Control, clarity, and confidence.
We eliminate the "black box" of operations. We provide the systems architecture that allows you to validate data quality, mitigate risk, and report to the board with absolute confidence.
- Total visibility over your operational pipeline
- Accountability through clear system ownership
- Risk reduction via standardised compliance controls
Operational visibility.
You cannot steer a business based on anecdotes. We replace "gut feel" with real-time dashboards that aggregate data from across your entire stack.
Common issues:- Reliance on static, out-of-date spreadsheets
- Blind spots in the sales-to-delivery handover
- Inability to forecast capacity accurately
- Live executive dashboards
- Exception reporting (flagging what needs attention)
- Consolidated views of multiple departments
KPI definitions.
If Sales defines a "Lead" differently than Marketing, your reporting is flawed. We force the conversation to standardise definitions before we build the system.
Common issues:- Conflicting numbers in board packs
- Vanity metrics masking performance issues
- Lack of historical benchmarking
- Standardised Data Dictionary
- Locked-down formula fields in CRM
- Clear attribution models
Data quality.
Your systems are only as good as the data entered. We implement strict validation rules and ownership protocols to ensure your data is clean, complete, and reliable.
Common issues:- Duplicate client records
- Missing critical financial information
- No clear owner for data hygiene
- Automated de-duplication logic
- Mandatory fields at key stages
- Regular data health audits
Measurement framework.
We move you from reactive problem solving to proactive management by balancing leading indicators (activity) with lagging indicators (results).
Common issues:- Only measuring revenue (lagging)
- No visibility on pipeline velocity
- Inability to attribute success to specific channels
- Conversion rate tracking per stage
- Time-to-value measurement
- Churn prediction indicators
Privacy & compliance.
We design systems with "Privacy by Design" principles. We ensure your team has access only to the data they need, reducing internal risk and ensuring regulatory compliance.
Practical Controls:- Role-based access control (RBAC)
- Data minimisation (collecting only what is needed)
- Automated retention and deletion policies
- Staff offboarding automatically revokes access
- PII is segmented from general operational data
- Audit logs are enabled for sensitive records
- Consent preferences sync across all tools
Executive reporting rhythm.
We automate the heavy lifting of monthly reporting. Your leadership team should spend their time discussing strategy, not arguing about which spreadsheet is correct.
Practical Controls:- Automated delivery of PDF reports on the 1st of the month
- Trend analysis vs previous quarter/year
- Exception-based alerting for rapid decisions
Discovery Phase.
Before we build, we map. Discovery provides you with a complete architectural blueprint, risk assessment, and investment roadmap.
Key Deliverables
- Systems Architecture Map: Visualising data flow and integrations.
- Risk Register: Identifying compliance and operational vulnerabilities.
- Data Dictionary: Standardised KPI definitions.
- Implementation Roadmap: Phased timeline and resource requirements.
Implementation.
We execute the roadmap with a focus on adoption. We control scope tightly to ensure delivery on time and on budget.
Key Deliverables
- Configuration & Migration: Setup of tools and secure transfer of data.
- Integration: connecting the stack via secure APIs.
- SOP Documentation: Playbooks for your team.
- Training & UAT: Ensuring your team knows how to use the system.
Ongoing Systems Care.
Systems entropy is real. Our retainer ensures your investment doesn't degrade over time due to staff turnover, API changes, or process drift.
Retainer Scope
- Monitoring: Proactive checks on automation health.
- User Management: Secure onboarding/offboarding of staff.
- Quarterly Review: Refreshing reports and strategy.
- Support: Priority handling of bugs or issues.
Recent results.
Confidence in your execution.
Stop relying on guesswork. Let's build the systems that give you control.