Tools & management structuring pack

You stop re-keying: reliable data to steer what is real.

When the business has several tools stepping on each other, this pack redesigns the target schema: which tool holds which data, which integrations, which automated workflows.

€15,000–40,000
See detailed content

Included in this pack

  • Application mapping and flow matrix.
  • Configuration / integrations (API, light ETL, connectors).
  • Workflows (approval, alerts, assignment).
  • Dashboards and shared KPI definitions.
  • ERP / CRM
  • Odoo integration

When the business has several tools stepping on each other, this pack redesigns the target schema: which tool holds which data, which integrations, which automated workflows.

What you get concretely

Application mapping and flow matrix.

Configuration / integrations (API, light ETL, connectors).

Workflows (approval, alerts, assignment).

Dashboards and shared KPI definitions.

This pack is for you if…

1

Sales / ops teams with time-consuming Excel exports.

2

Partial CRM or ERP rollout struggling to gain adoption.

3

Need for reliable dashboards for the executive team.

How the pack works

  1. 1

    Tools & data audit

    Interviews, sample extraction and identification of duplicates / gaps.

  2. 2

    Target architecture

    Pivot platform choice, data governance rules and integration plan.

  3. 3

    Go-live & adoption

    Phased deployment, targeted training and usage measurement.

What is included in the pack

Each section links to a service page so you can see how we work the topic in depth.

ERP / CRM

  • Service aligned with pack objectives and your business context.
  • Coordination with other strands of the Complianz journey.
See the service page

Odoo integration

  • Service aligned with pack objectives and your business context.
  • Coordination with other strands of the Complianz journey.
See the service page

Automation & APIs

  • Service aligned with pack objectives and your business context.
  • Coordination with other strands of the Complianz journey.
See the service page

Sales dashboard

  • Service aligned with pack objectives and your business context.
  • Coordination with other strands of the Complianz journey.
See the service page

Characteristics

  • Indicative duration: 2 to 5 months depending on number of tools and data quality.
  • Formalised workshops and checkpoints with your team.
  • Deliverables usable by leadership and operations.

Deliverables associated with the journey

  • Application mapping and flow matrix.
  • Configuration / integrations (API, light ETL, connectors).
  • Workflows (approval, alerts, assignment).
  • Dashboards and shared KPI definitions.

Frequently asked questions

Indicative answers — your account manager adapts scope to your context.

Do we need to change ERP?

Not necessarily: we often optimise what you have by securing flows and roles before any big-bang change.

Who prepares the data?

A cleansing plan is co-built; data ownership stays on the client side with our guides and helper scripts.

Does it include heavy development?

The pack focuses on integration and configuration; major software components are quoted separately if needed.

Ready to take action?

€15,000–40,000

Indicative pricing — tailored quote within 24 business hours on average after qualification.

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