Catalogue configuration
Setup copied from another client, with no mapping of how your operation works. The team ends up adapting to the system instead of the other way around.
"The system is good. It just is not how we work."
SaaS implementation
Your platform live in weeks. With the team actually using it.
We implement CRM, ERP and service desk with the process modelled on your operation — not on the vendor default. Scope, timeline and investment come out of the diagnostic and go into the contract.
4–8 wks
from kickoff to go-live
92%
adoption within 30 days
0
history lost in migration
We implement, integrate and sustain
SalesforceHubSpotZendeskSAPTOTVSPipedriveRD StationOmieBlingFreshdeskIntercomMonday.comZoho CRMPower BI
Why rollouts fail
The system goes live. The operation stays behind.
Four failures explain most projects that burn the budget and change nothing in practice.
Migration done in a rush
Truncated history, duplicate contacts and balances that do not reconcile. With no reliable base, nobody trusts the reports that come out of it.
"We went live without the history. We still open the old system."
A single training session
One generic webinar for everyone, recorded and forgotten. Two weeks later the operation is back on the spreadsheet.
"We have paid for the enterprise CRM for a year. Half the team never logged in."
A project with no end date
The three-month plan turns into fourteen, scope grows every meeting, and nobody can say when it ends.
"We spent the yearly budget and the go-live is still partial."
What we put live
Three core systems. One integrated operation.
We implement the core that holds the operation together and connect all three, so each data point is created once and holds true everywhere.
CRM
Sales & RevOpsPredictability on the commercial side.
Who is in the funnel, at which stage, and how likely they are to close. Without it, a sales forecast is an opinion.
Deliverables for this track
- Funnel modelled on your real sales stages
- Migration of contacts, history and opportunities with duplicate handling
- Integration with ERP and service desk so revenue matches the books
- Pipeline, forecast and per-rep productivity dashboards
- Follow-up automation, lead routing and stagnation alerts
Case · go-live in 6 weeks, 40,000 contacts migrated with no loss
ERP
Operations & FinanceA single base to close the month.
Finance, inventory, purchasing and invoicing on the same base, under your own tax rules.
Deliverables for this track
- Chart of accounts, cost centres and tax rules structured
- Migration of balances, products and history with validated reconciliation
- Automated invoicing, e-invoice issuing and bank reconciliation
- Integration with CRM and BI so data is created only once
- Documented monthly close, with no manual exports
Case · full operation in 2 months, 94% adoption
Service desk
CX & Customer successEvery channel in a single queue.
Email, WhatsApp and chat with the full customer history in front of whoever answers.
Deliverables for this track
- Channels unified into a single queue with prioritisation rules
- Knowledge base and macros to cut first response time
- AI agents on triage and first level, with human review
- SLA, CSAT and first-contact resolution indicators
- Integration with CRM so support sees the whole customer
Case · −41% in handling time
How it works
Four phases. Deadline set in the contract.
Every phase ends with a deliverable you validate. Nothing moves forward without the previous one approved, and you always know where the project stands.
- 1Week 0
Diagnostic
We map processes, current stack and bottlenecks. You get the rollout plan with scope, timeline and investment defined — and you decide whether to go ahead. Free, no strings.
- 2Weeks 1–2
Architecture
Solution design, data model, required integrations and business rules documented before a single configuration click.
- 3Weeks 2–5
Rollout and migration
Configuration, data migration validated against the legacy base, API integrations and testing with the key users of the operation.
- 4Week 5+
Adoption and support
Role-based training, technical and operational documentation handed over, and usage indicators tracked until the adoption target is met.
Fixed scope
What's included. No fine print.
Every rollout project delivers these items. What varies is the size of the operation, not the depth of the delivery.
Configuration
- Modelling of the real process, not the vendor default
- Fields, screens, permissions and business rules
- Workflow automation and notifications
- Staging environment before go-live
Data
- Migration with deduplication and normalisation
- Reconciliation validated against the source base
- Documented rollback plan
- Operational dashboards and reports live
Integration
- API connection between CRM, ERP and service desk
- Webhooks and middleware where needed
- Sync failure monitoring
- Technical documentation of every integration
People
- Training split by role
- Written operational manual, not just a recording
- Adoption tracked until the target is met
- Handover so your team administers it alone
Support after go-live is optional and billed separately, on a monthly fee. You hire it if you want continuity — never because you became dependent.
Results
Completed rollouts. Auditable numbers.
5 wks
Average go-live
from kickoff to the team operating
92%
Team adoption
active users within 30 days
96%
Retention
clients that stay with us
Operations that went through this
See all cases→Some of the companies we serve
Before you decide
What people ask before signing.
Between 4 and 8 weeks on most projects, from kickoff to the team operating. The timeline comes out of the diagnostic and goes into the contract.