Systems · Operations

Automation & Software Intelligence

Systems decide what your organisation can actually deliver. Discovery only creates demand worth having once they hold.

Owned infrastructure

Your database, your schema, your code. No platform dependency.

Role-based access

Permission architecture built to your org structure.

Documented handover

Plain-language docs so your team runs it independently.

No per-seat licence

Running costs that never scale with your headcount.

The Approach

Architecture before automation.

Before a single workflow is built, the operating principles are set. Everything on this page follows from them.

Strategic before technical

Every engagement opens with a systems review, so we automate where leverage exists rather than a process that should be removed.

Process inventory Week 1
  • Lead intakeAutomate
  • Manual CRM re-entryRemove
  • Board reportingAutomate
  • Client sign-offKeep

Three of eleven processes removed before a line of code.

Built on infrastructure you own

No preferred vendors, no lock-in. The stack is chosen for your needs and provisioned in your accounts, not mine.

Where it lives Your tenancy
Your accounts CRM Data store Automation Reporting
Advisor access expires at handover

Nothing runs on an account you cannot cancel yourself.

Documented for independence

Every system is documented in plain language, so your team can run and extend it without me. Independence is the deliverable.

Runbook, lead routing v1.4
  1. What triggers it, and who owns it
  2. How to change the rules without a developer
Owner assigned Failure path documented Team walkthrough complete

Signed off by your team, not by me.

What We Automate

Where automation creates leverage.

Automation earns its place in three situations: the same steps repeat every week, data is re-keyed between systems that were never introduced to each other, or a process is being held together by one person's memory. Everything below is built against those, and nothing is built because it demonstrates well.

Every engagement is scoped and priced in writing before work begins. No scope creep, no surprise invoices.

The four layers we build

Capture and routing

Enquiries written straight to your database, validated and deduplicated, then assigned, prioritised and notified without manual triage.

Reporting pipelines

Dashboards kept current across every source, with document generation and scheduled exports running to time rather than to reminders.

Behaviour-led follow-up

Sequences triggered by what someone actually did, rather than by whoever remembered to send them.

Cross-platform sync

Database, email, analytics and project tools kept in step, with approval routing that no longer waits in someone's inbox.

The CRM Layer

Most teams rent their CRM. Yours can be built.

A subscription CRM shapes your process around its schema, and charges you per seat as you grow.

A built CRM does the opposite: the schema follows your business, access follows your org chart, and the database stays yours.

Schema design

A data model built around how your organisation actually works, not a template you bend to fit.

Permission architecture

Role-based, row-level access so each user sees only what they should, enforced at the database.

Intake and deduplication

Forms and channels write straight into your database, matched against existing records before they land.

Reporting and audit

Live views over your own data, with a full record of what changed, when and by whom.

"When the engagement ends, you keep the database, the schema, and the code."

The Process

From brief to operational in days.

A structured four-phase process that delivers working automations, not plans.

Audit

We document every repeatable process, identify integration points, and prioritise by time-saving impact before writing a single workflow.

Architecture

Each workflow is mapped with branching logic, error conditions, and fallback states before build. You sign off the architecture before any development begins.

Build & Test

Workflows are built, tested with real data, and stress-tested for edge cases. Every path is verified before handover. No live surprises.

Handover

Full documentation, a live walkthrough session, and a 30-day support window. Your team understands and controls every workflow from day one.

"You own the database, the schema, and the code. There is no platform dependency, no per-seat licence scaling against your headcount, and no point at which continuing to operate the system requires continuing to pay me."

Rima Taha · Engagement Principle

Packages

Clear, transparent pricing.

Four tiers. All pricing agreed in writing before work begins.

Package Includes Timeline From
CRM Foundation Owned database and schema design, form-to-database capture pipeline, pipeline and status views, notification and confirmation flows, full documentation, handover session 2–3 weeks €8,000
Revenue Operations System Everything in Foundation, plus multi-source capture, lead scoring rules, routing logic, reporting layer, and integration with your existing platforms 4–6 weeks €16,000
Enterprise Operations Architecture Everything in Revenue Operations, plus role-based permission architecture, row-level security, data isolation, audit trail, and multi-entity structure 8–12 weeks €28,000
Custom Software & Product Build Everything in Enterprise Operations, plus bespoke application design and engineering: client portals, internal tools, or customer-facing products built and wired directly into your owned CRM and automation layer By scope from €40,000

Need something outside these tiers? Book a scoping call →

Architecture is signed off before development begins. Scope and price are fixed in writing.

Request a Systems Review →

Common Questions

Frequently asked.

An integration connects your existing subscription CRM to other tools: your data model, permissions and licence terms stay with that vendor. A build creates the database itself: schema designed around your process, permissions enforced at the database layer, and full ownership of the records. Integration is the right choice when your current CRM already fits. A build is the right choice when you are working around it, paying per seat for users who only need read access, or holding sensitive data on infrastructure you do not control.
You do. Infrastructure is provisioned in your organisation's accounts from the first day of the build, not migrated to you at the end. You hold the database, the schema, the source code and the documentation. There is no component of the system that requires an ongoing relationship with me to keep running, and no export process to negotiate if you decide to take it elsewhere.
Any repeatable, rule-based process is a candidate: lead routing and CRM entry, reporting and dashboard updates, nurture sequences, cross-platform data sync, and scheduled exports. If your team repeats the same steps more than twice a week, it can almost certainly be automated.
Yes. Governance here means ownership: you hold the database, schema, and code from day one, documented well enough for your own team to run or replace it without me.