Founder-led experience before Build With Care · Case 03
Connecting operations, automation and data
Combining CRM experience, field feedback and ERP development to replace fragmented workflows with better operating information.
Context
Founder experience spanning CRM and business-process automation at Yclients and contribution to the ground-up development and network integration of Hoog.
Business problem
Operational records, reporting and day-to-day work easily fragment across teams and tools, making problems harder to see and decisions slower to make.
What was built
- CRM and process-automation improvements for service businesses
- Connections between partner feedback and product priorities
- Operational requirements for an ERP system used by partner businesses
- Working links across product, BI, commercial and field operations
Operating approach
Start with how work actually happens, identify where information is lost, and design tools around the operating decisions people need to make.
Result
Operational and field insights were connected more directly to product, reporting and commercial improvements across the network.
What this means for clients
Automation works best when it reflects the real workflow and gives the right people better information at the right moment.