Stop your systems working in isolation
Almost no company has a tools problem: it has a problem with tools that do not talk to each other. We connect the ERP, the CRM, the online store and the spreadsheets so the same figure holds everywhere, calculate replenishment from real consumption, and chain the internal processes that today depend on someone remembering the next step.
Signs you need this
- The same data gets typed into two or three different systems.
- You sell something you no longer have because stock was out of sync.
- A process stalls whenever the person who runs it is on holiday.
Operations
5 automations in this area
Data synced across your systems
Customers, orders and invoices identical in every tool, with no copy-paste.
- In
- A change in any of your tools: CRM, invoicing, online store or Excel.
- What it does
- Validates the data, avoids duplicates and replicates it wherever needed, in each system’s format.
- Out
- The same information in all your systems, immediately.
- Human review
- An alert when something does not fit, instead of silent errors.
- Connects to
- CRM, ERP, online store, invoicing and spreadsheets.
- Outcome
- The argument about which system has the right number goes away.
- Example
- An address change in the CRM shows up in the ERP, the online store and invoicing without anyone typing it three times.
Purchasing and suppliers
Purchase orders prepared, confirmed and tracked until the goods actually arrive.
- In
- A purchase need, a stock minimum or a request from the team.
- What it does
- Compares prices and lead times, prepares the order, sends it and chases the confirmation and delivery date.
- Out
- Order confirmed, a committed date, and an automatic alert if it slips.
- Human review
- Supplier choice and high amounts are approved by a person.
- Connects to
- ERP, email, supplier catalogues and price lists, and your spreadsheets.
- Outcome
- Fewer stockouts caused by delays nobody was watching.
- Example
- A company with 50 suppliers knows every morning which orders are running late, without calling anyone to ask.
Stock and replenishment
Stock aligned across warehouse, shop and ERP, with replenishment proposed before you run out.
- In
- Warehouse movements, sales, returns and supplier deliveries.
- What it does
- Updates stock on every channel, spots mismatches and calculates replenishment from real consumption.
- Out
- Reliable stock, a proposed purchase order and an alert on the items at risk.
- Human review
- The purchase proposal is validated by the owner before it goes out.
- Connects to
- ERP, online store, marketplaces, barcode scanners and spreadsheets.
- Outcome
- Fewer lost sales from stockouts and less cash tied up in excess stock.
- Example
- A retailer selling online and in store stops selling items it no longer has, because stock syncs in real time.
Internal workflows
The processes that today live in a spreadsheet and in someone’s head start running themselves.
- In
- A job sheet, a new hire, a delivery or any process with fixed steps.
- What it does
- Chains the steps, notifies each owner, tracks deadlines and will not let things move on without what is required.
- Out
- Process completed and traced, with its history and timings measured.
- Human review
- Every step that needs judgement stays with a person, with the information already gathered.
- Connects to
- Email, Slack or Teams, ERP, forms and spreadsheets.
- Outcome
- The process stops depending on someone remembering the next step.
- Example
- A new hire triggers 11 tasks across five departments and nobody has to coordinate them.
Custom automation
If your process does not look like any of these examples, it is probably one of the interesting ones. Tell us about it.
- In
- A process your team does manually, every week, always the same way.
- What it does
- We analyse it exactly as it works today, measure how much time it costs and design the flow around your tools.
- Out
- A written proposal with the scope, the estimated saving and the price, before anything starts.
- Human review
- You decide which part gets automated and which part stays a human decision.
- Connects to
- Whatever you already use: ERP, CRM, email, databases, Excel, APIs — even software with no API.
- Outcome
- The process that costs you most time, measured, with a proposal on the table.
- Example
- There is a spreadsheet someone updates every morning from three different places. That is exactly the starting point.
Outcomes and examples are illustrative estimates. The specific target for your process is agreed after the diagnosis, in writing.
Do you recognise any of these processes?
Tell us which one costs you the most time. In a short call we work out whether automating it makes sense and, if it does, we send you the diagnosis with the scope and the quote in writing.
Request a diagnosis