The right platforms, aligned with how you work.
Certified consultants for ERP, CRM, analytics and HR, connected by custom integrations. Every recommendation starts from your requirements.
Oracle NetSuite
Financials, orders, inventory and procurement on one cloud platform.
Discuss NetSuite consulting →| May suit | Growing and mid-market businesses, multi-subsidiary and multi-currency groups. |
|---|---|
| Typical needs | Consolidation, inventory and order management, real-time dashboards. |
| Where we help | Fit assessment, process design, configuration support, migration, testing, training and optimisation. |
| Consider | Module scope shapes cost and complexity. Good design up front avoids unnecessary customisation. |
Sage Intacct
A finance-first platform with dimensional reporting and strong controls.
Discuss Sage Intacct consulting →| May suit | Finance-led organisations, including professional services, non-profit, software and multi-entity businesses. |
|---|---|
| Typical needs | Reporting by project, department or location, efficient multi-entity close, revenue recognition. |
| Where we help | Chart of accounts and dimension design, close redesign, reporting, integration and finance training. |
| Consider | Inventory or manufacturing may need complementary systems. We help map where each process lives. |
Odoo
Integrated, modular apps across accounting, CRM, inventory and manufacturing.
Discuss Odoo consulting →| May suit | Small and mid-sized businesses wanting flexibility and a phased, module-by-module rollout. |
|---|---|
| Typical needs | Connecting sales, inventory and accounting, adapting workflows to distinctive business models. |
| Where we help | Module scoping and phasing, process design, configuration oversight, migration and training. |
| Consider | Flexibility needs discipline. Clear customisation standards keep the system maintainable. |
Salesforce
A CRM platform for sales, service and customer data at scale.
Discuss Salesforce consulting →| May suit | Growing and mid-market organisations with structured sales teams, complex pipelines or service operations. |
|---|---|
| Typical needs | Pipeline and forecast visibility, quote-to-cash alignment with finance, a single view of the customer. |
| Where we help | Requirements and process design, configuration oversight, data migration, ERP integration and user training. |
| Consider | Licences and add-ons add up quickly. Scope to what your teams will actually use. |
HubSpot
Connected marketing, sales and service tools that are quick to adopt.
Discuss HubSpot consulting →| May suit | Small and mid-sized businesses that want marketing and sales on one easy-to-use platform. |
|---|---|
| Typical needs | Lead management, marketing automation, sales pipelines and reporting that links revenue to activity. |
| Where we help | Setup and pipeline design, data clean-up, ERP and finance integration, and adoption training. |
| Consider | Simplicity is the strength. Keep processes clean so it stays that way as you grow. |
Power BI
Microsoft's analytics platform for dashboards leaders can rely on.
Discuss Power BI reporting →| May suit | Organisations that need management reporting across ERP, CRM and spreadsheets in one view. |
|---|---|
| Typical needs | Board and management packs, KPI dashboards, consolidated reporting across entities. |
| Where we help | Metric definitions, data models, dashboard design and teaching teams to build their own reports. |
| Consider | Dashboards are only as good as the data behind them. Agree definitions before building. |
BambooHR
An HR platform for employee records, time off, onboarding and performance.
Discuss BambooHR consulting →| May suit | Small and mid-sized organisations moving HR out of spreadsheets and email. |
|---|---|
| Typical needs | One employee record, leave and approvals, onboarding workflows and headcount reporting. |
| Where we help | Setup and workflow design, data migration, payroll and finance integration, and manager training. |
| Consider | HR data is sensitive. Agree access rights and data ownership before go-live. |
Custom integrations
ERP, CRM, e-commerce, banking and payroll, working as one.
Discuss an integration →| May suit | Any organisation re-keying data between systems or reconciling figures that should already match. |
|---|---|
| Typical needs | Order-to-cash and CRM-to-ERP flows, bank feeds, payroll journals, e-commerce orders. |
| Where we help | Integration design, API and middleware approach, build coordination, testing and monitoring. |
| Consider | Every integration needs an owner. We document each flow so it can be supported long term. |
How we assess fit.
We do not start with a preferred product. We start with questions like these.
- Which processes differentiate your business, and which should follow standard practice?
- How many entities, currencies and reporting dimensions will you need in three years?
- Where do finance and operations meet, and which system should own each process?
- What does total cost of ownership look like across licences, implementation and support?
Oracle NetSuite, Sage Intacct, Odoo, Salesforce, HubSpot, Microsoft Power BI and BambooHR are trademarks of their respective owners. References describe the platforms we work with and do not imply partnership or endorsement by those companies.
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