01
Inventory
List the systems, the data in them and who depends on it.
The wiring diagram
We connect the systems you already run, so information entered once shows up where it is needed, within what each system is able to support.
What you receive
| From | To | What moves | Owner |
|---|---|---|---|
| ERP | Finance | Invoice totals | Finance lead |
| Projects | Finance | Project codes | Finance lead |
| CRM | Projects | Client and contact details | Pursuit lead |
| Documents | Firm knowledge | Approved standards | Technical lead |
| Communication | Projects | Requests and decisions | Project lead |
Working connections. Agreed ERP, CRM, project, finance, document and communication systems linked together and tested with real examples.
How we work
01
List the systems, the data in them and who depends on it.
02
Build the agreed links and test them with real examples.
03
Check that data keeps flowing and fix breaks quickly.
What to expect
A plain list of what each system allows, so nobody is surprised later.
Signals
The same project code is typed into several systems.
Reports are built by hand because tools do not share data.
You want automation but your data is spread across tools.
Related solutions
Next step
Tell us which tools you run and we will map the first connection.