Business Systems
One version of the truth across finance, sales, and operations, reporting included.
Overview
Growthtendstoleaveatrailofdisconnectedsystems:aCRMthesalesteamtrusts,afinancepackagetheaccountantstrust,andaspreadsheetthatreconcilesthemonceamonth.Thecostisnotthelicences,itistheargumentsaboutwhosenumberisright.
We design and implement the systems layer that makes those arguments unnecessary: clear ownership of each data domain, integrations that keep them in step, and reporting that the board can act on.
- Systems and data-flow audit
- Target architecture and sequencing plan
- Implemented platform and integrations
- Migrated, reconciled data
- Role-based training and adoption support
Benefits
What you get out of it.
A single source of truth
Defined data ownership per domain, with integrations that sync rather than duplicate.
Reporting leadership trusts
Dashboards built on modelled data, so the number in the board pack matches the number in the system.
Role-aware access
Permissions mapped to actual responsibilities, with audit logs for anything sensitive.
Fits your operating model
Configured or custom-built to match how you work, rather than a reorganisation to suit the software.
Approach
How a business systems engagement runs.
Four stages, each ending in something you can review. Scope stays flexible; the budget and the date do not.
Systems audit
Inventory of platforms, data flows, spreadsheet dependencies, and where the truth actually lives today.
Target architecture
Domain ownership, integration contracts, and a sequenced plan that avoids a big-bang cutover.
Implement & integrate
Configuration, custom modules where needed, data migration with reconciliation reports.
Adopt
Training by role, floor-walking through the first month-end, and support until the new way is the normal way.
Technologies
- PostgreSQL
- Node.js
- Next.js
- Odoo
- Salesforce APIs
- Xero API
- Power BI
- Metabase
- dbt
- Azure
Related work
Where this has been applied.
Underwriting Copilot
An evaluated AI assistant that reads submission packs and drafts the first underwriting opinion.
Vantage Field Ops
Work-order automation and predictive scheduling for 380 field technicians.
Northwind Commerce
A replatformed storefront that survived Black Friday at eleven times normal traffic.
FAQ
Business Systems, in practical terms.
The questions clients ask before committing to this kind of work.
Business Systems
Let's talk about business systems.
A 45-minute call is usually enough for us both to know whether this is a fit. No deck, no discovery fee for the first conversation.
Or email hello@bonangtech.com