A system operators will open every day — not another spreadsheet with a login.
We sit with the people who do the work, pick the system of record, and ship one workflow with real permissions — not another spreadsheet with a login screen.
The process lives in six tools and Slack
Handoffs are tribal knowledge. Finance wants an export they can defend. Nobody agrees on the status of a job.
We replace Slack, spreadsheets, and tribal handoffs with one operational surface — named statuses, an audit trail, and an export finance will accept.
Off-the-shelf almost fits
You are bending a generic CRM around a workflow that is your margin.
We keep the commodity CRM or ERP and build the slice that is actually your margin, instead of bending a generic tool around the workflow.
Contacts, companies, and the records everyone already trusts.
Status, permissions, and the job operators actually do.
YoursThe last vendor left a blob of code
No domain model, no tests, and the only doc is a Confluence page from 2022.
We stabilize the last vendor’s code, write down the domain, and cut over by workflow on the same URLs so operators keep their bookmarks.
Same URL. New software underneath, cut over by workflow.
The work we actually deliver.
Domain model
A domain model your operators recognize — statuses they already use, not a generic CRM vocabulary.
Auth and roles
Roles that match how the company is actually organized, with an audit trail security will accept.
Core workflows
The jobs people open every day. Not a kitchen-sink admin nobody lives in.
Reporting
Reporting that is not a CSV in an email at month end.
API for adjacent systems
An API adjacent systems can call, so the new surface does not become another silo.
Staging and on-call notes
Staging, backups, and on-call notes someone can follow without the original vendor.
MVP, platform, or rebuild.
MVP
One workflow, real users, boring auth.
A first surface people will open every day, not a prototype that dies after the demo.
Platform
Tenants, billing, audit, and an API others can call.
Multi-tenant foundations, RBAC, and a contract for adjacent systems.
Rebuild
The legacy app cannot be rewritten in one go.
A strangler path: same URLs, new guts, cutover by workflow.
No junior hand-offs after the proposal.
You see the real storefront, not a slide deck.
Launch week is the start of the engagement.
Every page leads to a real conversation.