Holded Implementation

Not only do we implement Holded, we accompany you in every step

At GROUPmee we are part of Holded’s Official Solution Partner program, which allows us to offer something that goes beyond a simple software license: a complete consulting, and implementation service tailored to the real needs of your company.

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PHASES OF THE IMPLEMENTATION OF HOLDED

Our implementation process is designed so that Holded starts working for you as soon as possible, without interrupting your daily operations.

Preliminary analysis: We understand your business before touching any tool

Before setting up anything, we sit down with you to understand how your company really works.

We study your internal processes, the structure of your teams, current workflows, and the specific needs of your sector. We analyze the volume of data you handle, how it is organized, and what tools you use today. This initial diagnosis allows us to identify inefficiencies, anticipate potential adoption frictions, and recommend the Holded setup that best fits your reality, not a generic template.

Custom setup: We adapt Holded to your way of working

Once the strategy is defined, we take care of setting up Holded from scratch according to your specific needs. This includes the configuration of modules, the creation of customized workflows, the adaptation of document templates to your corporate identity, and the setup of permissions by role and team. Every configuration decision responds to your business objectives, the sector you operate, and how you want your teams to work day a day.

Data migration: We transfer your history without losing a single piece of data in the process

Changing systems does not mean starting from scratch. We take care of exporting, cleaning, transforming, and importing all your data; clients, suppliers, products, invoices, inventory, etc., from your current platform to Holded in an organized and verified manner. We review the integrity of the information before and after the migration to ensure there are no losses, duplicates, or errors.

The goal is that on the first day you use Holded, you already have your entire history within it.

Integrations: We connect Holded with the rest of your digital ecosystem

Holded does not work alone; we connect it with the tools that are already part of your operations: your online store, your CRM, payment platforms, marketplaces, logistics solutions, or any other software you use daily. The result is a unified ecosystem where information flows automatically between systems, eliminating manual data entry, reducing errors, and giving you a centralized view of your entire business in real time.

Why with GROUPmee?

With GROUPmee Without GROUPmee
Custom implementation included
Self-configuration on your own
Training adapted to your business
Generic documentation and tutorials
Consulting and continuous support
Standard technical support
Integration with other tools
Integrations without advice

FREQUENTLY ASKED QUESTIONS ABOUT THE IMPLEMENTATION OF HOLDED

How long does it take to implement Holded?
It depends on the complexity of the company: the volume of data to migrate, the number of integrations, and the modules to configure. In most SMEs, a complete implementation is resolved within 2 to 6 weeks.
Do I have to stop working while Holded is being implemented?
No. We plan the implementation so that the process does not interrupt the daily operations of your company. The migration and tests are done in parallel until everything is validated.
What happens if I already have Holded activated but misconfigured?
We also work with companies that are already using Holded but are not taking full advantage of it. We conduct an audit of the current configuration, identify the problems, and correct them.
Do you include team training in the implementation? Training is a separate service that complements the implementation. You can hire them together or separately.

Start with a free consultation
Tell us how your company currently operates and we will tell you exactly what a Holded implementation would involve: timing, phases, and what you can expect at the end of the process.