Platform selection
Structured evaluation against your actual process, with a scored comparison and a total cost view over five years — not a demo beauty contest.
Capability
Software should follow the process, not fight it.
ERP, CRM and workflow platforms selected, integrated and made to fit how you work.
The brief
An order arrives in one system, gets keyed into a second for production, and is invoiced from a third — with a spreadsheet quietly reconciling all three. Every handoff is a place where time is lost and a number goes wrong. We map the process end to end, choose or configure the platform that fits it, and connect the systems so data moves once. The measure of success is how much manual re-entry disappears.
Signals you may recognise
What we deliver
Each item below is scoped, priced and delivered on its own — take one, or take the set.
Structured evaluation against your actual process, with a scored comparison and a total cost view over five years — not a demo beauty contest.
Finance, inventory, procurement and manufacturing modules configured, with data migrated and reconciled before go-live.
Pipeline stages, quoting and after-sales service modelled the way your team sells rather than the way the template assumes.
APIs and event flows connecting ERP, CRM, e-commerce, logistics and banking so data is entered once and travels.
Approvals, document routing and exception handling automated — the small daily frictions that quietly consume hours.
Purpose-built where the standard product genuinely does not fit, kept deliberately thin so upgrades stay possible.
One customer record, one item master, clear ownership and validation rules that stop duplicates being created.
Ongoing care after go-live — user support, release testing, and a prioritised backlog of improvements.
What it produces
Integration removes the duplicate typing that causes most reconciliation errors.
Approvals and handoffs that ran on email now run on rules and route themselves.
Month-end shortened once reconciliation stops depending on manual assembly.
Measured platform usage after ninety days, not a licence count.
How the work runs
We refuse to configure a platform before the process is drawn on a wall. Automating a broken workflow only makes it faster to be wrong.
Sessions with the people doing the work, capturing every handoff, workaround and spreadsheet in the chain.
Requirements scored against candidate platforms, then configuration built against the agreed future-state process.
One department, one product line or one branch runs live first, so problems surface at small scale.
Phased rollout with data migration, parallel running where the risk warrants it, and super-users trained to carry it forward.
Deliverables
Platforms and tooling
When clients call us
When inventory and production no longer fit in a bookkeeping package and the spreadsheets have taken over.
A rollout that went quiet halfway. We assess what is salvageable and restart with a scope people believe in.
Several companies or branches on different systems, brought onto one chart of accounts and one reporting line.
The difference
Most ERP failures are people failures wearing a technical costume.
The process workshop happens before any platform is bought. It is the cheapest possible stage to discover a bad fit.
Every line of custom code is a future upgrade problem. We push hard toward standard functionality and justify each exception in writing.
We train your people to own the system. If you still need us for routine changes a year later, we did the job badly.
Questions
By scoring platforms against your documented process, integration needs and five-year cost — including implementation, licences and the internal time nobody budgets for. We publish the scoring so the decision is yours, with reasoning attached.
Frequently. We assess configuration quality, data integrity and where trust broke down, then propose either a reset of scope or a completion plan. Sometimes the honest advice is to stop.
Some will, and that is usually healthy. We distinguish between genuinely differentiating practices worth preserving and habits that exist because an old system demanded them.
A focused mid-size ERP rollout runs three to six months from process mapping to pilot go-live. Multi-entity or manufacturing-heavy scopes run longer, which we phase rather than compress.
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Talk to us
Point to the spreadsheet that sits between two systems. Removing it is almost always the highest-return piece of work available.