Case studies and business outcomes

ERP implementation & fit-to-process design

• Implemented Sage 200 from day one and shaped the solution around how the business works.
• Added controls and capabilities that supported rapid growth.

Specialist Sage enhancements

Led requirements discovery and solution design for tailored functionality to bring control and efficiency across the business, including:

• Material Requirements Planning (MRP) and rapid production planning.
• Reporting and insight to provide visibility and support decision-making.

Acquisition integration

Supported the company’s strategy of acquiring and turning around struggling food manufacturers by:

• Understanding each site’s requirements and current systems.
• Migrating them onto the Sage platform.
• Aligning teams to new processes and controls.
• Acting as the first call on each new acquisition opportunity to ensure delivery support was in place.

Trusted Advisor across IT

• Provided business-first guidance built on long-term relationships across departments, ensuring technology decisions supported operational outcomes.

Accounting solution delivery & ongoing optimisation

Implemented and supported finance platforms, including service-focused requirements such as:

• Project costing.
• Credit control and operational reporting.
• Integration systems from operational platforms into accounts, including a key control pattern where finance teams validate data before posting to protect data quality and compliance.

Bespoke systems

• Designed and delivered bespoke solutions where requirements were specialised and off-the-shelf options were insufficient.

Approach

• Preserved differentiators, modernised the core, and built targeted bespoke where needed.
• Worked on the basis that add-ons would be reusable for other customers where appropriate.

Migration strategy

• Replaced a heavily relied-on bespoke solution while retaining key features that kept staffing levels down and maintained competitive advantage.

Warehouse Management solution (Sage 200)

After engaging multiple Sage 200 WMS ISVs and finding no suitable match, designed and delivered a tailored WMS covering:

• Packing compliance and ASN requirements such as B&Q.
• Consignment stock handling and EDI replenishment order processing.
• Inbound shipments from China, including supplier shipment visibility in transit, structured receiving, and scanner-based warehouse receipt.

Sage internal customisations

Improved efficiency for industry-specific transaction types, such as:

• Rapid sales order entry.
• Buying group customer handling.
• Payments and debit note processes.

Delivery method

• Ran structured discovery workshops, produced clear specifications, and worked with developers using Agile Sprint delivery with functional outcomes each sprint delivered to the customer.

Channel expansion without staffing growth

• Designed and delivered solutions to handle many more orders that were smaller and higher volume, while protecting operational efficiency.

Retailer connections

Built integrations for multiple retailer models including:

• Virtualstock (dropshipping platform).
• Direct retailer systems such as Halfords and Frasers.
• Automated flows for order receipt, tracking updates, inventory publishing, and business rules such as safety stock and lead times.

eCommerce connections

• Progressed from single-channel integrations to a scalable approach by partnering with Helm for a single integration hub across multiple channels.

Warehouse & carriage integration

Enhanced packing-bench controls to reduce errors and integrated with Scurri to:

• Select the most cost-effective carrier per shipment.
• Create consignments, print labels and capture tracking.
• Feed tracking back into internal systems and onward to end customers via integration platforms.
• Support scan-to-pack accuracy using hand scanners and tablets.

Value delivered

• Acted as the technical lead and Product Owner working with third parties and the development team, designing end-to-end processes and ensuring delivery aligned to measurable return on investment.