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