How an engagement runs
Four stages, in order. Each one produces something you can read, check, or measure before the next one starts.
Baseline
Before anything is designed, we measure the process that is costing you hours: which steps are manual, how long each one takes, who touches it, and where information falls through the gaps. The output is a figure both sides accept.
A baseline is a precondition, not a formality. Without one, nobody can prove afterwards whether the system worked — and we will not take an engagement where that proof is impossible.
Architecture
Next comes a written implementation plan: what will be built, which models and services it uses, how it reaches your existing systems, and how it stays maintainable in five years. It is a standalone paid deliverable and it belongs to you.
You can take it to another firm for a second opinion, or act on it yourself. We would rather lose the build than write a plan that only works if we are the ones holding it.
- Business problem
- The process, the hours, and the cost of leaving it alone.
- Process analysis
- Every step, its owner, and its failure modes.
- Data flows
- Where information enters, what transforms it, where it lands.
- Target architecture
- Models, services, and integration points, with the reasoning for each.
- Security
- Access, retention, and data-protection requirements the build must meet.
- Maintainability
- Who operates this in five years, and what they need in order to.
Integration
The system goes inside the software your people already open every morning, not beside it. That is the difference between a tool somebody has to remember to use and a process that runs whether anyone remembers or not.
We handle the integration, testing, and deployment ourselves rather than subcontracting it, because the seams are where these projects fail.
- ERP
- Invoices, orders, stock, master data.
- CRM
- Cases, contacts, pipeline, correspondence history.
- Document management
- Contracts, scans, attachments, version history.
- Customer service
- Ticket intake, routing, drafted responses.
- Inbound documents, structured extraction, replies.
- Databases
- Reporting, reconciliation, and the queries behind both.
Operations
Operations are in scope before you sign, not sold to you afterwards. A system nobody operates is a system that quietly stops working, usually without anyone noticing for months.
- Monitoring
- Throughput, error rates, and drift, checked against the baseline.
- Maintenance
- Model, dependency, and integration changes as the systems around it move.
- Improvement
- The next process, once this one is holding.
- Incident response
- A named route when something breaks, with an agreed response time.
Start with the measurement
Name the process that is costing you hours. We will tell you whether it is worth measuring before anything is built.