Mastering ERP localisation: A behind-the-scenes look at regional success

Rolling out a global ERP system is one thing — but ensuring it aligns with local finance, tax and compliance needs? That’s where a well-planned ERP localisation strategy becomes critical. From regulatory compliance to audit reports, what works in the UK might not fly in China or the USA. For any successful ERP implementation, localisation is absolutely essential.

Let’s take a friendly look behind the curtain at how Platned manages ERP localisation across different countries, project phases and finance functions — and why it matters.

Recovery phase: digging deep into requirements

The localisation journey starts early, during the requirement collection and analysis stage. This is where we engage directly with the client’s business teams to gather specific local needs — whether that’s regional tax compliance, statutory reporting, or e-invoice formats.

But it’s not just about ticking off a list. We dive deeper, helping clients prioritise what’s truly critical. Many businesses don’t always know what they should ask for — especially if they’re new to cloud-based ERP. That’s where our experience kicks in, flagging potential gaps they might’ve missed and ensuring nothing slips through the cracks.

Design phase: exploring smart solutions

Next up is the design phase, where we dig into localisation challenges and explore practical, regionally-compliant solutions. We present tailored options based on industry best practices — complete with pros and cons to support informed decision-making.

If a change request (CRIM) is required, we carry out a full analysis of the impact. And to make sure everyone’s aligned, we bring the proposed solutions to life with demos so clients can see exactly what the finished product will look and feel like.

Build phase: bringing the vision to life

Once a solution is agreed upon, we head into the build phase. This is where we write detailed function specifications, collaborate with technical teams, and thoroughly test in a sandbox environment to ensure everything works perfectly.

We’re hands-on during User Acceptance Testing (UAT) too — guiding clients through the process and making sure every function meets expectations. And when it’s time to train users? We’re there to make sure they’re confident and ready to go.

Go live & hypercare: no one left behind

The transition from implementation to go-live can be stressful — but not with Platned. We support both the go-live process and the first month-end close, giving clients peace of mind during this critical stage.

Our team stays engaged during the hypercare period, actively monitoring performance and resolving any last-minute issues. Because localisation isn’t just about launch — it’s about making sure everything runs smoothly long after.

Regional expertise you can rely on

From North America and Brazil, through EMEA (UK, Ireland, Germany, France, Portugal, Netherland, Norway, Sweden, Switzerland, Turkey, Hungary and more), to Asia (China, India, Singapore, Thailand, Vietnam), Platned has supported localisations in just about every region.

Our work spans core finance processes like P2P (Procure to Pay), O2C (Order to Cash) and R2R (Record to Report), as well as localisation for tax setup, GAAP compliance, audit reporting, e-invoices, and multi-country ERP support. Whether your business runs on a traditional or cloud ERP platform, we’ve got the expertise to make it work locally and globally.

Why choose Platned?

At Platned, we specialise in helping organisations localise, integrate and optimise their ERP systems for global rollouts — while ensuring every local requirement is met with precision. Whether you’re handling tax compliance in North America or aligning your financial reports to Swedish GAAP, our team brings hands-on experience, technical know-how, and a people-first approach.

We make localisation feel less like a challenge and more like a smart, strategic move. Learn more about how we can support your ERP journey at www.platned.com

What is ERP localisation? It’s all about making your ERP system work the way each country needs it to. From tax laws and invoice formats to local reporting and compliance rules. At Platned, it goes one step further. We’ve got experts on the ground in key regions, so we’re not just following the rules — we understand them, speak the language, and bring that local know-how into every project. That’s what makes our approach a bit different.