting. We handle the bug hunting.

Need help with your workflow setup?

If you're stuck or want help applying these guides to your setup, our team can assist with configuration, customization, and workflow implementation.

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