Specialist implementation
CRM, ERP & Operational Improvement
A focused scope, agreed in writing before work begins.
CRM, ERP and operational process development, with policy, procedure and governance-document requirements mapped to your business. For: Businesses held back by manual work, disconnected tools, poor reporting or delivery bottlenecks.
What the work can include
- Workflow and operating-process review
- CRM or ERP requirements and selection support
- Integration and automation scope
- Reporting, documentation and training requirements
Problem & context
Acquiring more customers can expose weak operations. We map the work, identify system requirements and sequence improvements around the business rather than a software sales pitch.
Scope, dependencies & timing
Separate unless agreed: Software licences, data migration, custom development, integrations and support are priced separately unless included in the proposal.
What we need: Process-owner input, system inventory, data-quality information and secure access agreed after engagement.
Delivery dates, revisions, dependencies and any ongoing term are agreed in writing before paid work begins.
FAQs
What is the difference between CRM and ERP?
CRM focuses on customer relationships and sales/service processes. ERP connects core operational functions such as finance, inventory and resources. The right starting point depends on your bottleneck.
Must I replace my software?
No. We first consider process improvement and the capabilities of the systems you already have.