Business systems selection and setup.
HR, accounting, compliance, project management and password management systems, chosen for how your company works and set up so people actually use them.
Buying the software is the easy part.
Most tools are sold as plug and play. In practice, somebody has to make dozens of decisions, connect everything, move the data and train the team.
- You bought a tool months ago and it's still half configured.
- Employee records live in spreadsheets, email and someone's memory.
- Every system has its own list of users and nobody knows who has access to what.
- Tools don't talk to each other, so the same data is typed in three times.
- Nobody has time to compare vendors properly.
From shortlist to rollout.
Requirements and selection
We work out what you need, compare the options and recommend one, with the trade-offs explained.
Configuration
Settings, permissions, approval flows, templates and fields set up to match how your company runs.
Data migration
Existing records cleaned up and moved in, so the system is accurate from day one.
Integrations
Your HR, accounting, identity and compliance tools connected so data flows between them.
Training and handover
Short written guides and training for your team, plus an owner for the system going forward.
Ongoing administration
If you want it, we keep managing the system: users, changes, renewals and fixes.
The systems we set up.
HR and onboarding
Employee records, onboarding and offboarding, time off and payroll connections.
Accounting and billing
Invoicing, bill pay, collections and the reporting that comes out of them.
Compliance, projects and passwords
SOC 2 compliance platforms such as Vanta, project management platforms, and company-wide password management.
Related guides
Operations tools for growing companies
Example tools by category, what each does, and what it takes to run them.
How to Choose the Right HR System (HRIS)
What to compare when choosing an HR system, and how to run a selection that ends in a decision.
HR System Setup Checklist for Growing Companies
What to decide and prepare before you roll out an HR system, so it is accurate on day one.
Setting Up BambooHR: What to Think About First
The decisions to make before you configure BambooHR, from access levels to time off policies.
How to Roll Out a Password Manager at a Small Company
A practical rollout plan: structure, settings, moving shared logins and getting everyone to actually use it.
Straight answers.
Which systems do you set up?
HR and onboarding systems, accounting and billing systems, SOC 2 compliance platforms, project management platforms and password managers. See our suggested tools for specifics.
We already bought the software. Can you still help?
Yes. Finishing a half-configured system is one of the most common things we do.
Can you manage the system after it is set up?
Yes. Ongoing administration is available, including users, permissions, changes and renewals.
What does systems setup cost?
Pricing is custom because it depends on your company and the scope of work. Book a free call and we'll give you a quote.
Have a system that needs setting up?
Tell us which tools you have or are considering. We'll tell you what it will take.