What we deliver
Our Gen AI & Automation service is built around one principle: get the data model right before configuring anything. Whether you are starting from scratch, migrating from a legacy platform, or trying to fix a project that has gone off track, we bring a structured, architect-led approach that ensures your CRM delivers business value from day one.
Our approach
Discovery & audit
We start by understanding your current state — data quality, process coverage, integration landscape, and business objectives. This typically takes 1 to 2 weeks and produces a clear picture of what good looks like for your organisation.
Architecture design
Before touching the platform, we design the data model, ownership rules, and integration topology. This blueprint prevents the majority of problems that derail CRM projects at month 4.
Build & configure
With the architecture signed off, we configure the platform in two-week sprints. You see working software every fortnight and can redirect priorities at any point.
Testing & training
Every workflow, automation, and integration is tested end-to-end before go-live. We run training sessions for admins, managers, and end users — not a one-size-fits-all walkthrough.
Go-live & hypercare
We are on-site or on-call during go-live week. The two weeks post-launch — hypercare — are when most issues surface and we resolve them in real time.
What you get
- ✓ Fully configured CRM aligned to your sales and ops process
- ✓ Clean, deduplicated data migrated with zero records lost
- ✓ All integrations tested and live on go-live day
- ✓ Trained users with documented processes and admin guides
- ✓ 30-day post-launch support at no additional cost