Today
Too much depends on memory.
Repeated data entry, disconnected tools and knowledge held by one person.
Heritage Intelligence
The same work keeps getting done twice.
Technology and operations, designed around the business. Examples of work we can scope with you: CRM and revenue systems, software, AI, automation, data and finance workflows. Each engagement names who does what before work begins.
The change you are looking for
From a recurring problem to a useful next move.
The gap
Work has no dependable system.
Ownership, handoffs and information need to be clear before adding automation.
What’s possible
A stronger operating backbone.
Documented workflows, useful numbers and systems the team can actually use.
Technology & operations
Build the backbone for your next stage.
CRM & revenue systems
Make the whole revenue journey work.
CRM design and set-up, quoting and billing workflows, revenue operations and integrations, scoped to the platform you already use. Connect the enquiry, sale and delivery handoffs.
Discuss revenue systems →Custom software & AI
Build around the work you actually do.
Business applications, internal tools, portals, AI assistants and automation, scoped to one defined workflow at a time. Define the workflow, integrate the systems and test the exceptions before putting it into use.
Discuss a build →Data & business visibility
Make the numbers useful.
Data integration, reporting, dashboards and management information. Give the team a shared view of performance and the actions that need attention.
Discuss data and reporting →Finance & operating workflows
Connect the work to its economics.
Billing, reconciliation, accounting-system workflows and operating handoffs. Map responsibilities and controls, then implement the agreed improvements.
Discuss operating workflows →Workspace & team adoption
Make better systems part of everyday work.
Google Workspace collaboration, document management, shared-drive structure, training and change adoption. Equip people to use what has been built.
Discuss adoption →Support after launch
Keep improving after launch.
After a build, ongoing support can be scoped separately. Responsibilities, response expectations and fees are agreed in writing before it starts.
Discuss ongoing support →A focused payment diagnostic
Get-paid-faster review.
A receivables picture, a baseline of invoice-to-cash timing and three ranked fixes. This specific review is one starting point; implementation can be scoped separately. It is not collections or a promise of faster payment.
Discuss the payment review →The engagement defines the work, outputs, responsibilities, timing and fees. Start with the business outcome; we shape the technical scope with you. These are examples of work we can scope together, not fixed packages or promises of a particular result.
Strategy and execution
Choose the support the work needs.
Sprint · Strategy
Decide what to do
Research the customer, compare choices and leave with priorities, an offer or a commercial plan the team can use.
Build · Implementation
Put the decisions to work
Create the scoped assets, process or system. Test the handoffs, put it into use and transfer the work to your team.
Operate or Steward · Ongoing support
Keep improving what is in use
Run a defined backlog and review progress with your team. Agree responsibilities and a review point before continuing.
Heritage stays responsible for the engagement. Your scope names the accountable lead, deliverables, acceptance checks, timing and fees, and who does each part; we always tell you when a specialist will have access to your data or accounts.
How we start
Bring the problem. We will help define the work.
- Understand your situationWhat is happening today, what you have tried and what you want to change.
- Agree the useful next stepA focused brief with clear priorities and a definition of done.
- Work, review and adjustPut the work into use and review it against the original goal.
You can work with Intelligence without an acquisition conversation. Other Heritage services are available when they help the agreed work.
Built inside Heritage
Operator’s Shoebox.
A bookkeeping tool built for the way we operate.
Shoebox runs on our own books first and is in private pilot. It is a concrete example of our process-first approach, not evidence of results for other businesses.
Current stage
Private pilot
Read what it does and what participation involves.
Your next move
We choose the owners we work with. Tell us what keeps coming back and we will say honestly whether we are the right fit.
A few sentences about the business and the problem are enough to start. Looking for something else? Advisory for growth, Studio for positioning, Capital for what comes next.
Discuss IntelligenceWhen we discuss technology or payments
Heritage also advises some technology and payments companies. If we recommend a product from a company that pays Heritage for other work, we tell you before you decide. We take no referral fees.