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Clearer decisions. Technology put to better use.

Guides, criteria and practical resources to connect your business with technology.

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25 publications

Recovery test from a backup through system validation.

Maintain and protect

Backups aren’t enough: how to prepare a restore test

A backup that has never been restored is an assumption. This guide explains how to prepare a restore test in an isolated environment: scope, responsibilities, result validation and evidence, so you know how long it would take to resume operations if something fails.

Investment, leads and sales as components of cost per lead and cost per sale.

Attract and measure

Cost per lead and cost per sale: how to interpret them

Cost per lead and cost per sale look easy to calculate, but they vary a lot depending on what you count as a lead, which period you use and which costs you include. This guide explains the formulas, time windows and how to read results without comparing yourself to external benchmarks.

Domain, hosting and accesses organized under company control.

Maintain and protect

Domain, hosting, SSL and access: what your company must control

Your domain, hosting, certificates and access credentials are company assets even if a vendor contracted them. This guide explains how to check who is the registered owner, when things expire, who is responsible, and how to inventory them without storing passwords in a spreadsheet.

Journey of a campaign to an opportunity and its attributed sale.

Attract and measure

From campaign to sale: what to measure and how to connect the journey

Knowing how many visits a campaign brought is little use if you don't know how many of those visits became sales. This guide explains how to connect the journey from visit to contact, opportunity and sale with source, UTM and identification, and what attribution and consent limits you should keep in mind.

Ninety-day roadmap divided into three months with priority review.

Evolve

How to build a 90-day technology roadmap

A 90-day roadmap is not a wish list with dates: it is a decision about what to do first with the capacity you actually have. This guide explains how to define goals, prioritize, map dependencies, estimate capacity, and review the plan each month.

CRM, inventory and billing connected with a defined source for each piece of data.

Connect and automate

How to connect CRM, inventory and billing without duplicating information

When CRM, inventory and billing don't talk to each other, your team copies the same data multiple times and errors appear at the worst moment. This guide explains how to define master data, owners, synchronization, reconciliation and failure handling, without depending on a specific vendor.

Criteria to evaluate technical debt by impact, likelihood and dependencies.

Evolve

How to identify technical debt that is already affecting the business

Technical debt is not just a developers' problem: it becomes a business problem when every change takes longer, errors recur, or no one dares to update. This guide explains how to recognize symptoms, gather evidence, estimate risk and prioritize, without diagnosing blindly.

Pipeline of a simple CRM from contact to commercial close.

Attract and measure

How to implement a simple CRM your team will actually use

Most CRMs that fail do so not because of the software, but because the team doesn't use them. This guide explains how to implement a simple CRM: few stages, minimal data, clear owners and weekly habits that keep the record alive.

Request, quoting and approval process with traceable decisions.

Connect and automate

How to map your quoting and approval process

A quote that relies on one person’s memory is slow, approved inconsistently, and lost when that person is absent. This guide teaches you how to map your quoting and approval process: inputs, owners, conditions, outputs, exceptions and follow-up, with a complete example.

Before-and-after comparison to measure the value of an automation.

Evolve

How to measure whether an automation delivers value

An automation can work technically and still not deliver value if nobody uses it or if it generates more exceptions than it solves. This guide explains how to measure with a baseline, usage, time, errors and exceptions, and how to track results without inflating them.

Industrial catalog organized into families, product pages and quote requests.

Launch and sell

How to organize an industrial catalog to simplify commercial inquiries

A well-organized industrial catalog reduces repeated inquiries and reaches the salesperson with the correct reference. This guide explains how to structure families, product pages, applications, filters and specifications, and how to link each product page to a clear quote request.

Tools to put it into practice.

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Ninety-day roadmap divided into three months with priority review.

Evolve

90-Day Technology Roadmap

CSV template to build and review a 90-day technology roadmap: objectives, initiatives, prioritization criteria, dependencies, estimated hours, status and monthly review.

Investment, leads and sales as components of cost per lead and cost per sale.

Attract and measure

Acquisition and Sales Metrics Template

CSV template to record cost, leads, and sales by month and channel, and to calculate cost per lead, cost per sale, and close rate. Includes an explanation of each calculation and does not contain executable formulas.

Industrial catalog organized by families, technical datasheets and quote requests.

Launch and sell

B2B product sheet template

CSV template for a B2B product sheet containing the fields an industrial buyer needs to decide and request a quote: family, applications, specifications, packaging options, downloadable documents and button text. Suitable for phased catalog uploads.

Capacity review based on measurement, optimization and scaling decision.

Maintain and protect

Capacity and Growth Log

CSV log to track weekly usage, limits, composition, retention and capacity of storage, and to document the decision to optimize, archive, or scale. Does not recommend deletions or automatic purchases.

From knowledge to practice.

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