Consulting Services

Fix the process first. Then implement software that actually works.

Most “CRM problems” are process + data + governance problems.

We come in, map what’s real, remove ambiguity, and turn your operations into something a system can run reliably without creating new chaos.

What We Do

We provide consulting that sits between business and engineering with cleared requirements, cleaned workflows, controlled change, measurable KPIs.

Talk to a Consultant

Process Engineering - Design workflows that don’t depend on “that one person”

Process engineering is how you remove hidden bottlenecks in your workflow. Your undefined handoffs, and inconsistent decision rules before you automate anything.

When you need this

Teams follow different versions of the same workflow
Approvals are unclear, work gets stuck, rework is common
Approvals are unclear, work gets stuck, rework is common
Operations rely on manual follow-ups and spreadsheets

Outputs you can use immediately

Process maps (swimlanes), requirement spec, KPI dictionary, SOP pack, prioritized backlog

What We Deliver

AS-IS mapping

How work actually flows today (roles, handoffs, exceptions)

TO-BE design

Future-state process optimized for speed, control, and accountability

SOPs & governance

Standards, rules, ownership (RACI), escalation paths

KPI definitions

Metrics with precise formulas (no “vanity dashboards”)

System-ready requirements

User stories + acceptance criteria for implementation

CRM Consulting - Build a CRM that’s usable, adopted, and scalable

CRM consulting is not “configure some fields.” It’s designing a real operating system for revenue and customer operations. It includes pipeline logic, data model, security, automation, reporting, and adoption.

Typical expected outcomes from Us

- Consistent pipeline stages and forecasting you can trust
- Cleaner data, fewer duplicates, less manual work
- Faster response times for leads and cases
- Visibility of what’s happening now, what’s stuck, and why

What We Cover

CRM strategy

What belongs in CRM, what doesn’t, and why

Data model design

Accounts/contacts, hierarchies, custom entities, validation rules

Pipeline & lifecycle

Lead to opportunity to quote to order, stage gates

Security & compliance

Role-based access, audit controls, field level security

Automation

Routing, SLAs, approval flows, notifications, follow-ups, dedupe rules

Reporting

Dashboards aligned with business truth (sales + service + operations)

Enablement

Training, playbooks, adoption tracking, governance for change requests

CRM Rescue Unit - When your CRM is live… but failing

This is for organizations with an existing CRM deployment that is already costing time, trust, and revenue.

Common symptoms

“Nobody uses CRM” or everything is done outside the system
Duplicate records, missing history, inconsistent customer profiles
Broken routing, SLAs, automations, or integrations
Reports don’t match reality (finance says one thing, CRM says another)
Over-customization with no ownership or change control

Deliverables you can expect from Us

CRM health report (issues, severity, root cause, remediation plan)
Stabilization patch list + quick wins
Refactor blueprint (keep/remove/rebuild decisions)
Governance kit (standards, naming, roles, change control)
Admin runbooks + monitoring checklist

Our Rescue Method

1. Triage (fast diagnosis)

Audit configuration, security, data health, processes, automations, integrations. Identify root causes and risks.

2. Stabilize (stop the bleeding)

Fix critical workflows, repair routing/SLAs, address performance issues, clean the worst data problems, remove harmful customizations.

3. Rebuild the core (make it reliable)

Redesign pipeline + lifecycle, refactor data model, rebuild dashboards, implement governance and standards.

4. Adoption reset (make it stick)

Training, role-based playbooks, admin runbooks, release process, and monitoring checklist.

Deliverables

What You Get

FAQs

Do you only work with Microsoft CRM?

We specialize strongly in Microsoft Dynamics 365 + Power Platform, and we also support integrations with your existing tools.

Will you tell us to reimplement from scratch?

Only if it’s the cheapest long-term option. Most rescues are refactors + governance + data cleanup, not rebuilds.

Do you handle data migration and cleanup?

Yes, mapping, dedupe strategy, reconciliation, and validation rules

Work with us

We would love to hear more about your project

Let’s talk

Full-stack product studio: AI/ML, custom software, embedded/IoT, and Microsoft ERP/CRM. We design, build, and operate production systems with security, observability, and measurable results.