Business process analysis and solution engineering
Before we build anything, we map how work actually moves through your business: who does what, in which system, and where it stalls. You get a clear plan for what to automate, what to fix and in what order.
Your leadership
- Order arrives by email
- Typed into a spreadsheet Typed twice
- Re-keyed into the ERP Errors creep in here
- Customer calls for an update Nobody can see the status
- Invoice sent
What you get after discovery
- Maps of how each process runs today
- A list of leaks and what each one costs
- A design for the improved process
- A step-by-step roadmap, quick wins first
Discovery takes about two weeks.
What we do
Process mapping
We map each process end to end, such as lead to renewal, order to cash or ticket to resolution, with the people who do the work.
Finding the leaks
We mark manual steps, double entry, slow hand-overs and shadow spreadsheets, and estimate what each one costs.
Solution design
We design the fix: which system owns which data, which steps a bot or workflow takes over, and how the pieces connect.
Automation roadmap
A plan in order of value, quick wins first, so you see results while bigger changes are built.
CRM and ERP ownership
After launch we act as your CRM champion: clean data, trained users, new reports and workflow changes every month.
AI readiness
AI is only as good as the data it reads. We tidy your stages, fields and records so AI features give answers you can trust.
How it works
Interviews and shadowing
We spend time with each team and watch real work, not just the official process.
Map and measure
We draw the current process and mark where time and money leak.
Design the future process
We design the improved flow and the systems that support it.
Roadmap and hand-over
You get the maps, the design and a step-by-step plan, and you keep them.
Questions we get asked
How long does a process review take?
Discovery usually takes two weeks, depending on how many teams and processes are involved.
What is a CRM champion?
The person who owns your CRM after launch: keeping data clean, training people and improving workflows. We can play that role for you, or train someone on your team to do it.
Which processes should we map first?
Usually sales (lead to renewal), operations (order to cash) or support (ticket to resolution), because they touch the most people and systems.
What do we get at the end of discovery?
Maps of how your processes run today, a list of leaks with what each one costs, a design for the improved process and a step-by-step roadmap.
Connects with
- Voice botsSIP voice bots that qualify leads, answer questions and book callbacks inside your dialer.
- CRMSuiteCRM, HubSpot and custom CRMs, set up and automated around how you sell.
- Odoo and ERPCustom Odoo modules, migrations and integrations from quote to payment.
- White-label softwareProven open-source platforms, customized and rebranded for you to sell.
- Custom AI and softwareLLM fine-tuning, RAG search, data pipelines, web platforms and mobile apps.
Tell us which process to fix first.
Send a short note about how the work runs today. We reply within one business day.