ERP / CRMBIAutomation

Digital Transformation in Lleida

Digital transformation for businesses in Lleida that moves the needle.

We connect ERP, CRM, BI and automations so leadership and teams work from the same data. No friction, no rework, no month-end spreadsheets.

ERP + CRM connectedReal-time BIAutomated processesOne source of truth

0 h/sem

Rework eliminated per week

0×

Faster reporting

0%

Manual error reduction

0 sem

Avg. time to first visible ROI

What we transform

Every axis of your digital operation

From ERP and CRM to governance and change management. We cover the full transformation, not just the technical layer.

ERP implementation

SAP B1, Odoo, Dynamics 365. Migration without stopping operations, with go-live support.

CRM & sales integration

HubSpot, Salesforce. Pipeline, automated follow-up and sales data connected to ERP.

Business Intelligence

Power BI, Looker, Grafana. Management dashboards that update themselves. Zero manual exports.

Process automation

n8n, Make, Zapier. Flows between systems that previously required manual copying. Triggers, validations and automatic escalations.

Systems integration

REST APIs, webhooks, EDI, SFTP. Systems without an official API also integrate: screens, exports, databases.

Operational dashboards

Operational and financial KPIs in a single view. Automatic alerts when something falls outside the defined threshold.

Data governance

Data masters, validation rules, audit and lineage. A single source of truth for the entire organisation.

Change management

Training, documentation and adoption. The best technology fails if the team does not use it. We ensure it reaches daily operations.

Business Intelligence

Decisions based on facts, not gut feelings

We build the data layer that connects your systems, models the information and serves it in dashboards that update themselves.

Management dashboards

Financial, operational and commercial KPIs in one view. Filterable by period, region, product or team.

Real-time data

Direct connection to ERP, CRM and operations. No manual exports or scheduled refreshes.

Own data warehouse

Centralised data model. Automatic crossing of financial, operational and commercial metrics in one place.

Automatic alerts

When a KPI goes out of threshold, the responsible person gets an immediate notification. No need for someone to check the dashboard.

Multi-source BI

We integrate Power BI, Looker Studio, Grafana and Metabase based on what you already have. We do not impose a single tool.

Automated reports

The weekly sales report, month-end close or weekly forecast are generated and sent automatically.

Process automation

Recover the hours your team wastes copying data

When a sale closes in the CRM, the invoice generates in the ERP, the warehouse decrements stock and the client receives a confirmation. No manual intervention.

  • Trigger → action between any pair of systems
  • Smart notifications and automatic escalations
  • Error handling and automatic retries
  • Real-time flow monitoring and alerts
  • Compatible with self-hosted or cloud n8n

Trigger

Deal closed in CRM

Result

Invoice in ERP + client confirmation

Trigger

eCommerce order

Result

Stock decremented + delivery note created

Trigger

Web form lead

Result

CRM contact + sales rep task assigned

Trigger

KPI out of threshold

Result

Manager alert + incident ticket

Tools & platforms

We work with what you already have — or find what works best

ERP / CRM
BI / Analytics
Automation
Collaboration
Infra / Data
SAP B1
Odoo
HubSpot
Dynamics 365
Salesforce
Airtable
SAP B1
Odoo
HubSpot
Dynamics 365
Salesforce
Airtable
Power BI
Looker
Grafana
Tableau
Elastic
Datadog
Power BI
Looker
Grafana
Tableau
Elastic
Datadog
n8n
Make
Zapier
Jira
Confluence
Notion
n8n
Make
Zapier
Jira
Confluence
Notion
Asana
Trello
ClickUp
Zoom
Notion
Asana
Trello
ClickUp
Zoom
Notion
Python
PostgreSQL
MongoDB
Docker
Google Cloud
Python
PostgreSQL
MongoDB
Docker
Google Cloud

How we work

From diagnosis to continuous operation

01

Situation diagnosis

We map processes, friction, data and current systems. We do not propose technology until we understand where it hurts.

  • Process map and friction points
  • Inventory of systems, data and available APIs
  • Estimation of rework and wasted time
02

Roadmap & prioritisation

We order by impact and effort. Quick wins first, structural transformation later. No getting paralysed by the perfect plan.

  • Quick wins in weeks, not years
  • Success KPIs defined before starting
  • Realistic budget and timelines
03

Sprint-based implementation

We deploy in modules. Operations do not stop. Each sprint delivers something working, not promises.

  • 2–4 week sprints with real deliverable
  • Testing with real users before go-live
  • Training and documentation per module
04

Operate & improve

We monitor performance, resolve incidents and add new automations as the company scales.

  • Proactive integration monitoring
  • Monthly saving and improvement reports
  • New automations without a new project

FAQ

Frequently asked questions

Ready to stop losing hours to rework?

We start with a free diagnosis: current processes, friction points, available systems and a prioritised roadmap. No commitment.

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