Case Study

Custom ERP for Social Enterprises

Consolidating commercial manufacturing, stock, and sales ledgers with social impact accounting.

The Challenge

Social enterprises operate at the intersection of commercial operations and social mission. Standard enterprise resource planning (ERP) systems are built strictly for financial returns, ignoring impact metrics like artisan training hours, fair wage margins, or carbon offsets. Conversely, charity-focused tracking systems lack the commercial components needed to monitor raw materials, sales ledgers, production workflows, and invoicing.

What was happening before?

Before implementing the unified system, the enterprise had to run disjointed processes. Team leads recorded production, artisan shifts, and raw materials manually on paper logs or disconnected spreadsheets. Meanwhile, invoicing was done on basic accounting software. Managers spent days at the end of each month manually compiling reports, leading to data errors and delayed visibility into business health.

What we did

Trygg Montis built a tailored, web-based operational ERP system. This system integrates commercial processes (procurement, inventory management, client invoicing) directly with social indicators, allowing team leads to capture both commercial and mission data within their natural workflow.

How it works

[Artisan Shifts & Materials] + [Production Line Logs]
                 │
                 ▼
     [Unified ERP Cloud Database]
                 │
      ┌──────────┴──────────┐
      ▼                     ▼
[Sales & Invoices]    [Impact Auditing Reports]

Production Pipelines

Track raw material inputs, artisan shifts, processing checkpoints, and finished good packaging.

Sales Invoicing Ledger

A simple billing module to manage client orders, outstanding accounts, and revenue allocation.

Impact Auditing

Dynamically capture metrics such as fair wage margins paid, training sessions completed, and sustainable sourcing stats.

Supply Chain Verification

Link local supplier profiles to maintain certificates of origin for ethical sourcing validation.

Outcome

The enterprise achieved a single, unified view of business performance. Monthly reporting time was reduced from days to a single click, sales tracking was secured against lost records, and compliance data became audit-ready for fair-trade assessors immediately.

Technology