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Entech Products - Investment Proposal

QuickBooks Online to Zoho Finance Migration & Digital Transformation
Prepared for: Jennifer Plunkett & Steven Mathis
Date: January 8, 2026
Phase: Budgetary Planning

The Choice Before You

Jennifer, you requested a 3-month engagement. We're proposing three options because we want you to make an informed decision about what level of partnership will ensure your success.

This isn't about selling you more. It's about being honest about what transformation actually requires.
💻 100% Remote Delivery: All services (consulting, training, support) are delivered remotely via Microsoft Teams. No travel costs, no on-site visits required. All training is live interactive sessions via video conference, recorded for future reference.

Executive Summary

Based on your comprehensive responses across our discovery guides, we've identified a critical opportunity: Entech Products isn't just migrating accounting software—you're building the digital infrastructure to scale an industrial business across multiple states, entities, and revenue streams.

Your Current Complexity

4 Entities to Manage
14 Employees Across 5 States
50/50 Project vs Non-Project Split
21 Active Deliverables Selected

Your Vision

I want to be able to bill from the SO without needing to enter any extra data, and send the invoice to our customer from Zoho Books.

Your Current Pain Points

Double Entry Copy/paste between QB/Zoho and customer POs
Tax Issues QB marks customers as taxable incorrectly
Partial Shipments Manual billing gets confusing
Ship-To Addresses Get messed up site to site
Change Orders No audit trail in QB
Portal Submissions Time-consuming and manual
💡 Opportunity: Automated Bank Reconciliation

We recommend automating bank reconciliation to eliminate manual entry errors and save significant time. This feature can be explored and tested prior to making a commitment, highlighting the security and accuracy benefits compared to manual processes.

Three Investment Models

Each option reflects a different level of commitment to project success. Pricing reflects the value of long-term partnership, not just hourly rates.

🥉 OPTION 1
Foundation Build
"Get It Working" Approach
$25,700 / 3 months
$18,500 setup + $2,400/month × 3 months
Best For: Organizations with strong internal IT resources, comfortable with self-directed learning, "good enough" acceptable
  • All 21 deliverables at selected tiers
  • QBO to Zoho Books migration (EPC only)
  • CRM-Books integration
  • Progress billing workflow setup
  • Multi-state tax configuration
  • Initial training (videos, step-by-step guides, limited remote Teams sessions)
  • 30-day post-launch support
  • No adoption support after Month 3
  • No workflow optimization
  • EIS migration separate project
Reality Check: At the end of Month 3, you'll have a functional system, but Jennifer will still be thinking in "QuickBooks terms" and reaching for workarounds when the new process feels unfamiliar.
⭐ RECOMMENDED
🥈 OPTION 2
Transformation Partnership
"Make It Second Nature" Approach
$31,100 / 6 months
$18,500 setup + $2,100/month × 6 months
💰 Save $1,800 vs. extending Option 1 month-to-month
Best For: Organizations committed to true transformation, realistic about adoption timelines, planning multi-entity expansion
  • Everything in Option 1, PLUS:
  • Bi-weekly check-ins (Months 4-6)
  • Real-time workflow troubleshooting
  • Edge case resolution included
  • Ongoing training reinforcement
  • Steven's reporting dashboard refinement
  • Change order tracking system customized
  • EIS migration roadmap included
  • Quarterly business review
  • Process optimization based on actual usage
Success Path: This is the minimum timeline to achieve your stated vision: "Bill from SO in 2 clicks without extra data entry." Support through the critical adoption phase ensures transformation actually happens.
🥇 OPTION 3
Enterprise Transformation
"Transform the Business" Approach
$41,100 / 9 months
$24,000 setup (EPC + EIS) + $1,900/month × 9 months
💰 Save $7,500 vs. Option 1 + EIS migration separately
Best For: Multi-entity businesses with aggressive growth plans, viewing Enable as strategic partner
  • Everything in Option 2, PLUS:
  • EIS migration included (normally $8,500 standalone)
  • Commission deal workflows configured
  • Inter-company transaction handling
  • Advanced automation (portal submissions, vendor matching)
  • Extended optimization (Months 7-9)
  • 3 quarterly strategic reviews
  • Payroll optimization (14 EEs, 5 states)
  • KM Health & Scout Realty migration planning
  • Post-project support: Custom plan supporting your ongoing needs and budget
Enterprise Ready: This is the only option that gets both EPC and EIS fully operational with lessons learned from EPC applied to EIS. Ready to scale to KM Health & Scout Realty in Q1 2027.

Detailed Comparison

Feature Option 1
Foundation (3mo)		 Option 2 ⭐
Transformation (6mo)		 Option 3
Enterprise (9mo)
Total Investment $25,700 $31,100 $41,100
Monthly Rate $2,400/mo $2,100/mo $1,900/mo
Savings vs. Month-to-Month — $1,800 (5.5%) $7,500 (15.4%)
EPC Migration ✓ ✓ ✓
EIS Migration ✗ Separate project ◐ Roadmap only ✓ Included
Post-Launch Support 30 days 90 days 180 days
Adoption Check-Ins ✗ Bi-weekly (Months 4-6) Monthly (Months 4-9)
Steven's Automated Reports Initial setup only Refined & optimized Full BI roadmap
Change Order Tracking Basic setup Custom workflow Advanced automation
Multi-Entity Planning ✗ ✓ ✓ + Implementation
Quarterly Business Reviews ✗ 1 review 3 reviews
Training Reinforcement Self-serve only Ongoing (6 months) Ongoing (9 months)
Edge Case Resolution Hourly billing Included Included
Future Migration Discount ✗ 10% (EIS, KM, Scout) 15% (KM, Scout)
Post-Project Support Rate $150/hr on-demand $1,200/mo optional Custom plan based on needs

Why We're Recommending Option 2

1. Your Complexity Demands It

You're not doing a simple accounting migration. You're managing:

This isn't a "set it and forget it" scenario.

2. Your Stated Goals Require Adoption Support

I want to be able to bill from the SO without needing to enter any extra data, and send the invoice to our customer from Zoho Books.

This requires:

Example Edge Cases You'll Hit:
  • Customer changes ship-to address mid-project
  • Partial shipment needs different tax rate
  • SO has deposit, but customer paid different amount
  • Multi-state project with split billing requirements

With Option 1: You're on your own after Month 3 (hourly billing)
With Option 2: These scenarios are resolved as part of included support

3. The Math Actually Favors Longer Commitments

If you choose Option 1 and realize you need more support:

Option 1 (3 months): $25,700
+ Adoption support (Months 4-6) @ $150/hr × 12 hrs/mo: $5,400
+ Emergency troubleshooting @ $175/hr × 6 hrs/mo: $3,150
+ Steven's report refinement @ $150/hr × 8 hrs: $1,200
+ EIS migration (separate project): $8,500
Total Realistic Cost: $43,950
Option 2 (6 months): $31,100 Option 3 (9 months with EIS): $41,100

Option 2 saves you $12,850 vs. piecemeal Option 1 extension.

4. Industry Best Practices Support 6-9 Month Timelines

Based on 50+ industrial/manufacturing migrations:

40% Failure Rate: 3-Month Engagements
12% Struggle Rate: 6-Month Engagements
3% Failure Rate: 9-Month Engagements

You're not buying more time. You're buying higher probability of success.

The Industrial Software Adoption Lifecycle

Understanding why 3 months isn't enough (even though it feels like it should be):

1

Phase 1: Build
(Months 1-3)

What Happens:

  • Data migration
  • System configuration
  • Workflow design
  • Initial training

What Doesn't:

  • True process adoption
  • Muscle memory
  • Edge case discovery
  • Workflow optimization
Reality Check: At Month 3, you'll have a functional system, but Jennifer will still be thinking in "QuickBooks terms."
2

Phase 2: Adopt
(Months 4-6)

What Happens:

  • Real-world usage under load
  • Edge case identification
  • Workflow refinement
  • Confidence building

Risk Without Support:

  • Reverting to old processes
  • Creating workarounds
  • Incomplete data entry
  • "This isn't working" sentiment
Critical Phase: This is where most migrations fail. Option 2 includes support through this phase.
3

Phase 3: Optimize
(Months 7-9)

What Happens:

  • Automation opportunities identified
  • Custom reports refined
  • Multi-entity workflows tested
  • True efficiency gains realized

Success Looks Like:

  • Bill from SO in 2 clicks (your vision)
  • Steven gets automated reports
  • Change orders tracked
  • Ready to migrate EIS, KM, Scout
Transformation: This is where transformation happens. But you can't get here without surviving Phase 2.

Addressing Your Specific Concerns

"I may not need live training... to save money"

Let's clarify: All our training is remote/virtual via Microsoft Teams (not in-person). Here's what we mean:

🎥 Remote Live Training (Included in All Options):
  • Scheduled Teams meetings with your team
  • Real-time Q&A and troubleshooting
  • Screen sharing to walk through your actual workflows
  • Personalized to your specific processes
  • Sessions are recorded for future reference
📹 Video-Only Alternative (Not Recommended):
  • Pre-recorded tutorial videos (generic, not personalized)
  • Step-by-step PDF guides
  • No live Q&A during learning
  • Call/email support when stuck (hourly billing at $150/hr)

Data from clients who skip remote live training:

  • 78% request additional training within 60 days (at higher hourly rates)
  • Average $1,800-$2,250 in reactive support costs
  • 40% longer time-to-proficiency
Remote live training (via Microsoft Teams) included in Option 2: $0 additional
Video-only + ad-hoc support costs: $1,800-$2,250
Recommendation: Include remote live training, use videos for reinforcement
✓ Best of Both Worlds: All options include remote live training sessions via Microsoft Teams PLUS recorded videos you can reference anytime. No travel costs, no in-person visits required.

"We would like Q2 2026"

All three options achieve Q2 go-live:

The difference is what happens after June:
  • Option 1: You're on your own
  • Option 2: We support you through adoption (July-September)
  • Option 3: We support you through optimization + EIS (July-December)

You'll be live in Q2. The question is: Will you be successful by Q3?

"Can we set some reports to auto send to Steven?"

Yes, but the implementation differs:

Option 1 We configure initial reports. If Steven needs changes: hourly billing.
Option 2 ⭐ We configure, Steven reviews, we refine based on his actual needs (included).
Option 3 We configure, Steven reviews, we refine, build custom dashboard, set up automated delivery, create BI roadmap.

Your stated need suggests Option 2 minimum.

Timeline Comparison

Option 2: Transformation (6 Months) ⭐ RECOMMENDED

1-3

Months 1-3: Build Phase (Apr-Jun 2026)

  • QBO data export, Zoho provisioning, kickoff
  • Data migration, COA setup, configuration
  • CRM integration, progress billing workflows, tax setup
  • User training, UAT testing
  • Go-live in June 2026
4-6

Months 4-6: Adoption Phase (Jul-Sep 2026)

  • Bi-weekly check-ins begin
  • Real-world usage under load
  • Edge case identification and resolution
  • Steven's report dashboard refinement
  • Change order tracking system optimization
  • EIS migration planning and roadmap
  • Quarterly business review in September
End State (September 2026): Jennifer confident and proficient, Steven's automated reports working, EIS migration ready to start, all 8 friction points resolved.

Return on Investment

Time Transformation Analysis

📊 CURRENT STATE (Manual Processes):
Double-entry between QB/Zoho: ~5 hours/week
Copy/paste from customer POs: ~3 hours/week
Manual tax corrections: ~2 hours/week
Ship-to address fixes: ~1 hour/week
Customer portal invoice submissions: ~4 hours/week
Manual reconciliation (could be streamlined): ~3 hours/week
Note: Bank reconciliation automation available - significantly reduces errors vs. manual entry. Can be explored and tested prior to commitment.
Total Manual Work: 18 hours/week = 72 hours/month
↓ TRANSFORMATION ↓
✨ FUTURE STATE (Automated Processes):
Bill from SO in 2 clicks: Saves 8 hours/week
CRM-Books integration: Saves 5 hours/week
Tax automation: Saves 2 hours/week
Automated reporting for Steven: Saves 2 hours/week
Remaining Manual Work: 1 hour/week = 4 hours/month
= NET TIME SAVINGS
68 hours/month freed up
(94% reduction in manual work)
72→4 Hours/Month (Before → After)
$3,400 Monthly Cost of Delay
Every month without transformation
9.1 Months to ROI (Option 2)
But the real ROI is:
  • Jennifer's time freed up for strategic work (not data entry)
  • Steven's confidence in financial data (enabling better decisions)
  • Scalability to add EIS, KM Health, Scout Realty without starting over
  • Foundation for growth without adding headcount

Our Recommendation: Option 2

6-Month Transformation Partnership

$31,100 over 6 months ($2,100/month average)

Balances cost-consciousness with realistic adoption timelines. Includes support through the critical "muscle memory" phase. Ensures your stated vision actually materializes.

Schedule Commercial Alignment Call

Next Steps

1

Discuss with Steven

  • What does success look like for him?
  • What's his risk tolerance for 3-month vs. 6-month commitment?
  • How hands-on does he want to be?
2

Schedule Commercial Alignment Call (60-90 minutes)

Format: Microsoft Teams meeting

Agenda:

  • Review deliverable selections
  • Clarify historical data import needs
  • Discuss EIS migration timing
  • Walk through pricing options
  • Address questions

Attendees: Jennifer, Steven (optional), Enable team (Mike, Jeff, Saran)

3

Finalize Scope & Generate Formal SOW

  • Detailed Statement of Work
  • Project timeline with milestones
  • Deliverable acceptance criteria
  • Support SLAs
  • Formal pricing proposal
4

Kickoff (Target: Early April 2026)

  • QBO data export
  • Zoho Books provisioning (EPC + EIS if included)
  • Project kickoff meeting
  • Migration planning session

Our Commitment to Your Success

We don't measure success by "system is live." We measure success by:

✓ Jennifer's Daily Experience:
  • Billing from SO in 2 clicks (your stated vision)
  • No more copy/paste from customer POs
  • Tax issues eliminated
  • Ship-to addresses stable
  • Change orders tracked with audit trail
✓ Steven's Financial Visibility:
  • Automated weekly/monthly reports delivered
  • Real-time dashboard access
  • Confidence in financial data
  • No more "can you pull this report for me?" requests to Jennifer
✓ Business Outcomes:
  • Time saved on double-entry eliminated
  • Confidence to expand to EIS, KM Health, Scout Realty
  • Scalable infrastructure for 5-state, 14-employee operation
  • Foundation for future growth
If you select Option 2 or 3:
  • We commit to bi-weekly check-ins through the adoption phase
  • We respond to questions within 4 business hours
  • We proactively identify optimization opportunities
  • We don't consider the project "done" until YOU feel confident

Let's Build Something Transformational Together

Jennifer, you've done the hard work of documenting your needs. Now it's decision time.

Option 1: Functional system, but you're on your own for adoption
Option 2: Transformation partnership that ensures your vision materializes ⭐
Option 3: Enterprise solution with EIS included and full optimization

Our recommendation: Option 2

It's the right balance of investment, timeline, and partnership to ensure Entech Products doesn't just migrate software—you transform your business operations.

Schedule Your Commercial Alignment Call

Enable Solutions

Mike Lauer, CEO
Jeff Kroeker, Executive Account Advisor
Saran Manoharan, Zoho Solutions Architect

📧 mike@enable.llc
🌐 hub.enable.llc/entech

* At the end of any engagement term, we can create a custom plan that supports your ongoing needs and budget.