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Internal Operations Guide

This documentation is the single source of truth for how we work, think, and operate. It exists to take new employees from zero to productive as efficiently and confidently as possible.

Who We Are​

We are an open-source business systems consultancy. We help organizations select, implement, and sustainably operate ERP, CRM, CMS, and related platforms — without vendor lock-in or dependency on us.

Our work sits at the intersection of technical depth and business pragmatism. We do not sell software, licenses, hosting, or managed services. We provide clarity, guidance, and implementation oversight, ensuring clients retain ownership of their systems, data, and decisions.

Our Core Principle​

Enable, not control.

We exist to make clients self-sufficient. Every engagement should leave the client more capable than before, not more dependent on us.

What This Documentation Contains​

Sales Playbook​

How to correctly present, sell, and qualify our services. This is prescriptive guidance on:

  • Approved language and framing
  • Qualifying prospects and identifying fit
  • Explaining trade-offs and constraints
  • Saying "no" to misaligned requests
  • Escalation procedures

Service Catalog​

The authoritative reference for what we offer and what we explicitly do not offer:

  • Our operating philosophy
  • Detailed service descriptions
  • Platform guidance
  • Pricing models
  • Client responsibilities

Onboarding Guide​

How to use this documentation effectively and avoid common mistakes:

  • Using the Sales Playbook and Service Catalog together
  • Correct language when speaking to clients
  • Common mistakes to avoid
  • Escalation paths

How to Use This Guide​

  1. Read sequentially first. New employees should read through all sections in order to understand the complete picture.

  2. Reference during conversations. Use these documents during client calls and prospect meetings to ensure consistency.

  3. Quote directly when appropriate. Sections like Non-Offerings are written to be quoted verbatim to clients.

  4. Escalate when uncertain. If a situation is not covered here, escalate internally before committing to anything.

Key Things to Remember​

  • We prioritize maintainability, upgrade safety, and long-term autonomy over short-term feature accumulation
  • We do not provide hosting, managed services, or 24/7 support
  • Client ownership of systems and data is non-negotiable
  • When in doubt, under-promise rather than over-commit