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Guides

Useful thinking for important technology decisions.

Short guides written for people choosing technology in a growing business.

ERP6 min read

When is an ERP implementation worth the effort?

A practical check: how many systems hold the same data, how long month-end takes, and what a wrong number costs you.

Signs to look for

  • The same data is typed into more than one system
  • Month-end close takes more than a few working days
  • Reports disagree depending on who built them
  • Growth means hiring people, not gaining capacity

Our take

If two or more of these sound familiar, the cost of staying put is probably higher than the cost of a well-scoped project. Start with the process that hurts most, not the whole company.

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Automation5 min read

Where do spreadsheet workflows begin to hold a business back?

Spreadsheets are fine until they carry approvals, money and deadlines. These are the signs it is time to move the process into a system.

Signs to look for

  • Only one person really understands how the file works
  • Versions are emailed back and forth
  • Errors are found after the numbers are reported
  • The file is the only audit trail

Our take

You do not have to replace everything. Moving one repeated, high-risk process out of a spreadsheet usually pays for itself quickly and shows what to automate next.

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Cloud7 min read

What does Microsoft 365 governance look like for an SMB?

A short, realistic baseline for a small business: who can sign in, what can be shared outside, and how you recover when something goes wrong.

Signs to look for

  • Multi-factor sign-in for everyone, with no exceptions
  • Clear rules for sharing files outside the company
  • Licences matched to roles and reviewed every quarter
  • Backups that have been tested, and a written recovery plan

Our take

Governance for a small team is a handful of decisions made once and checked regularly, not a heavy policy document nobody reads.

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Practical notes on ERP and cloud.

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