A system that no longer fits
A CRM, storefront or internal tool has outgrown its original design. The remedy lies in restructuring data, rewriting business rules and eliminating the manual workarounds people have devised to compensate.
What you need done, and who does it
Clients seldom arrive requesting a service category; they arrive with a task. This page maps the tasks we are most frequently entrusted with to the service area best equipped to deliver them.
| Business task | Service area |
|---|---|
| Affiliate CRM: setup, structuring, segmentation and reporting | CRM & Data Management |
| CRM rearrangements, imports and integrity checks | CRM & Data Management |
| Moving team communication from chat threads to automated notifications | CRM & Business Process Automation |
| APIs between CRM, commerce and partner services | API & System Integration |
| Application monitoring and issue diagnostics | Software Testing & Monitoring |
| Automated regression testing | QA & Testing |
| Workflow automation, notifications, approvals | CRM & Automation |
| Database restructuring and dashboard improvements | Data & Analytics |
| E-commerce features, UI/UX and payment journey | E-commerce Development |
| Role-based access controls and permissions | Custom Software Development |
| Initial overview, evaluation and project planning | Project Discovery & Planning |
| Lead generation, parsing and cleansing | Data Management |
| Load testing and fault-tolerance testing | QA & Performance |
| Retention dashboards, Stages 1–4 | Dashboards & Analytics |
| Signup filtering, backend rules and optimisation | Software Development & Optimisation |
| Iteration prioritisation and a structured project plan | Project Planning & Delivery |
If your task does not appear here, it almost certainly sits alongside one that does. Describe it via the contact form and we will identify the relevant area, and offer a candid view on whether it is worth pursuing at all.
Expertise
Where this work usually lands
Three recurring patterns account for the majority of our engagements.
Platforms that do not talk
Two or more systems hold the same records and contradict one another. The remedy is integration: an API layer, a clearly defined source of truth and synchronisation that can be monitored.
Numbers nobody trusts
Reports are assembled by hand and disputed in meetings. The remedy is rigorous data cleansing, an agreed definition for every metric and a dashboard built on production data.
Have a technology project in mind?
Outline your software, integration or automation requirements, and we will explore together how best to move your project forward.