ERP & CRM
Understand the possibilities and the commitments beneath the interface.
ERP and CRM guidance →Clarity before transformation
What does your business need next?
From restoring a tool you depend on to planning a significant change, Datum helps you find a proportionate way forward.
“This workbook is broken or locked. Can someone help?”
Fix what’s broken
A concise summary of findings, changes made, checks performed and any remaining risks or advice.
- Excel workbook repair, access and protection recovery with the owner’s authorisation
- Fragile spreadsheet stabilisation and reporting performance improvements
- Microsoft Access database recovery, maintenance and development
- Business application troubleshooting and data reconciliation
“We keep working around our systems. There must be a better way.”
Use what you have better
A practical improvement, clearer working methods and appropriate documentation or training.
- Advanced Excel, Power Query and data modelling to connect, combine and reshape data for repeatable reporting
- Excel and Word training, including useful capabilities many users have not encountered
- Word templates, approved wording libraries for Word and Outlook, and document standardisation
- SharePoint planning, implementation and training; document structure, ownership and access
- Data preparation, analytics, reporting and practical automation
- Paper reduction, process improvement and knowledge capture
- Making better use of existing ERP, CRM, document management and learning systems
“Why are we still copying, pasting and rebuilding this report?”
Advanced Excel and Power Query can connect, combine and reshape data, replacing repetitive preparation with repeatable reporting. Datum can improve slow or fragile workbooks, build maintainable data models and help your team understand how to use and support them.
“How do we choose an ERP; or know whether we need one?”
Consider what comes next
A structured written view of the options, dependencies, risks, priorities and decisions needed.
- Independent ERP/CRM orientation, MES and production planning systems advice
- Readiness reviews, process mapping and requirements discovery
- System architecture, integration and data migration planning linked to organisational strategy
- Hardware, software, cloud and subscription reviews
- Practical AI adoption strategy, information handling and human oversight
- Customer PQQ and assurance requirements: interpreting requests, organising evidence and identifying gaps
“Who can help us keep the bigger picture together?”
Move forward with confidence
An agreed plan and ongoing oversight, with responsibilities, decisions and progress made visible.
- Independent senior advisory and fractional technology leadership
- Helping shape business and technology strategy, with roadmaps, investment priorities and benefits reviews
- Business-side implementation support, testing and cutover planning
- Independent project reviews and recovery planning
- Supplier research, shortlisting, selection and engagement; IT support service design and service oversight
- Cyber security and business continuity planning, with specialist delivery coordinated where required
- Change management: stakeholder involvement, communication, role changes and cross-team working
- Training, adoption, handover and clear system ownership
Explore a particular decision.
Readiness
Establish the conditions needed for change to succeed.
Preparing for change →Ongoing advice
Experienced guidance without a full-time senior appointment.
Advisory and leadership →Working together
Clear scope, proportionate agreements and flexible charging.
Engagement arrangements →Not sure who to ask?
You don’t need a finished brief or a technical problem to contact Datum. Tell us what’s happening and we can discuss how to approach it. We may be able to help directly or introduce someone with the right experience.
Get in touch
What’s getting in the way?
Start with an informal, no-obligation conversation. You don’t need a finished brief. Tell me what is happening in your business and we can discuss a useful starting point.