ERP and CRM
Sales flows, jobs, billing and operations using consistent information.
We study processes and data flows to design tools people can actually use: ERP, CRM, integrations, dashboards and automation.
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When data moves from a spreadsheet to an email, then into an ERP and back to another file, errors and coordination time grow. We map people, information and handoffs.
Sales flows, jobs, billing and operations using consistent information.
Connect existing systems without re-entering the same data.
Readable indicators tied to production, consumption and business goals.
Capture, organize and approve operational information.
Assess search, extraction and assistance where they reduce repetitive work.
Build for a specific process when standard products do not fit.
Before developing software, we define goals, users, data, constraints and acceptance criteria so investment and timing can be assessed.