Enterprise Transformation

Enterprise Transformation: One Source of Truth Across Your Business

Department Automation proved you could transform one function. Enterprise Transformation connects everything.

This isn't about implementing AI for the sake of it. It's about building the data and workflow infrastructure that lets your entire business operate as one system instead of a collection of departments fighting over spreadsheets.

The problem we're solving:

By the time professional services firms reach 75-100 staff, they've typically got:

• Finance running month-end reports by manually pulling data from 4-6 systems
• Operations chasing project managers for updates to feed into resource planning
• Client services maintaining separate records because the CRM doesn't talk to the practice management system
• Leadership making decisions based on data that's 2-3 weeks out of date

Each department has optimised its own workflows, but the gaps between departments are killing productivity. You've automated the islands but not the bridges.

Enterprise Transformation fixes that.

What this actually looks like:

We build a unified data platform (typically Supabase, Airtable or Notion) that becomes your single source of truth. Every system feeds into it, every department pulls from it, and every report reflects real-time reality.

Example: End-to-end client lifecycle for a law firm

Before transformation:

• Marketing captures leads in HubSpot
• Operations manually creates client records in practice management system
• Finance manually creates billing records in Xero
• Client services maintains separate contact database because practice management system is clunky
• Compliance team maintains separate spreadsheet for AML/KYC status
• Leadership pulls fragmented reports from each system for partnership meetings

After transformation:

• Lead converts in HubSpot → automatically creates client record in practice management, billing record in Xero, and entry in unified database
• Client onboarding workflow triggers: document requests, KYC checks, conflict searches, engagement letter generation
• Matter opened → automatic folder structure created, team notified, time tracking enabled
• Work in progress → real-time visibility of hours logged, budgets consumed, invoices pending
• Matter closed → automated feedback request, client record updated, utilisation reports refreshed
• Leadership dashboard shows: pipeline value, WIP by partner, profitability by client, capacity by team, all updated hourly

Total time saved: 60-80 hours per week firm-wide. Zero manual data synchronisation.

Example: Creative agency project lifecycle

Before transformation:

• Sales wins deal in Pipedrive
• Project manager manually creates project in Monday.com
• Finance manually creates invoice schedule in Xero
• Creative team maintains separate brief repository because Monday.com doesn't handle file versions well
• Time tracking in Harvest doesn't talk to project management
• Profitability analysis requires manual export and spreadsheet consolidation

After transformation:

• Deal won in Pipedrive → project auto-created in Monday.com with client brief, team assigned based on skills/capacity, invoice schedule created in Xero
• Project kickoff workflow: folder structure created, brand assets pulled from DAM, team kickoff meeting scheduled
• Production: time tracked in Harvest automatically flows to profitability dashboard, budget alerts trigger before overspend
• Delivery: automated QA checklist, client approval workflow, asset handover process
• Project closed: automated case study creation, team retrospective scheduled, capacity freed for resource planning
• Real-time dashboards: project profitability, team utilisation, client health scores, pipeline accuracy

Total time saved: 70-90 hours per week. Complete visibility into project economics.

How we deliver this:

Phase 1: Architecture and design (Weeks 1-4)

We map your entire operational flow across all departments. Not surface-level process mapping; we're documenting:

• Every system, its data structure, and API capabilities
• Every manual handoff and where data gets duplicated or lost
• Every report and where the underlying data actually lives
• Every compliance requirement and audit trail needed

Deliverable: Technical architecture document showing your unified data model, system integrations, and automation workflows. Nothing gets built until you've approved this blueprint.

Phase 2: Platform build (Weeks 5-12)

We build your unified data platform and connect your core systems. This happens in 2-week sprints with regular demos:

• Sprint 1-2: Core data platform and CRM integration
• Sprint 3-4: Finance system integration and invoice automation
• Sprint 5-6: Project/matter management integration
• Sprint 7-8: Reporting layer and dashboards

You see working integrations every fortnight, not at the end of three months.

Phase 3: Workflow automation (Weeks 13-16)

With the data platform built, we layer in the cross-departmental workflows:

• Client onboarding and offboarding
• Project/matter lifecycle management
• Financial reporting and alerting
• Compliance documentation and audit trails

Phase 4: Training and handover (Weeks 17-20)

We train your team in cohorts:

• Technical stakeholders: platform architecture, admin access, basic modifications
• Department heads: workflow management, reporting, exception handling
• End users: day-to-day operations, troubleshooting common issues

Deliverables:

• Complete technical documentation
• Video library covering every workflow
• Admin guides for making common changes
• 90 days post-launch support included

What you get:

• Unified data platform connecting 6-10 business systems
• 8-12 automated cross-departmental workflows
• Real-time leadership dashboards (no more month-end spreadsheet hell)
• 60-90 hours per week saved firm-wide
• Single source of truth for all operational and financial data
• Audit trails and compliance documentation for all automated processes
• Trained internal team capable of maintaining and extending the platform

Who this is for:

Operations directors or managing partners at 75-100 person professional services firms where:

• Department-level automation is already working (typically proven via Discovery or Department Automation)
• Leadership is frustrated by fragmented data and manual reporting
• Growth plans require operational leverage (can't scale proportionally with headcount)
• Budget exists for transformation (£80-120k range)

Timeline: 20 weeks from kickoff to full deployment
Ongoing: Optional support retainer (£2-3k/month) for continued optimisation and new workflow requests

Why this requires proven trust:

We only take on Enterprise Transformation clients who've either:

1. Completed Discovery or Department Automation with us successfully, or
2. Can demonstrate equivalent proof-of-concept with another automation partner

This isn't gatekeeping. It's risk management for both parties.

Enterprise Transformation requires sustained executive commitment, access to all your systems, and organisational change management. If you haven't seen automation work at small scale first, you won't have the internal political capital to push through the inevitable bumps during a 20-week transformation programme.

We'd rather start with Discovery and prove value, than have an Enterprise Transformation project stall at week 8 because the CFO never really bought in.

What happens after:

Most clients move to an ongoing support retainer where we:

• Add new workflows as business needs evolve
• Optimise existing automations based on usage data
• Provide ongoing training for new hires
• Act as automation CoE for your internal teams

Some clients transition to fully self-sufficient within 12 months. Others keep us on retainer indefinitely because the value of having external experts on-call outweighs the cost.