ERP, CRM, internal tools

Paper to platform.
In a quarter.

Process mapping, target-state architecture, ERP / CRM rollouts, internal tooling. NetSuite, Salesforce, HubSpot, Odoo, Retool, custom admin panels. We migrate the paper trail without breaking the business.

Typical timeline3-12 months
Default internal toolingRetool
MethodPhased, low-risk
Invoice #4821 Customer: ACME Date: 2026-05-22 Items: - Widget A   $240.00 - Widget B   $380.00 - Service    $1,200.00 Total: $1,820.00 paid · 30 days signed: ___________ DIGITIZE NETSUITE ARR $8.42M OPEN INVOICES 142 CLOSE TIME 2 days REVENUE 12-MO REAL-TIME
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What we ship

Six concrete deliverables.

Every Digitalization engagement maps to a specific deliverable below. We commit to it in the SOW, demo it weekly, and you own the result.

01

Discovery

Stakeholder interviews, process maps, current-system audit. Output: gap analysis + roadmap.

Digitalization
02

Architecture

Target-state systems diagram. Data model. Integration plan. Buy-vs-build calls.

Digitalization
03

ERP / CRM

NetSuite, Salesforce, HubSpot, Odoo, Microsoft Dynamics 365. Implementation + customization.

Digitalization
04

Internal tooling

Retool, custom admin panels, employee portals. Built fast, maintained sanely.

Digitalization
05

Data migration

From spreadsheets, legacy databases, on-prem systems. Validated, reconciled, zero data loss.

Digitalization
06

Change management

Training, documentation, runbooks. Adoption is part of the deliverable, not an afterthought.

Digitalization
The stack

The tools we reach for.

Solid line: what we use every day. Dashed line: what we reach for when the brief justifies it. We will work in your stack if you have a strong reason; otherwise these defaults serve us well.

NetSuite Salesforce HubSpot Odoo Microsoft Dynamics 365 Retool Workato Mulesoft Zoho Pipedrive SAP Oracle EBS Appsmith ToolJet Internal Budibase Stripe Billing Recurly
How we engage

Four steps. Real demos every Friday.

From signed SOW to first demo is one week. No discovery loops that bill for months without showing software. No silent stretches between status decks.

01

Discovery

Workshop, audit, prioritization. Phased plan with quick wins in month one.

Week 0-2
02

Design

Target architecture, data model, integration plan, vendor diligence.

Week 2-6
03

Build

Phased rollout. Parallel run on critical processes. Iterate on user feedback.

Week 6-20
04

Cutover

Final migration, training, hyper-care. Old system decommissioned only after green light.

Week 20+
They moved us off twelve spreadsheets onto NetSuite + Retool in 16 weeks. Month-end close dropped from 8 days to 2.
CFO · Manufacturing · $120M revenue
Frequently asked

The questions buyers ask first.

NetSuite, SAP, Odoo, or build custom?
We pick after we read your processes. NetSuite for mid-market services. Odoo for ops-heavy SMB. SAP only when you genuinely need it. Custom only when off-the-shelf cannot bend.
How do you handle data migration?
Source extract, transform with validation rules, parallel load, reconciliation report. Old and new run side-by-side until reconciled, then cutover. Never zero-validation big-bang.
Will my team adopt this?
We build training and change management into the plan from day one. Champions in each function. Documentation owned by us. Adoption metric is a project KPI, not an afterthought.
How do you avoid scope creep?
Phased SOWs. Each phase has signed acceptance. Net-new requests go through a change order. We will warn you if a "small ask" is actually six months of work.

Modernize the back office.
Keep the business running.

Senior solutions architect reads your process maps and returns a phasing recommendation inside three business days.

At a glance
Default ERPNetSuite
Default CRMSalesforce or HubSpot
Default internalRetool
Avg ROI6-12 months
Response time< 1 business day
We replaced 14 spreadsheets and 4 access database with one system. Reduced quarter-end close from 12 days to 3.
A
M. AnderssonCOO, Mid-Market Logistics Co
Frequently asked

Quick answers.

The questions buyers in this service ask in week one.

Retool, internal app builder, or custom?+

Retool when the workflow is well-defined and changes monthly. Custom when scale, latency, or specific UX matters.

How do you handle legacy migration?+

Strangler-fig pattern. New system runs alongside old, with traffic shifted incrementally. Rollback path always intact.

ERP integration?+

Yes. NetSuite, SAP, Microsoft Dynamics, QuickBooks. Read and write paths, scheduled and event-driven.

Process automation?+

Yes. Temporal for durable workflows. n8n or Make for lighter-weight orchestration. Human-in-loop steps as first-class.

Change management?+

We do not skip this. Training plans, runbooks, and stakeholder readouts are deliverables, not afterthoughts.

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