Transforming Strategy into Intelligent Growth

We help organizations evolve through data, digital transformation, and AI-powered solutions that drive measurable business impact.

Transforming Business Through Data, AI & Strategy

From AI-powered operations to cybersecurity and digital sales — see how innovation drives performance.

Research Report

AI and your operating model: Radically new ways of working

Traditional workflows, functions jobs and skills will evolve with gen AI. Learn how you can accelerate reinvention with an operating model that holistically integrates tech, talent and processes to

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Case Study

Better, faster, stronger: Reinventing sales at Accenture

How Accenture is transforming our sales organization to drive

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Research Report

4 critical actions to take now to strengthen your cyber defenses

Cyber risks are growing faster than ever, outpacing security efforts. How do you get ahead of these threats? In this year’s State of Cybersecurity Resilience, learn the steps to build resilience as

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Research, Insights & Case Studies

Stay informed with our latest reports and stories from across industries.

Step One

We Turn Complex Projects into Clear, Measurable Outcomes

how we turn every project into a smooth, successful experience — from the very first lead to final delivery and payment.
Our process is built to keep everything clear, consistent, and efficient. Each step is carefully managed through our CRM, ensuring no detail gets missed.
You’ll always know what’s happening, who’s handling your project, and when each milestone is complete.
Scroll down to see how our process works in action.

Step Two

CRM Enabled High Level Process

A step-by-step overview of our complete customer journey — from lead generation to successful project delivery and payment.
Each stage is carefully structured to ensure smooth communication, accurate documentation, and efficient handovers between teams.
This process helps us maintain quality, consistency, and transparency at every step — so our clients always know exactly where their project stands.

CUSTOMER REVIEW

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Why Choose Us?

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Initial Enquiry

We receive new leads through our CRM mailbox or other channels, then search for or add the customer to our system.
A new deal is created, and the initial appointment is scheduled and recorded in the CRM.

Customer Acceptance

If the customer accepts, the deal goes to the operations admin to schedule the final survey and update the status to “Final Survey.”
We coordinate the survey date and assign it to the installations manager.
If the quote is rejected, we offer a requote and repeat the quotation stage.

Installation

After installation, we upload customer feedback, photos, and documentation to the CRM, then close the appointment.
The operations admin sends a customer survey, assigns the deal to accounts, and updates the status to “Invoice & Payment.”

Initial Appointment

Our team attends the initial appointment and attaches all site photos and related documents directly to the deal in HubSpot.
Once the visit is complete, we close the appointment, add any relevant notes or images, and assign the deal to the appropriate team member for quotation.

Final Survey

We attend the final survey, confirm the estimated installation date and time, and record all details in the deal notes.
All site photos and documents are attached in HubSpot before closing the appointment.

Quotation

We create the quotation and save it securely in our local drive.
Next, we navigate to the deal record in the CRM, populate the quotation details, and prepare an email directly within the system — attaching all relevant files.
A follow-up is scheduled within 48 hours to confirm client feedback.

Invoice & Payment

Accounts generate and send the invoice through the CRM, then update the deal status to “Closed Won.”
They monitor payment progress via the invoice dashboard, and once payment is received, record it in the invoice record.