Can we start with one area?

We can plan a phased implementation. The initial scope should cover a selected process and the data it needs. Dependencies on other areas are established during analysis.

Can you create a module just for our process?

Yes. We can design a custom module. First, we establish its tasks, data, links to the system and how its behaviour will be verified. We then define the scope of delivery and maintenance.

SYSTEM AREA

What needs attention today and where to start.

Instead of going through modules one by one, the team starts from a dashboard: items that need attention, tasks and today's work. Each item leads to the record where the next step has to be taken.

SEE HOW IT WORKS

Vector ERPStartMockup · sample data

Good morning, Anna Nowicka

Needs attention6
Tasks9
Today's work5

Tasks in the queue
Task	Record	Due
	FZ/10/2026/160	today
	K/2026/009 · period 10/2026	13/10
	Michał Sowa · 3–7 Nov	13/10
	DEL/10/2026/012	14/10

To approve

Cost awaiting approval

FZ/10/2026/160Owner: Anna Nowicka

Next step

Choose a task from a queue and take the next step. The task leaves the queue and the counters update.

Start page

The “Needs attention”, “Tasks” and “Work” cards gather items from the whole system: costs to approve, periods to approve, overdue payments.

Task queues

Tasks to approve, to clarify and critical tasks have separate queues. A task has an owner, a due date and a link to a record.

What needs to be done
Who is responsible
When the result is needed

Materials with the case

Documents and attachments are pinned to records: a quote, an employee, a vehicle. Access to materials follows the permissions granted.

Calendar and mail

A calendar with month, week and agenda views and Google Workspace mail work in the same system. Connecting accounts is agreed during implementation.

When an approval is needed

We analyse an approval flow as a configuration or extension topic. We define participants, data, decisions and what happens when materials are missing.

Explore this area

Questions about this area

Explore further

From lead to payment Tailoring Implementation

LET’S TALK ABOUT YOUR BUSINESS

Which process would you like to improve first?

Tell us how you move from agreements to delivery and settlement today. Together, we will find a useful starting point.

Describe your process