Business Technology
CRM, process, vendor and budget advisory, plus the SOPs, SOWs and documentation that keep technology projects on track.
Technology decisions are business decisions. These services help you choose, plan, document and budget technology with clear scope and accountability.
Business Technology services
Technology Consultation
A focused session to talk through a technology decision, problem or plan with an experienced consultant.
IT Documentation Review
Review your existing IT documentation for gaps, accuracy and usefulness.
CRM Assessment
Review how your CRM is configured and used, and where it's costing you leads or time.
CRM Data Cleanup
Deduplicate, standardise and structure CRM data so your team can trust it.
Business Process Review
Map how work actually flows and identify bottlenecks, handoffs and manual effort.
Technology Vendor Assessment
Independent comparison of vendors or platforms against your actual requirements.
IT Procurement Advisory
Advice on buying hardware, software and services at the right specification and price.
IT Budget Planning
Build a realistic annual IT budget covering run costs, refresh cycles and projects.
Technology Roadmap
A 12–36 month technology plan aligned with where the business is going.
IT SOP Creation
Standard operating procedures for onboarding, offboarding, backups, access and more.
SOW Creation
Clear statements of work for technology projects — for you, your vendors or your customers.
Technical Documentation
Architecture documents, runbooks and technical guides written for their real audience.
Project Planning
Plan technology projects with clear phases, dependencies, risks and responsibilities.
Not sure where to start?
Describe the problem in a few sentences. You'll get an honest recommendation — including when a small first engagement is the right move.