B2B operations · ERP & data

Map your operations.
Unify your stack.

Opscale helps COOs and finance leaders replace fragmented tools with a single operating model — from discovery workshops to ERP integration, process design, and measurable run-rate savings.

Engagements
140+
Avg. savings
18%
Systems mapped
600+
Image 01 Ops workshop — system mapping session

Trusted by operators at companies running NetSuite, SAP, Salesforce, and Microsoft Dynamics

Interactive system map

Your operations, visualized.

Inspired by platform architecture patterns from Cloudflare, Airtable, and Ramp — hover any node to see how finance, revenue, supply chain, and data connect through your operating core.

Hover nodes to trace connections · Inspired by Mobbin patterns from Ramp & Fibery

The problem

Systems that never spoke.

This is what five separate systems to close a single order looks like — spreadsheets bridging ERP gaps, Slack threads replacing workflow, and finance reconciling in the dark. Opscale maps the chaos first, then designs the unified layer.

ERP

Order created

Manual

CSV export → finance

CRM

Pipeline updated separately

Manual

Inventory check via email

WMS

Ship confirm delayed 48h

Opscale

Single source of truth

Services

Four pillars. One operating model.

Ops diagnostic

Two-week structured assessment: process interviews, system inventory, data flow mapping, and a prioritized transformation roadmap with ROI models.

  • Stakeholder workshops
  • System & data audit
  • 90-day quick wins plan

ERP & stack integration

NetSuite, SAP Business One, Dynamics, and Salesforce — we design the integration architecture, not just the middleware. Middleware is the last decision, not the first.

  • iPaaS & API strategy
  • Master data governance
  • Cutover planning

Process redesign

Order-to-cash, procure-to-pay, record-to-report — documented end-to-end with owners, SLAs, and automation triggers. Airtable-style clarity, enterprise rigor.

  • Workflow documentation
  • Automation blueprint
  • Change management

Ops command center

Executive dashboards that pull from one data layer — not twelve exports. Real-time KPIs for revenue, margin, inventory, and headcount productivity.

  • Metric hierarchy design
  • BI layer implementation
  • Ops review cadence

Method

Discover → Map → Integrate → Optimize

Every engagement follows the same arc — but no two deliverables look the same. We adapt depth to your stack maturity and urgency.

  1. Discover — Interviews, shadowing, system access audit
  2. Map — Interactive system map & process flows
  3. Integrate — Architecture, build, test, cutover
  4. Optimize — KPIs, automation, continuous improvement
Image 02 Process flow — order to cash

Results

Measured outcomes, not slide decks.

0% avg. run-rate cost reduction
0days avg. close cycle improvement
0systems consolidated (median)
0% client retention over 3 yrs

"Opscale didn't sell us software. They drew the map, showed us where we were bleeding, and owned the integration through go-live."

— COO, mid-market manufacturer · $180M revenue

"The system map alone was worth the engagement. For the first time, our board could see how finance, ops, and sales actually connect."

— CFO, distribution company · NetSuite

Stack

We integrate what you already run.

NetSuite · SAP · Microsoft Dynamics · Salesforce · HubSpot · Snowflake · Power BI · Celigo · Workato · Shopify · Amazon · legacy CSVs — no stack is too messy to map.

Get started

Book a 90-minute ops diagnostic.

No pitch deck — we walk through your current stack, sketch the first version of your system map live, and leave you with three prioritized recommendations whether you engage us or not.