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HOW THE SOFTWARE PARTNERSHIP WORKS

Start With What Matters Most. Keep Improving From There.

Spud starts by understanding how the business actually operates. Discovery, data cleanup, and governance come before a wider cutover. The first slice of work goes into use, and the rest stays on a shared roadmap.

The first 90 days start the work. They do not finish a replacement.

Understand

Prioritize

Build

Use

Improve

One Operating Model From First Conversation to Continuous Improvement.

The partnership lifecycle is a cycle — not a waterfall that ends at go-live.

1
Understand

Operation, systems, pain points, goals, terminology, constraints.

2
Prioritize

Identify what should create value first.

3
Configure & Build

Reuse SpudERP capabilities and extend where necessary.

4
Go Live

Put useful functionality into operational use.

5
Measure & Learn

Observe usage, results, and new needs.

6
Reprioritize

Leadership adjusts the roadmap as conditions change.

7
Continuously Evolve

Keep improving instead of allowing software to become outdated.

Understand
Prioritize
Configure & Build
Go Live
Measure & Learn
Reprioritize
Continuously Evolve

It Starts With a Business Conversation, Not a Software Demo.

The initial conversation explores how your operation works today. The purpose is to determine whether the partnership fits and where Spud can create value — not to immediately prescribe software.

  • How the company operates
  • Current systems
  • Spreadsheets and manual processes
  • Information that is difficult to obtain
  • Workflow breakdowns
  • Duplicate entry
  • Disconnected systems
  • Leadership visibility gaps
  • Time-consuming employee processes
  • Upcoming operational changes

Before We Change the Software, We Learn the Operation.

Discovery names the operation, the records people trust, and the cleanup and governance a first decision needs. It does not mean months of consulting documents, and it is not a weekend cutover.

People

Who works, decides, and needs visibility.

Processes

What actually happens end to end.

Systems

Applications, databases, spreadsheets, documents, and tools.

Data

Sources, duplication, missing fields, and the cleanup a decision actually needs.

Governance

Which record is authoritative, who may change it, and how a stale copy is retired.

Reporting

Leadership and operational information needs.

Friction

Delays, duplicate entry, manual handoffs, workarounds, visibility gaps.

Future State

Upcoming changes the software must support.

We Don't Try to Fix Everything at Once.

Customer leadership helps establish business priority. Spud determines technical sequencing and engineering approach.

  • Business impact
  • Operational urgency
  • User impact
  • Dependencies
  • Existing platform capability
  • Integration requirements
  • Data readiness
  • Implementation risk
  • Sequence required for later work
Everything We Could Do
What Creates the Most Value Now
Initial Roadmap
The objective is not to create the longest requirements document. It is to establish the right order of work.

Existing Platform First. Custom Engineering Where It Creates Value.

Reuse

Use existing SpudERP functionality when it fits.

Configure

Adjust terminology, fields, permissions, workflows, dashboards, and rules.

Integrate

Connect existing systems when replacing them does not make sense.

Extend

Build functionality when the business requires something the platform does not yet provide.

The First 90 Days: From Understanding to Meaningful Use.

The first 90 days are an on-ramp for a first slice of work. They are not a promise that data cleanup, governance, or a system replacement is finished on day 90.

Days 1–30
Understand & Prioritize
  • Operational discovery
  • Current-system review
  • Initial data/integration understanding
  • Workflow review
  • Leadership priorities
  • Initial roadmap
  • Identify useful existing SpudERP capabilities

Outcome: A clear understanding of what should create value first.

Days 31–60
Configure, Integrate & Build
  • Configure existing platform capabilities
  • Build highest-priority gaps
  • Establish permissions/workflows
  • Connect appropriate data/systems
  • Create initial dashboards/reports
  • Review working software with users

Outcome: Real software taking shape around the operation.

Days 61–90
Put It Into Use
  • User review
  • Refinement
  • Data validation
  • Training/rollout as appropriate
  • Initial production use
  • Capture next priorities
  • Establish ongoing roadmap cadence

Outcome: Meaningful functionality in use and an active roadmap for what comes next.

Day 91+
Keep Evolving
  • New priorities
  • Enhancements
  • Reports
  • Integrations
  • Workflows
  • Departments/locations
  • Process improvements
  • Additional capabilities

Outcome: Software that continues changing with the business.

The 90-day on-ramp is designed to create meaningful operational progress. Scope depends on complexity, data, integrations, priorities, and organizational readiness. It is not a promise to replace every business system in 90 days.

See Progress While It's Being Built.

  • Review working functionality
  • Validate assumptions
  • Gather user feedback
  • Refine workflows
  • Catch misunderstandings early
  • Adjust before unnecessary work accumulates
Build
Review
Learn
Refine

A New Need Shouldn't Require Starting Over.

Requests are captured, clarified, prioritized with leadership, evaluated for dependencies and engineering approach, and scheduled appropriately. Not every request is automatically built.

Example requests:
  • We need a new KPI.
  • This approval process changed.
  • We opened another location.
  • We need this system connected.
  • A customer requires different information.
  • We need a new report.
  • This manual process should be automated.
  • We need a new operational application.
Request
Clarify
Prioritize
Plan
Build
Review
Release

You Control Business Priority. Spud Controls Engineering Sequence.

The roadmap is shared. Engineering responsibility stays with Spud.

Customer Leadership

Helps determine:

  • Business outcomes
  • Operational urgency
  • Requests moving up/down
  • Departments/processes needing attention
Spud Software

Determines:

  • Technical approach
  • Dependencies
  • Architecture
  • Engineering sequence
  • Reuse/configuration opportunities
  • Integration approach
  • Foundational work
  • Not everything can be worked simultaneously.
  • Major initiatives may span months.
  • Reprioritization affects sequencing.
  • In-progress work may need an appropriate stopping point before focus shifts.

Some Changes Are Small. Some Transform the Operation.

Larger work is broken into useful stages where practical and planned within the shared roadmap.

Enhancement

New field, report adjustment, workflow refinement, dashboard/KPI change.

Initiative

New workflow, integration, department process, significant module enhancement.

Major Capability

New operational application, major integration, accounting/financial expansion, customer portal, complex production/scheduling capability.

Keep What Still Works. Improve What Doesn't.

Keep

Working systems remain.

Connect

SpudERP exchanges or reads needed information.

Wrap

SpudERP becomes an operational layer around an existing system or data source.

Replace Over Time

Legacy processes and applications can be phased out when worthwhile.

A Software Partnership does not require a big-bang replacement strategy.

Integrations require investigation. Compatibility with every external system cannot be assumed without evaluation.

Support Is Part of Keeping the System Useful.

Normal partnership support can include:
  • SpudERP questions
  • User assistance
  • Application issue investigation
  • Defect correction
  • Workflow assistance
  • Coordination around integration/data issues
  • Determining whether something is support, enhancement, or roadmap work

Standard partnership support is provided during normal business operations. It keeps the records people already use workable. It is not overnight replacement, and it is not round-the-clock coverage unless that coverage was agreed. Organizations requiring expanded coverage, dedicated resources, on-site services, or specialized service levels can discuss those requirements separately.

Regularly Ask: What Changed, What Did We Deliver, and What's Next?

  • Completed work
  • Current work
  • Requested work
  • Changed priorities
  • Adoption/user feedback
  • Reporting/KPI needs
  • Integration needs
  • New operational problems
  • Upcoming organizational changes
  • Next priorities
Delivered
Learned
Changed
Next

Go-Live Is the Beginning of the Value, Not the End.

  • Growth
  • New customers
  • New locations
  • New employees
  • Acquisitions
  • New equipment
  • New reporting requirements
  • New regulations/process requirements
  • New integrations
  • Leadership changes
  • Process improvements
  • New technologies
Traditional software often becomes less aligned with the business over time. The Software Partnership is designed to move in the opposite direction.

The Best Partnerships Require Participation on Both Sides.

The customer owns the operation, the priorities, the source data, and the decisions. Spud owns the analysis, the SpudERP configuration and engineering that were agreed, and a visible roadmap for that work.

Customer participation may include
  • Executive sponsorship
  • Clear business priorities
  • Access to subject-matter experts
  • Timely decisions
  • Relevant systems/data access
  • User feedback
  • Review participation
  • Internal change-management support
Spud responsibilities include
  • Business analysis
  • Software engineering
  • Technical architecture
  • Platform configuration
  • Development
  • Integration work
  • Reporting/dashboard work
  • Application support
  • Roadmap visibility
  • Ongoing platform evolution

The Model Is Simple.

Start With a Proven Platform

Do not pay to reinvent everything.

Focus on the Highest-Value Work

Prioritize what matters now.

Keep One Shared Roadmap

New needs become priorities, not disconnected projects.

Keep Evolving

The software changes as the business changes.

Discuss what the first slice of work could be.

Start with how the operation runs today, which records people trust, and where a first slice of SpudERP work would help. There is no requirement to replace everything you use now.

Why Spud Software

Contact Spud Software

9478 South Saginaw Street
Grand Blanc, Michigan 48439
810-695-0001