The problems CRM Administration exists to solve.
Manual, repetitive processing across finance, HR and operations
High error rates and rework in document-driven processes
Reporting assembled by hand each cycle
Process knowledge held by a small number of individuals
What is CRM Administration?
SENIOR-LEDProcess assessment and automation opportunity map
PRODUCTION-READYRedesigned target process with handoffs removed
KPI-DEFINEDAutomated workflow implemented and tested
Get a free discovery sprint
Before you commit, we help you confirm the use case, check data readiness, define the KPI, and map what CRM Administration could deliver for your organisation.
For a limited number of teams each quarter, we run the full sprint free of charge.
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How CRM Administration runs.
01
Confirm objectives, stakeholders, constraints and success measures
Review current systems, data, controls and delivery readiness
Prepare the target design, backlog, governance and implementation plan
Test the priority requirements through a prototype, pilot or controlled design review
Configure, integrate, test and deploy the approved solution
Train users, transfer knowledge and establish operating procedures
Monitor adoption, performance, cost, quality and improvement opportunities
What we bring to CRM Administration.
- 01Process mining and structured redesign before automation
- 02Document intelligence for unstructured inputs
- 03Integration with finance, HR and operational systems
- 04Human approval retained where judgement is required
- 05Measurable baseline and post-implementation comparison
What you get, and what follows
DELIVERABLESProcess assessment and automation opportunity mapRedesigned target process with handoffs removedAutomated workflow implemented and testedException handling and escalation designPerformance measurement against a documented baselineUser training and operational handover
BUSINESS OUTCOMESReduced processing time and manual effortFewer errors and less reworkConsistent application of policyReduced key-person dependencyA documented process that can be improved further
How we engage on CRM Administration.
INDICATIVE VALUEMonthly retainer, A$7,500 – A$25,000 per monthA guide only. The scoping call confirms the range for your environment, data and compliance obligations before anything is committed.
DELIVERY MODELManaged-service retainer with agreed service levelsDelivered by a senior-led Australian team across 7 stages, from discovery through to optimisation.Discuss scope and timing ›
WHO THIS IS FOR
- Banks, insurers, superannuation funds and professional-services firms
- Construction, engineering and infrastructure contractors
- Healthcare providers, aged-care operators and NDIS businesses
- Large enterprises and mid-market organisations undergoing modernisation
What our customers say.
All customer stories"Reconciliation that took our team nine days now closes in three — with a full audit trail on every match. It changed how the board sees AI.
Finance ManagerGCC Construction Group, Dubai
Finance ManagerGCC Construction Group, Dubai"Site teams stopped digging through folders. They ask the assistant, they get the clause with a citation, and they move on.
Project DirectorTier-One Contractor, Sydney
Project DirectorTier-One Contractor, Sydney"The anomaly models flag outliers the week they appear, not at quarter-end. We stopped two overruns before they hit the P&L.
Commercial DirectorProperty Developer, Dubai
Commercial DirectorProperty Developer, Dubai"Seven subsidiaries of spreadsheets became one governed reporting platform. The executive finally trusts the numbers on the screen.
Group CFOInfrastructure Holding, Riyadh
Group CFOInfrastructure Holding, RiyadhOur partnerships with
industry leaders
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PARTNER
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