Platform, Security & Operations
Business systems
What this category covers
Every business eventually asks the same three questions. Who might buy from us, and how far has that conversation got. What do we hold, what has sold, what is owed to us and by us. And who is dealing with the customers who have already bought. A CRM answers the first, an ERP the second, a support desk the third. The remaining services here sit around those - systems for people, for work in progress, for documents, for recurring money, and for the connections between all of them.
The businesses that buy this work fall into two groups. Some are still running on spreadsheets, paper and individual memory, and have reached the point where that cannot stretch further. Others already bought software, had it configured once, and now have a system nobody trusts — duplicated records, stages nobody moves, and a team that quietly went back to the old way. Both need the same thing, and it is not code. It is a decision about how the work runs, written down, configured, migrated cleanly, and taught to each role in the terms of their own job.
These systems do not primarily make work faster. They make it happen in one place, so the company sees a single version of the truth rather than one per department. That is what changes what a business can decide.
- Services
- 8
- Detailed pages
- 8
16
Business Systems (CRM / ERP / SaaS Ops)
8 services
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01
CRM implementation
HubSpot, Salesforce or Zoho set up, migrated and taught.
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02
ERP implementation & customisation
Finance, inventory and operations in one system.
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03
HRIS & payroll system setup
Onboarding, leave, payroll and compliance workflows.
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04
Project management system setup
Jira, Asana or ClickUp — workflows, templates, automations.
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05
E-signature & document workflow
Approval and signing pipelines, DocuSign-style.
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06
Support desk setup
Zendesk or Intercom — macros, SLAs, routing, knowledge base.
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07
Billing & subscription management
Stripe Billing, invoicing, dunning and revenue reporting.
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08
Systems integration (iPaaS)
Teaching a company’s separate tools to talk to each other.
How the work runs.
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01
Scope
What you actually need from Business Systems (CRM / ERP / SaaS Ops), written as deliverables rather than adjectives.
A day or two
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02
Price and date
A fixed scope, a number and a delivery date, agreed before anyone starts.
Same week
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03
Build
The work itself, with something you can open and look at rather than a status report.
The bulk of it
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04
Handover
Files, access and a walkthrough. Nothing is held hostage.
Final day
See where the site stands before you brief anyone.
Before scoping Business Systems (CRM / ERP / SaaS Ops) work, it helps to know what the site is doing today. The audit reports what it checked, what it found, and — the part most tools leave out — what it could not check, and why.
Questions people ask before they commit.
- Where should we start if several of these are broken at once?
- With whichever one is costing you money now, and almost always with one at a time. Businesses that attempt to replace three systems in a single programme tend to finish none of them, because each one competes for the same scarce resource — the attention of the people who actually do the work. Sequenced properly, the first project also teaches everyone how the next one should run.
- Do we choose the platform before we talk to you?
- You do not have to, and it is often better if you have not committed. Platform choice turns on how technical your people are, what the licences will cost in two years at your expected headcount, and what the system has to connect to — none of which can be judged before the process is mapped. If you have already bought something, we will work with it where it is a reasonable fit and tell you plainly when it is not.
- Why does so much of the time go on meetings and spreadsheets rather than software?
- Because that is where these projects succeed or fail. What you are buying is not a set of settings but a change in how the company works that survives contact with habit — so the effort goes on understanding how the work really runs, cleaning data, and getting people to work the new way. Configuration is the fast part. What it is configured to do is the expensive part to get wrong.
- Are software licences included in your prices?
- No. Subscriptions are bought by you, in your own name, on your own account, so you keep ownership and control of the system and its data. What we quote covers discovery, configuration, migration, testing, training and documentation.
- What do we get at the end of a project?
- Administrative documentation covering what was built and why, recorded training and one-page reference sheets for each role, a migration record showing what came across and what deliberately did not, a list of access and who holds it, and the outstanding items that were consciously deferred. That last list is usually the starting point for the next phase.
- How do we know people will actually use it?
- Adoption is designed in rather than hoped for. The system is built from how the work is genuinely done rather than how it is supposed to be done, kept deliberately small at launch, tested by the people who will use it on their own live work, and taught per role on their own records. Where the owner is not visibly involved, we say so early, because habits rarely change without that.