Business data & systems advice

What could your business data tell you?

Understand the information you already have, what is missing, and whether connecting it would support decisions about costs, customers, or the operation.

Released partPH-204 · Rev CPump housing / job 1042
  1. SOLIDWORKSPart + drawing
  2. STEP exportPH-204_revC.step
  3. Custom ERPPart / revision / job
Custom ERP · salesSO-1042
Sales order£8,400

40 pump housings

Custom ERP · purchasingJob 1042
Material & outside work£4,440

Stock, treatment & subcontracting

Shop-floor time · CSV1042 / OP10–30
Completed operations40 hours

Direct labour rate: £30 / hour

Job contribution3 sources linked

Pump housings

Job 1042 · PH-204 / Rev C

Contribution before overheads
£2,76033%

Based on the direct costs in these records.

Select a cost to trace its source.

Start with the questions you want to answer

Your information may sit across a custom ERP, SOLIDWORKS or another CAD system, CAM software, spreadsheets, and shop-floor records. Those arrangements have grown with the business. We begin with the questions you want to answer and look at which information would help.

We assess the quality and availability of the relevant data, how your existing tools use it, and where a connection would be useful. You get an independent view of the options and the work each would involve.

If the recommendation is to connect systems or develop a tool, we can help scope and deliver that work with your team. The starting point is a reason to make the change and a clear way to judge whether it helps.

How we can help

What an engagement can cover

Data and workflow assessment

Map the information relevant to your decision and assess how it moves between people and systems.

Systems integration

Assess the case for connecting existing tools and support implementation where you decide it is worthwhile.

Focused software development

Where a specific need justifies it, scope and build a tool around the information and decisions it needs to support.

Testing with real workflows

Check data accuracy, permissions, and exception handling against representative operational scenarios before rollout.

Staged rollout

Agree the deployment sequence, operational checks, and rollback options with your team to manage disruption.

Handover and support

Provide documentation, training, and agreed support so the people responsible for the system can run it confidently.

If you choose to implement

Software that supports your operation

Where the assessment supports a change, we can help deliver it with your team. These are some of the areas that work can cover.

Systems integration

Connect the tools you already use so your team can stop copying the same information between them.

  • ERP and inventory connections
  • Order and fulfilment data
  • Accounting system handoffs
  • Supplier data imports

Operational tools

Fill specific gaps in your existing systems with tools designed around your workflows and your people.

  • Order progress views
  • Production status updates
  • Scheduling and dispatch tools
  • Exception tracking

Customer and supplier portals

Give customers and suppliers a clearer way to share information without more email and rekeying.

  • B2B ordering portals
  • Order status and documents
  • Supplier information exchange
  • Account-specific catalogues

Administrative automation

Reduce repetitive work between departments, with clear checks and an owner for the exceptions.

  • Order entry and validation
  • Document processing
  • Approval workflows
  • Scheduled data transfers

Records and traceability

Bring operational records together so the right information is easier to find and maintain.

  • Quality record workflows
  • Batch and job references
  • Controlled document access
  • Searchable audit histories

Reporting and visibility

Turn the data in your systems into a consistent view of what is happening across the business.

  • Orders and stock dashboards
  • Production progress reports
  • Management reporting
  • Data quality checks
Ideal fit

Who this is right for

  • Owners who want a clearer view of costs, customers, or operational performance
  • Businesses with useful information spread across several systems or spreadsheets
  • Owners assessing whether connecting their data would justify the investment
  • Leadership teams looking for an independent view of their data and systems options
Advice in practice

The decisions behind the work

Placeholder examples. These fictional companies and scenarios will be replaced with verified client stories.

Lorem Industries
Illustrative example

Considering an owner’s next step

An illustrative advisory scenario exploring the operational information and responsibilities involved in stepping back.

Ipsum Engineering
Illustrative example

Understanding scattered business data

An illustrative advisory scenario assessing which information to bring together and what decisions it could support.

Dolor Manufacturing
Illustrative example

Assessing a proposed investment

An illustrative advisory scenario comparing a supplier proposal, the alternatives, and the case for investing.

Talk through your next decision.

You do not need a project brief or a particular solution in mind. Bring the question you are considering, and we can start there.

Want a more structured starting point?

Manufacturing systems review

Follow a job from its released CAD drawing through ERP planning, CAM, production and costing. Find where revisions, records or responsibilities stop lining up. We agree the questions and scope with you first.

  • A map of your current systems and key workflows
  • An assessment of the gaps that matter to your decisions
  • Independent recommendations and practical next steps
Ask about a systems review
PH-204 / pump housing
01Release
SOLIDWORKS / PDMPH-204 · Rev COwner: Engineering
02Plan
Custom ERPJob 1042 · Rev BOwner: Planning
03Program
CAMSTEP → toolpath → NCOwner: Unassigned
04Make
Shop-floor records1042 · 40 hoursOwner: Production
05Close job
ERP / accountsActual time not linkedOwner: Accounts

Match the job to the released revision.

CAD is at Rev C; the ERP job says Rev B. Confirm the part, BOM and routing before issuing work.