System & process review
Map applications, manual handoffs, data duplication, and operational bottlenecks through interviews and evidence from your current workflow.
System inventory / Process maps / FindingsPLETOX / TECHNOLOGY CONSULTING
Technology consulting.
Clarity before commitment.
Know what to keep, improve, connect, or rebuild. We review your business processes and systems, weigh practical options, and turn your priorities into a technology roadmap your team can act on.
Business needs first. Technology decisions with context.
Current-state review
Example deliverable- Systems mapped
- 06
- Manual handoffs
- 09
- Open questions
- 04
| Area | Finding | Owner | Next step |
|---|---|---|---|
| Finance | Repeat entry | Finance lead | Check API |
| HR | Manual approvals | HR manager | Map rules |
| Inventory | Duplicate codes | Operations | Clean data |
Options assessment
Example deliverable- Approaches
- 03
- Review criteria
- 06
- Pending checks
- 02
| Option | Potential fit | Dependency | Decision |
|---|---|---|---|
| Configure | Standard rules | Feature access | Evaluate |
| Integrate | Shared records | API support | Validate |
| Build | Unique process | Defined scope | Compare |
Phased action plan
Example deliverable- Phases
- 03
- Named owners
- 04
- Decision gates
- 03
| Phase | Focus | Owner | Gate |
|---|---|---|---|
| Now | Data foundation | Operations | Data review |
| Next | Pilot handoff | IT lead | Acceptance |
| Then | Extend workflow | Sponsor | Pilot review |
OUR CUSTOMERS
Different industries.
One trusted partner.
Helping teams simplify everyday operations,
from manufacturing to healthcare and beyond.
WHEN THE NEXT STEP IS NOT OBVIOUS
Solve the right problem.
Then choose the technology.
Technology consulting connects business goals with decisions about systems, data, architecture, and delivery. Digital strategy turns those decisions into a sequenced plan with owners, dependencies, and review points.
You may be facing...
- Disconnected applications and growing spreadsheet workarounds.
- A system that no longer fits your scale or operating process.
- Competing vendor proposals that are difficult to compare.
- Pressure to adopt AI or automation without a clear use case.
We help you establish...
- Which problems matter most and what evidence supports them.
- Whether to configure, integrate, buy, or build.
- What implementation will require beyond software licensing.
- A first phase your team can realistically deliver and adopt.
WHERE WE CAN HELP
From today's systems
to tomorrow's priorities.
Start with a focused decision or a broader system review. We agree the questions, access requirements, stakeholders, and outputs before the engagement begins.
Technology selection
Compare build, buy, and configure options against business fit, integration access, ongoing cost, ownership, and implementation effort.
Requirements / Options / Trade-offsArchitecture & integration
Plan system boundaries, data ownership, API handoffs, permissions, and migration dependencies before teams start building.
Data flows / Interfaces / Access modelLegacy modernization
Identify what can stay, what needs improvement, and how to phase replacement without treating a complete rewrite as the default.
Retain / Improve / ReplaceAI & automation planning
Assess use cases, input quality, evaluation needs, and human controls. Separate practical automation opportunities from speculative benefits.
Use-case fit / Data readiness / EvaluationRoadmap & delivery
Prioritize initiatives, identify dependencies, estimate effort ranges, and define owners and acceptance criteria for each phase.
Priorities / Milestones / Delivery guidanceA RECOMMENDATION YOU CAN EXAMINE
Keep what works.
Change what gets in the way.
We do not assume a new application is the answer. A configuration change, better data discipline, or a focused integration may solve the problem with less disruption.
For each option, we explain the fit, constraints, costs to investigate, and implementation dependencies. Where information is missing, we document the assumption and the check needed before a commitment.
Review your current systems- Problem: duplicate finance entryApproved claims are retyped into the accounting system.
- Retain: accounting softwareCore accounting needs are already covered.
- Investigate: an approved-claim handoffConfirm API or import support and field mapping.
- Validate: permissions and reconciliationTest duplicates, rejected entries, and correction handling.
Conditional recommendation, clear next step.
Pilot an integration if feasibility checks pass. Reassess alternatives if access or data quality prevents a reliable handoff.
WHAT YOU TAKE AWAY
Working decisions.
Not just a presentation.
Deliverables depend on the engagement. We agree a useful set of artifacts your business owners and delivery teams can review, maintain, and put to work.
Current-state assessment
A system inventory, process map, and evidence-led findings with risks, pain points, and unresolved questions.
Understand where you areOptions & recommendations
A comparison of feasible approaches with assumptions, trade-offs, dependencies, and decisions requiring stakeholder approval.
Decide what changesPhased delivery roadmap
A prioritized backlog with phase boundaries, accountable owners, acceptance criteria, and estimates with explicit uncertainty.
Know what happens nextPRIORITIZE WITH DEPENDENCIES IN VIEW
A roadmap that fits
your capacity to change.
We weigh operational impact, risk, effort, and readiness together. A visible quick win is useful only if the underlying data, ownership, and team capacity support it.
Phase the work around business checkpoints. Identify what must be true before the next phase starts, how progress will be measured, and when the plan should be reviewed.
- Now / Establish the foundationConfirm record owners, clean key data, and resolve access gaps.
- Next / Pilot one handoffConnect an approved request to the receiving team or system.
- Review / Compare with the baselineAssess manual effort, completion time, and unresolved exceptions.
- Then / Expand deliberatelyExtend the tested approach only after business acceptance.
Each phase has an owner and a decision gate.
Delivery estimates are refined as access, data quality, integrations, and adoption needs become clearer.
HOW WE WORK WITH YOUR TEAM
Listen. Investigate.
Decide. Plan.
Business owners, operational users, and technical teams bring different evidence. We involve the people who understand the work and will own the change.
- 01
Discover
Clarify business goals, current friction, constraints, and the decision you need to make.
Output: agreed questions and scope - 02
Assess
Review workflows, system capabilities, sample data, integration access, and delivery dependencies.
Output: findings and evidence gaps - 03
Recommend
Compare options and discuss trade-offs, assumptions, and risks with your stakeholders.
Output: decision brief and priorities - 04
Plan
Define the first phase, owners, acceptance criteria, and handover or implementation support.
Output: actionable roadmap
Access should match the assessment. We agree confidentiality, data handling, and access scope upfront. Use representative or anonymized records where possible; production changes require a separately agreed implementation scope.
FROM ADVICE TO IMPLEMENTATION
A clear handover.
A choice of next steps.
Use the agreed roadmap with your internal team, an existing delivery partner, or Pletox. Any implementation work is scoped separately from the consulting engagement.
Custom software
Build around your process when existing tools cannot meet the requirements.
Explore the serviceERP solutions
Connect purchasing, stock, production, sales, and finance with a phased rollout.
Explore the serviceWorkflow automation
Implement the approval rules and cross-system handoffs identified in your review.
Explore the serviceBEFORE THE FIRST CONVERSATION
Bring the problem.
Not a finished specification.
Tell us what is getting harder to manage, what systems you use, and which decision is holding you back.
Discuss your prioritiesWhat does technology consulting include?
An engagement can include system and process reviews, technology selection, architecture and integration planning, modernization, and a delivery roadmap. We agree specific questions and deliverables before starting rather than treating every review as the same package.
How is consulting different from software development?
Consulting helps decide what to change, why, and in what order. Development implements an agreed solution. You can engage us for a focused assessment without committing to a software build.
Can you review our existing ERP, HR, or accounting systems?
Yes. We review how current systems support your processes, where manual work occurs, and which integration or configuration options are available. Technical depth depends on the access, documentation, and assessment scope agreed with you.
Will you always recommend custom software?
No. We compare retaining, configuring, integrating, buying, and building against your requirements. Custom development is one option, not the starting assumption. Recommendations should explain the trade-offs and evidence behind the choice.
Can you help evaluate vendors and software proposals?
We can help define evaluation criteria and compare proposals against workflow fit, data access, integration support, implementation responsibilities, and ongoing costs. Commercial terms and any specialist legal or compliance review remain with your nominated advisers.
Can you help us plan AI adoption?
We can assess whether a use case has useful inputs, a measurable objective, acceptable risks, and a practical evaluation method. We also consider rule-based automation and simpler improvements. A proof of concept should be evaluated before a production commitment.
What access do you need to start?
Usually we begin with stakeholder conversations, a list of current systems, process examples, and relevant documentation. Further access is agreed only where needed. Anonymized samples or read-only access may be sufficient for parts of the review.
How long does an engagement take and what does it cost?
Scope depends on the number of systems, depth of review, stakeholder availability, and the decisions required. We agree deliverables, assumptions, and an estimate after understanding your situation.
Can our own team implement the recommendations?
Yes. The agreed deliverables can support your internal team or chosen implementation partner. Handover workshops, follow-up reviews, or implementation by Pletox can be scoped separately.
Is this a security audit or compliance certification?
A general technology review can identify access, operational, and data-handling concerns, but it is not a penetration test, formal security audit, or compliance certification. Any specialist assurance work needs an explicit scope and appropriately qualified reviewers.