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Business Operations

Business Operations provides scoped ERP and CRM capabilities with a focus on clean implementation, governance, and lifecycle management. We prioritize clarity over complexity.

Workstack Brief

Infrastructure, security, AI operations, and consulting delivered as one managed program.

  • Scoped ERP and CRM delivery with managed operations.
  • Deliver core business operations without heavy customization.

Who it is for

  • Finance operations
  • Revenue teams
  • Operations leadership

Key features

  • Scoped process mapping and clean data models
  • Role-based workflows for finance and sales ops
  • Reporting and audit readiness
  • Change management and training

Outcomes

  • Faster adoption
  • Clear operational reporting
  • Reduced operational drift

Security notes

  • Segregation of duties
  • Audit-ready logging and approvals
  • Data retention policies by record type

Integrations

Billing systems
Support workflows
Analytics pipelines
Deployment

Delivered as a scoped implementation with clear boundaries.

Pricing

Quoted based on process scope and data migration needs.

FAQs

Can we keep our current finance tooling?

Yes. We can integrate or phase migration based on your requirements.

Configure this module with a managed Workstack.

We will map the module to your workflows and security requirements.