SERVICES
Layers of one integrated system
All engagements are built around one integrated operating
system. The services below represent layers of the same
system, delivered progressively.
Every client starts with clarity, not implementation.
s
Leadership knows something is broken, but it's unclear what to fix first or where the real risks and opportunities lies.
WHAT YOU GET
- Structured interviews with key people
- A current-state map of tools, data flows, and processes
- A prioritized problem list, ranked by impact
- A recommendation document: what to fix now, what to fix later, what to leave alone
- A 90-minute debrief with decision-makers
WHAT IS NOT
- No system implementation
- No tool procurement
- No technical specifications
- No obligation to continue
For: Partners, directors, or COOs at organizations with 10–70 people who sense operational drag and want clarity before committing resources.
Client, investor, or member relationships are tracked inconsistently. There is no shared system of record, and workflows rely on individual memory.
What this includes
- Configured Odoo instance: CRM, contacts, pipelines, basic operational workflows
- Document management integration
- User roles and access controls
- Initial data migration from spreadsheets or legacy tools
- Staff orientation sessions on system usage
- A runbook for ongoing operation
What this does not include
- Trading systems or portfolio management
- Custodian or broker integrations
- Legal or regulatory advice
- Ongoing managed services (available separately)
For: Wealth managers, fund managers, and professional organizations ready to move from spreadsheets to a shared operational backbone.
Decisions, approvals, and compliance actions are not systematically recorded. Audit readiness depends on individuals rather than process.
What this includes
- Workflow configuration for key approval processes: onboarding, committee decisions, periodic reviews
- Approval chains and sign-off tracking
- Internal compliance task management with deadlines and reminders
- Built-in audit trail and reporting dashboards
- Documentation of configured processes
What this does not include
- Legal interpretations or regulatory opinions
- Policy drafting
- Full system redesign (assumes an existing operational base)
For: Organizations that need traceability and structured approvals, particularly ahead of audits, fundraising, or periodic reviews.
Training exists, but it is disconnected from skills assessment, credentials, and operational records.
What this includes
- Configured learning platform
- Course and assessment structure
- Skills matrix linked to roles or credentials
- Certificate generation and tracking
- Integration with CRM or member records
- Administrator orientation
WHAT THIS DOES NOT INCLUDE
- Content creation
- Instructional design services
- Marketing or learner acquisition
For: Professional bodies, certification providers, or internal L&D teams that need learning tied to skills and records — not just content delivery.
The system is live, but the organization lacks internal capacity to maintain and evolve it.
What this includes
- Named point of contact
- Monthly check-in and system health review
- Minor configuration changes (within scoped hours)
- Priority incident response
- Quarterly roadmap review
What this does not include
- Major new module development
- Unlimited support hours
- 24/7 availability
For: Clients who have completed deployment and want continuity without hiring a full-time technical role.
When operations become the bottleneck
1
Operations Diagnotic
2
Core System Setup
3
Approval & Audit Trail
Learning & Skills
4
Optional:
Ongoing Support Retainer
Infrastructure and context
All systems are designed with European and Swiss operational contexts in mind, where data
residency, auditability, and control are important considerations.
Technology choices are made deliberately to support long-term operational independence, not
vendor lock-in.
Not sure where to start?
The Operations Diagnostic is the entry point.
Get in touch by email to arrange an initial conversation.
Get in touch