Business systems implementation
Implementation of HR, care management, CRM and case-handling systems, including data migration, configuration, integration and training.
Most organisations do not need more software, they need the software they have to fit the way they work. We implement and configure operational systems, migrate data out of spreadsheets and legacy tools, connect them to finance and identity systems, and train the people who will use them.
Where it is the right fit we implement our own Onarvo platform. Where it is not, we will say so and work with the system that is.
What the work covers
Requirements and fit assessment
Current processes mapped, requirements prioritised and options assessed honestly, including whether a configured off-the-shelf product beats a bespoke build.
Data migration
Data profiled, cleansed and mapped before it moves, with reconciliation reports so you can confirm nothing was lost or duplicated.
Configuration and workflow
Roles, permissions, approval routes, templates and reports configured to your operating model, documented so your own team can change them later.
Integration
Connections to accounting (for example Xero), email, single sign-on and reporting tools so information is entered once.
Training and adoption
Role-based training, quick-reference guides and a supported go-live period, measured against agreed adoption targets.
What you receive
- Requirements and fit-gap report
- Migration plan and reconciliation report
- Configured system with documented settings
- Training materials and sessions
- Hypercare period after go-live
Software we bring to this work
Onarvo HR
Employee records, leave and absence, time and attendance, goals, 360 feedback and HR compliance in one system.
Learn more Health & social careOnarvo Care
Service users, care plans, visit scheduling, carer compliance, incidents and funder billing for care providers.
Learn more Customer & engagementOnarvo CRM
Leads, contacts, pipelines, quotes and invoices with Xero integration, for teams that manage relationships and enquiries.
Learn more Customer & engagementOnarvo Mailbox
A shared inbox that turns emails into tracked tickets with ownership, priorities, templates and response-time reporting.
Learn moreTalk to us about business systems implementation
Tell us what you need to achieve and the constraints you are working within. We will tell you plainly what we can commit to.
What happens next
- A conversation with the people who would deliver the work
- A short written note of scope, approach and assumptions
- A fixed or capped proposal where the scope allows
Existing customer? Contact support