Integration, Configuration & Customization

Book a conversation with a SIX expert using the “Talk to an Expert” or “Plan your next step” button on this page. Bring a brief overview of your business, current systems, key processes, and the outcomes you want from the ERP project. SIX can then help identify whether you should begin with Analysis and Pre-Integration or proceed with a defined integration and configuration scope.

This service turns approved business requirements into a working SIX ERP solution. SIX configures roles, permissions, workflows, approvals, controls, and reports; connects the systems and data sources your business needs; and develops focused extensions when standard functions do not meet a defined requirement. The work includes testing and preparation for go-live.

Yes. If your requirements, data, integrations, or project scope are not yet clear, start with consulting and pre-integration. This helps establish what the ERP should support and what needs to be prepared. If you already have an agreed roadmap, SIX can review it with your team and plan the transition into integration and configuration.

The project should include an executive sponsor, process owners, key users, and the people responsible for relevant systems and data. Depending on scope, this may include representatives from finance, sales, purchasing, inventory, manufacturing, service, HR, IT, and external system providers.

Management sets priorities and resolves decisions that affect scope. Process owners explain how work needs to operate. Key users help review workflows, test realistic scenarios, and prepare colleagues for the change. IT and data owners support technical and migration decisions.

Before configuration, the project team should have approved requirements and a clear implementation plan. Depending on the project, these may include:

• Mapped and agreed business workflows

• Defined roles, permissions, approval rules, and control points

• A list of systems and data sources, with ownership and integration needs

• Data preparation and migration requirements

• Agreed project phases, responsibilities, dependencies, risks, and success measures

• A prioritized list of standard configuration needs and any justified customizations

This gives the implementation team a clear basis for configuration and helps avoid decisions based on assumptions.

SIX assesses the systems, applications, databases, portals, devices, and services your business needs to retain. Possible connections include accounting platforms, online shops, supplier portals, payment services, production equipment, and barcode devices.

Before development, the parties review technical feasibility, data ownership, security, reliability, and the required flow of information. They also define how data is validated and how errors, duplicate records, or unavailable services will be handled. The specific connection depends on the technical capabilities of the systems involved.

SIX reviews data quality, ownership, structure, and migration needs before data is moved into the new system. This includes identifying relevant data sources, clarifying who maintains each data set, and finding issues such as duplicates, incomplete records, inconsistent formats, or outdated information. The team then agrees how data should be mapped, cleaned, migrated, and validated.

The exact preparation depends on the systems involved and the data required for the agreed workflows. Data scope and migration responsibilities should be confirmed before configuration begins.

SIX turns agreed business goals into a practical sequence of work. The roadmap can define project scope, required workflows, system and integration requirements, data priorities, dependencies, responsibilities, phases, risks, timelines, and measures of success. It gives management, key users, and the implementation team a shared reference for decisions and progress.

SIX works with your team to map workflows, responsibilities, decisions, and information across departments and locations. Together, you identify bottlenecks, duplicated effort, manual work, missing controls, and disconnected data. Business goals are translated into functional, reporting, compliance, and integration requirements, then prioritized according to their operational importance.

The broader transformation approach has three stages: Analysis, Pre-Integration, and Transformation. Analysis maps how the business works and defines its requirements. Pre-Integration prepares data, maps systems, designs future workflows, and builds the implementation plan. Transformation focuses on leadership, communication, employee involvement, and adoption through go-live.

After these stages establish an agreed foundation, the Integration & Configuration service carries the plan into delivery through three work areas: integration, configuration, and customization.

SIX turns the requirements defined through the 7-Step Consultation Flow into a working ERP solution. This includes system configuration, data migration, user roles, workflows, reports, integrations, testing, documentation, training support, and focused custom development where required.

Configuration uses existing SIX ERP functions and settings to match your structure, roles, approvals, workflows, and business rules. Customization adds or changes functionality when a specific requirement cannot be met through standard configuration alone.

Yes. SIX can connect with accounting platforms, online shops, supplier portals, payment services, databases, production equipment, barcode devices, and other specialist applications. Each integration is reviewed for technical feasibility, data ownership, security, and reliability before development begins.

Every connection and customization is tested, documented, and included in future maintenance planning. SIX monitors critical data flows, responds to errors, and verifies compatibility during system updates so your solution remains stable as your business and technology landscape evolve.