Case study 05
Phase 0 architecture
A proof of concept that resolved a two-CRM conflict, followed by a two-week architecture sprint across eight design areas. It produced the reference documents the implementation team could build directly against.
PHASE 0
ARCHITECTURE
CONSOLIDATION
GOVERNANCE
REPORTING
CRM systems consolidated into one environment
Concentrated Phase 0 discovery and architecture sprint
Design areas from architecture through to sequencing
Formal deliverables handed to the implementation team
01 · Situation
Tenant relationships, occupancy pipelines, lease administration and stakeholder reporting ran across disconnected spreadsheets, email and manual trackers.
Underneath sat two separate CRM systems with no unified view. The duplication created process inconsistency, data integrity risk and limited cross-team visibility. The hard question was never which platform. It was which processes, data and workflows would survive.
02 · Objectives
03 · The consolidation
Both systems held a version of the tenant. Neither held all of it. Consolidation meant deciding which processes and data earned a place in the single environment, and writing that decision down before anyone configured anything.
04 · Migration approach
The proof of concept showed how operations could sit inside the target platform, which settled the question of running two CRMs at once. Phase 0 then turned that into a build-ready programme.
05 · What was built
01
Architecture
02
Reporting
03
Governance
04
Transition
06 · Outcomes
Publication status