ERP and CRM services
The systems of record are where a company writes down what it sells, what it owns and who it owes. Everything else in the estate is downstream of getting them right.
We implement, customize, integrate and support the platforms your business runs on — CRM, ERP and the connections between them — as one practice, because a sales process that ends at an order and a finance process that starts at one cannot be designed by two separate teams.
Where the work lands
Deep benches on four platforms, and the integration practice that joins whichever two of them you run.
Salesforce
Sales, Service, Marketing, Commerce and Community Cloud — implementation, Lightning migration, custom development, admin support and third-party integration.
NetSuite
Cloud ERP across finance, inventory, order management and e-commerce, including OneWorld multi-subsidiary rollouts and SuiteApp development.
Dynamics 365
Sales, Customer Service, Finance and Supply Chain, with Power Platform automation and Dataverse extensions around them.
SAP
Support, extension and integration work across SAP landscapes, including the interfaces that connect them to everything else.
CPQ & Order Management
Quote-to-cash designed once across the CRM and the ERP, so pricing, approvals and revenue recognition agree.
Cross-Platform Integration
The middleware, EDI feeds and APIs that keep customer, product and order data consistent between the two systems of record.
What we are engaged to do
- Implementation and configuration
- Platform selection and fit assessment
- Data migration and cleansing
- Custom development and extensions
- Lightning and version migrations
- Third-party and marketplace integration
- Administrator and functional support
- Reporting, dashboards and analytics
- Managed offshore support on a time-and-materials model
How a platform programme runs
Process first
Map the process as it is and as it should be, before deciding what the platform will be asked to do.
Fit and gap
Standard functionality against requirement, with every proposed customization justified in writing.
Configure and build
Iterative delivery with the business seeing working software, not a specification, at each checkpoint.
Migrate
Data cleansed, mapped, loaded and reconciled in rehearsal before the cutover weekend.
Adopt and support
Training, hypercare and a standing support arrangement once the project team stands down.
What we bring to a platform programme
Years of enterprise platform expertise
Successful deployments worldwide
Experienced and dedicated consultants
Offshore support coverage on agreed response times
What buyers ask before committing
Can you help us choose between platforms?
Yes, and we do it before any implementation conversation. Selection is scored against your processes, integration landscape, total cost over five years and the skills you can realistically hire or retain.
We already have an implementation partner. Can you work alongside them?
Often. Integration, data migration and post-go-live support are the areas where a second team most commonly adds value without duplicating work, and the responsibilities are agreed in writing up front.
How much customization is too much?
Our rule is that a customization has to be defended by a process that genuinely differentiates the business. Everything else gets configured to the standard, because customization is paid for again at every upgrade.
What does support look like after go-live?
A named administrator and functional consultant, agreed response times by severity, a backlog reviewed on a regular cadence, and a quarterly release rather than a stream of untracked changes.
Where we have done this before
- View detailsConnected enterprisePackaging7 min read
One connected platform for a global manufacturing leader
A global leader in consumer packaging, industrial products, protective packaging and packaging supply chain services
ERP, CRM, EDI and e-commerce each ran a critical function, but information stopped at every boundary between them. We connected all four around the customer and the order, so customer, product, pricing, order and transaction data flow across the business.
- Customer 360 for sales and service teams
- One connected Lead-to-Quote-to-Order flow
- Automated EDI with trading partners
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