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CRM / ERP and internal systems

A system that fits your process rather than a process bent to fit someone else’s system. Often cheaper and faster than customising an off-the-shelf tool.

Timeline

2–5 months

Format

In stages

What’s included

  • “As-is” process mapping
  • Roles and permissions design
  • Requests, deals, tasks
  • Inventory and documents
  • Reports for management
  • Change history and audit
  • Team training
  • Legacy data migration

How we do it

  1. 01

    Process deep-dive

    We spend 1–2 days with you watching how people actually work, not how the manual says.

  2. 02

    System map

    Entities, roles and screens, agreed before the first line of code.

  3. 03

    Staged development

    The most painful module first, so you see the effect within 6 weeks.

  4. 04

    Rollout

    Training, a period in parallel with the old tool, then the switch-over.

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