Business supportSystems Integration
Make your systems work together
Your accounting package, CRM, job system, website and spreadsheets each hold part of the picture. We connect them, so information is entered once, stays consistent and flows to wherever it’s needed.
Is this you?
Signs it’s time
- Customer details are different in every system.
- Invoices are re-keyed from the job system into accounting.
- Website enquiries are copied into the CRM by hand.
- Reports need data stitched together from several places.
- A new system was bought but never properly connected.
What we do
How we approach it
Integration design
We decide which system should own each piece of information and how it should flow, before anything is built.
Connect
APIs, connectors and middleware link your accounting, CRM, job management, e-commerce and other platforms.
Clean up
Duplicate and inconsistent records are merged and corrected, so the integration starts from good data.
Monitor
Integrations are monitored and alert someone if they stop, so problems are fixed before anyone notices.
What you get
What you get
- An integration map showing which system owns what
- Working, documented integrations
- Data clean-up
- Monitoring and alerting
- Support options
Not sure this is the right starting point? The Operations Review covers spend, risk and process in one fixed-price engagement.
Results
Related work
Cost · Process · Integration
Cutting $2 million a year from an internet provider’s costs
A fast-growing provider was overpaying on one of its largest overheads, and every new customer meant more manual work. Both problems were fixed.
Find out what your business could save
A 30-minute conversation costs nothing. Tell us what’s frustrating you and we’ll tell you honestly whether we can help.