The problem we usually walk into
Customer data in one tool, transactions in another, approvals by email, reporting in a spreadsheet that one person understands. Everyone works around the gaps, and the organisation never quite trusts its own numbers.
An ERP or CRM platform is not a product you install. It is a decision about where the truth lives and how work flows through it. That is what we help you get right.
What we do
- Discovery and process mapping. We map how customers, orders, cases, members or applications actually move through the organisation, including the exceptions nobody wrote down.
- Platform design. One data model for customers, entities, transactions, approvals and records, with the rules and permissions that govern them.
- Build or integrate. Sometimes the right answer is a bespoke platform. Sometimes it is connecting an existing CRM to a rules engine, a portal and a reporting layer. We recommend on the evidence.
- Workflow and approvals. Submit, review, approve, publish and escalate paths that are configurable rather than hard-coded.
- Reporting. Operational dashboards and reports fed from the same data the platform runs on, so there is one version of the truth.
- Migration. Moving records out of spreadsheets and legacy systems with validation, reconciliation and a rollback plan.
Where we have done this
- Customer and transaction portals connected to CRM systems for a treasury agency.
- Member administration, payments and entitlement calculation for an Australian health insurer.
- A centralised authentication and entitlement service, Entitle, so every application in a platform shares one login and permission model.
- A delivery management system, Dingo, that takes work from a schedule workbook through preparation, production and delivery with full history.
- Planning and scheduling for a manufacturing plant.
What makes our platforms different
| Principle | In practice |
|---|---|
| Rules are configuration, not code | Thresholds, statuses, approval paths and validation rules can be changed by authorised administrators. |
| Every change is traceable | Version, lock, import and item history are part of the design, not an afterthought. |
| Validate before you commit | Imports and submissions are previewed and checked before they become live records. |
| Built for the people who use it daily | Screens are designed around the operational job, not the database schema. |
Start here
Bring us the process that is currently held together by spreadsheets and goodwill. We will map it with you and propose the smallest platform that makes it reliable. Get in touch.