Business planning and software change
We take off your hands: building the annual budget and business plan, forecasting work and staff, and moving to new software.
You get: a draft budget and tracked plan from your own data, what-if scenarios and a planned move to joined-up software, for your directors to decide on.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our budget is a spreadsheet nobody trusts, and changing software scares us.
What is in this package
- Forecast the order book and turnover for the next 12 to 24 months from secured and likely work
- Test what-if scenarios for the business plan before directors commit
- Forecast whether you have the people to deliver the work you are chasing
- Bring finance, project, HR and CRM data into one reporting database
- Connect the CRM, project and accounts software so each job is entered once
- Annual planning cycle to approved budget and tracked planWhole process
- Track supplier contracts, leases and subscriptions before they renew
10 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Accounting and ERP data
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Developers and housebuilders
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?