Service
Most businesses already generate the data they need to make better decisions - it is just scattered across spreadsheets, inboxes and systems that do not talk to each other. We build tailored CRM and work-management systems to bring that information together, and dashboards that turn it into something you can act on.
Scope
A CRM, analytics or business intelligence engagement typically covers:
CRM systems
We develop personalised CRM systems that systematise, analyse and manage customer and project data, and measure staff working time.
Customer, contact and deal information in one place, instead of scattered across inboxes and spreadsheets.
Every project, task and internal process tracked with clear owners, deadlines and status.
Accurate timekeeping against projects and clients, ready for billing and reporting.
Current, reliable data that management can use to plan, prioritise and improve.
Business intelligence
We help you visualise and analyse the data you collect, and put the results to work in how you manage the company.
Methods
From understanding the past to anticipating what comes next.
What happened?
Clear summaries of sales, costs, workload and activity over any period you choose.
Why did it happen?
Drilling into the data to find the causes behind a trend, an outlier or a change.
What is likely to happen?
Using historical patterns to forecast demand, capacity and results, so you can plan ahead.
This service suits organisations juggling customer and project information across disconnected tools, teams that assemble the same report by hand every week or month, and management that wants a clear, current view of the business without asking someone to build a spreadsheet first.
A typical engagement starts by mapping the information you already hold and the decisions you need it to support, then moves to a scoped design for the CRM, work-management system or dashboard involved. Build-out proceeds in stages, with real data connected as early as possible so what you see during development reflects what you will use afterwards, and concludes with handover and documentation for your team.
Services
If your customer, project or reporting information is scattered across tools that do not talk to each other, we would like to hear about it.