Requirements and selection
A short list of what the software must do, drawn from how your team works. If you are still choosing a product, we support demos, comparisons and contract discussions.
03 · For founders · Technology adoption
Get new software working for your team, and keep it working after launch.
New software often goes live before the processes, data and people around it are ready. We help you choose, set up and launch the right tools, then make sure your team can run them without outside help.
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The challenge
Start with the real challenge.
A new CRM, finance tool or operations platform can promise a lot. The problems appear after the contract is signed: settings that do not match how the team works, data that will not migrate cleanly, and staff who fall back to spreadsheets. We plan the work around your processes first, then manage the vendor, testing and training through to launch.
Practical support
What we can help you deliver.
Implementation plan
A plan for set up, data migration, integrations, testing and training, with owners and dates. The vendor and your team work to the same timetable.
Testing and launch
Test cases written with your team, issue tracking through to sign off, and a launch checklist. Problems are found before customers or staff see them.
Procedures and handover
Written procedures for the new way of working, and training for the people who will use the system every day.
Intended outcomes
Define success before delivery.
Software set up around how your business works.
A launch with clear owners for issues and support.
A team that can run the system without outside help.
Outcomes and success measures depend on the agreed scope, operating context and implementation decisions. They are not guarantees.
Working together
An engagement built around the work.
We begin by agreeing what the software needs to achieve and who will own it once it is live. We then manage the plan, the vendor relationship, testing and training within the agreed scope. Software licences and vendor build work stay with you and the vendor. The engagement ends with a documented handover to your internal owner.
Scope an engagementCommon questions
Common questions.
Software Implementation is for founders and growing businesses adopting new tools. System Implementation covers larger front to back programmes for enterprise and financial services teams.
Connected expertise
All expertiseRelated services.
02
Tech Stack & Process Evaluation
As a business grows, tools get added one at a time and processes form around the people who started them. We review how your systems, data and routines fit together, and show you what to keep, fix, replace or automate.
View service09Business Automation
Repeated manual steps, unclear hand-offs and missed exceptions create costly drag. We map how the work is done, agree who decides what, and coordinate automation that teams can take over.
View service04Post-acquisition Integration
After a deal closes, two sets of systems, processes and teams have to work as one. We plan and run the operational integration so the combined business is simpler to run, with clear owners and controls from the start.
View serviceStart a conversation
What needs to work better in your business?
Tell us what you are working on. We will agree the scope, priorities and next steps with you.