Home/Process

Process

Four steps. The first one is free, and it is the one that decides whether the rest is worth doing.

01

Assessment

Free

We sit with the people doing the work and map how the business actually runs. If you are on Business Central we audit the licences at the same time.

You get a one-page summary and a real annual figureTakes a few days · an hour of your team

Sixteen full licences. Ten of them do work that a Team Member licence covers.

02

Screen design

One screen per role, designed with the storekeeper and the supervisor rather than a steering committee. You click through it before anything is built.

You get clickable designs, fixed scope, fixed price
03

Build and connect

Built on your own secure database, or wired to the ERP you already own over its published API. The new screens run alongside the old way until people trust them.

You get a working system, the source, and documentation
Your ERPuntouched, no customisation
One screen per roleyour database, your hosting
04

Go live and hand over

People move across and we train them at the desk, not in a classroom. Licences are reassigned at your next renewal.

You get a system your team uses without being told to
Before
16 full licences
After
6 full + 10 Team Member

Before step one

The questions we are asked most. Open any of them.

Do we have to already have an ERP?

No. Roughly half the work we do is building the system for a business that has never had one — the database, the screens, the reports, all of it. The other half is building in front of an ERP the client already bought. The first conversation tells us which you need.

If we do have one, do we have to change it?

No. We build against the published API. Nothing is installed into your ERP, no objects are customised, and nothing we do can block a vendor update.

Where does our data actually live?

In one secure online database that belongs to you, hosted where you choose. Encrypted in transit and at rest, backed up automatically, role-based access, two-factor sign-in and an audit trail of who changed what. You get the source and the credentials. If you ever want to move it, you can.

Is the licence work a way of avoiding licences?

No, and you should be suspicious of anyone who says it is. Microsoft’s multiplexing rules mean that a person whose actions reach Business Central through an application still needs a licence. What changes is which licence — because the work they do fits Team Member use rights. That distinction is what makes the saving survive an audit.

Can people outside our company use one of these screens?

Yes, and here the rule is genuinely in your favour. Microsoft treats your own customers and third-party users as external users, and external users do not need a Business Central licence at all. A customer portal, a supplier stock lookup, an order-status page — that is licensed access you do not pay for. The exception is contractors, vendors or agents running your business processes on your behalf: they count as your users and need licensing like anyone else.

What if our people are attached to the ERP client?

The ones who genuinely use it keep it. Right-sizing is not about taking Business Central away from your finance team or your buyers — they need full access and they should have it. It is about the majority who open it to do one thing and then close it again.

How long does the whole thing take?

It depends entirely on how many roles you need and how clean your data is. A single-role screen is a matter of weeks. A full set across warehouse, sales, approvals and management is a longer engagement. We will tell you the shape of it after the audit, and we will not start until the price is fixed.

What happens to the code afterwards?

It is yours. You get the source, and it runs on your own hosting. We would like to keep supporting it, but you are not locked in if you would rather not.

What if we are not on Business Central?

Then the licence arithmetic does not apply to you, and everything else does. Most of what we build has nothing to do with Microsoft. Tell us what you are running today — even if the honest answer is “spreadsheets” — and we will be straight with you about whether we can help.

Start with step one

It is free, it takes a few days, and at the end you have a number instead of a feeling.

Book a licence audit
English