Microsoft Dynamics 365
Business Central for finance and operations; Sales for CRM; Finance and Supply Chain for larger and multi-entity groups.
Implementation
ERP and CRM implementation, with AI working from day one.
We implement Microsoft Dynamics 365, Salesforce, NetSuite and HubSpot for growing firms, and switch on AI agents the day you go live.
01Platforms
What we implement
We work across all four, so the recommendation follows your business.
Salesforce
CRM for sales, service and account management, joined to your finance system.
NetSuite
Cloud ERP for finance, stock and multi-entity groups.
HubSpot
CRM for marketing, sales and service, joined to your finance system.
02Upgrades
Moving off an old version
The moves we handle most often.
FromTo
Older on-premise Dynamics (NAV, GP, AX)Dynamics 365 in the cloud
Business Central on-premiseBusiness Central in the cloud
Sage and other small-business accountsBusiness Central or NetSuite
Spreadsheets, Pipedrive or a starter CRMSalesforce, HubSpot or Dynamics 365 Sales
03Every project
What every implementation includes
01
Your current system surveyed read-only before anything is quoted
02
Every design decision recorded, with a named owner on your side
03
Data migrated and reconciled before cutover
04
Connections to the systems you keep
05
Testing by your own people before go-live
06
Cutover rehearsed before the real one
07
AI agents live from go-live, behind human approvals
08
Training for your team, and support after go-live
What the AI does from go-live.
Agents do the routine steps. A named person approves anything touching cash, clients or close.
AreaAgents doPeople approve
Sales to deliverySet up the project from a won dealThe project lead confirms it
Time and billingChase timesheets, draft invoices from approved time, flag unbilled timeFinance signs off each invoice
PayablesMatch supplier invoices to orders and receiptsPayment runs stay with finance
CashReconcile the bank, chase overdue debtorsA person approves anything sent to a client
ReportingBuild the month-end pack, answer plain-English questions with receiptsThe finance lead signs the pack
Posting, payments and filings stay human, permanently.
05Who it is for
Where firms usually start
Most common
Stuck on an old version.
An older or on-premise system that support is leaving behind, and a team working around it. We move you to the cloud and switch the AI on as you land.
OutgrowingOutgrowing your system.
Small-business accounts or a starter CRM the team now works around.
RescueAn implementation that went wrong.
Late, over budget, or live and still not working. We find out why and finish it.
AcquisitionAfter an acquisition.
Several businesses on different systems, brought onto one, with one set of numbers for the board and investors.
06How we work
Senior-led, start to finish.
The founding team has spent decades delivering finance and customer systems, from global banks to owner-managed firms, including picking up implementations others could not finish. The people who design your system are the people who build it.
07Where to start
How it starts
01A conversation.Tell us what is in front of you. We reply with a worked example specific to your business.
02A fixed-fee survey.We read your current systems, read-only, under your own sign-in, and price the work on evidence.
03The implementation.Scoped from what the survey found, with AI live from go-live.
From old systems
to AI at work.
AI does the work. People approve it. Every figure carries its receipt.