01 / The challenge
Where we start
Before choosing a new system, you need to know which process it serves, who owns the data and where decisions get stuck.
Expertise / Business meets engineering
Turn fragmented processes into a clear operating model, with the right data, responsibilities and software.
Who it helpsFor founders whose business has outgrown its collection of spreadsheets, tools and informal handovers.
A working example01 / The challenge
Before choosing a new system, you need to know which process it serves, who owns the data and where decisions get stuck.
02 / The result
A map of the operating model, clear system boundaries and a first delivery scope that your team can evaluate.
Scope & next steps
I start with one decision that is difficult to make today. We trace its inputs, responsibilities and next actions, then decide what to keep, connect or build.
DiscussA working example
Building Planerix means designing the relationship between objectives, metrics and daily work. The workspace makes that model visible: a business question can lead to a source, an owner and a next action.
Actual product interfaces, shown with demonstration data or existing public marketing content.
Understand the workflow, users and existing tools.
Agree the first scope, dependencies and evidence of a useful result.
Test the proposal with representative data before extending it.
Yes. Discovery should clarify whether to improve an existing process, connect current tools or build something new. The first output is a decision and a scope, not an obligation to replace everything.
Yes. A document assistant, an owner dashboard, a customer journey or one connection between tools can be a focused first scope. Discovery establishes the data, dependencies and acceptance criteria before an estimate.
Yes. We first check available APIs, exports and account permissions. Existing platforms can stay part of the workflow; the right connection depends on the source and the way your team operates.
Business systems architecture
Share the workflow and the decision you want to improve. I will help define the next useful step.