The numbers your board asks for, waiting before they ask
One honest set of figures drawn from every system you run, assembled by nobody, argued over by nobody, and ready on the first of the month.
- Typically costs
- £30k–£75k
- Live in
- 8–18 weeks
Reporting
6 parts01Where this usually starts
Four of your systems hold four versions of the truth, and the monthly pack costs somebody three days to build. By the time your board sees it, it describes a month that has already gone, and half the meeting goes on which number is right.
02What changes
What you end up holding.
- 01One set of figures everyone agrees on, because there is one place they come from
- 02The monthly pack built without you and waiting on the first
- 03Anyone answering their own question without queuing behind the person who builds reports
- 04A warning the day a number moves the wrong way, not at the month end
- 05Figures a non-financial manager can act on, rather than a spreadsheet to interpret
Three days a month handed back, and a board meeting that argues about the business instead of the spreadsheet.
03The pieces
What a system like this is usually made of.
You will not want all of it on day one, and you should not pay for all of it on day one. The estimator lets you choose, and shows what each one adds.
How much more you could take
An honest view of spare capacity, and when you will need to hire.
What the job really cost
Time, parts and travel against what you charged, while it still matters.
The figures that matter
One honest set of numbers everyone agrees on, in front of whoever needs them.
Asking your own questions
Anyone getting their own answer without asking the person who builds the reports.
The monthly pack, produced on its own
Waiting for you on the first of the month, without anyone building it.
Told when a number moves
A warning the day something goes the wrong way, not at the month end.
04How it would run
8 to 18 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
Is this Power BI?
It might include it. Where a reporting tool you already pay for will do the job, you will be told so and it gets wired up rather than replaced. What gets built is the part underneath, where figures from every system are brought together and made to agree.
Our systems disagree with each other. Can that be fixed?
That is usually the real job and it is the one worth paying for. Where each figure genuinely comes from, which one wins when they differ, and the rule written down, so your answer stops changing depending on who ran the report.
Can people outside the business see some of it?
Clients, funders and boards get their own view showing only what concerns them, with no licence each and nothing else visible.
06The rest of it
Most projects are two or three of these at once.
- 01Customer and salesEvery customer, conversation and deal in one place, arranged the way your business works rather than the way a software company guessed it might.£45k–£120k
- 02Invoicing and paymentsInvoicing that matches your contracts however awkward they are, takes payment the way your customers want to pay, and follows up on its own.£38k–£95k
- 03Access and auditAccess controlled to the person and the record, every change recorded, and your answer ready the day an auditor, a client or a regulator asks for one.£32k–£85k
- 04Planning and schedulingWork, people and equipment scheduled against real constraints, reshuffled in seconds when something changes, and visible to everyone who needs to know.£48k–£140k
- 05Quoting and proposalsYour pricing rules, however involved, applied correctly by anyone on the team, inside a document that looks like it came from you.£34k–£88k
- 06Client portalsA calm, private place your clients sign in to, see exactly where their work has got to, and get what they need without emailing anybody.£30k–£80k
- 07Documents and approvalsForms filled in once, routed to whoever has to agree, signed, filed where you will find them again, and chased the moment they stall.£30k–£70k
- 08Field work and jobsThe job tracked end to end, your engineer given what they need on their phone, and the paperwork finished before the van leaves site.£55k–£160k
- 09BookingsAvailability your customers book against themselves, with every one of your real rules applied, and far fewer people failing to turn up.£30k–£70k
- 10Stock and assetsStock, tools, vehicles and installed equipment tracked accurately enough that you stop buying things you already own.£35k–£90k
- 11Joining systems upThe systems you already pay for, talking to each other reliably, so a thing entered once appears everywhere it belongs within seconds.£30k–£65k
- 12Leaving a systemA planned, reversible move off the system that is holding you back, without losing a single record or a day of trading.£35k–£110k
- 13Reading documentsPaperwork arriving by email or on a phone camera, read accurately, checked against what you expected, and put in front of a person only when it needs one.£38k–£95k
- 14MembershipsMembers joining, paying, renewing and getting what they pay for, without anybody in your office administering a single one of them.£32k–£85k
- 15MarketplacesA platform where your suppliers and your buyers find each other, agree terms and pay, with your commission taken cleanly every time.£65k–£200k
- 16Compliance recordsThe records your regulator, your insurer or your biggest client requires, captured as the work happens and produced on demand in minutes.£32k–£80k
Put a date on it.
Half an hour with whoever would build it gets you the shape of the work, a figure you can take to your board, and the week it could start. No deck, no discovery fee, no follow-up sequence.
Or ring 01603 552024. A person answers it.