Sector-Specific Technical Expertise

Construction and fabrication businesses operate across multiple interconnected systems: project management platforms for job tracking, accounting systems for financial management, and CRM tools for client relationships. The challenge is getting these systems to work together seamlessly, particularly when financial data is involved.

Common Technical Challenges

• Isolated systems – Procore for project management, Sage 200 for accounting, Monday.com for operations, but no integration between them
• Manual data entry – Job costs, purchase orders, and invoices entered multiple times across different platforms
• Financial reconciliation – Difficulty matching project costs in Procore to actual accounting records in Sage
• Document management – RFIs, submittals, drawings, and contracts scattered across email, shared drives, and project platforms
• Mobile access – Site teams needing to access and update information from the field

Our Capabilities

Procore Integration & Evaluation

We provide technical due diligence for organisations evaluating Procore, including:

• Security and compliance assessment (data residency, encryption, access controls)
• API capability review for integration with existing systems
• Cost model analysis and long-term licensing implications
• Integration architecture design for Procore to Sage 200 and other systems
• Vendor requirements documentation for middleware developers

Sage 200 Integration

Specialist expertise connecting Sage 200 (particularly construction modules) with:

• Project management platforms for automated job costing updates
• Purchase order and invoice workflow systems
• CRM platforms for customer and contract data
• Mobile data collection apps for field operations

Power Platform Solutions

Custom applications built on Power Apps for construction-specific workflows:

• Procurement and purchase approval workflows
• Site inspection and defect tracking
• Equipment and material tracking
• Variation request management
• Health and safety compliance recording

Key Integration Patterns

Construction sector integrations require particular attention to:

• Transaction integrity – Financial data must flow reliably without duplication or loss
• Job costing accuracy – Costs captured in operational systems must correctly update accounting job records
• Idempotency – Integration processes must be safe to retry without creating duplicate transactions
• Audit trails – Clear logging of data flow for financial reconciliation
• Error handling – Graceful handling of partial failures, particularly in financial transactions
• Hybrid environments – Many construction firms run on-premises Sage 200 servers requiring integration with cloud platforms

Infrastructure Support

Construction and fabrication businesses often operate with:

• On-premises Windows Server infrastructure
• SQL Server databases for accounting and operational systems
• HP ProLiant or Dell PowerEdge server platforms
• Hybrid connectivity to cloud construction management platforms
• Site-based requirements for secure VPN access

Medical and healthcare organisations face unique technical challenges: strict regulatory requirements (UK GDPR, Data Protection Act 2018, and international frameworks such as HIPAA for US-regulated data), sensitive patient data requiring robust security, and often a need to maintain data on-premises whilst leveraging cloud capabilities.

Common Technical Challenges

• Data residency requirements – Medical research or patient data that must remain on-premises
• Compliance complexity – UK GDPR, Data Protection Act 2018, and sector-specific frameworks requiring specific technical controls requiring specific technical controls
• Legacy system integration – Connecting modern cloud platforms with established clinical systems
• Access control – Granular permissions for different staff roles and external contractors
• Audit and monitoring – Comprehensive logging for compliance and security investigations

Our Capabilities

Azure Local (Azure Stack HCI)

Specialist expertise in Azure Local deployment for medical environments requiring on-premises data storage:

• Infrastructure sizing and architecture design for medical research environments
• Hybrid cloud configuration connecting on-premises infrastructure to Azure management
• Data classification and governance ensuring sensitive data stays local
• Backup and disaster recovery for on-premises medical data
• Performance tuning for research workloads

Microsoft 365 for Healthcare

Healthcare-specific M365 configuration and security:

• Conditional Access policies for healthcare environments (device compliance, location-based access)
• Information Protection and sensitivity labels for patient data classification
• DLP policies preventing unauthorised sharing of protected health information
• Secure external collaboration with research partners and consultants
• Teams deployment with appropriate governance for clinical communications

Compliance Architecture

Technical implementation of healthcare regulatory requirements:

• UK GDPR technical safeguards (encryption, access controls, audit logging); HIPAA controls where US-regulated data applies
• GDPR compliance for patient data processing and retention
• Data segregation between research and operational systems
• Comprehensive audit logging for compliance reporting
• Retention policies aligned to regulatory requirements

Healthcare Data Protection Principles

• Defence in depth – Multiple layers of security controls protecting sensitive data
• Least privilege access – Users granted only the minimum permissions necessary
• Encryption everywhere – Data encrypted both in transit and at rest
• Comprehensive auditing – All access to sensitive data logged and reviewable
• Segregation of duties – Administrative access separated from data access

On-Premises Healthcare Infrastructure

Many healthcare and medical research organisations require on-premises systems:

• Windows Server and Active Directory infrastructure
• SQL Server for clinical and research databases
• File servers for medical imaging and patient records
• HP or Dell server platforms configured for healthcare workloads
• Integration with clinical management systems
• Backup and disaster recovery for critical patient data

Legal practices operate under strict professional obligations regarding client confidentiality and data security. Their technical environment must support matter-centric workflows, secure external collaboration, and integration between practice management, document management, and productivity tools.

Common Technical Challenges

• Client confidentiality – Absolute requirement for data segregation between different client matters
• Conflicts management – Technical controls preventing inadvertent access to conflicted matters
• Document management – Version control, precedents, matter files, and email integration
• External collaboration – Secure sharing with clients and external counsel
• Time tracking and billing – Integration between productivity tools and practice management systems

Our Capabilities

Microsoft 365 for Legal Practices

Legal-specific M365 configuration and governance:

• Matter-centric Teams and SharePoint architecture with strict access controls
• Information barriers preventing access to conflicted matters
• Sensitivity labels for client confidentiality classification
• DLP policies preventing unauthorised sharing of privileged documents
• Retention policies aligned to professional indemnity requirements
• Secure external collaboration for client portals and counsel communication

Document Management & Workflow

Replacing legacy document management systems or optimising SharePoint for legal workflows:

• Matter-centric folder structures and metadata architecture
• Document automation and precedent management
• Email filing and correspondence management
• Version control and document comparison workflows
• Full-text search across matter files and precedents

Practice Management Integration

Connecting productivity tools with practice management systems:

• Time tracking integration from Outlook and Teams to billing systems
• Matter opening workflows triggering Teams site and folder creation
• Client and matter synchronisation to ensure consistent data
• Document generation pulling data from practice management systems

Legal-Specific Governance Requirements

Legal practices require particular attention to:

• Matter isolation – Each client matter must be completely segregated with independent access controls
• Conflicts prevention – Technical barriers preventing access to matters where conflicts exist
• Privileged content protection – Legal professional privilege requires strict confidentiality controls
• Comprehensive audit trails – Document access and modifications must be logged for client accountability
• Long-term retention – Matter files retained for extended periods per professional indemnity requirements

Infrastructure for Legal Practices

Legal firms often require hybrid or on-premises infrastructure:

• On-premises file servers for legacy matter archives
• Active Directory for user and permissions management
• SQL Server for practice management system databases
• Windows Server infrastructure for document management systems
• HP or Dell server platforms with appropriate storage capacity
• Secure backup solutions for client data protection
• Hybrid integration connecting on-premises document management to M365

Professional services organisations — consultancies, accountancy practices, recruitment firms, and agencies — share a common challenge: their most valuable asset is their people's time, yet tracking it, billing it, and reporting on it accurately often relies on a patchwork of disconnected tools. We help these businesses connect their systems and surface the data they need to run efficiently.

Common Challenges We Solve

• Disconnected project and finance data — Time tracking, project management, and billing systems that don't talk to each other
• Manual reporting — Utilisation, pipeline, and profitability reports built in Excel each month
• CRM and M365 misalignment — Client data duplicated across Outlook, CRM, and project tools
• Client onboarding friction — Repetitive manual steps to set up new clients and engagements
• Document sprawl — Proposals, contracts, and deliverables scattered across email and shared drives

Microsoft Solutions for Professional Services

Power BI & Reporting: Real-time dashboards for utilisation, revenue, pipeline, and project profitability — connected to your existing systems without a new platform.

Power Automate Workflows: Automate client onboarding, engagement setup, timesheet reminders, invoice generation, and approval processes to reduce administrative overhead.

D365 & Business Central: Modern ERP covering project accounting, resource management, and billing for firms outgrowing their current finance system.

SharePoint & Teams: Structured client and project workspaces with consistent document management, reducing the risk of lost work and version confusion.

CRM Integration: Connecting Dynamics 365 Sales or third-party CRMs to M365, ensuring client data flows cleanly between business development and delivery.