Case studies and business outcomes
Examples of how practical support, clearer structure and the right systems thinking have helped businesses move forward.
Food Manufacturer & Distributor
18-year trusted advisor | Sage 200 ERP | 8 UK sites. Helped the business implement and evolve ERP from day one, then supported growth through acquisitions while introducing tailored processes for planning, cost control and reporting.
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- Implemented Sage 200 from day one and shaped the solution around how the business works.
- Added controls and capabilities that supported rapid growth.
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.
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.
- Provided continuity through each stage of growth, helping systems constantly evolve to improve efficiency, visibility and control.
Professional Services Portfolio
25+ year relationships across multiple sectors including property management, charities, fleet management, estate agents and security service providers.
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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.
- Designed and delivered bespoke solutions where requirements were specialised and off-the-shelf options were insufficient.
Leading Distributor of DIY / Builders Products
Led the move from a heavily relied-on bespoke system to a modern core platform; captured requirements; delivered WMS and customisations to improve efficiency and support specific customer EDI requirements.
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- 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.
- Replaced a heavily relied-on bespoke solution while retaining key features that kept staffing levels down and maintained competitive advantage.
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.
Improved efficiency for industry-specific transaction types, such as:
- Rapid sales order entry.
- Buying group customer handling.
- Payments and debit note processes.
- Ran structured discovery workshops, produced clear specifications, and worked with developers using Agile Sprint delivery with functional outcomes each sprint delivered to the customer.
Car & Caravan Accessories Distributor
Enabled expansion into retail and e-commerce; delivered partner integrations, warehouse scanning and carrier automation.
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- Designed and delivered solutions to handle many more orders that were smaller and higher volume, while protecting operational efficiency.
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.
- Progressed from single-channel integrations to a scalable approach by partnering with Helm for a single integration hub across multiple channels.
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.
- 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.
