ERP Implementation Support
A large enterprise implementing a major ERP system — with a project tracking base that had grown to over 150 tables and become nearly unusable. We redesigned the entire structure to support the implementation the way it should have been built from the start.
Results
- 150+ fragmented tables became 25-30 clean, connected tables—same data, no duplication, one source of truth.
- Reporting that used to require manual assembly now happens automatically. Leadership sees training completion, adoption metrics, and go-live readiness without chasing updates.
- The design scales beyond a single project. Sync KPIs and lessons learned to a central PMO base, and surface patterns across implementations that make future projects smarter.
Objective
The team was tracking everything in Airtable—test cases, training, change management, stakeholder readiness, go-live tasks. But the base had been built reactively, one urgent need at a time. Every new phase got new tables. Every workstream built their own. The result: 150+ tables, data duplicated across dozens of places, and reporting that required someone to manually stitch together information from multiple sources just to answer basic questions.
Strategy
We redesigned the base around entities instead of phases. Instead of five separate test case tables for each testing round, one table with a phase field. Instead of scattered tables for risks, issues, and change requests, one unified register. The data didn’t change — but now it lived in 25-30 connected tables instead of 150+ siloed ones. Views handled the filtering. Dashboards gave leadership real-time visibility. And the structure finally matched how the project actually worked, not how it had accumulated over time. The design also connects to an enterprise employee roster as a synced dataset — one source of truth for people, linked to tasks, responsibilities, training completion, and workstream assignments. Update the roster once, and it flows everywhere.
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