Services
Implementation, not just software
Most operations projects stall on details: how stock is counted, who approves what, which data is trustworthy. Our work is getting through those details and into daily use.
What we do
Discovery and process review
We sit with the people doing the work, map how stock or jobs move today, and agree what the application needs to handle before anything is configured.
Configuration and deployment
Fields, statuses, permissions and dashboards are set up to match your process, then deployed into your own Microsoft 365 tenant.
Data migration
Item lists, locations, customers and open transactions are cleaned and loaded, with reconciliation before go-live.
Integration and automation
Connections to accounting, ERP or existing systems, plus Power Automate flows for approvals, alerts and routine steps.
User training and rollout
Short role-specific sessions for warehouse staff, technicians and supervisors, with reference material they can keep.
Ongoing support
A named point of contact for questions, changes and small enhancements after go-live.
How an engagement runs
Four phases. Each one ends with something you can look at and decide on.
Assess
Process review, current systems, data quality and a written scope with a realistic timeline.
Configure
Application setup, security roles and automation, reviewed with your team in short cycles.
Pilot
A single warehouse or crew runs live work in the system while we adjust what does not fit.
Roll out and support
Wider deployment, training and a support arrangement that matches how much help you need.
Ask about scope and timelines
Send a few lines about your operation and we will come back with an honest view of effort, sequence and cost drivers.
tradeflowscm@gmail.com