WorkWhat an engagement actually looks like.
Client names usually sit behind confidentiality agreements. So instead of a logo wall, here is the honest version: the shape of the work, the decisions that mattered, and what made each one survive contact with production.
CRM replatformFrom a CRM the business had outgrown to an org it could grow into
A migration is rarely about the CRM. It is about twelve years of data, four teams with different definitions of “customer”, and one weekend where both systems have to be true at once.
- Data model and security model designed before any configuration began
- Legacy data profiled, de-duplicated and mapped with the business, not for it
- Sales and Service Cloud configured; Apex and Flow only where configuration ran out
- Cut-over rehearsed twice in full, with a tested rollback
Quote-to-cashOne quote, four systems, no re-keying
CPQ produces the quote, e-signature closes it, ERP invoices it, finance recognises it. The value is not in any one system — it is in the contract between them.
- Integration boundaries defined as explicit, versioned contracts
- Idempotent sync between Salesforce CPQ, NetSuite and DocuSign
- A reconciliation job that reports drift instead of hiding it
- Failure paths designed first: retries, dead-letter handling, alerting
Product buildA multi-tenant field service platform we cannot blame anyone else for
Our own architecture, our own uptime, our own support inbox. It is also the clearest evidence of what we sell — because we live with every decision in it.
- Tenant isolation and role model built for UK compliance regimes (SFG20, F-Gas, CP12)
- Offline-tolerant mobile flows for engineers working in plant rooms and basements
- Inventory depth: van stock, batch and serial tracking
- Open API and per-tenant pricing published rather than negotiated