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A vintage brown and gray typewriterAI · LegalA Litify Expert That Cites Its SourcesRead the case study
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A screen showing charts and performance metricsData · HealthcareLive Risk KPIs, Embedded Where Clients Already WorkRead the case study
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A modern stone building with an evergreen tree out frontGovernment & Nonprofits · Web & DigitalA Member Website a Union Can Rely OnRead the case study
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Staff Augmentation

Experienced developers and admins who work inside your team, your tools, and your process.

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A pink brain outline beside a maze shaped like the other half of a brainCustom Development · HealthcareAn Embedded Engineering Team, Six Years and CountingRead the case study
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AppExchange Products

Apps BRIO built for Litify and Salesforce, installed and supported by the team that made them.

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A tall glass building facade with rows of windowsLegal · LitifyAutomated Client Communication Inside LitifyRead the case study
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Legal

Litify and legal technology from a team that includes former lawyers and paralegals.

How we help

Common challenges we solve

  • Case data scattered across legacy systems
  • Manual records requests, notes, and court emails
  • Reporting that leadership can trust
Healthcare

Secure platforms and analytics for care providers, benefits firms, and health advocates.

How we help

Common challenges we solve

  • Sensitive data that needs careful protection
  • Enrollment and review deadlines that never move
  • Clients asking for clear, current metrics
Finance & Insurance

Enrollment, claims, and internal tools built on data you can audit.

How we help

Common challenges we solve

  • Internal roadmaps bigger than the team
  • Claims and pricing work stuck in spreadsheets
  • Strict review and release standards
Construction & Utilities

Portals, field data, and reporting for contractors, utilities, and job-site services.

How we help

Common challenges we solve

  • Customers who want self-service requests and reports
  • Field data that is hard to act on
  • Operations running on aging systems
Government & Nonprofits

Mission-driven systems built to serve people well and protect sensitive information.

How we help

Common challenges we solve

  • Several systems for one organization
  • Sensitive records with need-to-know access
  • Small teams managing large websites
Media & Retail

Commerce and back-office systems for businesses with one-of-a-kind products.

How we help

Common challenges we solve

  • Inventory that must stay in sync online and in store
  • Catalogs and publishing done by hand
  • Stores that need steady updates
Technology & Startup

Scalable platforms and integrations for teams that move fast.

How we help

Common challenges we solve

  • Choosing a stack you will not outgrow
  • Shipping fast without piling up debt
  • Adding senior talent without long hiring cycles

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Home / Services / Custom Development / ERP Systems

ERP Systems

Custom ERP systems for the way your business runs.

We build ERP and operations systems for inventory, billing, scheduling, and the processes that make your business unique, so you stop bending your operations around software that doesn’t fit.

Two people reviewing printed charts and reports with a tablet
Custom

Built around your processes

Integrated

Connected to accounting and CRM

Real-time

Reporting across operations

One team

From discovery to support

ERP services

Operations software that grows with you

Off-the-shelf ERPs promise everything and often deliver a long list of workarounds. Spreadsheets fill the gaps, and nobody trusts the numbers.

We build ERP systems around your actual workflows, from inventory tracking to customer billing to contractor management, and connect them to the rest of your stack so operations run from one source of truth.

This is a fit if

Core capabilities

ERP system capabilities

01

Inventory Management

Accurate inventories with real-time reporting and multi-warehouse tracking.

02

Billing & Payments

Billing and payment workflows that streamline internal and customer-facing processes.

03

Order Management

Create, update, and track orders, and use buyer history to upsell and cross-sell.

04

People & Scheduling

Assign tasks, schedule staff and contractors, and track progress in one place.

05

Reporting & Dashboards

Real-time views of operations for managers and leaders.

06

Integrations

Connect your ERP to accounting, CRM, eCommerce, and other systems.

Our process

How we build ERP systems

Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.

Discover
Document
Develop
Deploy
Repeat
Guide: Legacy software costs
01

Discover

Step 01

We map how your operations actually run.

Your role Walk us through operationsYou get A map of how work really runs
02

Document

Step 02

We define requirements, data, and architecture.

Your role Review requirementsYou get Approved requirements and data plan
03

Develop

Step 03

We build module by module in short cycles.

Your role Test each moduleYou get Working modules, one at a time
04

Deploy

Step 04

We migrate data and launch with training.

Your role Validate migrated dataYou get A launched system and trained staff
05

Repeat

Step 05

We support and extend the system over time.

Your role Prioritize enhancementsYou get A system that grows with you

Case studies

Custom software work

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Custom Development · Finance & Insurance · Healthcare · Web & Digital

Eleven Open Enrollment Seasons, On Deadline Every Time

For more than a decade, BRIO has been the technology partner behind a healthcare marketing agency's open enrollment programs, delivering personalized renewal

Read more →

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Custom Development · Finance & Insurance · Healthcare · Salesforce

A Plan Comparison Tool for Open Enrollment Call Centers

Telesales, retail, and member services reps needed one secure view of each member's current and next-year plan options. BRIO built a plan

Read more →

A pink brain outline beside a maze shaped like the other half of a brain
Custom Development · Healthcare · Staff Augmentation

An Embedded Engineering Team, Six Years and Counting

A healthcare advocacy company asked BRIO for two developers. Six years and more than a dozen renewals later, a BRIO team of

Read more →

FAQ

ERP questions

Don’t see your question? Ask us directly.

If a packaged ERP fits your processes, it’s usually the right choice. We recommend custom when your operations are unique enough that a package would need heavy workarounds.

Yes. We plan and validate data migration as part of every ERP launch.

Yes. We integrate with accounting, CRM, and eCommerce platforms so data flows between systems.

Get started

Let’s talk about your operations

Tell us where your current system falls short. We’ll follow up to set up a discovery call.

What happens next

1

We review your note and follow up

2

A discovery call with a BRIO consultant

3

Clear recommendations and next steps

We only use your information to respond to you.