004
process
How We Work
Four stages from assessment to delivery
01
Discovery & Audit
We review your current tools, workflows, and data structures. This produces a written gap analysis and a list of priority areas.
Architecture Planning
We design the target system — defining how tools connect, where data lives, and which processes can be automated
02
03
Implementation
We configure platforms, build integrations, and set up automation sequences. All work is tested before go-live.
Support & Handoff
Post-deployment, we stabilize the system, address issues, and provide documentation for internal teams.
04
005
Case studies
What We’ve Built
Systems Consolidation
Multi-platform consolidation for a UK professional services firm
The client operated across six platforms — a legacy CRM, a project management tool, a billing system, a client portal, an email marketing platform, and an internal wiki. None shared data directly. Client records were maintained manually in three places, and end-of-month reporting required a full day of manual extraction and reconciliation.Syslanta conducted a two-week discovery audit, designed a consolidated architecture, and implemented a full integration layer over a ten-week delivery phase. The project included retiring one legacy platform, migrating historical data, and building real-time data sync between the remaining five tools with a centralised reporting dashboard.
68%
Reduction in
reporting time
reporting time
6→5
Platforms
(one retired)
(one retired)
CRM Configuration
CRM rebuild for a SaaS sales team of 18 people
The client had been using a major CRM platform for three years, but the configuration had been set up by a previous employee without any formal process mapping. Pipeline stages didn't match actual sales stages, deal values were inconsistently recorded, and the reporting gave the sales director no reliable visibility into team activity or close rates.We conducted a process mapping workshop with the sales leadership team, redesigned the pipeline architecture, rebuilt the data model from scratch, implemented lead routing automation, and reconfigured all reporting dashboards. The entire project ran for five weeks including a two-week validation phase with the sales team.
5wk
Total project
duration
duration
3x
Improvement in
reporting accuracy
reporting accuracy
The client's onboarding process involved 14 manual steps spread across three team members, with no single owner for the full sequence. New clients frequently waited 3–5 days before receiving access credentials and initial documentation. The process was costing the operations team roughly 12 hours per week in coordination overhead.After mapping the existing process in full, we automated eight of the fourteen steps — covering welcome communications, document delivery, access provisioning triggers, and internal handoff notifications. The remaining six steps that required human judgment were given clearly defined triggers and checklists so they could be completed consistently and quickly.
57%
Reduction in
onboarding time
onboarding time
12hr
Weekly hours
recovered
recovered
The client was planning a significant expansion of their product range and anticipated a 4× increase in order volume within 18 months. Before committing to new tooling, they needed to understand whether their existing infrastructure could support that growth or would require significant changes.Syslanta conducted a three-week technical audit covering their e-commerce platform, order management system, warehouse integration, customer support tooling, and analytics stack. The audit identified four critical bottlenecks that would have caused system failures under projected load, two redundant tools that could be retired, and a clear prioritised roadmap for remediation ahead of the expansion.
4
Critical bottlenecks
identified
identified
2
Redundant
tools retired
tools retired
