properbizfix.
For CRM implementation partners, systems integrators and software developers Independent account research · UK

THE SYSTEM
IS DELIVERED.
REVIEW THE
BUSINESS.

I assess one existing client company. I compare its business model with the systems and data your team has delivered, then document what is covered, what remains unknown and which further IT interventions are worth validating.

£850 assessment includes Business Model Snapshot System Coverage Map Intervention Candidate Register with evidence and validation questions
Account Screen £50Full Assessment · £850
No access to your client's live systems required.Start with the company website and a summary of your completed project. The £50 Screen fee is credited against the £850 assessment.

Research led by Yulia Fomina · Urmston, Greater Manchester

ONE EXISTING CLIENTDOCUMENTED FINDINGS AND QUESTIONS FOR THE NEXT CLIENT CONVERSATIONVIEW SAMPLE OUTPUT ↗
01 / HOW I ASSESS

ONE MISSING FIELD.
THREE POSSIBLE EXPLANATIONS.

A CRM implementation does not show costs for individual service jobs. That observation is insufficient to specify a change. The next step is to establish where those costs are recorded and which decision requires them.

A↗
Costs are recorded in another system.
Finance or service software may already hold adequate records. Check whether another function needs access for a specific decision.
CHECK ACCESS REQUIREMENT
B↗
Costs are not recorded per job.
Define which job events must be recorded, at what granularity, by whom and when. A dashboard cannot create absent source data.
SPECIFY SOURCE EVENTS
C↗
The business does not need the metric.
If no relevant decision requires job-level costs, adding a new capture process may create work without operational value.
NO CHANGE INDICATED

SOURCE, GRANULARITY AND DECISION REQUIREMENTS. READ THE ANALYSIS ↗

DECISION COVERAGE / RESEARCH CRITERION

PROJECT SCOPE IS NOT A BUSINESS MODEL.

A system can meet every agreed requirement and still leave an important operating decision unsupported. The project describes what a sponsor commissioned. It may not describe how the whole business earns, delivers or incurs costs.

Before suggesting further software, I check whether the decision exists, who is accountable for it, which evidence it needs and whether an existing system already provides that evidence.

Read the decision-and-ownership analysis
WORKED LOGIC ILLUSTRATIVE / NOT A CLIENT CASE
  1. 01 / ECONOMICSWhat affects the result?

    For service work: labour, parts and capacity.

  2. 02 / DECISIONWhat needs to be decided?

    Can this job be accepted at the promised scope?

  3. 03 / ACCOUNTABILITYWho can accept or reject it?

    An agreed decision owner — or an open question.

  4. 04 / EVIDENCEWhich event and data are required?

    Confirmed work scope, availability and cost basis.

  5. 05 / SYSTEM COVERAGEWhere is the decision supported?

    Existing application, manual control, missing capture or unknown.

An unidentified owner is a validation question, not proof of a defect.

02 / THE WORK

TWO LEVELS
OF ACCOUNT REVIEW.

For CRM and software firms whose projects change how clients operate, not just how a system is configured. The £50 Screen tests whether further research is justified; the £850 Assessment examines decisions, ownership, data and existing system coverage.

STEP 01 PRELIMINARY REVIEW

Screen the account before committing to full research.

Public company information, a summary of the delivered project and the supplier’s service capabilities. Output: proceed, do not proceed or insufficient context.

£50ACCOUNT SCREEN
STEP 02 FULL ACCOUNT ASSESSMENT

Assess the business model and system coverage.

Output: a bounded business-model summary, a system-coverage map, a candidate register and specific questions for the account owner to verify.

£850FULL ASSESSMENT

SCREEN CREDIT: £50. For the same client company, the £50 screen fee is deducted from the £850 assessment; the balance is £800. The assessment price does not depend on finding a new project.

03 / WHAT YOU RECEIVE

INTERVENTION CANDIDATES
ARE HYPOTHESES.

Each record links a business decision to its economic relevance, the responsible function (or an unknown owner), existing system coverage, required evidence and a test that could rule out the work. It is not a confirmed defect or sales opportunity.

Open the example assessment ↗
PROPERBIZFIX / RESEARCH EXAMPLEIC—001
UNVALIDATED · NOT A PROJECT

Service operations across locations

BUSINESS CONTEXT
Service work may require resources and assets to be tracked across more than one location.
ECONOMIC RELEVANCE
Service commitments may affect labour utilisation and the cost of delivery. The effect is not quantified.
DECISION & OWNER
Who approves capacity and allocates work? Authority not established.
BEFORE BUILDING
Confirm the operational record and acceptance rules before choosing a system change.
SUPPLIED SCOPE
In this hypothetical case, the documented CRM scope covers accounts and sales opportunities.
UNKNOWN
Where job allocation, asset history and service commitments are managed today.
WHAT TO ASK
Which system is the operational record for service work?
STATUS: PROPOSED FOR VALIDATIONILLUSTRATIVE / NOT A CLIENT CASE
04 / RESEARCH LIBRARY

ANALYSIS OF SYSTEM
AND BUSINESS BOUNDARIES.

Methods and worked examples covering business decisions, data granularity, system ownership and the evidence required before technical discovery. Examples are labelled as hypothetical.

01 / SYSTEM ARCHITECTURE

HubSpot custom object or a separate operational system?

READ THE ANALYSIS ↗
02 / SERVICE ECONOMICS

Why service margin requires job-level data

03 / ACCOUNT GROWTH

Intervention Candidate or sales opportunity?

04 / PARTNER STRATEGY

White-space analysis beyond your services list

ALL RESEARCH NOTES
05 / THE NEXT MOVE

START WITH
ONE CLIENT COMPANY.

Send the public company website, a brief description of the work delivered and your firm’s capabilities. I confirm eligibility and scope before accepting a £50 Account Screen.

START
WITH £50 ONE ACCOUNT. NO SYSTEM LOGIN REQUIRED FOR THE SCREEN.