Incipient Corp.

BACKGROUND

I am the Director Operations of RACKUSA Holdings LLC

Material handling (rack) manufacturing

OPPORTUNITY / CHALLENGE

• Modernize and connect the ERP backbone— one Odoo 19 system across Sales → Manufacturing → Accounting for a multi-entity, cross-border manufacturer.
• Engineer data traceability and Odoo best-practice— rebuild the data model for end-to-end traceability and establish one clean source of truth across products, BOMs, routes, and work centers.
• Rationalize the product catalog— clean ~9,816 SKUs to the ~900 active products the business actually runs, with proper categorization and BOM/MO linkage throughout.
• Give the business real-time operational visibility— dashboards for production and operational monitoring that did not exist under the prior system.
• Drive adoption and protect the largest retail account— on-site bilingual (EN/ES) training, sprint-based UAT, and a sequenced cutover that protected Home Depot Mexico through go-live.

SOLUTION

Online Search

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

2-5 Employees

Incipient moved RackUSA onto Odoo 19 as one connected platform, delivering nine modules in Phase 1: CRM, Sales, Purchase, Inventory, Manufacturing, Quality, Accounting, HR, and Website. Beginning with a bilingual on-site discovery week in January 2026, the team re-engineered the data model for end-to-end traceability and best-practice Odoo use — configuring complex multi-type bills of materials, rebuilding work centers and routes, and establishing clean product categorization throughout. The catalog was rationalized from ~9,816 SKUs to ~900 active products via full physical count, with 700+ new SKU inclusions post-cleanup and 9,418 products migrated to proper routes, BOMs, and work centers. SAT/CFDI Mexico compliance was resolved and validated. Real-time dashboards were built for operational and production visibility. Delivery ran on two-week sprints with on-site and remote UAT, bilingual training and retraining. The cutover was sequenced specifically to protect Home Depot Mexico — RackUSA’s largest retail account. Custom development covered sales-order revision tracking, contact hierarchy revamp and sync, website form reintegration with CRM, and UI/terminology refinements. Following a stable go-live, the engagement expanded into a 12-month AMS commitment and a signed 4-month Phase 2.

RESULTS & FEEDBACK

1. 90% catalog rationalization— ~9,816 SKUs cleaned to ~900 active products via full physical count, plus 700+ new SKU inclusions post-cleanup. CONFIRMED · DELIVERY.
2. 87% user adoption within 10 days of go-live— per first-week login tracking (from 3 of 24 active users in the prior instance). CONFIRMED · DELIVERY.
3. Zero-disruption cutover— largest retail account (Home Depot Mexico) protected through the go-live window without interruption.
4. 99% of identified manual workarounds automated or eliminated— contact grouping/hierarchy mismatches, sales-order revision tracking, and website lead-creation mismatches all resolved.
5. 9,418 products migrated— reassigned to new routes, BOMs, and work centers under the rebuilt data model.
6. 9 modules delivered in Phase 1— CRM, Sales, Purchase, Inventory, Manufacturing, Quality, Accounting, HR, Website.
7. Landed and expanded— grew into a 12-month AMS commitment and a signed 4-month Phase 2 focused on Manufacturing and Quality.  

The delivery was structured and consistent. Two-week sprints with clear sign-off points meant we always knew where we stood and what was coming next. When issues came up — and they always do in a project like this — the team didn’t wait for us to raise them. They surfaced problems early, brought a root cause and a recommended fix, and kept the broader program on track. The bilingual on-site presence made a real difference for our team; training and UAT sessions ran in both English and Spanish, which accelerated adoption significantly. The sequencing of our cutover to protect Home Depot Mexico required planning precision — that was handled without a hitch.

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

The depth they brought to the data model rebuild. Most ERP partners focus on configuring the modules — Incipient focused on making the data right first. They physically counted our inventory, rationalized nearly 10,000 SKUs to the ~900 we actually run, and rebuilt our BOMs and routes from the ground up so the system reflects how we actually manufacture. That is the reason the adoption numbers are what they are: when the system is configured to your real operation, people use it. The real-time dashboards I have today — connecting sales through manufacturing to accounting — are something I never had in 50 years of running this business. That came from them understanding the operation, not just the software.

Nothing material at the execution level. The CFDI stamping issues that surfaced shortly after go-live — a stale computed field on invoices and missing SAT product classification codes — were both root-caused and resolved within the same week, with a preventive classification pass added to the AMS workload proactively. If I reflect honestly, the one thing I would change is engaging them earlier in the process, before our data had accumulated the complexity it had. Starting the data cleanup and model design six months sooner would have compounded the value. That is a planning observation on our side, not a reflection on their delivery.

BACKGROUND

Please describe your company and position.

I am the CFO of HEAD WIND CONSULTING LLC

Describe what your company does in a single sentence.

Headwind Consulting LLC - We provide fractional CFO and financial consulting services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incipient Corp. to accomplish?

• Deliver a structured gap analysis · compare AS400 vs. PBS across Sales, Inventory, and Accounting in a signed, version-controlled deliverable.
• Surface and severity-rate pain points · document 9 pain points with a dependency matrix, RACI, and a 60+ line-item scope register.
• Give leadership a defensible ERP decision · replace assumptions with evidence before committing capital to a go-live.
• De-risk the concurrent facility move · ensure ERP instability could not disrupt order fulfillment or customer billing during the relocation.
• Build the business case for Odoo 19 · produce findings that directly supported a phased plan at ~34% lower 5-year TCO than PBS continuation.

SOLUTION

How did you find Incipient Corp.?

Online Search

Why did you select Incipient Corp. over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Incipient Corp. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incipient managed and de-risked the transition — advisory-led, on the ground. First a structured gap analysis (AS400 vs. PBS across Sales, Inventory & Accounting) — a 21-page, version-controlled deliverable with a dependency matrix, pain-points matrix, RACI, and a 60+ line-item scope register. Then a full golive readiness validation: a 142-item AS400-to-PIC verification across 11 modules, run through 11 on-site working sessions with every department head, plus implementation management through the go/no-go decision. Each session produced a written record of what was verified, pending, or at risk — giving leadership a defensible readiness picture instead of discovering gaps after cutover.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Premature go-live prevented — 5 critical risk categories (payment processing, routing, allocation override, EDI/SPS Commerce, E-Store) caught before cutover. Business continuity protected — no ERP-driven disruption to order fulfillment through the facility relocation. 142-item verification across 11 modules · 11 on-site sessions with department heads · 136 open config items tracked and categorized. Evidence-based decisions, the readiness work produced the most complete picture of PE's requirements ever documented. Odoo 19 path — the findings built the business case: a phased Odoo 19 plan at ~34% lower 5-year TCO than continuing on PBS, with multi-entity expansion. Now in flight.

Business continuity protected — no ERP-driven disruption to order fulfillment through the facility relocation.

142-item verification across 11 modules · 11 on-site sessions with department heads · 136 open config items tracked and categorized.

Evidence-based decision — the readiness work produced the most complete picture of PE's requirements ever documented.

Odoo 19 path — the findings built the business case: a phased Odoo 19 plan at ~34% lower 5-year TCO than continuing on PBS, with multi-entity expansion. Now in flight.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Incipient ran a structured, disciplined engagement. Deliverables were documented, sessions were organized, and findings were tracked and reported clearly. From a financial oversight perspective, I needed visibility into what was being done and why — Incipient provided that at every stage. They were responsive when we had questions and never left us waiting on critical information.

What was your primary form of communication with Incipient Corp.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most was their objectivity. They were not trying to sell us a solution; they were trying to give us the truth. For a CFO evaluating a significant technology investment, that independence is invaluable. They brought structure and rigor to a process that had none, and their analysis directly supported our decision-making at the executive level.

Are there any areas for improvement or something Incipient Corp. could have done differently?

I would have benefited from having Incipient involved earlier in the financial evaluation of the ERP selection. Their cost analysis and risk findings were instrumental. Had we had that information sooner, we would have reached our conclusions faster and with greater certainty. That is not a gap in their execution, it is a reflection of how much value they brought once they were engaged. 

BACKGROUND

Please describe your company and position.

I am the V.P. Customer Relations of Paper Enterprises Inc.

Describe what your company does in a single sentence.

Wholesale distribution of restaurant disposables

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incipient Corp. to accomplish?

• Map how the business actually runs · document AS400 operations across Sales, Inventory, Accounting, Warehouse, and Transportation · not assumptions.
• Validate readiness across all modules · run a 142-item AS400-to-PIC verification through 11 on-site sessions with every department head.
• Catch what wasn't ready before cutover · identify 5 critical risk categories · payment processing, routing, allocation, EDI, E-Store · before go-live.
• Protect the business through the facility move · ensure zero ERP-driven disruption to order fulfillment during the relocation.
• Create a clear path forward · scope the Odoo 19 implementation now underway at ~34% lower 5-year TCO than PBS continuation.

SOLUTION

How did you find Incipient Corp.?

Online Search

Why did you select Incipient Corp. over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Incipient Corp. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incipient managed and de-risked the transition — advisory-led, on the ground. First a structured gap analysis (AS400 vs. PBS across Sales, Inventory & Accounting) — a 21-page, version-controlled deliverable with a dependency matrix, pain-points matrix, RACI, and a 60+ line-item scope register.
Then a full golive readiness validation: a 142-item AS400-to-PIC verification across 11 modules, run through 11 on-site working sessions with every department head, plus implementation management through the go/no-go decision. Each session produced a written record of what was verified, pending, or at risk — giving leadership a defensible readiness picture instead of discovering gaps after cutover.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Premature go-live prevented — 5 critical risk categories (payment processing, routing, allocation override, EDI/SPS Commerce, E-Store) caught before cutover. 
Business continuity protected — no ERP-driven disruption to order fulfillment through the facility relocation. 142-item verification across 11 modules · 11 on-site sessions with department heads · 136 open config items tracked and categorized. Evidence-based decision — the readiness work produced the most complete picture of PE's requirements ever documented. Odoo 19 path — the findings built the business case: a phased Odoo 19 plan at ~34% lower 5-year TCO than continuing on PBS, with multi-entity expansion. Now in flight. .

Business continuity protected — no ERP-driven disruption to order fulfillment through the facility relocation.

142-item verification across 11 modules · 11 on-site sessions with department heads · 136 open config items tracked and categorized.

Evidence-based decision — the readiness work produced the most complete picture of PE's requirements ever documented.

Odoo 19 path — the findings built the business case: a phased Odoo 19 plan at ~34% lower 5-year TCO than continuing on PBS, with multi-entity expansion. Now in flight.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team consistently met deadlines and was highly responsive throughout the engagement. They showed up on-site, worked directly with every department head, and kept the project moving even when the vendor was slow to respond. Whenever we raised a concern, Incipient addressed it promptly and kept us informed at every step.

What was your primary form of communication with Incipient Corp.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What set Incipient apart was their willingness to get on-site and learn how our business actually operates. They did not make assumptions, they sat with every department, mapped our real processes, and gave us an honest assessment of what was and was not working. That level of thoroughness and integrity is rare. Most consultants tell you what you want to hear. Incipient told us what we needed to know

Are there any areas for improvement or something Incipient Corp. could have done differently?

Nothing significant comes to mind. If anything, I would have liked to engage them even earlier in the process, before we were already deep into the ERP implementation. Getting Incipient involved from the start may have saved us considerable time. That is not a criticism of their work, it is a reflection of how valuable their involvement turned out to be.

BACKGROUND

Introduce your business and what you do there.

I’m the production director for Stickbulb, a luxury lighting fixtures company. I manage how everything gets manufactured and shipped out to customers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incipient Corp.?

We needed an ERP system to manage our inventory and catalog all of our costs.

SOLUTION

What was the scope of their involvement?

Incipient Corp. has provided ERP consulting services. They’ve helped us implement and improve our workflow as we’ve onboarded the new software.

We initially provided them with a budget, although I wasn’t fully involved in that. We also gave them access to our previous software, which was bulky and large, so they could look at it. Then, we had multiple calls to discuss our needs and the complexities of our products, which have a lot of variance. For example, a lighting fixture can come in multiple thousands of variants. Overall, we had to explain to Incipient Corp. the complications of our product line, the limitations of our business, and the budget we were after.

What is the team composition?

We ended up with around five people on the team, but we have two primary contacts: a software developer and a project manager.

How did you come to work with Incipient Corp.?

We decided between several providers. We found Incipient Corp. through a chance meeting; my boss met Bryan (Partner & COO) through a mutual friend. We had several phone calls to sort them out and determine if it was a good idea. It took us a while to figure it out, but we ultimately hired Incipient Corp. because they were a good choice for our business.

How much have you invested with them?

We’ve spent around $50,000.

What is the status of this engagement?

We began working with them in February 2022. The work is primarily done, so we’re in maintenance. We have check-ins to make improvements and keep our efficiency going.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Before this project, I managed our inventory manually. Now, it has freed up around 30% of my time, which is enough for me to take on an additional role in the company.

How did Incipient Corp. perform from a project management standpoint?

Project management has been good. We have frequent check-ins and constant development; they never deliver past a deadline. Honestly, we’re the ones slowing things down; Incipient Corp. is very efficient.

Are there any employees from the service provider's team that you would like to give a shout-out to in this review?

Bryan is our project manager. He’s incredibly communicative. Moreover, he has a good way of restating questions or problems so we’re on the same page. Bryan is also excellent at keeping track of everything we bring up, big or small. He makes sure that they address everything, and we revisit the problems often to ensure they’re completely solved.

Bryan is fine with changing the things we agreed upon initially. Sometimes we learn a bit more and want to change something; he’s been flexible and patient as we've figured out exactly what we needed as a company.

The software developer has been exceptional as well. He’s very efficient in solving our problems. When we talk to Bryan about what we’re looking for, he’s there to ask if that’s what we really want. 

He has a new development for us to review almost every week. He’s excellent at staging things so we can test them out and implement them once they’re good to go, which is really great.

What did you find most impressive about them?

We really enjoy speaking with Bryan. He’s very clear, understanding, and positive. Even if we have a crazy question, he says he’ll research it and find out the limitations. Overall, his communication style and skills are outstanding.

Are there any areas they could improve?

Our only pain point is that we’ve ended up having weekly meetings lasting 1–3 hours. We have so many check-ins, and sometimes we don’t have much to provide because we’re a small company. Also, we’re always busy, so if we were to revisit this and start again, we’d schedule longer time between meetings so that we can have more to provide for them.

Do you have any advice for potential customers?

You should understand your needs as you go in. One way we haven’t succeeded for our company is being all on the same page, getting together internally, and providing exactly what Incipient Corp. wanted. I fear we’ve made the project last longer than necessary. Nonetheless, everything has worked out great.

BACKGROUND

Introduce your business and what you do there.
I'm the managing partner of RUX Design.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incipient Corp.?

We needed to implement a new instance of Odoo to manage our inventory, bookkeeping, and sales in one platform. Our goal was to have a seamless implementation of the software.

SOLUTION

What was the scope of their involvement?

First, we did a general knowledge transfer so Incipient Corp. knew what we were looking for. We then engaged them for a small proof of concept scope of work, where the team built a demo version using data we shared. From there, we went to the full implementation. We had a series of meetings so the team could understand our requirements. 

Incipient Corp. then moved on to the actual build-out, which was done in an organized way through different stages. Each stage was gated, and the team didn't proceed to the next until all the bugs were worked out.

What is the team composition?

Our main contact was Incipient Corp.'s principal, and we also worked with a team of 5–6 engineers and implementation specialists.

How did you come to work with Incipient Corp.?

We connected with Incipient Corp. at a virtual career event organized by a local organization.
How much have you invested with them?

We spent around $95,000 on this project.

What is the status of this engagement?

We engaged Incipient Corp. between February 2022–September 2023. Although the project is completed, we have an ongoing engagement with the team to provide support and further development of our platform. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Incipient Corp.'s implementation led to around 30% time savings and $50,000 yearly savings. Incipient Corp.'s implementation transformed our company in the way we managed our inventory, bookkeeping, and sales.

How did Incipient Corp. perform from a project management standpoint?

Incipient Corp. was super organized throughout that whole process. The team delivered work on time and communicated really well through regular Zoom meetings where we shared screens. We also collaborated through Microsoft SharePoint.

What did you find most impressive about them?

Incipient Corp.'s strength was their communication.

Are there any areas they could improve?

I can't say anything about how Incipient Corp. could improve. 

Do you have any advice for future clients of theirs?

I suggest being very clear about your goals from the beginning of the engagement.

BACKGROUND

Please describe your company and position.

I am the VP / Principal of Utleys LLC

Describe what your company does in a single sentence.

Utleys makes the finest primary & secondary packaging prototypes in the world (3D Printing, CNC Lathe Turning / VMC Milling / Machining, Fabrication, Silk Screening, Traditional & UV Printing, Soft Tooling / RTV Molds + Urethane Castings, Custom Color Matching & Finishing, Vacuum Metalizing, INT Transfers, Decorating, Table Cutting, Hot / Cold / Roll Stamping, Rendering / CAD via SolidWorks / Rhino / Autodesk Fusion 360 & Adobe Illustrator / CS work). 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incipient Corp. to accomplish?

• Sage 100 analysis / consulting
• End User Pain Point Matrix
• Business Requirements Documentation
• Technical Requirements Documentation
• Odoo Implementation Requirement Mapping Documentation
• Odoo Implementation Roadmap, Timeline, and Budget
• Infrastructure Cost Analysis
• Odoo vs. Sage ROI Analysis from Outcomes of Audit

SOLUTION

How did you find Incipient Corp.?

Referral

Why did you select Incipient Corp. over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned
• Bryan

How many teammates from Incipient Corp. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We met weekly & performed a deep extensive analysis of our current Sage 100 product, business workflow & the potential for the implimentation of Odoo as a replacement / upgrade.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Full software selection
• implementation
• ROI 
• TCO analysis

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management was excellent.  Feel free to contact me using John@Utleys.com

What was your primary form of communication with Incipient Corp.?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Close personal relationship.  No cold big business feel.  Again, feel free to contact me using John@Utleys.com

Are there any areas for improvement or something Incipient Corp. could have done differently?

More on site visits.

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of FanEase

Describe what your company does in a single sentence.

FanEase is the future of interactive video content enhancement.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incipient Corp. to accomplish?

• Bring the idea I had to re-invent the way audiences engage with digital videos to include information and e-commerce at their fingertips.

SOLUTION

How did you find Incipient Corp.?

Referral

Why did you select Incipient Corp. over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Incipient Corp. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Incipient has brought our initial idea to life and elevated it to a groundbreaking level. In 2018, we envisioned a way to enhance storytelling through video for our audience. Incipient not only grasped this vision but also assisted in refining and expanding it into a comprehensive concept. Their work has culminated in developing an entire backend technology platform poised to revolutionize the digital video business landscape. Key deliverables of their work include:

• Concept Cultivation: Incipient played a pivotal role in refining our initial idea into a robust concept. Through their expertise, they helped us shape our vision into a concrete plan of action.
• Backend Technology Platform: The cornerstone of their work is the creation of an entire backend technology platform. This platform serves as the foundation for the next chapter of digital video business, which promises to redefine industry standards. It's not merely a tool but a transformative force poised to shape the future of digital video.
• Creator Portal: Central to their deliverables is the development of a comprehensive portal tailored for creators. This portal empowers creators by providing them with the tools and resources necessary to craft compelling videos. From creation to distribution, the portal streamlines the entire process, enabling creators to focus on what they do best: storytelling.
• Data Insights: Incipient has integrated robust analytics capabilities into the platform, allowing creators to gain valuable insights into their audience. By harnessing relevant data, creators can refine their content strategy and better connect with their audience.
• Audience Engagement: The platform goes beyond mere content creation by fostering closer connections between creators and their audience. Through interactive features and personalized experiences, creators can engage with their audience in meaningful ways, fostering loyalty and driving growth.

Incipient has not only met but exceeded our expectations. Their work represents a transformative leap forward in the digital video landscape, promising to usher in a new era of storytelling and audience engagement. We are confident that their innovative solutions will shape the future of digital content creation and distribution.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The measurable outcomes from the project reflect both the progress made and the success achieved in pioneering a new vertical within the digital video industry. Despite the challenges posed by the pandemic, Incipient has remained steadfast in their commitment to realizing our vision. Key measurable outcomes include:

• Market Advancement: Through the collaborative efforts of Incipient and our team, we have successfully positioned ourselves ahead of the market curve. By identifying and capitalizing on emerging trends in digital video consumption, we have established a strong foothold in a rapidly evolving industry.
• Long-term Partnership: The enduring partnership with Incipient underscores their dedication to our shared vision. Despite the uncertainties brought about by the pandemic, their unwavering support has been instrumental in navigating challenges and maintaining momentum towards our collective goals.
• Mass Appeal: The development of a compelling landing spot for the masses signifies a significant milestone in our journey. Through innovative enhancements in video technology, we have created a platform that resonates with a wide audience, laying the groundwork for widespread adoption and engagement.
• Future Projection: As pioneers in the digital video space, our aim is not only to adapt to the future but to shape it. The success of our collaboration with Incipient positions us as trailblazers in the industry, offering a glimpse into the transformative potential of enhanced videos. FanEase emerges as not just a platform but a beacon of innovation, heralding a future where enhanced videos are the norm.

In summary, the measurable outcomes from the project reflect tangible progress toward our overarching goal of redefining the digital video landscape. Through strategic collaboration and forward-thinking initiatives, we have anticipated future trends and positioned ourselves at the forefront of industry innovation. 

Remember, they are not a digital video company, but they helped us become a giant in this space. The success achieved thus far serves as a testament to the effectiveness of our partnership with Incipient and the limitless potential of enhanced videos on the FanEase platform.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Incipient's project management, spearheaded by Bryan, has been exemplary and unparalleled in my two decades of professional experience. Bryan's exceptional listening skills set him apart, ensuring a deep understanding of our vision and objectives. His ability to translate client needs into actionable solutions has been instrumental in driving the project forward. Key aspects of their project management include:

• Timely Delivery: Bryan and the team at Incipient have consistently delivered items on time, demonstrating a commitment to meeting deadlines and milestones. Despite the complexities involved, they have upheld a high standard of efficiency and reliability, ensuring timely completion of deliverables.
• Client Engagement: Bryan's proactive approach to client engagement has been commendable. By actively listening to our clients and conducting thorough research, he ensures that the project remains aligned with their needs and objectives. His ability to bridge the gap between client expectations and technical feasibility has been invaluable in fostering successful collaborations.
• Transformation of Ideas: Bryan's transformative approach has been pivotal in bringing our ideas to life. From a concept printed on a piece of paper, he has orchestrated the transformation into a tangible reality accessible to the public. His keen insights and innovative thinking have propelled the project from conception to fruition, exceeding our initial expectations.
• Evolution of the Project: Incipient's responsiveness to our evolving needs has been exemplary. Bryan has adeptly guided the project through various iterations, ensuring continuous improvement and refinement. His proactive attitude towards addressing challenges and seizing opportunities has been crucial in keeping the project on track and adaptable to changing circumstances.

Incipient's project management, led by Bryan, has been characterized by a rare blend of professionalism, expertise, and dedication. Their ability to deliver on time, respond to our needs, and translate ideas into reality underscores their exceptional capabilities and commitment to excellence. Working with Bryan and the team at Incipient has been a truly transformative experience, and I have full confidence in their ability to continue driving success in future endeavors.

What was your primary form of communication with Incipient Corp.?

Virtual Meeting

What did you find most impressive or unique about this company?

What stands out most about Incipient is their unparalleled level of personal engagement and commitment to our project. Despite not being direct employees of our company, they have seamlessly integrated themselves into our team, embodying the ethos of true partnership. Key highlights of their impressive approach include:

• Personalized Engagement: Incipient's personal touch is truly remarkable. Led by Bryan, they have forged a deep connection with our team, fostering a sense of camaraderie and collaboration that transcends traditional client-vendor relationships. Their genuine investment in our project is evident in every interaction, demonstrating a level of dedication rarely encountered in external partners.
• Integration as Team Members: At times, it's easy to forget that Bryan and his team are external partners. Their seamless integration into our workflow and culture speaks volumes about their commitment to our project's success. They operate not as mere vendors but as indispensable members of our team, contributing their expertise and insights at every stage of the journey.
• Genuine Care and Concern: What truly sets Incipient apart is their genuine care and concern for our project. Bryan and his team go above and beyond to ensure that our needs are not only met but exceeded. Their proactive approach and unwavering support serve as a constant source of reassurance, instilling confidence in the success of our venture.
• Instrumental Partnership: Incipient's partnership extends beyond mere technical expertise; they are instrumental in driving the success of our project. Their dedication, passion, and willingness to go the extra mile have been invaluable in overcoming challenges and seizing opportunities. Together, we have navigated the complexities of our industry landscape, emerging stronger and more resilient than ever before.

What I find most impressive and unique about Incipient is their personal touch and unwavering commitment to our project's success. Their seamless integration into our team, genuine care and concern, and instrumental partnership have made them indispensable allies in our journey towards achieving our goals. We are immensely grateful for their dedication and support, and I have no doubt that our continued collaboration will yield even greater achievements in the future.

Are there any areas for improvement or something Incipient Corp. could have done differently?

While our collaboration with Incipient Corp. has been overwhelmingly positive, we continue strategizing to accelerate market adoption and understanding of FanEase as the future of digital video. There may be opportunities for enhancement in terms of market penetration and awareness, it's important to acknowledge that our journey with Incipient Corp. has been characterized by continuous growth and collaboration. 

Together, we have achieved remarkable progress, and I have full confidence in our collective ability to overcome any challenges and continue our upward trajectory.

BACKGROUND

Please describe your company and position.

I am the Controller of Crown Sign Systems

Describe what your company does in a single sentence.

We are a designer, manufacturer and installer of architectural signage and wayfinding solutions.   

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incipient Corp. to accomplish?

• Analysis of Systems Available and Determine Best Suitable for Crown
• Replace Job Shop ERP, Monday.com and Quickbooks with Odoo
• Develop Customized Estimation Widget to allow custom sign building from templates that pass to SO generation
• Centralized, Project Management Workflow that Governs SOs & Fulfillment in addition to coordination with design team
• Customized Purchasing Table to manage Wastage and Different UOMs
• Real-Time Project Status & Milestone Dashboard to Centralize Status
• Implementation of Odoo Modules: CRM, Projects, HR, Sales/Invoicing, Purchase, Inventory, Manufacturing, Quality, Accounting and Expense
• Automated PO, MO, and WHO Generation from SO Confirmation through detailed routing and operation configurations
• Progressive Billing & Invoice Design
• HR, Employee Departments & Timesheets for Productivity Tracking

SOLUTION

How did you find Incipient Corp.?

Referral

Why did you select Incipient Corp. over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Incipient Corp. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Discovery Phase: 

• This included current state analysis including surveying our operations and existing software providers.  We started with three independend platforms for our manufacturing, project management and accounting areas with the goal of streamlining operations under a single platform and eliminating inefficiencies from the segmented software packages we were using.
• Recomendation of possible ERP solutions based on current state analysis and goals.
• In depth review of business and technical requirements from current state to desired state including mapping existing operations to recommended software application.

Implementation Phase: 

• We decided to use Odoo as the ERP Solution for our operations based on the discovery phase analysis and recommendations from Bryan and his Team at Incipient.
• Once this decision was made we started to hold regular meetings 2-3 times per week with Bryan's Team and Key internal stakeholders to review specific processes in CRM, Project Management, Sales, Purchasing, Employees, Project Costing, Inventory Management, Manufacturing, Quality Control, and Accounting.  As we went through this process we dove individually into our existing operations identifying current deficiencies, desired state and receiving mini demos on how the new ERP solution would tackle each.  
• Throughtout the Process we had access to a Test environment of the new ERP where we would experience the implementation of solutions discussed during our regular meetings.  We were able to test these implemented solutions and provide feedback for additional changes, polishing, etc. as we moved forward.   This process was incredibly helpful as we were not just discussing options in theory: we had hands-on access to solutions as they were implemented.
• Phase Two identification: as we moved through this process we were also able to identify additional requirements for Phase-Two implementation.  We will work with Incipient on the development and implementation of these (Field Service being an example).

UAT and Deployment:

• Once we went through the Implementation Phase for all our Operations our Team went trough even more testing of the implemented solutions, provided additional feedback and arrived to UAT for all modules.   
• Following UAT we went into Deployment and Go Live phases that included data migration from our three separate platforms into the Final Odoo environment.  Incipient proved very insightful during this time as we worked to bring together data that previously only existed in separate platforms.  

Go Live Support: 

• During this period now that the new ERP has been released globally to all our users Incipient continued to support our efforts by quickly addressing additional polishing and solutions as they came up now that we were in the live environment.   

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Key Impacts & Wins: 

• A Customized Estimator Widget with Product Types for Different sign types and materials was successfully developed and implemented by Incipient.  We anticipate this module to be indispensable for improving our operations going forward.
• Project Rollup - centralization of all contract details and fulfillment from SO to Delivery
• Purchase Conversion Widget for UOM and maintaining wastage for Vendor POs and Production Planning
• Progressive Billing specific to the Construction Industry
• Integrated Design Task Management workflows expand and improve on previous operations that lived in a separate, static platform
• Customized Reporting & Dashboards now provide us with access to information that simply took too much time to consolidate for it to be useful.
• A one solution ERP that replaces 3 former applications and introduces a level of efficiency that was not there before.
• Go live is completed and were now transition into support phase while planning future implementation needs for Phase 2 and beyond. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Engaging in the implementation of a new ERP is a challenging undertaking.  While our initial goals were simple and clear, being able to identify and articulate them at each step of the process as became critical to succeed. 

During the whole implementation process Incipient was a true partner: they listened to our goals, effectively transformed our requests into workable solutions, and offered recommendations and insights, all while moving the process forward.   

When working with Incipient there is a sense that both teams are working together rather than one, dictating to the other to move the process along as fast as possible.  When something didn't work the first time, Incipient was willing to listen, rethink their approach and provide a different option.  

This was a big investment in time and resources for our company and we feel that Incipient shared our passion for implementing the new ERP and improving our operations as much as we did.  

What was your primary form of communication with Incipient Corp.?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their "we are in this together" approach set them apart from other providers.  They took the time to learn about our operations and needs before making recommendations on which ERP solution they thought was best for us and throughout the process they understood why our asks were important.    

Are there any areas for improvement or something Incipient Corp. could have done differently?

Onboarding a dedicated technical manager earlier on in the process would have been beneficial.  Once Sabari was brought in to better bridge the conversation and help implement the more technical solutions, the project greatly benefited from it.  He definitely provided greater transparency and organization to the milestones and schedule of the project.   

BACKGROUND

Please describe your company and position.

I am the President of OnGuard Fence System, Ltd.

Describe what your company does in a single sentence.

Manufacture of aluminum  fence

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Incipient Corp. to accomplish?

• managing manufacture process more efficient
• Inventory control
• Help cost control

SOLUTION

How did you find Incipient Corp.?

• Online Search
• Referral
• NJ government project

Why did you select Incipient Corp. over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Incipient Corp. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

This project included establishing the framework of ERP system. During the establishing process, Incipient helped us collecting the demands of the Sales department, manufacturing department, inventory management, accounting department, and employee management.

After collecting the demands of each department, Incipient helped OnGuard with specifiy and adopt those demands with the most feasible method. Meanwhile, many customizations were done during the implementation period. Such as, material subsititution, customized printing format, adapting Odoo's production workflow to OnGuards in the ERP system. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The 1st phrase of this project ends fairly success. Not only the demands of each departments are fully understood and implemented, but also many customizations were done during the project.

This successfuly transfer from our outdated ERP system not only saves time for each department but also decrease the mistake rate because many customizations help our employees to do less manual works.

All the reports from Odoo are easier to understand than Epicor which saves me a decent amount of time for understanding the overall planting status.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Despite of some miscommnications at the beginning of the project, Incipient works fantastic in the later stage of the project. Incipient is reponding the raised issue fairly quick. All of our requests were being well take of. The entire project was well-managed. 

What was your primary form of communication with Incipient Corp.?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Incipient Corp.'s prompt response time was really amazing. And issues are take care of with great quality.

Are there any areas for improvement or something Incipient Corp. could have done differently?

• At the beginning of the project, requests were not being well-recorded by commnucating via email.
• If Incipient could introduct the Azure dev board at the first stage to record all the request, I believe it will make the entire process even more efficient. 

BACKGROUND

Introduce your business and what you do there.

I'm the director of an automotive consultancy firm that also works with software. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Incipient Corp.?

We hired Incipient Corp. to develop custom software for us. 

SOLUTION

What was the scope of their involvement?

Incipient Corp. developed custom data management and analysis software for our customer's project. I discussed the project with Incipient Corp.'s team to determine how a software solution would work before their team delved into the development process. Their team helped me determine exactly what I needed from the project and evaluated various approaches to the challenge. The finalized data uploading process was heavily customized because we had a very specific data process.

What is the team composition?

I worked with Bryan (Partner & COO). 

How did you come to work with Incipient Corp.?

I connected with Bryan through a networking group, and we discussed another project, but nothing resulted from that discussion. However, when a customer approached me about creating data management and analysis software, I reached out to Incipient Corp. 

How much have you invested with them?

I've invested around $30,000 with Incipient Corp.

What is the status of this engagement?

This project with Incipient Corp. was from November 2021–February 2022. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

My customer is pleased with the project — it has provided them clarity in decision-making because the data is present in an easily understandable format. Also, it saves them a lot of time when managing their business because they no longer have to analyze data in Excel.  

How did Incipient Corp. perform from a project management standpoint?

Incipient Corp. was great at communicating with us, although we hit a few roadblocks regarding data uploads. However, they communicated every step of the way and kept me up-to-date on the situation. Since I'm not technically oriented, Incipient Corp.'s team explained each part of the project in-depth to ensure I understood their processes and their challenges. We used SharePoint and several Excel sheets to track the project. Typically, I communicated with ​​Incipient Corp. through email, Zoom, and Skype messages and video calls. 

What did you find most impressive about them?

Incipient Corp. was very professional and had great attention to detail. They ensured they met my needs while pushing the project boundaries to improve the final outcome — they don't deliver generic results. Their consultative approach and ideas made the end product better than I envisioned. 

Are there any areas they could improve?

We had some issues around COVID-19 that were unavoidable, so sometimes timelines were pushed back. I would've appreciated some additional communication around project delays. 

Do you have any advice for potential customers?

 I'd advise customers to provide them with as much information as possible so they can take the customer's idea to a higher level. Incipient Corp. is a great company to work with.