CRM, ERP and operational platforms
Operational software that reflects how inventory, sales, procurement, people and reporting actually connect.
When the current system gets in the way.
Typical teams
- Businesses running core operations through spreadsheets and messaging
- Multi-location teams without one trustworthy view of activity
- Companies constrained by a CRM or ERP that does not match the workflow
Operational symptoms
- The same data is entered more than once
- Reporting requires manual reconciliation
- Permissions are informal or over-broad
- Teams disagree about which record is current
What Tervyn can build.
The exact boundary comes from diagnosis. These are common system components, not a fixed package.
ERP, procurement and inventory systems
↗POS and multi-location operations
↗Staff, permissions and approvals
↗Dashboards, audit logs and reporting
↗A complete path, with ownership at every handoff.
We define the data, interface, services and exception paths together so the workflow remains observable and maintainable.
- 01Role-specific operational interfacesInput and responsibility defined
- 02Shared domain records and business rulesValidated handoff to the next layer
- 03Approvals, permissions and audit eventsValidated handoff to the next layer
- 04Integrations with systems worth retainingValidated handoff to the next layer
- 05Reporting model and export layerResult recorded and observable
Built through explicit decisions.
Every stage narrows uncertainty before the next investment is made.
Diagnose
Workflow map and problem definition
Define
Scope, architecture and success criteria
Design
Interface system and tested interaction model
Engineer
Production implementation, integrations and QA
Operate
Deployment, monitoring, support and iteration
Control should survive the launch.
- ✓Role and location-based permissions
- ✓Audit trails for financially or operationally material changes
- ✓Backups, recovery and data export planning
- ✓Segregation of duties where the workflow requires it
Before we start.
01Should we customise our current ERP or replace it?
That is a diagnosis question. We compare the cost and risk of integration, configuration, selective replacement and full replacement before recommending a path.
02Can you connect our existing tools?
Yes, when reliable APIs or data interfaces exist. We also identify integrations that would preserve a problem rather than solve it.
03Can the system support several locations and roles?
Yes. Location boundaries, shared records, central controls and delegated permissions should be part of the domain model from the start.
What is slowing the business down?
Tell us where work is still being copied, chased, repeated or lost. We will help determine whether the answer is better software, automation, AI or a simpler process.