Software, CRM and apps
Software built around how your company actually works: when it pays off, what it costs, how you move from spreadsheets to a single system, and how it grows over time.
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Frequently asked questions
When custom software is worth it2
- When does it make sense to develop custom software?It makes sense to develop custom software when your company's processes are specific, a standard business…
- My standard business management system limits me: when is it worth replacing?It's worth replacing or supplementing a standard system when workarounds, external spreadsheets, and double…
Costs and timelines4
- How much does a custom business management system cost?There's no single price for custom business management software. The cost depends on scope, complexity,…
- How is the cost of business software calculated?The cost of business software is calculated by breaking the project down into processes, users, roles,…
- How long does custom software take?Custom software can take anywhere from a few weeks to several successive phases, depending on complexity and…
- Can you create quoting software?Yes. We can create quoting software. First we map the process, roles, data, exceptions, and integrations, so…
Data, Excel and centralization9
- How do you turn Excel into a business management system?Turning Excel into a business management system takes more than importing columns. First we identify which…
- How do you eliminate duplicate Excel sheets across departments?We start by cataloging the files and comparing fields, owners, and update frequency. We define a single…
- How do you centralize data scattered across email and WhatsApp?Email and WhatsApp can stay as communication channels, but they shouldn't be your only operational record. We…
- How do you create a single company database?To create a single company database, we first define the data model: customers, products, orders, documents,…
- Can you import data from an old business management system?Yes. We can import data from an old business management system when it's exportable or accessible with…
- How does a data migration work?A data migration is prepared with an inventory of sources, field mapping, cleanup, deduplication, and…
- Can you create Excel/CSV exports?Yes. We can create Excel/CSV exports filtered by role and need. We define columns, format, encodings, and…
- Can you eliminate duplicate data entry?Yes. To eliminate double entry, we define a single source for each piece of data and integrate the systems…
- I have too many spreadsheets: where do I start?Start by taking inventory of your spreadsheets: who uses each one, what data it holds, who updates it, and…
CRM, ERP and management systems9
- When is a standard business management system better?A standard business management system is often the better choice when the process is common, available…
- Can you develop a custom CRM?Yes. We can develop a custom CRM. First we map the process, roles, data, exceptions, and integrations, so the…
- Can you develop a custom ERP?Yes. We can develop a custom ERP. First we map the process, roles, data, exceptions, and integrations, so the…
- Can you create customer portals connected to the business management system?Yes. A customer portal can show data from the business management system - orders, documents, statuses,…
- Can you connect the software to accounting?Yes, if the accounting software or ERP offers APIs, exchange files, or other supported interfaces. We define…
- Can you connect the software to an existing ERP?Yes. Custom software can work alongside an existing ERP and cover the processes the standard product doesn't…
- How do you test a new business management system before go-live?Before go-live, we test main workflows, roles, permissions, integrations, imports, edge cases, and recovery…
- I have multiple locations: can I have a single business management system?Yes. A single business management system can serve multiple locations with separate users and permissions,…
- How do you prepare a company for a new business management system?Data, roles, and people need to be prepared before go-live. We clean up records, define future processes,…
Management systems by industry7
- Can you create a job order management system?Yes. We can create a job order management system. First we map the process, roles, data, exceptions, and…
- Can you create a construction site management system?Yes. We can create a construction site management system. First we map the process, roles, data, exceptions,…
- Can you create a real estate management system?Yes. We can create a real estate management system. First we map the process, roles, data, exceptions, and…
- Can you create a management system for auto repair shops?Yes. We can create a management system for auto repair shops. First we map the process, roles, data,…
- Can you create a production management system?Yes. We can create a production management system. First we map the process, roles, data, exceptions, and…
- Can you create vehicle and fleet software?Yes. We can create vehicle and fleet software. First we map the process, roles, data, exceptions, and…
- Can you create maintenance software?Yes. We can create maintenance software. First we map the process, roles, data, exceptions, and integrations,…
Typical features13
- Can you create order management software?Yes. We can create order management software. First we map the process, roles, data, exceptions, and…
- Can you create contract software?Yes. We can create contract software. First we map the process, roles, data, exceptions, and integrations, so…
- Can you create document software?Yes. We can create document software. First we map the process, roles, data, exceptions, and integrations, so…
- Can you create vendor software?Yes. We can create vendor software. First we map the process, roles, data, exceptions, and integrations, so…
- Can you create inventory software?Yes. We can create inventory software. First we map the process, roles, data, exceptions, and integrations,…
- Can you create ticketing and support software?Yes. We can create ticketing and support software. First we map the process, roles, data, exceptions, and…
- Can you create custom KPI dashboards?Yes. We can create custom KPI dashboards, but first we define the formulas and sources. Every indicator needs…
- Can you create deadlines and reminders?Yes. Deadlines and reminders can be linked to contracts, maintenance, documents, payments, sales activities,…
- Can you generate PDFs and documents automatically?Yes. The software can generate PDFs, offers, orders, reports, minutes, or other documents using templates and…
- Can you create vendor portals?Yes. A vendor portal can collect documents, orders, confirmations, availability, invoices, and requests,…
- Can you create automatic reports?Yes. Reports can be generated on a schedule or by event, and sent to specific roles or archived in the…
- Inventory isn't updated in real time: how do you fix it?We first find where the delay originates: transactions logged late, unintegrated systems, or multiple stock…
- I want to understand what's happening in my company with a dashboard: what do I need?You first need to define KPIs and sources. We connect the business management system, CRM, online store, or…
Apps, portals and access2
- How do you manage user permissions?Permissions are designed by role, location, department, and action. A user sees only the data and functions…
- Our technicians work off-site: do we need an app?Often yes, if technicians need to check jobs, fill out checklists, take photos, collect signatures, or work…
Growth and maintenance1
Analysis, roles and workflows22
- How do you analyze a business process?The analysis starts from the actual sequence of activities: the initial event, the people involved, the data…
- How are departments mapped before development?Before development, we map the departments involved, the people who create or approve data, the tools used,…
- Can you create software for sales networks?Yes. We can create software for sales networks. First we map the process, roles, data, exceptions, and…
- Can you create franchise software?Yes. We can create franchise software. First we map the process, roles, data, exceptions, and integrations,…
- Can you create different permissions by role?Yes. We can create different roles and permissions for administrators, departments, locations, customers, or…
- Can you create approval workflows?Yes. Approval workflows can handle quotes, purchases, payments, documents, time off, changes, or other…
- Can you create automatic notifications?Yes. Notifications can trigger on events, thresholds, or missed actions, and arrive by email, push, SMS, or…
- Can you create digital signatures and approvals?Yes. We can integrate approval workflows and compatible electronic signature services. The solution depends…
- Can you track who changes a piece of data?Yes. We can log relevant changes with user, date, previous value, and new value, based on the audit level…
- Can you create logs and audit trails?Yes. Logs and audit trails can record access, actions, errors, and sensitive changes. They are protected,…
- Can you connect multiple locations in the same software?Yes. Multiple locations can work on the same system with shared data and separate permissions. We can define…
- Can you manage different companies in the same system?Yes. A multi-company system can separate records, documents, numbering, permissions, and reporting while…
- Can you release one module at a time?Yes. Releasing by module is often the preferred method: a complete and useful part goes into use, real…
- How do you handle changes after testing?After testing, we distinguish between bugs, refinements, and new requests. Bugs against approved requirements…
- Can I host the software on my own server?Yes, if your infrastructure meets the requirements. We assess operating system, network, security, backup,…
- Can I have the source code?Delivery of the source code depends on the agreement and the project's architecture. In custom projects, it…
- Does the software work on smartphones and tablets?Yes. Web interfaces can be responsive and usable on smartphones and tablets; when the process requires deeper…
- Can you create APIs for my software?Yes. We can design APIs to expose the software's data and operations in a controlled way. Endpoints,…
- Can you create webhooks?Yes. We can create webhooks to notify external systems when an event occurs. We include…
- Can you automate handoffs between departments?Yes. A workflow can automatically pass a task from sales to administration, from order to inventory, or from…
- I lose requests from WhatsApp and email: how do I organize them?We centralize requests in a CRM or ticketing system, assigning customer, channel, status, owner, and…
- How do you know if a software project will have ROI?We calculate a baseline: man-hours, errors, current software costs, delays, and lost opportunities. We then…
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