Design and implement ERP, CRM, secure portals and interactive dashboards your customers, partners and teams actually use. We map processes end-to-end, wire data responsibly, and keep performance sharp across devices.
One stack—ERP • CRM • Portals & Dashboards—clean data, faster decisions
ERP workflows: orders, inventory, finance
CRM: leads, pipelines, support automation
Approvals, SLAs & escalations
Role-based access with fine permissions
Single Sign-On (OAuth2 / SAML)
Real-time KPIs with drill-downs
ETL/ELT pipelines to warehouse
Interactive charts, filters & exports
Mobile-first performance
Accessibility & compliance ready
erp
crm
rbac
sso
etl / elt
kpis
audit logs
workflows
white-label
exports & alerts
Process mapping & solution architecture (ERP • CRM • Portals)
/01Build the blueprint that unifies ERP, CRM and portal UX. We map audiences, roles and journeys, define data objects and contracts, and establish governance for scalable growth.
Deliverables
- Process maps (O2C, P2P, S2C)
- User & role matrix
- Sitemap / IA flows
- Design system starter
Outcomes
- Aligned workflows
- Lower support queries
- Faster task completion
- Consistent UX patterns
Data pipelines & warehouse integration
/02Connect ERP/CRM and third-party sources to keep data fresh. We build reliable ETL/ELT, model datasets, and sync to your warehouse for fast, trustworthy dashboards.
What we implement
- ETL/ELT jobs & schedulers
- Data models & marts
- CDC & incremental loads
- Quality checks & lineage
Why it matters
- Fresh, dependable metrics
- Reduced manual prep
- Single source of truth
- Lower time-to-insight
Dashboards, KPIs & interactions
/03Translate metrics into decisions across ERP and CRM. We design interactive views with filters, drill-downs and annotations so teams understand context and act quickly.
Deliverables
- KPI definitions & owners
- Dashboard wireframes
- Explorations & drill paths
- Export & scheduling rules
Validation
- Usability sessions
- Adoption & retention tracking
- Data accuracy checks
Access control, SSO & governance
/04Keep data safe and private. We set up SSO, RBAC and audit trails—plus SoD policies and PII masking that balance compliance and day-to-day productivity.
Deliverables
- SSO (SAML/OAuth) setup
- RBAC & permission schemes
- SoD & approval policies
- Audit logs & retention
Benefits
- Least-privilege access
- Traceable activity
- Faster onboarding
White-label, theming & multi-tenant
/05Tailor the experience per client, partner or brand. We enable tenant isolation, theme packs, and content overrides—without forking your codebase.
Scope
- Tenant provisioning
- Brand kits & theming
- Content overrides
- Usage metering
Signals
- Time to onboard
- Tenant isolation tests
- Feature adoption
Operations, alerts & success enablement
/06Keep the stack dependable. We add health checks, alerting and release gates, plus training and guides so teams get value from day one.
Implement
- Uptime monitors & SLAs
- Error tracking & triage
- Release checklists
Sustain
- Product training
- Quarterly reviews
- Roadmap & feedback loops
Our ERP • CRM • Portals & Dashboards approach
We craft secure, role-aware ERP/CRM portals and decision-ready dashboards. From information architecture and process mapping to data modeling, SSO and RBAC, our builds surface the right insight to the right person—fast, accessible, and scalable across teams and tenants.
Process-first ERP/CRM task flows
Design system & component governance
Role-based access (RBAC) & SSO
Data quality checks & lineage
Performance budgets & a11y first
Versioned APIs & change control
Navigation maps & content taxonomy
KPI definitions, drill paths & alerts
Warehouse/ETL integrations & caching
Multi-tenant theming & branding
Audit logs, exports & scheduling
Runbooks, training & success metrics
IA, Workspaces & Navigation
Define clear sections, roles and journeys across ERP, CRM and portal modules. Teams land on the right workspace, find content faster and stay oriented end-to-end.
Data Integrations & Modelling
Connect ERP/CRM, billing, product and IoT feeds. Normalise and model entities for quick queries and consistent, trusted metrics.
KPI System & Visualisation
A reusable chart and card library with documented formulae, trend helpers and drill paths—so insights are comparable and credible across ERP and CRM.
Access Control, SSO & Audits
Enterprise identity with SAML/OAuth, role policies, tenant isolation and full activity trails—built for compliance without slowing teams.
Alerts, Scheduling & Governance
Set alerts on KPIs, schedule reports, track data lineage and enforce review workflows—so dashboards remain accurate, timely and action-oriented.
Our ERP • CRM • Portals • Dashboards
delivery model
Frame — users, processes, KPIs & current gaps
Simple: 3–5 days
Complex: 1–2 weeks
Blueprint — navigation, roles & page/record flows
Simple: 1 week
Complex: 2–4 weeks
Assemble — integrations, data pipelines, KPIs & visuals
Simple: 2–3 weeks
Complex: 4–6 weeks
Validate — QA, permissions & audit trails
Simple: 4–7 days
Complex: 1–2 weeks
Operate — alerts, refresh & roadmap
Simple: light monthly care
Complex: monthly + quarterly cycles