KEI&S

Business Systems & ERP

I only need my ERP fixed. Can KEI&S help?

Yes. We can work on the immediate system problem without forcing a full transformation programme.

What we work on

  • Odoo
  • ERP
  • CRM
  • Accounting
  • Inventory
  • POS
  • Procurement
  • HR systems
  • Reporting
  • Integrations
  • Automation
  • Dashboards
  • Data migration
  • Business communications
  • Custom applications
Describe the system problemNot sure it's only the system?

Fix, improve or transform?

Most system problems are one of three things. Knowing which saves money.

  1. 01

    Fix

    The system is broken or misconfigured.

    We correct the configuration, data or integration, test it with your team and document the change.

    Fix my system →
  2. 02

    Improve

    The system works, but the process around it does not.

    We redesign the steps, rules and ownership around the system, then configure it to match.

    Improve how it's used →
  3. 03

    Transform

    The business itself needs redesign.

    We diagnose and redesign the operating model first, then choose and build the systems to support it.

    Diagnose the business →

Systems around the operating model

When a system is part of a wider change, we place it in the function it serves.

Market

How do customers find you?

Brand, website and campaigns set up so every enquiry is captured and every shilling of spend can be traced to revenue.

You know which channels bring paying customers.

  • Brand
  • Campaigns
  • Website
  • Lead capture

Customer

How do you win and keep them?

A pipeline with owners, stages and response rules, held in a CRM rather than in people's phones.

No enquiry is forgotten. Every customer has a history.

  • CRM
  • Pipeline
  • Follow-up
  • Onboarding

Delivery

How does the work get done?

Documented workflows, task tools and automation for the work you repeat, with custom applications only where needed.

Work moves without waiting for the founder.

  • Workflows
  • Task management
  • Automation
  • Custom applications

Money

How does cash move and get counted?

Invoicing, accounting and payments connected, with reconciliation and approval limits built in.

You see cash, receivables and margin every week.

  • Invoicing
  • Payments
  • Reconciliation
  • Budgets

People

Who decides and who does?

Roles, decision rights, approvals and a shared workspace, so knowledge stops living in one head.

People know what they own and who approves what.

  • Roles
  • Approvals
  • Communication
  • Collaboration

Intelligence

How do you know what is happening?

Agreed KPIs, automated data flows and dashboards, tied to a weekly and monthly management rhythm.

Decisions are made on numbers, not impressions.

  • KPIs
  • Dashboards
  • Reporting
  • Management rhythm

Technology

The business determines the technology. Not the other way round.

We're vendor-neutral. Each technology is a component, chosen for the functions it serves.

Technology categories and the business functions they serve
ComponentMarketCustomerDeliveryMoneyPeopleIntelligence
CRMPipelines, customer records, follow-upServes MarketServes CustomerDoes not serve DeliveryDoes not serve MoneyDoes not serve PeopleDoes not serve Intelligence
AccountingLedgers, invoicing, payablesDoes not serve MarketDoes not serve CustomerDoes not serve DeliveryServes MoneyDoes not serve PeopleServes Intelligence
Payment systemsM-Pesa, cards, bank feedsDoes not serve MarketServes CustomerDoes not serve DeliveryServes MoneyDoes not serve PeopleDoes not serve Intelligence
Microsoft 365Documents, email, Teams, approvalsDoes not serve MarketDoes not serve CustomerServes DeliveryDoes not serve MoneyServes PeopleDoes not serve Intelligence
Power BIDashboards and management reportingDoes not serve MarketDoes not serve CustomerDoes not serve DeliveryDoes not serve MoneyDoes not serve PeopleServes Intelligence
AutomationWorkflows between systemsDoes not serve MarketServes CustomerServes DeliveryServes MoneyDoes not serve PeopleDoes not serve Intelligence
WebsitesEnquiry capture and contentServes MarketDoes not serve CustomerDoes not serve DeliveryDoes not serve MoneyDoes not serve PeopleDoes not serve Intelligence
CommunicationWhatsApp Business, email, telephonyServes MarketServes CustomerDoes not serve DeliveryDoes not serve MoneyServes PeopleDoes not serve Intelligence
Custom softwareOnly where a real gap remainsDoes not serve MarketDoes not serve CustomerServes DeliveryDoes not serve MoneyDoes not serve PeopleServes Intelligence
CloudHosting, storage, identity, backupDoes not serve MarketDoes not serve CustomerDoes not serve DeliveryDoes not serve MoneyServes PeopleServes Intelligence

  • CRM

    Pipelines, customer records, follow-up

    MarketCustomer

  • Accounting

    Ledgers, invoicing, payables

    MoneyIntelligence

  • Payment systems

    M-Pesa, cards, bank feeds

    MoneyCustomer

  • Microsoft 365

    Documents, email, Teams, approvals

    PeopleDelivery

  • Power BI

    Dashboards and management reporting

    Intelligence

  • Automation

    Workflows between systems

    DeliveryMoneyCustomer

  • Websites

    Enquiry capture and content

    Market

  • Communication

    WhatsApp Business, email, telephony

    MarketCustomerPeople

  • Custom software

    Only where a real gap remains

    DeliveryIntelligence

  • Cloud

    Hosting, storage, identity, backup

    PeopleIntelligence

Next step

Start with what is actually happening.

Tell us what is happening in your business. We will help identify the appropriate next step.

Start With Your ProblemTake the Business Diagnostic
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