CRM & Internal Platform Modernisation on AWS

Many organisations run customised or legacy CRM and internal operational platforms that struggle with scalability, integration complexity, and inconsistent reporting. This engagement assesses the current environment and defines an AWS-based modernisation strategy aligned to growth, performance, and analytics needs.

Ideal for organisations with custom CRM systems, internal IT and operations teams, and growing businesses seeking more scalable and connected platforms.

Key Features

• Industry-Specific CRM Modernisation Strategy: A modernisation approach tailored to your industry workflows, customer lifecycle needs, compliance requirements, and internal operating processes.

• Cloud-Native CRM Platform Architecture: Design of a scalable, secure, API-driven CRM and internal operations backbone using AWS services and Amazon EKS to support modular growth and reliability.

• Intelligent Workflow & Integration Modernisation: Transformation of disconnected or manual workflows into streamlined, automated, event-driven processes across sales, service, support, and field teams.

• Unified Customer & Operational Intelligence: Creation of a modern data foundation for customer insights, SLA monitoring, pipeline analytics, operational KPIs, and cross-team performance tracking.

• Enterprise-Grade Security & Operational Controls: Stronger identity, access, compliance, monitoring, and governance layers to support secure CRM and internal operations.

• Scalable Roadmap for Digital Operations: A sequenced plan for cloud readiness, integration uplift, analytics enablement, workflow automation, and long-term platform maturity.

• Business Impact & Value Realisation: Clear mapping of improvements in customer experience, workforce productivity, process efficiency, and operational reliability to measurable business outcomes.

Deliverables

• CRM & Internal Systems Diagnostic Report: Assessment of workflow gaps, integration issues, operational bottlenecks, data fragmentation, customer-impacting delays, and industry-specific pain points.

• AWS Target Architecture Blueprint: Architecture diagrams and specifications covering applications, APIs, data flows, analytics layers, security foundations, containerisation strategy, and operational components.

• Integration & Workflow Automation Design: A practical plan for API consolidation, event-driven workflow design, legacy connector replacement, automation opportunities, and expected operational improvements.

• Analytics & Reporting Enablement Specification: Design of data pipelines, KPI definitions, reporting models, dashboard requirements, and industry-relevant insights around SLA, pipeline, and operations.

Security, Governance & Compliance Recommendations: Guidance covering IAM structure, monitoring standards, audit logging, data protection measures, and compliance alignment for CRM and internal platforms.

• Phased Modernisation Roadmap: A sequenced plan showing priority initiatives, delivery phases, effort ranges, dependencies, and business-function impact.

• Business Value Impact Summary: A focused assessment of efficiency gains, service improvements, cost optimisation opportunities, productivity uplift, and long-term operational benefits.

• Implementation-Ready Action Plan: Clear next steps outlining required platform updates, integration work, analytics rollout actions, workflow automation tasks, and initial execution guidance.

What You Will Achieve

• Improved scalability and reliability of CRM and internal platforms
• Unified analytics and reporting across business functions
• A clear roadmap for modernising existing systems and integrations

Business Value

• Higher operational efficiency
• Improved user experience across CRM and internal tools
• Scalable, future-ready internal systems

Engagement Timeline: Delivered as a structured engagement, typically completed within 3 to 6 weeks depending on platform complexity.