School: Build · Processes, people, controls and systems
Technology
Choosing and using systems that fit the operating model.
7 modules, in the order we recommend taking them.
- M25BuildTechnology StrategySystems were bought one at a time to solve urgent problems. Together they don't fit the business.You leave withA systems map and a sequenced technology roadmap~5 min · MapExplore module
- M26BuildERP: What It Can and Cannot FixA new ERP was supposed to fix reporting and stock. A year later, staff still keep spreadsheets alongside it.You leave withAn ERP readiness check, or a fix plan for the ERP you have~5 min · ChecklistExplore module
- M27BuildCRMEvery lead lives in someone's phone. When a salesperson leaves, their customers go quiet.You leave withA pipeline design ready to run in a simple CRM~5 min · TemplateExplore module
- M28BuildAutomationSkilled staff spend hours re-typing, copying and chasing. The work is routine, but no one has designed it away.You leave withA prioritised list of automation opportunities~5 min · MatrixExplore module
- M29BuildIntegrationOrders are entered in one system, re-typed into another and reconciled by hand at month-end.You leave withAn integration plan for your most costly data gap~5 min · MapExplore module
- M30BuildDataReports disagree because the same customer, product or supplier is recorded three different ways.You leave withData standards and owners for your core records~5 min · ChecklistExplore module
- M31BuildAI for Business OperationsAI is promised everywhere. Few businesses know which of their processes it can safely improve.You leave withA shortlist of practical, low-risk AI uses in your operations~5 min · MatrixExplore module
Teaching cases used in this area: The ERP That Didn't Fix Anything · WhatsApp Is the CRM
Next step
Start with what is actually happening.
Tell us what is happening in your business. We will help identify the appropriate next step.
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