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How we deliver

A clear method from scoping to go-live

We work directly with owners, management, department heads and end users, and turn operational problems into requirements a system can implement.

Team workshop mapping a project on a wall of notes

Our method

Four steps

1. Current stateHow people, process and systems work today, and where the gaps are.
2. Future requirementsWhat the system must do, agreed with the people who use it.
3. To-be process flowThe new workflow, with controls and automation replacing manual steps.
4. Build and handoverConfiguration, training and support, so it keeps working after we leave.

What it looks like

From manual steps to a controlled workflow

Illustrative examples from a scoping report.

Swipe or use the arrows to see more.

Contract won

Automation
Today

Re-keyed into a new project

With the ERPWon contract creates the project, tasks and budget.

Project management

Workflow
Today

Spreadsheets and chat

With the ERPTasks, hours and deadlines in one project view.

Project profit & loss

Reporting
Today

Costs in separate files

With the ERPLive P/L per project: revenue, cost and margin.

Milestone billing

Automation
Today

PM tells finance, if remembered

With the ERPMilestone done, finance reminded to invoice.

Monthly invoicing

Automation
Today

Sent by hand each month

With the ERPInvoice sent automatically on the same day each month.

Billing from contract

Automation
Today

Rates and work checked by hand

With the ERPInvoice priced from the contract, ready to send.

Payment reminders

Automation
Today

Chasing by email

With the ERPOverdue invoices followed up automatically.

Purchase approval

Workflow
Today

Email threads

With the ERPRouted for approval, with audit trail.

Stock reorder

Automation
Today

Manual stock checks

With the ERPLow stock triggers a reorder, every movement recorded.

Leave

Workflow
Today

Forms and email

With the ERPApproved in the ERP. Balances update.

Read more about ERP requirements scoping or the ERP build.

Let's define what success looks like.