Ceety Systems

Custom engineering

ERP, CRM & HR implementation and modernization

We implement and modernize the systems your business runs on, from ERP and CRM to HR and the integrations between them, with controls built in, whether you are a startup leaving QuickBooks or an enterprise upgrading SAP.
Two colleagues reviewing a system rollout plan at a shared desk
01

ERP & finance systems

Move off spreadsheets, QuickBooks or Xero onto an ERP that fits your stage, or upgrade the one you have, with the controls your auditors will ask about already in place.

What we deliver

  • NetSuite, Microsoft Dynamics 365 Business Central and Dynamics 365 Finance, Odoo, and SAP S/4HANA
  • Moving off QuickBooks or Xero: chart of accounts redesign, opening balances and history
  • General ledger, payables, receivables, fixed assets, and multi-entity, multi-currency consolidation
  • Month-end close, reconciliations and financial reporting
  • Banking, payments and treasury integrations with dual approval

Compliance built in

  • Segregation of duties and role design reviewed before go-live
  • Approval workflows on payments, vendor changes and journal entries
  • Change logs and access reviews that support SOX controls for public companies
02

CRM implementation

Give sales, service and marketing one reliable view of the customer, connected to finance so quotes, orders and invoices agree.

What we deliver

  • Salesforce, HubSpot, and Microsoft Dynamics 365 Sales and Customer Service
  • Pipeline, quote-to-cash and configure-price-quote (CPQ) processes
  • Case management, customer portals and self-service
  • Marketing automation, lead routing and consent capture
  • Moving from legacy or home-grown CRMs, with data clean-up and deduplication

Compliance built in

  • Role-based and field-level access to customer data
  • Audit trails on changes to accounts, pricing and discounts
  • Consent records and retention rules aligned with GDPR
03

HR & payroll systems

Set up or replace HR and payroll so people data is accurate, sensitive records are locked down, and system access follows people as they join, move and leave.

What we deliver

  • Workday, Rippling, BambooHR and connected payroll providers
  • Employee and manager self-service, onboarding and offboarding workflows
  • Benefits, payroll and time-tracking integrations
  • Joiner, mover and leaver feeds that grant and remove access in other systems
  • Workforce metrics: headcount, turnover, hiring and organization structure

Compliance built in

  • Least-privilege access and approvals for pay and personal data changes
  • Retention schedules, legal-hold support and activity logging
  • Employee data kept in the regions your obligations require
04

Integration & APIs

Connect ERP, CRM, HR and your own product so data moves once, reliably, with a record of what moved and when.

What we deliver

  • Integration platforms (iPaaS) such as MuleSoft, Boomi, Workato and Azure Integration Services, or lean custom services where they fit better
  • REST and GraphQL APIs, webhooks, event streaming and message queues
  • Secure file transfer for banks and partners that still exchange files
  • Retries, dead-letter queues, monitoring and alerts on every integration

Compliance built in

  • Encryption in transit, scoped credentials and secrets kept in a vault
  • Reconciliation between source and target, with alerts on mismatches
  • Integration logs retained as evidence your auditor can use
05

Data migration

Bring your history across without losing trust in the numbers: rehearsed before cutover and reconciled after.

What we deliver

  • Source profiling, clean-up and mapping to the new system
  • Repeatable migration scripts with trial loads and dress rehearsals
  • Cutover plans with rollback steps and a support period after go-live
  • Parallel runs for finance and payroll where the risk warrants it

Compliance built in

  • Record counts and balance reconciliations signed off by the business
  • Sensitive data masked in test environments
  • Migration records retained for audit review
06

Legacy modernization

Replace or retire aging systems in steps, so the business keeps running and each step can be rolled back.

What we deliver

  • Current-state assessment, technical debt map and a sequenced roadmap
  • Incremental replacement: new services built around the old system until it can be switched off
  • Moving custom on-premises applications to AWS, Azure or Google Cloud
  • Retiring custom code in favor of standard ERP or CRM features

Compliance built in

  • Change approvals and deployment records for every release
  • Recovery point and recovery time targets agreed and tested
  • Access controls and logging carried over when systems move
07

Governed AI in your platforms

Switch on the AI already built into the platforms you pay for, with clear limits on what it can see and do.

What we deliver

  • AI features in Salesforce, Dynamics 365, NetSuite, HubSpot and Workday, configured and tested on your processes
  • AI agents for invoice matching, case triage and quote drafting, with a person approving before anything is posted or sent
  • Answers over your policies and records that cite their sources

Compliance built in

  • AI limited to the records each user is already allowed to see
  • Prompts, outputs and approvals logged
  • Usage policies aligned with the NIST AI Risk Management Framework and ISO/IEC 42001
08

Testing, go-live & support

Test the processes people actually run, go live with a plan, and keep improving the platform after launch.

What we deliver

  • Test plans covering end-to-end processes, integrations and user roles
  • User acceptance testing, training and admin handover
  • Release pipelines for configuration and custom code, with automated tests
  • Ongoing support: monitoring, maintenance, upgrades and improvements after go-live

Compliance built in

  • Test results, approvals and release records kept together for audit review
  • Periodic access reviews and admin account clean-up
  • Vendor release notes reviewed for control impact before each upgrade

How we engage

Outcomes

  1. Controls in place at go-live

    Segregation of duties, approvals and audit trails are configured and tested before users arrive, not added after the first audit.

  2. One version of the numbers

    Finance, sales and HR share clean, reconciled data instead of competing spreadsheets.

  3. Room to grow

    Built on standard features so the platform scales from one entity to many and upgrades stay manageable.

  4. A team that can run it

    Admins and process owners are trained, with runbooks and documentation they own.

Typical deliverables

  • Current-state process and system map
  • Target design: configuration, integrations and data model
  • Role and access design with a segregation-of-duties review
  • Control matrix mapped to SOX, SOC 2 or your internal standards
  • Data migration plan, mapping and reconciliation reports
  • Integration specifications and monitoring
  • Test plans and user acceptance sign-off
  • Cutover and rollback plan, admin runbooks and training

Engagement model

  1. Assess

    A fixed-scope assessment

    We review your processes, systems, data and controls. Discovery typically takes 1–2 weeks and ends with a target design and a phased plan.

  2. Build

    Delivery in phased releases

    A first working release typically within 6–10 weeks. A full platform go-live is typically about 90 days, with further phases after that.

  3. Run

    Ongoing support and improvement

    Monitoring, maintenance, upgrades, access reviews and changes as your business grows.

Example use cases

  • A funded startup moving from QuickBooks to NetSuite ahead of its first financial audit
  • A scale-up connecting HubSpot to its product and billing so sales and finance see the same customers
  • A mid-sized business replacing spreadsheets and an old accounting package with Dynamics 365 Business Central
  • A growing company moving HR and payroll onto Rippling, with system access tied to hiring and exits
  • An enterprise upgrading to SAP S/4HANA with its segregation-of-duties controls redesigned
  • A public body connecting Salesforce, Workday and a legacy finance system through one integration platform

Insights

Related insights

All insights

Planning an ERP, CRM or HR project?

Tell us what you run today and where you need to be. We'll suggest a sensible first step, typically a short assessment.

Book a free consultation
See pricinginfo@ceetysystems.com