Roots Advertising
Rescued a broken ERPNext setup — rebuilt estimation from scratch, fixed production, and got finance running for a UAE signage and brand activation company serving Dyson, Google, Aldar, and more.
Back in use
Estimation module
Per-job
Profitability report
All in ERPNext
HR, Payroll & Finance
Already on ERPNext. Not using it.
Roots is a serious business. They build for Dyson, Google, Aldar, the kind of clients that don't tolerate slipups. So when they brought us in, the brief surprised me. Their existing ERPNext was sitting unused.
Estimation was so painful the team had quietly stopped using it, they were back on spreadsheets. Production was logging entries, but nothing matched reality on the floor. Finance had never been switched on. We weren't there to implement, we were there to revive.
What we were asked to fix
Estimation
Too slow — team had abandoned it and reverted to spreadsheets
Production entries
Difficult to log, no task planning, transfers unvalidated
Finance module
Never configured — sitting completely idle
HR & Payroll
Being run in spreadsheets outside the system
We started where the pain was sharpest: estimation. I sat with the estimator for two days, and we redesigned the flow from scratch. Once estimation was back, production followed naturally. Then HR, payroll, finance, all turned on, configured, running. The CFO told me later: “You didn’t add anything we didn’t already have. You just made the things we owned actually work.” That’s the rescue brief.
Estimation
Before
Estimation was too slow to be usable. The team had abandoned it entirely and gone back to spreadsheets. Quotes drifted because totals were calculated manually.
After
End-to-end quote-to-estimation flow rebuilt. Calculations update automatically on any change. A summary panel in the quotation gives the team a margin-and-cost snapshot before every send.
Production
Before
Production entries were difficult to log correctly. No structured task plan, material requests raised informally, and transfers weren't validated — leading to gaps in job tracking and unclear costs.
After
Simplified task planning added per job. Material requests and issues follow a proper flow. Purchase and transfer validation enforced at system level. A detailed profitability report per job pulls actuals against estimates.
HR, Payroll & Finance
Before
Finance had never been configured and sat idle. HR and payroll were being managed in spreadsheets outside ERPNext. The system existed but wasn't being used.
After
Finance module configured and running. HR module set up with employee records, leave management, and attendance. Payroll processing moved entirely into ERPNext.
Back in use after being abandoned entirely
Estimation process
Automated — no manual recalculation
Quotation updates
Per-job report, real-time
Job profitability visibility
Activated and running inside ERPNext
Payroll & finance
Got ERPNext but it isn't working?
We diagnose, rebuild, and activate what should already be running.