01
CRM & customer operations
Organise leads, customer records, follow-ups and sales stages with clear assignment and history.
FMN CAPABILITIES / BUILT AROUND YOUR BUSINESS
ERP, CRM & business systems.
Give your team one connected workspace.
Business systems for customers, sales, inventory and approvals, configured or built around your operation.
Clear scope. Reviewable progress. Documented handover.
FMN / 08SERVICE BLUEPRINT
ERP / CRM
From a need to a working solution.
01
CRM & customer operations
02
Inventory & business modules
03
Permissions & approvals
04
Migration & team adoption
01 / WHY THIS SERVICE
Value starts with a real problem.
As a company grows, disconnected records make everyday decisions harder. A well-scoped business system gives departments shared information while keeping approvals, ownership and access appropriate to each role.
Does this sound familiar?
Departments duplicate records and managers cannot see the full operational picture.
01
Shared operational records
02
Clear ownership and permissions
03
Less duplicated administrative work
These are goals to review together; success measures depend on the agreed scope and your starting point.
02 / INSIDE THE SCOPE
What do we actually work on?
Connected capabilities, shaped to your project. The proposal defines which parts are included and what each one delivers.
02
Inventory & business modules
Configure agreed operational modules, transaction states and reporting around your process.
03
Permissions & approvals
Define role access, approval chains and audit trails for important business actions.
04
Migration & team adoption
Clean and validate agreed records, rehearse migration and train users on their actual responsibilities.
03 / FROM DISCOVERY TO HANDOVER
Clear steps. Tangible outputs.
- 01
Understand & define
We review your current situation, users and constraints, then agree on scope, responsibilities and acceptance criteria.
- 02
Design the solution
We make the proposed journey or technical approach reviewable before implementation, with clear decisions and dependencies.
- 03
Implement & review
We map roles and processes, choose a suitable implementation path and migrate validated records in stages.
- 04
Validate & hand over
We review the agreed outputs with your team, record remaining actions and hand over the documentation needed for the next step.
THE PRACTICAL HANDOVER
What do you walk away with?
Reviewable, usable outputs checked against the scope we agree together.
- Process mapping and system configuration
- CRM, inventory and approval modules within scope
- Data migration, access roles and team training
04 / WHERE IT FITS
A solution that fits your context.
Who is it for?
Growing companies coordinating sales, operations and administration.
Illustrative project possibilities, rather than claims of completed client work.
Do you build everything from scratch?
No. We compare configuring an existing platform, integrating current tools and building custom modules. The recommendation follows fit, cost, ownership and change requirements.
How is migration handled?
We identify data owners, map fields and validate samples before a staged migration. Reconciliation and a fallback approach are agreed before cutover.
What affects ERP or CRM implementation cost?
Modules, approvals, branch structure, data cleanup and migration, integrations and user training shape the project. We compare configuration with custom modules and identify any platform licence costs separately.
How are scope, timing and cost agreed?
We review your goals, existing systems and required outputs first. The proposal defines deliverables, responsibilities, dependencies and commercial terms. Optional features and ongoing support are agreed explicitly.
Capabilities that work together.
All capabilitiesYOUR NEXT STEP
Let’s make your next idea work.
Tell us where you want to go. We’ll start with your challenge and shape the way forward together.