ERP, CRM and workflow systems for B2B

I help B2B companies fix broken ERP, CRM and operational workflows before they become expensive delivery problems.

SAP Business One. Fireberry. Custom portals. I map where your workflow leaks time and money, then hand you a ranked 90-day roadmap you can build with me or without me.

Start with a Systems Audit

$1,500 to $2,500 · 1 to 2 weeks · you keep the roadmap either way

  • 19 systems deliveredsince 2016
  • SAP B1 & Fireberrylive ERP and CRM integrations
  • Former Technical Leadarchitecture, not just code
Tanuj Patra - ERP and workflow systems consultant for B2B companiesAvailable for work

Your ERP is the source of truth. Your team still runs on spreadsheets.

The systems are not broken. The connections between them are.

Every B2B operation I have opened up has the same shape underneath.

Manual workflow steps between systems

What that looks like in a normal week:

  • Someone exports a price list on Monday
  • Someone else pastes stock counts into a sheet
  • An order gets re-keyed into the ERP by hand

A rep quotes a customer from a number that was correct yesterday. The portal and the ERP were never actually connected, so a person is doing the connecting.

None of this shows up as a line item on your P&L. It shows up as a lost deal, a margin leak, or a customer who stopped trusting your numbers.

The Systems Operations Audit finds those gaps, prices them, and ranks them. One to two weeks, fixed price, and you keep the roadmap whether you build it with me or not.

Book the diagnostic call

The offer

Systems Operations Audit

One to two weeks. Fixed price, $1,500 to $2,500. You end with a prioritised 90-day roadmap.

What happens

  • Two to three calls with you and whoever actually touches the systems every day. Ops lead, sales lead, whoever is closest to the pain.
  • A walkthrough of what you run now. ERP, CRM, portals, spreadsheets. Where they connect, where they do not, and where a person is doing the connecting by hand.
  • Risk and cost mapping. Where data goes stale, where staff burn hours reconciling, where a data leak is sitting unaddressed.
  • The roadmap. A ranked list of fixes, each with the business impact and a rough cost, so you can prioritise with real numbers instead of guessing.

What happens after

Two honest paths. Both are fine.

  • I implement the roadmap under a monthly retainer, in priority order.
  • You take the roadmap to your own team. No obligation.

I do not fix things for free on a sales call. If a call turns into unpaid architecture consulting, the audit has no reason to exist.

Book the diagnostic call
Selected Work
Selected Work
Selected Work

A live B2B marketplace client

A shared catalog across suppliers who each run their own ERP, and it stays correct without anyone maintaining it.

They sold one product catalog to merchants across multiple independently run suppliers. The original plan was 60,000 products managed by hand inside the platform. That catalog is wrong within hours. Suppliers change price and stock in their own ERP all day.

I rebuilt it so the ERP is the source of truth. SAP Business One feeds the platform continuously. A second or third ERP plugs in as a driver, not a rewrite. Merchant and salesperson prices compute live instead of sitting stale in a table. Suppliers hide specific products from specific merchants with nothing leaking to the wrong account. Field reps quote offline and the quote locks at the price they gave.

What it removed:

  • Nobody hand copies stock or pricing between ERP and storefront
  • No rep promises stock that is already gone
  • Competing suppliers and merchants share one platform and cannot see each other's catalog or pricing. Over 20 defects in that class were found and closed before launch, not after a customer found one
  • Scope grew from 60,000 to over a million products mid build. The two components that would have failed at that scale were fixed before they failed

SAP Business One, Node.js, PostgreSQL, React Native, OpenSearch

Siram, medical equipment field operations

One platform replaced a CRM, a spreadsheet and a group chat.

Field sales reps, surgical coordinators and managers were each working out of different tools. Clinic data lived in Fireberry CRM. Scheduling lived somewhere else. Equipment tracking lived in someone's head.

I built one platform on top of the CRM instead of replacing it. Clinic data syncs live. Scheduling, equipment tracking and surgical coordination all read from the same record. Every role gets its own view. Hebrew and English, right to left first.

What it removed:

  • Manual CRM data entry after every visit
  • Reps chasing someone to find out if a clinic booking moved
  • Equipment availability guessed instead of checked

Fireberry CRM, React, Node.js, multilingual RTL

EndoDNA, healthcare SaaS

A new clinic goes live without an engineer touching the code.

A precision medicine platform where each clinic operator needed their own branded environment, their own data, and five different user roles with genuinely different access.

I built it multi-tenant from the access control up. Subdomain per clinic. White label theming without clinic specific code. Permission first, so access control is designed in rather than patched on. HIPAA aligned with isolation, audit trails and access logging.

What it removed:

  • Engineering work every time an operator onboards a clinic
  • Rollout time measured in weeks
  • The class of access bug where the wrong role sees the wrong patient

Node.js, PostgreSQL, Next.js, AWS, multi-tenant RBAC

How it runs

Discovery Call
Diagnostic Call

Thirty minutes, free. I ask how an order moves through your systems start to finish, and where your team burns manual hours every week. If the problem is not real or not expensive, I tell you that and we stop.

Number 1 outline text
Design Phase
The Audit

One to two weeks, fixed price. I talk to the people who actually use the systems, map what you really run, and find where data goes stale, where staff reconcile by hand, and where a risk is sitting unaddressed.

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Build Phase
The Roadmap

A ranked list of fixes, each with the business impact and a rough cost against it. You can prioritise with real numbers instead of guessing. It is yours to keep either way.

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Launch Phase
The Build

Optional, monthly retainer. I implement the roadmap in priority order. Or you take it to your own team and I am done. Both are fine outcomes.

Number 4 outline text

“This is the professionalism we are looking for”

As we are progressing Tanuj is keeping us informed as to what we can expect next. His consistent updates and clear communication have been invaluable in making sure everyone on the team is on the same page. It saves us time and prevents misunderstandings, so we can make well-informed decisions along the way.

Drashti Patel
Drashti PatelTeam Leader, Doyenhub
Number 4 outline text
Tanuj Working on his Laptop

About Me

Hi there, I'm Tanuj.

I work on the systems a business actually runs on.

19 delivered systems since 2016. ERP integrations, multi-tenant platforms, field sales tooling, healthcare SaaS. I have worked on the systems that a business actually runs on, where a bad architecture decision shows up as a lost order rather than a failing test.

Former Technical Lead. I have hired developers, run teams, and owned architecture decisions that had to survive contact with a real business.

I work directly with founders and operators. No account manager in between, no handoff to a junior team after the sales call.

Book the diagnostic call

Writing

What I see in B2B systems

Notes on ERP integration, operational workflows, and the failure modes that stay invisible until they cost you money.

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Testimonials

What it is like to work with me

From the people who have been on the other side of the process.

Image of Drashti Patel - Team Leader in Doyenhub
"This is the professionalism we are looking for!"

As we are progressing Tanuj is keeping us informed as to what we can expect next. His consistent updates and clear communication have been invaluable in making sure everyone on the team is on the same page. It saves us time and prevents misunderstandings, so we can make well-informed decisions along the way.

Drashti PatelTeam Leader, Doyenhub
Image of Harshil Patel - Project Manager of Sitefence
"Tanuj's expertise transformed our WordPress plugin concept into an INR 15+ Lakhs annual success with 5% year-on-year growth"

Tanuj's exceptional work turned our ambitious WordPress plugin idea into a reality, now generating INR 15+ Lakhs annually with an estimated 5% year-on-year growth. His expertise and dedication have truly made the impossible possible!

Harshil PatelProject Manager, Doyenhub

Frequently Asked
Questions