Technology and workflow
Revenue and margin reporting is late or unreliable
Practical advice on production workflow and commercial systems, including CRM rollout.
The problem
Many production businesses run on spreadsheets, an old job system and individual knowledge. Revenue and gross profit by client arrive weeks late, if at all, so commercial decisions rest on instinct.
New systems are bought, but the workflow around them doesn't change, so the data stays poor.
What we do
- Map the workflow from brief to invoice
- Advise on where AI-assisted content production helps, and where human checks are still needed
- Define the commercial data the business needs, by client and by job
- Advise on CRM selection and rollout, drawing on a Salesforce rollout our founder led
- Set up revenue and gross-profit reporting the commercial team uses each week
- Train account teams on the new process
What changes
Current, reliable numbers by client, and a team that uses them.
Contact
Talk through the problem
Tell us what you're working on and we'll get back to you within two working days to arrange a call.
Or email hello@vincola.co.uk