02. SHAPE

Integration planning

From disconnected tools to a connected system that scales

When your tools don’t talk to each other, your team pays the price. Many SMEs start with the best intentions, but over time, tools pile up. Without a clear plan to connect them, you end up with bottlenecks, double work and missed opportunities for valuable insight.

What you get,
and how we work

The integration roadmap builds on your digital strategy. It focuses specifically on the system layer: how your tools, platforms, and data flows support the business. You get a clear technical game plan, tailored to your size, goals, and current setup.

Stack mapping and pain-point scan

We begin by mapping your current tools. What platforms are in use across marketing, sales, operations, finance, logistics, or HR? How do they (or don’t they) talk to each other? We identify manual work, shadow processes, redundant data entry, and integration gaps that hold you back.

Workflow and data flow analysis

Next, we look at how data actually moves. Where is the source of truth for key business information? Are processes automated or patched together by staff workarounds? This step uncovers hidden friction and shows how misaligned systems are affecting productivity, customer experience, or reporting.

Future-state design

We design an integration architecture that fits your business. It defines which systems should stay, what needs to connect, and how data should flow in the future. This includes platform roles (CRM vs ERP vs web), data ownership, security boundaries, and suggested middleware if needed.

Project portfolio and phasing

We translate the architecture into concrete next steps. Which integrations bring the most value fast? What tooling or partners might be needed? You get a prioritised list of integration projects, with timing, cost ranges, and preconditions to do each right.

Governance and scale-readiness

We add the final layer: how to manage the stack going forward. That includes guidance on system ownership, change control, access rights, and data governance. You get simple, SME-scaled playbooks to avoid falling back into digital chaos as your business grows.

Common pain points

Tool overload costs small business owners weeks of lost productivity each year

96 minutes / day

productivity lost due to disconnected tools

Frequently asked

No. Most of our clients have 20–250 employees and outgrown their patchwork of tools.

We manage the planning. If needed, we can oversee implementation or work with your tech partners.

Typically 4 to 6 weeks. Longer if your setup is complex or includes legacy systems.

We’re platform-agnostic. We’ve worked with ERPs, CRMs, e-commerce systems, cloud tools and custom software.

Yes. If part of the scope, we shortlist tools or partners that fit your needs and budget.

Yes. That’s the goal. Your team or supplier gets a clear brief to work from.