Jot ERP is your go to partner for launching your Microsoft Dynamics 365 ERP. Focus Area: Microsoft Dynamics

Our Clients

Who We Are

Jot ERP provides professional services related to implementing, supporting or customizing Microsoft Dynamics ERP.  Jot Management Consultants and ERP Specialists have over 25 years of experience. Many hold real-world experience as controllers, payroll specialists, software solution designers, directors, and logistics coordinators, and have designations such as CPA.  

Implementing a new system is not just about technology.  Our consultants have expertise in business processes and can provide guidance on best practices for managing your business day to day.  They can assist with items such as designing your chart of accounts, establishing internal controls, approval workflows, developing reporting requirements etc.  

We work with your team to implement Standard, Repeatable, and Scalable processes to ensure each user is effective (doing the right things). 

Proven Implementation Methodology

Moving to an ERP or upgrading an existing system impact both staff and day to day operations. For many companies it is a significant investment in both time and money. To mitigate the risk of a failed implementation, Jot guides clients through a proven framework.


Foundation First. Then, Bells and Whistles.

At Jot we take a phased approach to ensure your core requirements are covered often starting with: General Ledger & Chart of Accounts, Intercompany, Financial Consolidations, Deferred Revenue/Expenses, Order to Cash, Procure to Pay, Inventory & Demand Planning and stock replenishment along with Inventory Valuation, Invoice Integrations, and basic CRM. (Contacts and Companies)

Jot ERP Services

Implementation Services

  • Project Management
  • Process Design and Reengineering
  • Change Management
  • Data Migration
  • Custom Development
  • System Integration – Connectivity with Other Systems such as Foreign Exchange or Front-End Field Systems
  • Dynamics Upgrades (including on premise to Cloud)
  • Integration with Office 365; including Sales Dashboards using out of the box AI

Management Consulting

  • System & Process Analysis
  • New System Evaluation
  • Digital Transformation Strategy

Client Services

  • Support Services 
  • Role Based Training  
  • Foundational Training for Dynamics   

Reporting & Analytics

  • System & Process Analysis
  • New System Evaluation
  • Digital Transformation Strategy
  • Data Warehousing  
  • Smart Dashboards  
  • Advanced Analytics 
  • Custom Reporting  
  • Budgeting  
  • Power Bi  

Industry Solutions

Jot ERP has experience implementing solutions for…

  • Oil & Gas Service Companies  
  • Construction  
  • Distribution  
  • Manufacturing  
  • Not for Profit  
  • Indigenous Relations  
  • Mass Media  
  • Retail 
  • Land Development