Skip to main content
Case Study — Production ERP

From estimate to wrap, one system runs the whole production.

A purpose-built ERP for film, television, and commercial production — replacing the spreadsheet-and-inbox sprawl that runs most shoots with a single source of truth, from the first budget line to the signed closure document.

Sector
Film & commercial production
Engagement
Product design & build
Scope
Full production lifecycle ERP
Role
Architecture, build, delivery
The brief

Every project ran on different tools, and the real number arrived too late.

A production house runs many projects at once with a crew that is mostly freelance. Budgets start their life in spreadsheets. Contracts live in email threads. Purchase orders get approved over text and reconciled from memory. Casting and location scouting happen in someone's head or a folder of reference photos.

The result is predictable: nobody knows a project's true position until it is over — by which point overruns are already sunk cost. When a shoot wraps, building the closure document means chasing every department for figures that no longer reconcile.

In a business with thin margins, the gap between estimated and actual is the business.
The production spine

The ERP mirrors the lifecycle of a production itself.

Each stage hands off to the next inside one system, so the budget set on day one is the same record being reconciled at closure — no re-keying, no parallel versions, no drift.

01 / Pre-pro

Build the estimate on the AICP bid form

A producer builds a line-item estimate before the project is greenlit — on the AICP Bid Form, the format every agency expects and uses to compare competing bids side by side. Sections, fees, and fringes are structured in from the start, so the estimate is agency-ready, not a blank spreadsheet.

02 / Greenlight

Convert the estimate into a live project

One action turns an approved estimate into an active project, carrying every budget line across as the committed baseline to track against. Nothing is re-entered and nothing is lost in translation.

03 / Crew up

Add the team, freelancers, and contracts

Staff and freelancers are added to a shared production roster, and contracts are generated against each engagement — terms, dates, and rates captured against the person and the project, not buried in an inbox.

04 / Commit

Raise purchase orders

POs are issued to freelancers and vendors and tied to specific budget lines, so every commitment is visible before money goes out — not discovered after.

05 / In production

Track budget vs. actual

A live view of estimated, committed, and actual spend per line and per project. Overruns surface while there is still room to act, turning the budget from a post-mortem document into a steering instrument.

06 / Wrap

Generate the project closure document

On completion the system assembles the full closure document automatically — final budget reconciliation, contracts, purchase orders, and the complete project record compiled into a single deliverable, the moment the shoot wraps.

Platform in action

What a production manager sees, live.

The dashboard surfaces every critical number in one view — active projects, budget utilisation, schedule progress, freelancer check-ins, and upcoming milestones — so a production manager can make decisions without opening a single spreadsheet.

// Indicative dashboard — representative of the live production environment.

Zoom in — the estimate engine

The estimate phase is a full AICP bidding engine.

Because the estimate is built on the AICP Bid Form — the standard US agencies require and use to compare bids in a triple-bid review — the work a producer does to win a job is the same record that runs the project and reconciles at wrap. These are the capabilities layered on top of that format.

Structure

AICP sections, pre-loaded

The full lettered structure ships built in — from prep and shoot crew through equipment, talent, and post finishing — so nothing is missed and every bid lands in the exact shape an agency auditor expects.

Math

Fees, fringes & contingency, live

Production fee, insurance, and contingency apply as percentages on top of below-the-line costs, with per-section overrides (a reduced fee on travel or P&W) and union fringes on labor lines — calculated instantly, with no broken cell references.

Actuals

One form, estimate to actual

Every AICP line carries estimated and actual side by side. Actuals flow back from the purchase-order log and timesheets, so the bid you submitted becomes the cost report you reconcile at wrap — one artifact, no re-keying.

Rate cards

Pricing pulled from the database

Crew day rates, equipment packages, and talent and location costs draw from the shared libraries, so estimates are fast to assemble and pricing stays consistent from one job to the next.

Versions

Scenarios without file sprawl

Bid revisions and alternate scopes — a 15s/30s/60s set, an added shoot day, a weather-day contingency — live as versions of one budget instead of a folder of conflicting spreadsheets.

Output

The bid package, generated

Top sheet, detailed cost breakdown, bid letter, and production calendar generate from the same data into a client-ready document — with per-section currency conversion for cross-border shoots.

Modules that run across every project

Three libraries the whole studio draws from.

CRM

Client & creative relationships

A lightweight CRM that records the preferences — the likes and dislikes — of clients, agencies, and directors, so the next pitch and the next shoot start from what already worked with that relationship.

clientsagenciesdirectorspreferences
Locations

Location library

Every available shoot location in one searchable catalogue. Each location is tagged by its features, so a producer can filter to an exact brief in seconds instead of scrolling through a folder of photos.

tag-based searchfeaturesavailability
Talent

Talent management

A database of talent that casting draws from directly. Profiles are tagged across attributes — including features and ethnicity — so a casting brief becomes a filter, not a manual search.

tag-based searchethnicityattributes
Budget control

Control within a project — and across the whole slate.

Estimates, contracts, POs, and actuals all bind to the same budget lines, so variance is computed live — and the same records generate the closure document at wrap.

Buy vs. rent

Capital decisions from the data

Rental spend per equipment item accrues across projects; when it crosses the cost of owning, the buy-vs-rent crossover surfaces on its own.

Vendor leverage

Negotiate from real numbers

Spend per vendor rolls up across the slate, so the suppliers earning the most business surface on their own — leverage for the next rate negotiation.

Dailies — the outcome

One source of truth, from first estimate to final wrap.

55%
less time assembling budget-vs-actual reporting
4–5 days
faster to a completed project closure document
100%
of purchase orders tied to a budget line
100%
of concurrent productions run from a single system

// Measured across live productions after rollout.

The takeaway

Built around how productions actually work.

Rather than bending a generic ERP to fit film, the system was designed along the production lifecycle a studio already lives by — estimate, greenlight, crew, commit, control, wrap — with the CRM, location, and talent libraries feeding every project underneath. The closure document, once a week of chasing, became the natural end of a process that was tracking itself the whole time.