We collaborate closely with our clients, listening carefully to identify their business needs and to create a tailored solution that will support their
bigger business picture. For us, it is important, to not only set up a system for a client, but to make sure that the client learns how to make the best use of
it, to improve their efficiency and productivity as the business is growing.
How we quote for projects
With “simpler” systems, or where you have a clear idea of what you need, we can often gather sufficient information from one or two detailed calls
(following an initial ‘meet & greet’ call) to put together a fixed price quote for your implementation project.
Where the system scope is much wider and/or more complex, and you need our help in understanding how your business processes could be implemented in a
Dynamics 365 or Power App system, we would engage with you via a paid Scoping Exercise. Where we would be migrating functionality (and data) from an existing
system (or systems) and the proverbial “pile of spreadsheets” we would need to undertake a Scoping Exercise. During this project, we would meet with you and
your team on-site, as many times as it takes, until we are all clear on the initial Scope of Work that we should provide a fixed price for implementing for you.
We can provide further, revisions of the scope, and hence price, if required.
During an implementation project we very much follow a “build – walkthrough – gather feedback – repeat” process, so that we end up with a system that meets
your needs, and which will support your business for years to come. Post Go-Live, we will continue to support you, and update and “tweak” your system as you become
more familiar with how it works and what it can do, and as your business evolves over time. To help with this, some of our support packages include ongoing
improvements (to existing functionality) as part of your month support fee. Ad-hoc “mini-projects” can also be carried out as required if you instead wish to go
for more basic support package. [Note: Taking out a support package with us are optional.]
What types of systems do we set-up?
In addition to traditional ‘sales pipeline’ CRM functionality, many of the systems that we set up extend this to include customer service, service/delivery
management, scheduling, automated billing, finance system integration, as well as integrations with other third-party systems.
As an example of non-traditional CRM systems, we have implemented what we would describe as “Order Management” systems for wholesale construction companies.
These were all long established businesses, with a regular customer base, and hence there was less of a need to implement as “lead to sales” pipeline. Instead,
quotes for the delivery of materials (at a quantity & price, over a time period, to a specific location) are captured within the system, and thereafter the rest of
the functionality focused on capturing orders and scheduling their delivery to the destination sites. Some set-ups also included a dedicated mobile App from delivery
drivers, and/or integration to the finance system for automated invoicing.
Across all the types of projects that we do and the systems that we set-up, our primary aim is to make your business more efficient, consistent, and productive,
so that you can better serve your customers, and scale your business.