constructionMethodology

The Architectural Process: Building AI-Ready CRM Foundations

We don't guess. We blueprint. Our architect-first approach ensures your data infrastructure is scalable, secure, and ready for intelligence before a single line of code is written.

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System of Record

The 5-Step Roadmap

From chaos to clarity. This is how we transform your CRM into an intelligence engine.

Step 01

Diagnose

Audit current data infrastructure and process bottlenecks to identify the root cause of inefficiency.

remove_circleCurrent State Audit ReportCurrent State Audit Report
remove_circleStakeholder InterviewsStakeholder Interviews

map

Step 02

Map

Define ideal future state and data flows. We map exactly how data should move to support your business goals.

remove_circleFuture State Data Flow DiagramFuture State Data Flow Diagram
remove_circleGap Analysis DocumentGap Analysis Document

architecture

Step 03

Design

Create the technical schema and solution architecture. This is the blueprint developers will follow.

description

Deliverable Example: ERD Schema

Detailed Entity Relationship Diagram delivered before build starts.

remove_circleTechnical Solution Design (TSD)Technical Solution Design (TSD)
remove_circleERD & Schema DefinitionsERD & Schema Definitions

build

Step 04

Implement

Oversight of build alignment. I work alongside your developers to ensure the blueprint is followed precisely.

remove_circleWeekly Sprint ReviewsWeekly Sprint Reviews
remove_circleCode & Config AuditCode & Config Audit

school

Step 05

Institutionalize

Training & handover. We document everything and train your team to maintain the system long-term.

remove_circleAdmin Training WorkshopAdmin Training Workshop
remove_circleFinal Handover DocumentationFinal Handover Documentation

Client Involvement Expectations

groups

Stakeholder Access

Direct access to key decision makers is required for accurate diagnosis.

Stakeholder Access

schedule

Weekly Syncs

1-hour mandatory weekly sync to review progress and unblock architectural decisions.

Weekly Syncs

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1 hr

Standing weekly working session (1 hour)

library_books

Doc Review

To avoid blocking progress, lack of feedback within the defined review window is treated as approval.

Doc Review

psychology

Decisive Feedback

Ambiguity kills architecture. We need clear "Yes" or "No" on schema decisions.

Decisive Feedback

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The "Why"

Measure Twice, Cut Once

Most CRM projects fail because they start with configuration, not architecture. We reverse this. By spending the first month on Diagnosis, Mapping, and Design, we dramatically reduce the technical debt that most teams don’t discover until after the system is already live.

Ready to build a scalable foundation?

Stop patching holes in your data strategy. Let's architect a solution that supports your AI ambitions.

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