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Cloud, Security & CRM

Foundations that never
make the news

The best infrastructure is boring: accounts provisioned properly, access controlled by role, data backed up, MFA everywhere, CRM that sales actually updates. We build and tune these foundations so growth never stalls on technology — and incidents stay hypothetical.

Is this you?

The signs we're usually called for

  • Nobody is quite sure who has access to what — especially ex-staff.
  • Files live in personal drives, email attachments and three cloud accounts.
  • The CRM is a graveyard: half-adopted, out of date, quietly resented.
  • Security is 'probably fine', which is another way of saying unknown.
What we deliver

Scope, in plain terms

Cloud platform foundations

Google Workspace, Microsoft 365 and AWS set up or restructured properly: organisational units, storage architecture, sharing policies, device posture and backup planning that reflects how you actually work.

Identity, access & security baseline

MFA enforcement, role-based access, offboarding procedures, incident basics and plain-language staff guidance — the controls that prevent the incidents that end up in the news.

Salesforce & CRM

Salesforce administration and development — objects, flows, dashboards, user management — or right-sized CRM alternatives when Salesforce is more than you need. Configured around your sales process, so it gets used.

Migration & consolidation

Moving between platforms or consolidating sprawl — planned, staged and communicated so the business keeps running while the ground moves underneath it.

How the engagement works

From first call to running system

01

Audit

We review your current estate: accounts, access, storage, security posture and CRM health — and report in plain language with risks ranked.

02

Prioritise

Quick wins first (they're usually security), then the structural work, sequenced to minimise disruption.

03

Implement

Staged rollout with staff communication and training built in — because infrastructure changes fail on people, not technology.

04

Document & maintain

Runbooks, policies and handover — plus optional ongoing management if you'd rather we own it.

Related work

Security, translated for humans

Our MFA and safe-working rollout for one organisation turned security policy into plain-language staff guidance — adoption without the resistance that usually meets security change.

Read the case study
FAQs

Fair questions

We're small. Do we really need this?

Small organisations are targeted precisely because attackers assume weak controls. The baseline — MFA, access control, backups — costs little and removes the most likely disasters. We'll size everything to your actual risk.

Salesforce or something simpler?

Honest answer: it depends on process complexity and budget. We configure Salesforce professionally, and we'll also tell you when a simpler CRM — or a structured sheet-based system — serves you better.

Can you take over from a previous provider?

Yes — audits often start exactly there. We document what exists before changing anything.

Next step

Start with the audit

One structured review, every risk ranked, and a 30-day plan. The findings are yours regardless of whether we do the work.

Book a consultation