Business Systems, Operations & Establishment
The architecture underneath the business. From entity setup across UK, US and UAE to operating model design, ERP and CRM implementation, SOP development, and the AI-enabled automation that makes everything scale.
Start a conversation[01] What we deliver
Nineteen deliverables across entity setup, operating model, systems and automation.
Business Establishment (US, UK & UAE)
Entity setup, jurisdiction selection, registration and tax structuring across three regulatory environments.
Company Structuring Support
Group structure, holding arrangements and inter-company agreements designed for scale.
Operational Design
Complete operating model: functions, roles, ownership, decision rights, escalation paths.
Business Process Design
Process mapping, value chain analysis and end-to-end workflow design across core functions.
SOP Development
Standard operating procedures written for actual use, not documentation theatre.
CRM Integration
HubSpot, Salesforce, Zoho, MS Dynamics. Selection, configuration, data migration and rollout.
ERP Implementation
Odoo, Dynamics 365 and similar. Full implementation across CRM, sales, finance, inventory.
AI-Enabled Workflows
AI agents and assistants integrated into operational workflows where they actually add value.
Operational Automation
Make, n8n, Zapier and native automation. Removing manual handoffs without producing chaos faster.
Client Onboarding Systems
Structured onboarding flows from first sale to live engagement, repeatable across the team.
Project & Task Management Systems
Jira, Notion, ClickUp, Asana. Set up to match how your team actually works, not how the tool wants you to.
Dashboarding & Reporting
Executive dashboards, KPI tracking, and reporting cadences that drive actual decisions.
Knowledge Base & Documentation Systems
Single source of truth for processes, decisions, and institutional knowledge.
Internal Operations Design
How the business runs internally: cadences, rituals, decision forums, internal communication.
Sales Pipeline Setup
Pipeline design, stages, qualification criteria, and the CRM configuration to support them.
Customer Support Workflows
Support intake, triage, escalation, SLA management and resolution tracking.
Data & Reporting Structures
Data architecture, governance, and the reporting layer sitting on top of it.
System Integrations
Connecting CRM, ERP, marketing, finance and operational tools into one coherent stack.
Operational Scalability Planning
Where will the operating model break at 2x, 5x, 10x? Plan now, not when it breaks.
[02] Why this matters
Most businesses outgrow their operating model before they notice.
01
Founder dependency
The business runs because the founder holds it together. Holiday becomes risky. Hiring slows everything down. Customers feel the bottleneck.
02
System sprawl
Seventeen tools, three sources of truth, and a quiet agreement to never reconcile them. Reporting takes half a day of manual work.
03
Process drift
Documented processes that nobody follows, and real processes that nobody documented. The team works around both.