1 – Start with your processes, not the menus
Many companies begin their Pyramid journey at the wrong end. They focus on menus, settings, and fields. But your business processes should shape the system, not the other way around.
Map how you actually work today, where bottlenecks appear, and how information needs to flow between teams. When your workflows are clear, it becomes much easier to configure Pyramid in a way that supports them.
Tip: Start with three core workflows. For example, order to warehouse to invoicing, and then expand step by step.
2 – Clean up and structure your data before migration
Your product, customer, and supplier registers are the heart of Pyramid. If they start out messy, the problems will follow you and grow over time.
Old item numbers, inactive customers, and unclear categories create confusion throughout the entire chain. Take the time to clean, group, and standardise your registers before you import them.
Think of it like moving to a new office. You do not want to bring every old box of clutter with you.
3 – Permissions and roles with clarity from day one
A common pitfall is letting everyone access everything when the system goes live. It feels convenient at first, but it quickly becomes unmanageable.
When you define roles and permissions from the start, you create order, confidence, and a more user friendly system. Users see only what they need, and you reduce the risk of mistakes and unnecessary clicks.
4 – Standardise workflows and routines
Pyramid is flexible, but that flexibility makes it easy for different departments to work in different ways. When every team finds its own path, following up on the full picture becomes difficult.
Set clear standards for how you register orders, report time, and follow up on projects. This creates consistent quality, simpler training, and clearer reporting.
5 – Document so you do not have to start over
Once the system is in place, it is easy to forget how everything was set up. Two years later, key people may have left, and no one remembers why things work the way they do.
Document your processes, settings, and decisions, even the small ones. This makes future upgrades, onboarding, and changes far easier.
A shared document that explains how the system is configured goes a long way. What matters most is that everyone knows where to find the information.
Set up Pyramid for long term success
Pyramid is built to grow with your business, but a stable structure makes the journey smoother. With clear processes, clean registers, and documented routines, you get a system that stays both flexible and reliable over time.
At evolvit, we help companies build that foundation. A setup that lasts and still adapts as your business changes.
Do you want to avoid rebuilding your Pyramid setup later on?
Get in touch, and we will help you build a foundation that holds.
Contact us here.
