Two systems that
didn’t exist before.
We don’t name clients without their permission, so these are described rather than branded.
Placeholder figures. Every number on this page is invented and marked as such. Replace them with confirmed results before this site goes live.
Professional services
Operations portal
The situation
An ERP, a CRM, and too many spreadsheets nobody trusted. The systems each held part of the picture and none of them agreed, so staff spent their time exporting from one and reconciling it against another.
The cost was not the licences. It was the hours going into work that only existed because the systems could not talk.
What we built
- One portal sitting across the existing systems, so the data arrives where the work happens instead of being fetched.
- Integrations between the ERP and the CRM, so a record entered once is a record everywhere.
- The reconciliation work removed rather than automated, because the mismatch it corrected stopped happening.
What changed
Staff stopped reconciling exports and went back to their actual work.
- 11 hours
- a week returned to the team
- 3
- systems reduced to one place to look
- 14 weeks
- from first call to handover
Investment management
Investment platform
The situation
Positions tracked by hand across multiple exchanges, profit distribution calculated manually, and investor onboarding running through email threads that nobody could audit later.
Every one of those was survivable alone. Together they capped how many investors the business could take on without adding headcount.
What we built
- Live position tracking across the exchanges, in one place rather than a spreadsheet per venue.
- Automated profit distribution, replacing a manual calculation that had to be right every time.
- A self-service investor portal, so investors answer their own questions instead of emailing to ask.
- Structured onboarding workflows in place of the email threads.
What changed
Onboarding that used to run across email now runs on structured workflows.
- 4 days
- of manual distribution work removed each month
- 2x
- the investors onboarded without adding headcount
- 9 weeks
- from first call to handover
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