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Service 03

One organizational system: CRM and ERP

Customers, processes, inventory and finance in one place, tailored to the way you work.
Most organizations don't suffer from too few tools but from too many: a spreadsheet for orders, software for accounting, a file for inventory and a long-time employee's memory for everything else. An enterprise CRM, together with the ERP, brings all of that into one place where every question has one answer. We set it up around your processes and don't force you to work according to software written for someone else. The migration happens module by module, so day-to-day work doesn't stop for a single day. Every phase has a rollback point, and the historical data moves together with the process so nobody is left without the context they had before.
The problem

An enterprise CRM starts with one question: where is the truth

The same figure lives in three places, and nobody knows which one is current.
To find out what's happening with a customer you have to ask two people and dig through an email thread.
The system we bought forces a way of working that doesn't fit the organization, so in practice everyone went back to Excel.
An employee who leaves takes the context of their customers with them, and there's no way to recover it.
How it looks in practice
A chain with nine branches managed orders in a shared spreadsheet, inventory in a separate file and billing in an external system. When a branch wanted to know if an item was available, it called the warehouse. We built one system where the order, the inventory and the billing sit on the same record: an order opened at a branch deducts stock immediately, and the chain manager sees what's happening in every branch in real time. The old spreadsheets were migrated into the system with duplicates cleaned up, and the branches ran both methods in parallel for two weeks until the switchover was complete. The first phase covered only orders and inventory; billing was connected a month later, once the team already felt confident with the system. Branch managers got a short one-hour training session, and for the first two weeks someone from our team was available by phone for any question.
What the service includes

A system built around your process

Customer and sales management
From first enquiry to renewal, in one process where you can see at any moment where each deal stands and who owns it.
Operations management
Tasks, orders, projects and inventory — only the modules relevant to you, with no screens nobody opens.
Finance module
Connecting to your accounting and billing systems, so an invoice or payment updates the customer record without double entry.
Data migration
Moving the data from your existing systems and spreadsheets, including removing duplicates and filling in missing fields. Your history comes with you, it doesn't get left behind.
Role-based permissions
Everyone sees what they need and no more, including hiding profitability and salary data from those who shouldn't see it.
Connecting to what stays
The systems you keep working with get connected instead of thrown out. You could replace everything, but you almost never need to.
How it works

From the first meeting to go-live

01
Process discovery and defining the modules that go into the first phase — usually one or two, not all of them.
02
Setting up the system and adapting the screens to the language, fields and names you actually use.
03
Data migration and parallel running against your current method, until it's clear the system can be trusted.
04
Go-live module by module, with a rollback point at every phase.
05
Support in the first weeks and fixes based on actual usage, which is always different from the plan.
Who it's for

If you recognize yourself here, this is a conversation worth having

Organizations that run on spreadsheets and have outgrown what a spreadsheet can hold, until every simple question means opening three files and cross-checking them.
Organizations with a legacy system nobody supports any more and that can't be extended.
Organizations with a unique process that no off-the-shelf system covers without heavy customization.
FAQ

What we usually get asked

Will we need to replace all our systems?
No. You start with what hurts most and connect the rest. A full replacement is a separate decision.
What happens to the historical data?
It comes across. Data migration is part of the project, not a paid extra.
Our people aren't technical.
That's exactly what training and support are for. See Product & project management.
Can we start with just one module?
Yes, and in most cases that's what we recommend. You start with the module that hurts most, make sure it works in practice, and only then expand. That spreads the cost and gives the team time to adjust.
Related services
05
Your numbers, on one screen ←
06
Make your systems work together ←
And all of it sits on reliable enterprise infrastructure
Information security Identity & permissions Device management Backup & recovery
Smart systems are only as good as the environment they run in. We build and manage the organization's working infrastructure — identity and permissions, device management and security, encryption, backup and recovery — on cloud platforms certified to the strictest international standards. Your organizational data stays owned and controlled by you.
Next step
Send us the spreadsheet you depend on most, and we'll show you what it looks like as a system.
An introductory call of about 20 minutes
No cost, no commitment
A reply within one business day
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