Included in a typical proposal
- Workshops and configuration labour in the proposal.
- An import of the agreed data set.
- Role-based testing and admin handover.
SOFTWARE DEVELOPMENT
Bring business records and workflows into a system your team can use consistently. Assess configuring an existing product, integrating current tools or developing a tailored component.
WHAT THIS SERVICE IS
ERP and CRM work is bringing sales, operations or finance records into a system people will actually update. Sometimes that is configuring a product you already licence. Sometimes it is integrating two products. Sometimes a small custom piece is required because the product cannot store a local field. The first job is to tell those three options apart.
CRM fails when it is a reporting fantasy and the real pipeline still lives in a director’s notes. ERP fails when warehouse truth is a paper gate pass. We start with the process and the fields that must be right, not with a module map from a brochure.
UAE businesses often need simple tax fields, multiple trading names, or Arabic printouts. Those are requirements. They are not “local flavour” to be added if the project has time.
A CLEAR PICTURE
WHO IT IS FOR
Sales teams that have outgrown a shared spreadsheet, operators who need stock and orders in one place, and finance leads who want fewer re-keyed invoices. Also companies unhappy with a product they already pay for and need to configure properly or replace in stages.
TYPICAL SCOPE
Lead to cash, or stock to invoice, as it happens now, including the exceptions. Shadow spreadsheets are inventoried so they can be retired on purpose.
Match standard product capabilities to the process. Customisation is a last resort because it ages badly. If the product cannot do the job, we say so before you buy more licences.
Imports, de-duplication rules, and connections to mail, accounting or a website. Permission models so a salesperson does not see every margin if you do not want that.
Test scripts for real roles, admin guidance, and a cutover from the old tracker. Training days are listed. We cannot “drive adoption” by emailing a login to people who never agreed the process.
HOW THE WORK RUNS
Including finance, not only sales.
Before custom code.
Not ten years of duplicates on day one unless you insist.
Or the old tracker will win.
INCLUDED AND QUOTED SEPARATELY
AFTER HANDOVER
Admin rights sit with your staff. Unused consultant logins are removed. Automations we added are listed so the next admin does not fear clicking them.
A CRM that is not updated is worse than a spreadsheet because it looks official. Maintenance can include a monthly hygiene hour. The implementation project cannot sit in every sales meeting forever.
PRACTICAL NOTES
Go-live without retiring the old spreadsheet is how CRM becomes a museum. Put a date on the old tracker and a person who will refuse to update it. If a director still keeps a private list, the reports will be wrong and the project will be blamed. That is an adoption issue, not a missing field.
Permissions are easier to tighten later than to explain a leak. Start narrower: sales sees their records, managers see the team, finance sees what they need. Opening every module to everyone on day one is a training problem dressed as convenience.
PLANNING THE WORK
We work with products that fit the process and that you can licence. This page is not a hidden exclusive. If you already own something, we start there.
Often, if export is possible. Quality of that export sets the labour. We will sample it before promising a date.
If the fields are captured, reports can follow. Inventing KPIs the team does not record is decoration. No sample metrics are shown on this page.
CONNECTED SERVICES
LET’S BUILD WHAT’S NEXT
Tell us what you want to improve, build or simplify. We’ll help you define a practical way forward.
Discuss your project