Solution 05
Business systems that finally talk to each other.
Vendor-neutral selection, careful implementation and clean integration across ERP, CRM, accounting, HR, inventory and point of sale.
Service scope
- ERP selection & implementation
- CRM selection & implementation
- CRM customisation & data migration
- Accounting system integration
- HRIS & payroll integration
- Inventory & POS systems
- Cross-system integration
- System administration & support
The challenge
Disconnected systems mean disconnected decisions.
- Accounting that does not connect to the ERP or CRM
- Sales and finance working from unsynced data
- A business outgrowing spreadsheets or a starter platform
- A CRM that nobody actually uses
Our approach
Requirements first, then a phased, validated rollout.
We interview every department that touches the system, evaluate two or three platforms against those requirements, and build in a sandbox first. A parallel period runs before cutover, migrated data is reconciled record by record, and your team is trained and supported through launch.
Capabilities
ERP selection & implementation
Platforms such as NetSuite, Dynamics 365, Odoo and SAP Business One evaluated and implemented.
CRM selection & implementation
Platforms such as Salesforce, HubSpot, Zoho, Dynamics and Pipedrive, chosen around how you sell.
CRM customisation
Custom fields, pipelines, automation rules and reporting.
CRM data migration & cleanup
Clean, de-duplicated, validated customer data in the new system.
Accounting system integration
QuickBooks, Xero and Sage connected to the rest of the business.
HRIS & payroll integration
People, payroll and finance data kept in step.
Inventory management systems
Accurate stock visibility across locations and channels.
POS system selection & integration
Point of sale connected to inventory and accounting.
Business management & workflow systems
Operational platforms that structure everyday work.
Document management systems
Organised, searchable and controlled business documents.
Cross-system integration
ERP, CRM, accounting and e-commerce connected so data flows automatically.
Business systems consulting
Independent, vendor-neutral platform evaluation.
System administration & support
Ongoing configuration, user management and support.
Architecture
Connected business systems.
- UsersTeams working from one consistent view of the business.
- ApplicationsERP, CRM, accounting, HR, inventory and POS.
- IntegrationAutomated data flows between every system.
- DataValidated, reconciled records with clear ownership.
- AdministrationDocumented configuration, access and support.
Use cases
ERP implementation
Moving from spreadsheets or a starter platform to a scalable ERP.
CRM rollout
Giving a growing sales team a CRM that fits how it actually sells.
Finance and CRM integration
Connecting accounting to sales and operations data.
Platform consolidation
Reducing overlapping tools to a smaller, connected set.
Process
How we deliver.
Discover
A short call to understand the problem, your current systems and who needs to be involved.
Assess
An on-site or remote review of the current state, before anything is proposed.
Propose
A written proposal tied to your business outcome, with pricing, timeline and clear exclusions.
Kick off
A signed agreement, confirmed stakeholders, access and a shared communication channel.
Deliver
Phased delivery with a mid-point check-in on anything longer than two weeks.
Hand over
Documentation, credentials and a plain-language summary of what was done and why.
Support
Ongoing management, or the next step on your technology roadmap.
FAQ
Questions, answered.
We are vendor-neutral and do not resell platforms. We recommend based on your documented requirements, usually comparing two or three options.
Skipping it is the most common cause of failed ERP and CRM projects. We interview every department that will use the system before recommending anything.
Data is migrated with a validation and reconciliation step, so record counts and key totals match before cutover.
Requirements gathering, platform evaluation, build in a sandbox, a parallel run, validated data migration, training with a written quick-reference guide, one to two weeks of hypercare and a 90-day review.
Related solutions
Software Development & Integration
Custom applications, portals and APIs, plus the integration work that keeps your systems in sync.
Managed IT Services & Support
Helpdesk, monitoring, administration and day-to-day technology upkeep under a clear service level.
Data & Business Intelligence
Turning scattered data into dashboards, reports and analytics leadership can actually use.
Start a conversation
Let's discuss your Business Systems requirements.
Tell us about your systems, your objectives and the challenges in between. Our team will review your requirements and respond with a considered next step.