Discovery phase

A data-driven approach to model an in-demand product that includes business analysis, proof of concept (POC), design concept, and project estimate.

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A complex human-centered process of developing a valuable product that blends business goals and user needs with design thinking in mind.

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ERP Discovery for a Major Ukrainian University

How Uinno helped Ukrainian Catholic University map a clear path from a legacy accounting system to a modern ERP solution in just 3 weeks

Key Results
Full ERP market analysis with 5-year TCO projections for 4 major platforms
Business process documentation across finance, HR, and administration
Development roadmap that turned complex requirements into an actionable plan
Fixed-price discovery that saved the university from a potential six-figure misstep

Industry:  Education

Location: Ukraine

Services: Discovery Phase, ERP Consulting, IT Strategy Consulting, Solution Architecture

Timeline: 3 weeks

Team: Business Analyst, Systems Architect, Project Manager

About the project

Ukrainian Catholic University (UCU) is one of the most respected private universities in Ukraine, with over 500 employees and more than 120 administrative departments. For years, the university ran its core financial and HR operations on a legacy accounting system that had become a growing strategic risk.

  • The platform lacked bidirectional integrations with other tools, which meant data lived in silos across Google Sheets, Salesforce, an SQL database, and the accounting system itself. 
  • Departments often collected their own data in separate spreadsheets without sharing it, and nobody had a clear picture of where the single source of truth actually lived for any given dataset. 
  • Everyday workflows like leave requests, budgeting, and travel approvals were still handled manually. UCU knew they needed to move on, but the question was how to do it without burning budget on the wrong platform

The Challenge

UCU's migration is a very unique ERP switch. The university runs processes that no off-the-shelf system handles natively.

Grant accounting
Track funding from multiple sources with strict reporting requirements that generic finance modules don't support.
120+ department approval workflows
Every request passes through multi-level sign-offs across a complex organizational structure that most ERPs can't model without heavy customization.
Bottom-up budgeting
Each department submits its own budget plan, which then rolls up into a university-wide financial picture. Standard top-down budgeting tools don't fit.
EDEBO integration
Ukraine's state education database requires a custom integration that no western ERP provides out of the box.

Uinno's approach

Week 1 — Listen
Week 1 — Listen

Deep interviews with finance, HR, and administrative teams. Not how processes are documented on paper, but how people actually work day to day.

Week 2 — Map
Week 2 — Map

We mapped out every integration point, data flow, and system dependency. All management accounting processes documented in BPMN notation with responsibility zones, branching conditions, and outcome statuses.

Week 3 — Analyze and recommend
Week 3 — Analyze and recommend

ERP market comparison, Salesforce deep-dive, financial modeling, solution architecture, and a prioritized development roadmap.

Deep Dive into ERP Market

We benchmarked four platforms against UCU's real-world requirements like SAP Business One, Odoo Enterprise and a few more. Uinno’s team also delivered a separate Salesforce analysis to test whether extending UCU's existing CRM made more sense than adding a new system.

5-year TCO across the shortlist showed roughly $630K to $2M+, shaped by licensing, non-profit discount eligibility, and customization scope. UCU has learned that no platform covers the full scope it needs.

As a result, the question shifted to which one offers the strongest foundation for the custom work UCU would need either way, at the lowest long-term cost.

What we delivered

Uinno’s team produced a set of deliverables that gave UCU everything they needed to make a confident decision about their next steps.

Analysis and Recommendations
We described all current systems, risks and flagged the limitations, with specific recommendations for the target architecture.
Solution Architecture
Target system design with data models, core entities, integration mappings, data flow diagrams, and a detailed development estimate for the Financial Requests module.
ERP Market Analysis
Four major platforms compared with real pricing, non-profit discounts, implementation timelines, and 5-year TCO projections tailored to a university context.
Salesforce Deep-dive
Evaluation of whether UCU's existing CRM could handle management accounting and financial request workflows.
Financial Analysis
Total cost of ownership modeled for each approach, including long-term custom development support costs.
Development Roadmap
Business process analysis translated into concrete, prioritized requirements for the new solution.

What our Client Says

Uinno’s project management was highly professional and well-structured. They delivered all planned results within the agreed timeline on a fixed-price basis.

Uinno went significantly beyond what we expected for this budget. The team’s combination of technical expertise (systems architecture) and strong business analysis skills is rare and was exactly what we needed.

Adrian Hryn
Project Manager at Ukrainian Catholic University

The result

In three weeks, UCU went from knowing they need to move away from their legacy system to having a complete, evidence-based plan.

The university's leadership now has the financial models, architectural blueprints, and prioritized roadmap they need to make a confident decision about the next phase. The discovery also prevented a common and expensive mistake.

Without this analysis, UCU might have committed to an ERP platform based on marketing materials and feature lists alone, only to discover months into implementation that critical processes still need custom development. Now they know  what every path costs and what it requires, before spending a single dollar on implementation.

Start discovery today with Uinno and save thousands in the future

FAQ

How long does an ERP discovery phase take for a university?
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Uinno completed a full ERP discovery for Ukrainian Catholic University in 3 weeks. This included business process mapping, ERP market analysis with 5-year cost projections, solution architecture design, and a development roadmap. The timeline depends on the number of departments and systems involved, but a focused discovery for a mid-size institution with 100+ departments can run between 3 to 6 weeks.

Can an off-the-shelf ERP handle university-specific processes like grant accounting?
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In most cases, not without custom development. Uinno's discovery for UCU found that none of the four major ERP platforms (SAP, Microsoft Dynamics, Odoo, Oracle) support grant accounting, multi-level approval workflows for 120+ departments, or bottom-up budgeting natively. Every option requires custom modules or third-party add-ons to cover these needs.

What is included in an ERP discovery phase?
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A thorough ERP discovery includes business process mapping (typically in BPMN), analysis of current systems and integrations, ERP market comparison with real pricing, solution architecture design, financial modeling for each approach, and a prioritized development roadmap. The goal is to give your leadership team enough information to make an evidence-based decision before committing to any platform.

Should a university build a custom ERP or buy an existing platform?
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Uinno's analysis for UCU showed that the decision is rarely that binary. Every major ERP platform still requires significant customization for university-specific workflows. The real question is which platform provides the best foundation for the custom work you'll need, and what the long-term cost of maintaining that customization looks like compared to a fully custom build.

you have a vision

we have the means to get you there !

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The first point of contact
Volodymyr Zahrebelnyi
BDM
Strategic manager focused on actionable business insights
Alexey Solovyov
BDM
Tech strategist, who don’t pitch devs, but deliver outcomes
Stanis Bondarenko
Co-Founder & CRO
Strategist who keeps numbers and vision sharp

We stand with Ukraine