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DEMO CASE STUDY

A service company replacing an ERP that stopped being developed

Industry
Services
Legacy system
Discontinued ERP product

Demo case study. Illustrative scenario, not a real customer reference. Real references are provided on request once available.

Business problem

The vendor had stopped releasing updates. Invoicing worked, but reporting and follow-up were done outside the system, and integrations were no longer possible.

Migration

  • Export of partners, contracts and invoice history
  • Recurring invoicing rules re-modelled
  • Reconciliation of receivables before go-live
  • Phased go-live by department

RATON solution

  • CRM and Sales on one customer record
  • Recurring invoicing with approval rules
  • Receivables and cash flow visibility
  • AI assistant for status and overdue questions

Result

Follow-up moved back into the system, and the company left a platform with no upgrade path. Figures are illustrative.

Lessons learned

  • A working invoice module is not a reason to stay
  • Reconcile receivables before, not after go-live
  • Phased go-live reduces operational risk

Ready to see what modernization looks like for your business?

Request a demo and we will prepare it around your current system, your processes and the questions your team actually has.

Prefer to talk first? Contact our team.

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