Business Packages
Business systems packages for small companies.
Clear Front Web offers practical business systems packages for small companies that need workflow improvement, reporting visibility, Microsoft 365 organization, ERP/D365 process support, documentation, or systems cleanup.
Package Focus
- Workflow review and cleanup
- Reporting and KPI visibility
- Microsoft 365 organization
- Power BI support direction
- ERP / D365 process support
- Process documentation
How Packages Work
Start with one business issue, then scope the right level of support.
Business systems packages are designed to keep the work clear and practical. Some companies only need help with one workflow, report, tracker, or manual process. Others need broader support around reporting, documentation, Microsoft tools, ERP/D365, or operational systems cleanup.
Website pricing and website project details are handled separately on the Web Development page. This page is focused only on business systems, workflow, reporting, and process support.
Package Options
Small, medium, and larger business systems support.
Small Engagement
Workflow Quick Win
Estimated Timeline: 2–4 weeks
Best for one focused workflow, report, dashboard, approval issue, manual process, tracker, or business visibility problem.
Example Scope
- One discovery session
- Review one workflow or reporting gap
- Identify manual steps and pain points
- Recommend practical improvements
- Support one report, tracker, dashboard, or workflow improvement
- Provide documentation and handoff notes
Medium Engagement
Department Workflow Improvement
Estimated Timeline: 6–10 weeks
Best for a small company department or team that needs better workflow structure, reporting visibility, documentation, Microsoft tools, or ERP/D365 process support.
Example Scope
- Stakeholder interviews
- Current-state workflow review
- Reporting or process gap assessment
- Power BI, tracker, or dashboard support
- Process improvement recommendations
- Documentation and training support
Large Engagement
Systems Cleanup & Process Modernization
Estimated Timeline: 3–6 months
Best for broader workflow improvement, reporting modernization, process cleanup, Microsoft 365 organization, ERP/D365 support direction, or multi-process improvement.
Example Scope
- Multi-process review
- Workflow and reporting assessment
- Improvement roadmap
- Microsoft 365 / Power BI / ERP support direction
- Documentation and process ownership review
- Training, handoff, and adoption support
Focused Package Types
Packages can be shaped around the kind of problem the business has.
Reporting Setup
Best for companies that need clearer visibility through Power BI, spreadsheets, trackers, dashboards, or KPI reporting.
- Report review
- KPI visibility planning
- Dashboard or tracker support
- Data consistency review
- Handoff notes
Microsoft 365 Organization
Best for companies that need cleaner structure around SharePoint, Teams, files, folders, lists, collaboration, or basic Microsoft tool organization.
- File and folder review
- SharePoint / Teams organization
- List or tracker planning
- Permission structure discussion
- Basic documentation
ERP / D365 Process Support
Best for companies using ERP or Microsoft Dynamics 365 that need process review, reporting support, documentation, release support, or better handoffs.
- D365 / ERP workflow review
- Finance and operations process support
- Reporting visibility review
- Testing and release coordination support
- Vendor / AMS follow-up support
Process Documentation
Best for companies where important steps live in people’s heads instead of documented procedures, handoff notes, checklists, or owner responsibilities.
- Current process notes
- Step-by-step documentation
- Owner responsibility review
- Handoff checklist support
- Training notes
Systems Cleanup
Best for companies that have tools, reports, files, and workflows in place, but they are duplicated, unclear, outdated, or hard to manage.
- Systems and tool review
- Duplicate work identification
- Manual workload review
- Improvement recommendations
- Cleanup roadmap
Improvement Roadmap
Best for companies that are not ready for a large project yet, but need a clear list of practical next steps and priorities.
- Discovery review
- Pain point list
- Quick win recommendations
- Future improvement backlog
- Priority roadmap
Support Areas
Business packages can focus on one area or connect several related issues.
A business systems engagement can be narrow or broad depending on the need. The work can focus on one workflow, one report, one department, or a larger systems cleanup effort.
The goal is to make the work easier to track, easier to report, easier to document, and easier to manage.
- Workflow review
- Reporting visibility
- Power BI support
- Microsoft 365 organization
- ERP / D365 process support
- Process documentation
- Work is tracked manually
- Reports are unclear
- Teams rely on spreadsheets
- Processes are not documented
- Tools are not organized
- Managers need better visibility
Timeline & Availability
Project turnaround depends on scope and access.
Estimated turnaround depends on project scope, client availability, system access, data readiness, content or documentation readiness, approval cycles, and current market demand.
The best first step is usually a focused review to identify the most useful quick win and decide whether the project should stay small or grow into a larger improvement effort.
Pricing is scoped after discovery.
Each project is reviewed individually so the engagement can match the business need, timeline, system environment, and level of support required.
Business Systems Background
Experience behind the business systems support.
Business packages are supported by experience across ERP, Microsoft Dynamics 365 Finance & Operations, Power BI reporting, finance systems, supply chain, warehouse workflows, governance, vendor coordination, and process improvement.
Contact
Need a business systems package?
Send a short description of the workflow, reporting, Microsoft 365, ERP/D365, or process issue you want to improve.
Email: hello@clearfrontweb.com