BLUEPRINT™

Your Operational Modernization & ERP-Alternative Roadmap.

The First Step Toward a Modern, Automated Industrial Operating System.

Industrial SMBs struggle with scattered processes and disconnected systems.

Blueprint™ gives you clarity, confidence, and a complete modernization plan before implementation begins.

WHAT IS BLUEPRINT™?

A structured operational discovery + architecture engagement that maps your current workflows and designs your future-state operating system.

Core Operations

Zoho CRM, Inventory, Books

Custom Apps

Tailored solutions in Zoho Creator

Serverless Automation

Advanced logic in Zoho Catalyst

Workflow Automation

Cross-department flows using Zoho Flow

BI & Analytics

Real-time insights in Zoho Analytics

AI & Integrations

Zoho Zia + SAP/Oracle/Sage Connectors

The Result

A complete ERP-alternative system design tailored to how your business actually works.

WHO IT'S FOR

The Industrial Core System™ is designed for SMBs ready to modernize their operations.

A

Built for Canadian industrial SMBs

  • Manufacturers
  • Distributors & wholesalers
  • Logistics & fleet operators
  • Warehousing & fulfillment
  • Industrial supply companies

Ideal revenue: $5M–$50M

(With flexibility for fast-growing smaller or larger clients.)

B

Essential if you currently rely on

  • spreadsheets
  • paper forms
  • Acomba, Sage, legacy systems
  • manual processes
  • disconnected workflows

End-To-End Operating Clarity

WHAT BLUEPRINT™ INCLUDES

Every deliverable is designed to remove guesswork and give your leadership team absolute confidence before a single line of code is written.

01

Operational Workflow Mapping

Full end-to-end mapping of your critical value streams:

  • Sales
  • Purchasing
  • Inventory
  • Production
  • QC / Inspection
  • Warehouse
  • Dispatch / Fleet
  • Finance
  • Customer service
02

Bottleneck & Inefficiency Analysis

We surface the friction that stalls growth:

  • Delays & approvals
  • Double-entry / duplicate effort
  • Communication gaps
  • Manual work + spreadsheets
  • Failure points & rework
03

ERP-Alternative Gap Assessment

We identify where current systems fall short versus your growth targets and automation needs.

04

Data Model & System Architecture

Your future-state Industrial OS™ designed in full detail:

  • Modules
  • Integrations
  • Security layers
  • Roles & permissions
  • Automation layers
  • Data structure
  • Dashboards & KPIs
05

Creator Application Requirements

Exact custom apps required for field, plant, and portal workflows:

  • Production modules
  • QC & inspections
  • Warehouse + tasks
  • Dispatch & fleet
  • Customer / vendor portals
  • Service workflows
06

Catalyst Automation Requirements

Serverless logic mapped before build begins:

  • Integrations & middleware
  • Heavy calculations & transforms
  • Real-time events
  • Microservices & APIs
07

Integration Plan

Exactly how Zoho connects with enterprise + legacy platforms.

  • SAP
  • Oracle
  • Dynamics 365
  • NetSuite
  • Sage / Acomba
  • On-prem & custom tools
  • Legacy data stores
08

Complete Implementation Roadmap

Execution clarity for leadership + delivery teams:

  • Phases & sequencing
  • Detailed timeline
  • Technical plan & environments
  • Team structure & RACI
09

Budget Range (Predictable & Transparent)

You know investment ranges, dependencies, and funding options before any build begins — zero surprise change orders.

Proven Sequence

OUR 6-STEP BLUEPRINT™ FRAMEWORK

A guided progression that keeps discovery, architecture, validation, and execution perfectly aligned.

01

Operational Discovery

We deep-dive into your business, processes, and systems.

02

Bottleneck & Inefficiency Analysis

We identify where manual work and delays exist.

03

System Architecture + Data Model

We design your future-state Industrial OS™.

04

Implementation & Automation Plan

Creator apps, Catalyst logic, workflows, dashboards.

05

Validation & Internal Alignment

Your leadership team reviews and approves the plan.

06

Roadmap + Budget + Go-Live Strategy

Everything you need to proceed confidently.

GUARANTEED OUTCOMES

  • Full clarity on your current workflows
  • A complete future-state operating system design
  • Clear understanding of custom apps & automations needed
  • A single source of truth for decision-making
  • Leadership alignment
  • Predictable budget and timeline
  • Zero risk before build begins

Blueprint™ eliminates uncertainty — and sets your entire modernization up for success.

WHY EVERY CLIENT STARTS WITH BLUEPRINT™

  • Avoids costly mistakes
  • Ensures correct architecture
  • Aligns your teams
  • Prevents rework
  • Produces a predictable implementation
  • Gives you an ERP-alternative plan you can trust

Blueprint™ is not optional — it is the foundation of your entire transformation.

WHAT HAPPENS AFTER BLUEPRINT™?

You can choose the implementation path that fits your needs:

Industrial Core System™

Foundational ERP-alternative

Industrial OS™

Full modernization

CustomX™

Advanced custom engineering

Optimize+

Ongoing support & improvements

Blueprint™ ensures you choose the correct path with complete confidence.