ERP + CRM + Operations
Digital Transformation

A Phased Implementation Roadmap for Scalable Growth

Prepared For: SCENT ARTS LLC

Prepared By: Foursight Consultancy

Date: December 2025

Executive Summary

Strategic Implementation Philosophy

We are not selling software. We are building an operational backbone that supports sales growth, recurring revenue, and automation step by step, aligned to your budget.

Most ERP projects demand six-figure budgets upfront and force you to wait months before seeing results. This proposal works differently. You can launch core operations in 4–5 weeks for AED 26,000, then add automation and subscriptions as revenue justifies it.

The Advantage Start with Phase 1, prove the value, expand when ready. Each phase stands alone no throwaway work.

Business Challenges We Address

Sales Gets Lost

Leads in WhatsApp, trials in Excel, follow-ups in your head. Money walks out because nobody tracked it.

Stock Is a Mystery

You don't know what's on trial, what's installed, or what maintenance actually needs until someone calls asking.

Maintenance Is Reactive

Everything's a fire drill. No schedules, no SLAs, technicians driving around without proper visibility.

Finance Takes Forever

Manual invoicing, chasing payments through messages, accountant buried in paperwork instead of analysis.

B2B and B2C Don't Talk

Your online store and direct sales operate in parallel universes. Getting unified reports means manual work.

Subscriptions Are Hard

Recurring revenue needs recurring billing. Without automation, it's hours of manual work every cycle.

Proposed Solution

One system that handles your B2B sales process, online orders, inventory across locations, technician schedules, subscription billing, and financial reporting. Everything connects, nothing falls through the cracks.

CRM That Actually Works

Track every lead from first contact to signed contract. Quotations, site visits, trials all logged and followed up automatically.

Inventory You Can Trust

Know exactly where every unit is trial, installed, maintenance stock. Serial numbers for diffusers, batch tracking for oils.

Planned Maintenance

Schedule service visits before clients complain. Track SLAs, route technicians efficiently, log oil usage per site.

Automated Invoicing

Generate invoices on time, track payments, send reminders. UAE VAT handled correctly. Reports ready when you need them.

Shopify Integration

Orders flow from your online store straight to warehouse. Pick, pack, ship all tracked in one system.

Subscription Billing

Monthly recurring invoices generated automatically. Customer portal lets them manage their own subscriptions.

Phase-wise Implementation Plan

How This Works Each phase is complete and functional. You can stop after Phase 1 and run your business. Or add Phase 2 six months later when revenue justifies it.

Phase 1: Core Operations Foundation

Foundation
Timeline: 4–5 weeks
Goal: Get your sales, inventory, maintenance, and accounting running properly. No spreadsheets, no WhatsApp chaos.

Scope Included

  • B2B CRM & Sales: Lead and opportunity management, sales stages from lead to sales order, site inspection workflows with photo capture, quotation generation
  • Inventory & Warehouse: Main warehouse setup, serial tracking for diffusers, batch tracking for oils, inventory allocation to trials, installations, and maintenance, stock alerts and basic reorder rules
  • Maintenance & Installation: Installation job creation from sales orders, technician profiles and assignment management, planned maintenance scheduling (manual), unplanned service ticket management
  • Finance & Accounting: UAE VAT (5%) configuration, automated invoicing, payment receipt processing, accounts receivable and payable, aging reports, manual payment follow-up workflows

Excluded from Phase 1 (Available in Later Phases)

  • Subscription automation
  • Shopify integration
  • SLA timers and escalations
  • Automated payment gateways
  • Customer portal
AED 26,000
One-time Implementation

Phase 2: Operations & Channel Automation

Automation
Timeline: 5–6 weeks
Goal: Stop doing manually what software should handle. Connect your online store, automate follow-ups, schedule maintenance properly.

Scope Included

  • B2B Enhancements: Automated trial period management with start and end tracking, inventory blocking and release automation, automated payment reminder workflows, automatic scheduled maintenance creation
  • B2C Flow: Complete Shopify integration for order sync, customer data sync, payment status updates, warehouse fulfillment automation including picking, packing, dispatch, and tracking updates
  • Maintenance Automation: Automatic service job creation based on schedules, oil consumption logging and tracking, technician task workflow optimization
AED 20,000
One-time Implementation

Phase 3: Subscriptions, SLA & Scale

Enterprise
Timeline: 6–8 weeks
Goal: Turn on recurring revenue properly. Let customers manage themselves. Run service operations like a real enterprise.

Scope Included

  • Subscription Management: Flexible subscription plans for B2B and B2C customers, automated recurring invoice generation, upgrade, downgrade, and pause functionality, subscription-based inventory planning, MRR and churn reporting dashboards
  • SLA & Service Intelligence: SLA timers for response and resolution tracking, automated escalation rules and notifications, comprehensive SLA compliance dashboards
  • Customer Portal: Self-service subscription viewing and management, invoice and payment history access, complete service request history, ability to raise new service requests online
  • Advanced Finance: Fully automated billing cycles, intelligent payment reminders and escalations, near-zero accountant dependency, advanced financial dashboards and analytics
AED 25,000
One-time Implementation

Investment Summary

Implementation Phase Timeline Investment (AED)
Phase 1: Core Operations Foundation 4–5 weeks 26,000
Phase 2: Operations & Channel Automation 5–6 weeks 20,000
Phase 3: Subscriptions, SLA & Scale 6–8 weeks 25,000
Total Investment (All Phases) 15–19 weeks 71,000
Budget Flexibility Start with Phase 1 (AED 26,000). Add Phase 2 when you're ready. Each phase works independently no rebuilding required.

Annual Maintenance & Support (Optional)

After go-live, we offer ongoing support:

System Maintenance Updates, bug fixes, security patches.
Small Changes Minor tweaks as your business evolves.
User Support Help when your team needs it.
AMC Pricing: 15–20% annually Detailed AMC terms provided separately.

What Is Included vs Excluded

Included in This Proposal

  • ✓ System configuration and setup
  • ✓ Custom development as per phase scope
  • ✓ User training (admin and end-users)
  • ✓ Testing and quality assurance
  • ✓ Go-live support (1 week)
  • ✓ Documentation and user manuals
  • ✓ 30-day post-launch support

Not Included (Available Separately)

  • ○ Server hosting costs
  • ○ Third-party software licenses (if required)
  • ○ Payment gateway setup fees
  • ○ SSL certificates and domain costs
  • ○ Custom reports beyond standard set
  • ○ Integration with unlisted third-party systems
  • ○ Annual maintenance (quoted separately)
  • ○ Additional training sessions beyond included

Why This Phased Approach Reduces Risk

Lower Risk Test with AED 26,000 instead of committing AED 71,000 upfront. Prove it works before expanding.
Faster Results Core operations live in 4–5 weeks. Traditional implementations take 4–6 months before you see anything.
Easier Adoption Teams learn one piece at a time instead of drowning in a massive system launch.
Budget Control Align spending with cash flow. Launch subscriptions when your business model is ready for them.
No Throwaway Work Phase 1 doesn't get rebuilt for Phase 2. Everything builds forward, nothing gets redone.
Business-Driven Timing Add features when they make business sense, not because the implementation plan says so.

Why Most ERP Projects Fail

Companies commit huge budgets upfront, wait months for delivery, then discover the system doesn't match reality. Our approach flips this: small investment, quick delivery, validate before expanding.

About Your Implementation Partner

Foursight Consultancy operates out of Dubai. We implement ERP systems, connect AI tools, and automate business processes for UAE companies.

UAE Experience

We know the local requirements VAT rules, Arabic interfaces, payment methods that work here.

Technical Team

Developers who've built these systems before. Not fresh graduates learning on your project.

Post-Launch Support

We don't disappear after go-live. System breaks at 2am? We pick up.

Realistic Timelines

The timelines in this proposal account for testing, training, and inevitable delays. Not fantasy dates.

Our Approach We build systems that work, not systems that look good in demos. If something doesn't make sense for your business, we'll tell you.

Next Steps

1

Review & Questions

Go through this proposal. Write down what doesn't make sense. We'll walk through it.

2

Requirements Session

Two-hour meeting to confirm exactly what Phase 1 covers. Adjust if needed.

3

Agreement & Kickoff

Sign contract, meet the team, set communication channels. First development sprint starts.

4

Weekly Check-ins

30-minute calls every week to review progress, test features, catch problems early.

Ready to Start?

Call or email to discuss Phase 1 scope and timeline. We can start within a week of contract signature.

Foursight Consultancy

Digital Transformation | ERP & CRM Solutions | Business Automation

Dubai, United Arab Emirates

This proposal is valid for 30 days from the date of issue.