I help field service companies such as HVAC, electrical, heavy equipment maintenance and plumbing, as well as manufacturers, get their operations in order before investing in an ERP. Order first, then the system.
If your work orders are on paper, your inventory lives in someone’s head and your costs are “more or less,” you don’t have a software problem. You have an order problem.
You charge what’s “customary,” but parts, idle time and extra trips eat into your margin without anyone noticing.
Raw materials, labor, production time and the setups between one job and the next. If you don’t measure them, you quote blind and idle machines become a cost nobody sees.
When you’re not there, the work stops. Your processes live in your head, not in a document your team can follow.
It sounds expensive, technical and built for big companies. And if you implement it without preparation, the mess just goes digital.
Each stage prepares the next, and skipping one is one of the most common reasons an implementation fails.
Know what you have, what you do and what it costs. Basic, reliable data in one place.
Document how the work gets done, who is responsible and where time is lost.
Choose and implement the system your operation needs, not the one someone wants to sell you.
Measure what matters. Indicators that help you decide, not reports nobody reads.
Antes del ERP (“Before the ERP”) is a Spanish-language guide for owners and managers of technical service companies who know they need to get organized but don’t know where to start. Written from real experience implementing systems on the plant floor, not from theory.
If you’re about to invest in a system, read this first.
See the kits with the bookAvailable as a digital book (PDF and EPUB) as part of the template kits.
Excel files designed from real operations. Each one includes an INICIO (start) tab with instructions, so your team can use it without extra training. Templates and book are in Spanish.
Secure checkout through Gumroad. Instant download after purchase. All products are in Spanish.
I work directly with your team to prepare your operation before a system is implemented.
I review how your operation works today and deliver clear findings and priorities.
We document your key business processes, with flows, roles and responsibilities.
We define what you need from a system before you talk to vendors.
I studied industrial engineering. I started my career on the production floor, not in an office, and that taught me what day-to-day work really looks like with the resources at hand. That’s why I know how it feels to be under pressure to deliver the expected results.
Write to me and tell me in a few lines how your business runs today and what you need to improve. I’ll reply personally.
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