Building the foundations for AI & automation
AI and automation are changing the way businesses operate - fast.
But before you start adding more technology, there's a more important question:
Are your current systems and processes actually ready for it?
For many established trade businesses, technology has been added gradually as the business has grown.
Fergus. Xero. Email. Spreadsheets. CRMs. Marketing platforms. Automation tools. Reporting systems. And now AI.
The individual tools might be working.
But are they working together?
Before you automate, get the foundations right.
Business Systems 360 takes a step back and looks at the bigger picture.
We'll look across your current systems and processes to understand how your business is operating today, where the friction is, and where there may be opportunities to work smarter.
Because there's very little point automating a process that shouldn't exist in the first place.
Does this sound familiar?
Your team is entering the same information in multiple places
You've accumulated software but aren't sure you're getting value from all of it
Important information lives in people's heads or spreadsheets
Your systems don't communicate as well as they should
Reporting involves pulling information together manually
You're heavily reliant on particular people or manual processes
You know there are things that could be automated but don't know where to start
You're hearing about AI everywhere but aren't sure what's genuinely useful for your business
You've grown, but your systems and processes haven't necessarily grown with you
That is exactly what Business Systems 360 is designed to uncover.
A 360° look at how your business operates
We start by understanding your business, rather than jumping straight into the technology.
From there, we review the systems and processes supporting your day-to-day operation and look at how everything fits together.
That may include Fergus, Xero and other technology your business relies on, along with existing integrations, and AI tools.
The goal is to identify:
✓ What's working
✓ What's getting in the way
✓ What's missing
✓ Where the biggest opportunities are
Where does AI fit?
We're not here to add AI for the sake of saying you're using AI.
1
Sometimes the answer will be AI.
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Sometimes it's automation.
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Sometimes two existing systems simply need to work together better.
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And sometimes the answer is fixing the process before you touch the technology.
Business Systems 360 helps you understand where to focus first.
What happens next?
We'll take you through our findings and recommendations, giving you a clear picture of where your biggest opportunities sit and what we recommend prioritising.
From there, you can decide whether to make the improvements internally or have Virtual Coastie help you bring them to life through Done With You or Done For You support.
Wondering if your business is ready for AI & automation?
Let's talk about where your business is today, what's frustrating you and where you want to go.
We'll help you determine whether Business Systems 360 is the right place to start.
"Have Virtual Coastie help you bring them to life through Done With You or Done For You support."
"I can put my focus on quoting the work"
“Amanda has implemented Fergus Job Management into the business and taken over the suppliers, payroll & invoices in a few short weeks. I can now see what jobs are actually costing to complete, and I can put my focus on quoting the work and managing the site works.”
Gary Almond
Almond Contractors
Business Systems 360 FAQs
What is Business Systems 360?
Business Systems 360 is a review of how your systems, processes and technology work together across your business. It helps identify inefficiencies, gaps and opportunities for improvement, automation and AI.
Is this an AI audit?
No. AI is one part of a much bigger picture.
We first look at the foundations of your business and identify where AI or automation could genuinely add value.
Do we need to use Fergus?
Virtual Coastie specialises in Fergus and trade businesses, so Business Systems 360 is particularly suited to businesses already operating within the Fergus ecosystem.
Will you implement all the recommendations?
Implementation isn't part of Business Systems 360 itself.
Once we've identified the opportunities, we can discuss Done With You or Done For You options if you'd like Virtual Coastie to help make them happen.
How much does Business Systems 360 cost?
Every business is different, so we'll first have a conversation to understand your business, your systems and what you're looking to achieve.
Want to know how a Business Systems 360 could help you?
Let's have a chat about whether this might be the right next step for you and your business.
Ashley Chisnall
Kiwibuilt Construction
"I don't specialise in paperwork,
I specialise in Building"
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