01 / THE PARTNERSHIPBUSINESS CHANGE, WITH A CLEAR PATH
Open the gate. Build the foundation. Keep moving.
Connect the software to the way your people actually work.
GateERP brings your selected business workflows into one connected system. The partnership adds phased implementation, role-based training and agreed ongoing support, so your team can adopt the change.
Begin with a focused, useful rollout. Expand when the people, data and processes are ready.
01
Standardize.
Clear records, accountable owners and repeatable work.
02
Grow.
Connect departments and add agreed workflows as you are ready.
03
Profit.
Understand margin, costs and cash with reviewed business evidence.
02 / YOUR TWO-YEAR ROADMAPFOUR PHASES. ACCEPTANCE AT EVERY GATE.
Every month. A clearer next step.
Select a phase or move through the months. See the work, the shared responsibility and the evidence of progress.
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Use the arrow keys to explore each month and its partnership phase.
PHASE 01 · MONTHS 1–2
Start with the work.
Agree what matters before configuration begins. Map the priority workflows, name the owners and establish a useful baseline.
Map workflows and control points
Define the first rollout and dependencies
Agree the measures of progress
THE GATE TO THE NEXT PHASEApproved scope + KPI baseline
Illustrative workplace scene
CODINGATE BRINGS
Facilitate discovery and translate priorities into a scoped delivery roadmap.
YOUR TEAM BRINGS
Appoint an executive sponsor and department owners. Make timely scope and process decisions.
PHASE 02 · MONTHS 3–6
Turn the plan into practice.
Configure the agreed workflows, migrate and reconcile agreed data, and prepare each role for the first rollout.
Configure the first agreed workflow
Migrate, reconcile and test the data
Train roles and rehearse the cutover
THE GATE TO THE NEXT PHASEPassed user acceptance testing + signed cutover
Actual GateERP screen · demonstration data
CODINGATE BRINGS
Configure, support agreed migration and lead training and user acceptance testing.
YOUR TEAM BRINGS
Prepare and validate data. Make key users available and sign off acceptance and cutover.
PHASE 03 · MONTHS 7–12
Make good work repeatable.
Review how teams use the system. Resolve agreed defects and refine approved processes around the reality of daily operations.
Review usage and recurring exceptions
Coach key users and resolve agreed defects
Reconcile the close and review adoption
THE GATE TO THE NEXT PHASEReconciled close + adoption review
Illustrative workplace scene
CODINGATE BRINGS
Coordinate support, coaching and the agreed improvement priorities.
YOUR TEAM BRINGS
Managers reinforce adoption; process and finance owners check the operating records.
PHASE 04 · MONTHS 13–24
Build your next chapter.
Deliver agreed next phases and strengthen the evidence behind management decisions. Prepare a documented handover and continuity plan.
Prioritize the agreed next phases
Review KPIs and management evidence
Document handover and future service needs
THE GATE TO THE NEXT PHASEKPI review + documented handover
Actual GateERP screen · demonstration data
CODINGATE BRINGS
Deliver approved improvements and help prepare the handover and review evidence.
YOUR TEAM BRINGS
The executive sponsor and Finance review progress, approve priorities and own the next steps.
A proposed sequence. Discovery confirms the schedule; data readiness and client decisions affect rollout dates. The first go-live covers the agreed first wave.
03 / A PROGRAM THAT FITSSTART WITH YOUR OPERATING REALITY
Your ambition. Your starting point.
Choose a program to explore. The right scope follows business complexity, control needs and readiness.
SME CONTROL
A dependable operating core.
For a focused business ready to connect its essential records and controls. Start with one company and a valuable end-to-end workflow.
Program illustrations, subject to discovery. Software access, companies, sites and implementation scope are defined separately in your proposal. A smaller first wave can still require strong governance.
04 / KNOW WHAT YOU ARE BUILDINGAGREED SCOPE. VISIBLE OWNERSHIP.
A complete program. A clearly defined scope.
Software access is one part of the journey. Configuration, data, training and ongoing service each have an agreed scope and allowance.
01 / ENABLE
Software & configuration
Agreed capabilities, company structure, roles and workflow configuration, delivered in planned phases.
02 / PREPARE
Data & team readiness
Agreed migration and reconciliation, role-based training, user testing and acceptance.
03 / OPERATE
Hosting & ongoing care
Defined hosting capacity, maintenance, support effort and recovery responsibilities.
04 / IMPROVE
Reviews & next steps
Operating reviews, adoption checks and approved improvements within the agreed program.
WHEN THE SCOPE CHANGES
A new need deserves a clear decision.
Additional companies, sites, workflows, major data cleanup, custom development or integrations follow a written change request. Hardware, third-party licenses, travel, AI/API usage and extra service effort are scoped separately.
01Describe the change
02Review impact & effort
03Approve before delivery
PEOPLE · PROCESS · TECHNOLOGY
TWO TEAMS. ONE ROADMAP.
We build it with you.
Codingate’s role
Configure, coach, coordinate agreed support and make delivery progress visible.
Your team’s role
Provide an executive sponsor, available key users, clean owned data and timely decisions. Review the work and sign off acceptance.
05 / SUPPORT THROUGH MONTHS 1–24GO-LIVE IS A MILESTONE, NOT THE FINISH.
Stay supported. Keep improving.
A named Codingate service contact coordinates issues, training needs and approved improvement priorities.
Each issue follows a visible path, with an owner and a clear next action.
01Report the issue
02Triage severity
03Assign an owner
04Resolve & test
05Review the cause
THE PROPOSED REVIEW RHYTHM
Monthly
Operating review: usage, issues and improvement priorities.
Quarterly
Sponsor review: progress, decisions and the next business priorities.
Incident assistance
Tickets and escalation within agreed service hours.
Product maintenance
Agreed fixes and scheduled release review.
Key-user coaching
Included sessions and an agreed refresher allowance.
Recovery & access
An assigned backup owner and agreed recovery-test schedule.
Service hours, severity targets, included effort and on-site allowance are confirmed in the signed service terms.
06 / VALUE YOU CAN REVIEWBASELINE → MEASURE → OWNER → REVIEW
Make progress visible.
Agree the evidence before measuring improvement. Keep revenue, profit and cash distinct.
01
Business growth
Review customer demand, contribution margin and delivery capacity together.
What can we grow responsibly?02
Investment readiness
Build consistent reports, accountable controls and a usable operating history.
Can we explain how the business works?03
Finance readiness
Work from reconciled records and a cash forecast with visible assumptions.
Can we support the next financial discussion?
Business outcomes depend on your circumstances and adoption. Investment, financing, tax and audit decisions remain independent. These are program aims, not guaranteed results.
07 / DESIGN FOR CONTINUITYPLAN THE NEXT CHAPTER FROM THE START
24→THE NEXT CHAPTER
The partnership evolves. Your plans continue.
Agree what happens after month 24 before the program begins.
Software & hosting
Define ongoing access, hosting arrangements and renewal terms.
Annual care
Plan the maintenance, support and improvement coverage you want to continue.
Handover & continuity
Document responsibilities and agree data export and transition arrangements.
Ongoing access and care follow the signed terms; lifetime access or free renewal is not assumed.
BEFORE WE BEGIN
Good questions. Clear expectations.
Does every module go live together?+
No. The first wave follows the agreed scope. Later workflows, companies or sites are phased around dependencies, control needs and readiness.
What does our team need to commit?+
A named executive sponsor, available process owners and key users, clean owned data, timely decisions and acceptance sign-off. Daily adoption remains a shared responsibility.
How is the commercial model structured?+
The proposal defines the 24-month program, software access, delivery phases and service allowances. A tailored commercial schedule is agreed against the scope and your cash-flow needs. Renewal and separate third-party or additional costs are clarified before signing.
Can we add AI, websites or integrations?+
Yes, where the selected capabilities fit the agreed workflow. GateDigital can connect your website and enquiries with your business process. Integration work, AI provider requirements, usage and human approval controls are assessed and scoped before delivery.
We review the impact together. Work outside the signed scope follows a written change request covering the delivery impact, effort and commercial terms before it is approved.
How do we start?+
Start with a business conversation and a relevant demonstration. Together we identify the priority workflow, readiness gaps and a discovery or pilot scope for your roadmap.
YOUR NEXT GATE IS OPEN.
Let’s shape your 24 months.
Bring your priorities. We’ll help map the first useful workflow and the path that follows.
