ASSESS YOUR SYSTEMS
DISCOVERY & AUDIT • 2–3 WEEKS
Before we build anything, we need to understand everything. We audit your current tools, workflows, and data sources — mapping what’s connected, what’s broken, and where the gaps are. You get a clear, honest picture of where you stand.
What This Looks Like
- ✓ Interviews with key stakeholders — operations, finance, leadership
- ✓ Full inventory of existing software, databases, and integrations
- ✓ Data flow mapping — where data enters, where it gets stuck, where it’s duplicated
- ✓ Process observation — watching how your team actually uses the tools day-to-day
🔍 Real Example
A 120-person manufacturing company was running three separate ERP systems — one legacy on-prem, one cloud-based, and one custom Access database that the operations manager built in 2011. The sales team was re-keying orders into two systems every day. Our assessment mapped 14 disconnected data sources and identified that 23 hours per week were being spent on manual data entry that could be eliminated.
Deliverable: System Assessment Report — a visual map of your current architecture, a prioritized list of gaps, and our recommended path forward.
DESIGN THE SOLUTION
ARCHITECTURE & PLANNING • 1–2 WEEKS
With a clear picture of your current state, we build a practical roadmap. What to connect, what to consolidate, what to replace, and what to leave alone. No over-engineering. No shiny-object recommendations. Just a clear plan that solves your actual problems within your actual budget.
What This Looks Like
- ✓ Target architecture design — what your systems should look like when we’re done
- ✓ Integration plan — which systems talk to which, and how
- ✓ Data model — a single source of truth for your core business entities
- ✓ Phased delivery timeline — broken into milestones your team can track
- ✓ Risk assessment — what could go wrong and how we mitigate it
🔍 Real Example
For a regional logistics company, the initial ask was “we need better reports.” Our design phase revealed the real problem: dispatch, billing, and fleet data lived in three different systems with no shared identifiers. We designed a lightweight data warehouse that unified all three — and scoped it so Phase 1 could be delivered in 6 weeks, not 6 months.
Deliverable: Solution Blueprint — architecture diagrams, integration specs, phased timeline, and a clear-scope estimate so there are no budget surprises.
IMPLEMENT & CONNECT
BUILD & INTEGRATION • 4–12 WEEKS
This is where the real work happens. We integrate your systems, centralize your data, and automate the manual processes that have been slowing your team down. Everything is delivered in phases so nothing breaks — your team keeps working while we build underneath them.
What This Looks Like
- ✓ API integrations between your core systems (ERP, CRM, accounting, etc.)
- ✓ Data pipeline construction — automated ETL that runs on schedule
- ✓ Process automation — eliminating copy-paste, re-keying, and manual handoffs
- ✓ Data validation and cleansing — fixing the garbage before it reaches your reports
- ✓ Weekly progress demos — you see working software every week, not just status slides
🔍 Real Example
A professional services firm had consultants logging time in one system, billing in another, and project tracking in a third. None of them talked to each other. We built integrations that synced time entries to billing automatically and connected project milestones to invoicing. The result: billing cycle dropped from 3 weeks to 3 days, and revenue leakage from unbilled hours dropped by 40%.
Typical Phase Breakdown
Each phase includes testing, validation, and a sign-off checkpoint before we move forward.
Deliverable: Working, tested integrations deployed to production — plus documentation your team can reference without calling us.
DELIVER CLEAR REPORTING
DASHBOARDS & INSIGHTS • 2–4 WEEKS
This is where the investment pays off. We build dashboards and reports that give your leadership real-time visibility into the metrics that matter. No more guessing. No more stale spreadsheets. No more “can someone pull that number?” emails.
What This Looks Like
- ✓ Executive dashboards — the 5–10 KPIs your leadership team needs at a glance
- ✓ Operational reports — the detailed views your department managers drill into daily
- ✓ Automated alerts — get notified when metrics cross thresholds, not when it’s too late
- ✓ Self-service reporting — your team can slice and filter data without waiting for IT
- ✓ Training & handoff — your team knows how to use every report we build
Case Study
Automating Financial Reconciliation for a Manufacturing Distribution Company
MANUFACTURING & DISTRIBUTION | FINANCE & OPERATIONS
The Challenge
Every reporting cycle, the finance team faced the same exhausting reality: reconciling sales data from multiple online distribution network portals against their internal ERP system was entirely manual. Staff had to log into each portal, pull reports, cross-reference records, and manually match transactions — a process that consumed nearly two full working days each cycle. Beyond the time cost, mismatches were easy to miss, and by the time discrepancies were caught, the downstream impact on reporting and decision-making was already in motion.
The Solution
The company implemented a custom automation and integration middleware layer that sits between their online sales portals and their ERP system. When triggered, the solution automatically pulls data from each distribution portal, looks up the corresponding records within the ERP, and matches them together — applying defined business logic to flag, reconcile, and confirm transactions without any manual input. Rather than replacing existing systems, the middleware connected them intelligently, acting as the translation layer that had previously existed only in the heads and spreadsheets of the finance team.
The Outcome
What once took two days now completes in a matter of seconds. The reconciliation runs end-to-end automatically — matching portal data to ERP records with consistent accuracy and surfacing only the exceptions that genuinely require human review. The finance team reclaimed significant capacity, and leadership gained confidence in the timeliness and integrity of their financial reporting.
Common Dashboard Views We Build
Deliverable: Live dashboards, automated reports, alert configuration, and hands-on training for your team.
End-to-End Timeline
Most engagements complete in 9–21 weeks from kickoff to live dashboards. The timeline depends on the number of systems involved and the complexity of your data. We’ll give you a specific estimate at the end of Step 2.
Why This Approach Works
No Scope Creep
We define the scope before we start building. You know exactly what you’re getting and what it costs.
Phased Delivery
You see working results every 2–3 weeks. No waiting months for a big reveal that might miss the mark.
Zero Downtime
Your team keeps working throughout. We build alongside your operations, not on top of them.
Full Documentation
Every integration, every pipeline, every dashboard — documented so your team can maintain it without us.
Ready to start with Step 1?
Book a free system assessment — we’ll show you exactly where your systems stand and what the path forward looks like. No commitment, no sales pitch.
Get a System Assessment →