CORE SYSTEMS

Core Business System and Business System Development

When each task has its own spreadsheet or tool, the same information gets entered again and again, and checking the numbers takes time. Here are cases of core business systems that connect ordering, inventory, billing, and profit and loss in one set of data, and business systems that consolidate communication with business partners.
Related Service: System Development

CONSULTATIONS

Common Requests About Core Business Systems and Business Systems

A core business system sits at the center of a company’s operations and data. If it is built the wrong way, it either goes unused or ends up being rebuilt again and again. Here are the requests we hear most often, along with how we approach them.

Current Workflows

Each task has its own spreadsheet and tool, so we keep entering the same data twice

Our Approach

We bring information on companies, business partners, projects, and products into one place and link your tasks together

When tools and spreadsheets are split by task, such as ordering and order management, billing, incoming and outgoing payments, and payroll, the same information gets entered over and over, and compiling the numbers takes time. Entry mistakes also spread into other sheets.

In the core business system for a construction company, information on companies, craftspeople, sites, and materials is managed in one place, and everything from estimates to progress-based billing, incoming and outgoing payments, expenses, payroll, and profit and loss is connected through one set of data. Duplicate entry from ordering to profit and loss has been eliminated.

Communication with business partners is scattered across emails, and we cannot see how things are progressing

Our Approach

We build a business system that business partners outside your company can also use on the same screens

When document requests, submissions, and approval notices are scattered across email, it takes time just to track which document is the latest and how far each project has progressed.

In the business system for a testing and certification body, we consolidated communication with manufacturers, about 20 companies and more than 100 people, into chat, document submission management, approval workflows, and deadline management. Nearly all business communication with manufacturers now goes through the system.

How It Is Built

If we wait until everything is in place, it will be one year before we can start using it

Our Approach

We start with the work that troubles you most and expand as you use it

If you start using the system only after every required feature has been built, the work that troubles you most is left untouched in the meantime.

For the business system at a testing and certification body, building everything at once was expected to take 9 months to 1 year, so we narrowed the scope to the review work with the heaviest burden, built that first, and began operations in about six months.

An off-the-shelf core business system does not fit our industry-specific work

Our Approach

We design it to fit the way your company works

Off-the-shelf core business systems assume general business processes. Adapting them to industry-specific ways of counting and procedures leaves you with forced customization and manual work that continues outside the system.

In the core business system for a construction company, we set it up so that entering just the quantity for each room automatically totals the site’s estimate, billing, costs, and gross profit. In the core business system for a wholesaler that handles tens of thousands of stock items across multiple sales channels, we also decided the rules for allocation and status one by one to fit the business.

STRENGTHS

How We Can Help with Core Business System and Business System Development

We handle everything from sorting out your work to design, development, integration with existing systems, and adding features after go-live. Here we focus on what we actually did in our case studies.

  1. Starting by Sorting Out Your Work

    For each task, we write out who does what, when, and what triggers it, and we align our understanding one screen at a time with wireframes before development. We take the same approach with customers who are developing a system for the first time.

    CasesTraining Management SystemCore Business System for a Construction Company

  2. Logic That Keeps the Numbers from Drifting

    The difficulty of a core business system lies in its logic, not in the number of screens. We nail down the rules all the way, exceptions included, for things such as allocating tens of thousands of stock items and automatically totaling everything from estimates to profit and loss.

    CasesCore Business System for a Furniture WholesalerCore Business System for a Construction Company

  3. Connecting with Existing Systems and Services

    We handle integration with ordering and order management systems, e-commerce stores, invoice and payment services, online marketplaces, and your own e-commerce site. We make use of what you already have while connecting everything through one set of data.

    CasesCore Business System for a Construction CompanyCore Business System for a Furniture Wholesaler

  4. After Go-Live, Growing It as Your Co-Creation Partner

    As in the case of a construction company whose system started with ordering and order management and grew to cover craftsperson management, billing, and accounting, we keep adding features and making improvements after go-live. We can also add an AI assistant or document reading to a core business system.

    CasesCore Business System for a Construction CompanyBusiness System for a Testing and Certification Body

SCOPE

Work We Can Cover in Core Business Systems and Business Systems

We connect the features for each task through one set of data. We can also build in stages, starting with the work you need most.

Estimates and Ordering

Estimates, sales orders, purchase orders, and management of terms for each business partner.

Inventory and Shipping

Stock at warehouses and suppliers, allocation, shipping instructions, and registration of tracking numbers.

Billing and Payments

Progress-based billing, invoice issuing, incoming and outgoing payments, and accounts receivable management.

Costs and Profit and Loss

Automatic totaling of costs, gross profit, and profit and loss for each project or site.

People and Assignments

Information on employees and partner companies, assignments, payroll, and expenses.

Communication with Business Partners

Chat, document submission and approval, and deadline management on the same screens your business partners use.

Smartphone Screens

An app for handling site communication, photos, documents, and completion reports on a smartphone.

External Integrations

Integration with existing ordering and order management systems, e-commerce, and accounting and payment services.

HOW TO CHOOSE

Choosing Between an Off-the-Shelf Core Business System and Custom Development

You do not need to custom-build everything. The right approach depends on how specialized your work is and what you already have in place.

SituationSuitable Approach
Your workflow is standard and can conform to an off-the-shelf product’s proceduresAn off-the-shelf core business system or cloud service
Industry-specific ways of counting and procedures are central to your workCustom development
You run your work on spreadsheets and multiple tools, with a lot of duplicate entryCustom development that brings information into one place
People outside your company, such as business partners, are also involved in the same workCustom development of a business system that external users can also use
You want to keep your current systems and fill in only what is missingDevelopment of only the integrations and missing parts

We compare the options, including cost and timeline, and recommend the one that fits.

FLOW

Our Core Business System and Business System Development Process

We decide the workflows and rules first, then start using the system in stages, beginning with the work that will have the greatest effect.

  1. Sort Out Your Work

    We sort out the workflow for each task, the spreadsheets and tools in use, and your pain points, and decide which work to build first.

    We do not build everything at once; we start with the work that carries the heaviest burden

  2. Confirm with Screen Wireframes

    We sketch the screens for each type of user as wireframes and align our understanding one screen at a time before moving on to development.

  3. Development and Migration

    Development includes integration with existing systems and services, and data migration from spreadsheets and legacy systems.

  4. Expand as You Use It

    After go-live, we add features one after another based on feedback from people on site and from business partners.

    The business system for a testing and certification body narrowed its scope to the review work and began operations in about six months

FAQ

Frequently Asked Questions About Core Business System and Business System Development

Here are the questions we are asked most often before a consultation. Please feel free to ask about anything not covered here.

Can you bring work that runs on spreadsheets and multiple tools into a single system?

Yes. In the core business system for a construction company, we brought the tools and spreadsheets that had been split by task, such as ordering and order management, craftsperson assignment, billing, incoming and outgoing payments, and payroll, into one system and eliminated duplicate entry.

Do we have to wait until every feature is ready?

No. You can build the work with the heaviest burden first, start using it, and add features afterward. The business system for a testing and certification body began operations in about six months.

Can you build a business system that our business partners will also use?

Yes. By separating the information each role can see from the actions each role can take, we make the screens easy to understand for people outside your company as well. We have a case in which more than 100 people at about 20 manufacturers use the business system.

Can you integrate with the systems and services we use now?

Yes. We have a track record of integrating with ordering and order management systems, e-commerce stores, invoice and payment services, online marketplaces, and companies’ own e-commerce sites.

Can you move our current data into the new system?

Yes. We include data migration from legacy systems and spreadsheets within the scope of development. In the redesign of an ordering and order management service, we handled the migration of existing data and even the switchover of existing users’ accounts.

Can we talk to you even if we do not have a specification document or a request for proposal?

Yes. We take the lead, starting with sorting out your work, and we decide things while looking at wireframes, so it becomes clearer step by step what should be built.

How is the cost determined?

It varies greatly depending on the number of tasks to be consolidated, the complexity of the rules, the number of user roles, the number of systems to integrate with, and the amount of data to migrate. Before we prepare an estimate, we sort these out together with you.

Core Business System Case Studies | wesionaryTEAM