Business Analysis & Roadmap
You need a clear scope before choosing or changing a system.
We map the processes, users, data, and systems involved, then agree the problems worth solving and how progress will be measured. We turn the findings into a prioritised delivery plan.
What the engagement can include
- Process and requirements map
- Prioritised scope and success measures
- Delivery options, dependencies, and phased roadmap
Business and technical discovery; the depth of analysis is agreed at the start.
Implementation & Integration
You are introducing a new application or connecting existing systems.
We configure Microsoft business applications around your processes, prepare and migrate the agreed data, and connect the systems your teams rely on. Testing, user preparation, and the transition to live operation form part of the delivery.
What the engagement can include
- Configured applications and agreed integrations
- Validated data migration and testing evidence
- Go-live plan, documentation, and operational handover
Dynamics 365, including Business Central, and Power Platform. Applications, integrations, and migration scope are defined for each engagement.
Cloud & Application Development
Your process needs an application, portal, or mobile experience beyond standard products.
We design and build web applications, customer and vendor portals, and iOS and Android apps around the tasks people need to complete. We connect them to business systems and APIs, and modernise or migrate Azure environments where required.
What the engagement can include
- Agreed architecture and working application
- Tested connections, permissions, and release process
- Documentation and an agreed support handover
Custom software and Azure delivery can be commissioned together or separately. User roles, environments, and operational requirements shape the scope.
AI & Workflow Automation
Repetitive handoffs or information-heavy tasks slow your team down.
We identify where workflows or AI can support a defined business task, then build the solution into your existing process. We include review points, exception handling, and monitoring so your team can manage it after launch.
What the engagement can include
- Prioritised use cases and readiness assessment
- Working workflows or agents for the agreed tasks
- Review rules, exception handling, and monitoring
Power Automate, Copilot Studio, AI Builder, and Azure AI, selected around the use case, available data, and governance needs.
Data & Analytics Delivery
Your teams need reliable reporting across disconnected sources.
We connect and prepare data, define business measures with your teams, and build reporting for the decisions you need to make. Data ownership, access, and refresh processes are agreed alongside the dashboards.
What the engagement can include
- Defined measures and documented data sources
- Data pipelines, models, and reports in the agreed scope
- Access controls, refresh monitoring, and handover
Microsoft Fabric and Power BI, with architecture and reporting depth matched to your data estate and business requirements.
CRM Strategy & Adoption
CRM is live, but daily work still happens outside it.
We identify the barriers to adoption, simplify the screens and workflows people use, and clarify data ownership. We support training and changes to daily working practices, with progress measured against agreed adoption and business indicators.
What the engagement can include
- Assessment of adoption barriers and process gaps
- Prioritised improvements to everyday CRM work
- Role-based guidance and an adoption review plan
Dynamics 365 customer engagement processes, working with business owners, users, and IT.
System Audit
You need to understand an existing environment before deciding what to change.
We review configuration, customisations, integrations, data, security, and operational practices within the agreed scope. We explain the findings in business terms and separate urgent issues from improvements that can be planned.
What the engagement can include
- Evidence-based findings and impact assessment
- Prioritised recommendations and dependencies
- A practical remediation roadmap
Dynamics 365 and Power Platform environments. An audit establishes the findings and plan; implementation of fixes is scoped separately.
CRM Rescue
An inherited or underperforming CRM is disrupting your team.
We establish what is working, what is failing, and which issues cause the most disruption. We agree a recovery plan, stabilise the immediate problems, and deliver prioritised changes while protecting the parts that still serve the business.
What the engagement can include
- Recovery priorities and an agreed action plan
- Delivered fixes and validated process improvements
- Documentation and a route into ongoing support
Recovery work starts with an assessment. Replacement is considered where the findings justify it.
Maintenance & Support
You need help keeping a live system dependable and useful.
We investigate issues, maintain integrations, and improve applications as your processes change. We agree how requests are logged, prioritised, and reviewed, with clear responsibilities and support expectations.
What the engagement can include
- An agreed support scope and request process
- Issue resolution and planned improvements
- Review points, documentation, and operational visibility
Coverage, service hours, response expectations, and monitoring responsibilities are agreed for the applications and environments in scope.