03Digitise
Most businesses can tell you what happened last month. Fewer can tell you what is happening now.
The UK Business Data Survey 2026 found 86% of businesses handle digitised data, but among those that do, AI use runs at 82% in large companies against 51% in small ones and 41% in micro businesses. The gap is widest where it is easiest to close.
Department for Science, Innovation and Technology, 18 June 2026
Digitise in practice
We start with the operating problem, not the platform, then build the systems and data that let the business be run rather than only reported on.
Far fewer can tell you what is happening now, or act on it while it still matters. Poor visibility is a systems and data problem, and fixing it usually costs less than the workarounds.
Our approach
We start with the operating problem, not the platform. Once it is clear what decisions need to be made, and by whom, the technology question becomes a much smaller one.
Our experience
We have built and run this infrastructure before, in different industries and on different platforms, in businesses operating across international markets. Prior experience of building this infrastructure shortens the work. Having seen how these systems behave at scale, and where they fail, the target architecture is usually clear early and the expensive detours are avoided.
What we do as owner
First we make the business visible. What it sells, to whom, at what margin, and what it costs to deliver. Most of what follows is obvious once that is true.
- Management information and reporting a board can rely on
- Finance systems and management accounts
- CRM and customer and contract data
- Process digitisation and the removal of manual workarounds
- One set of numbers, produced on time, without a week of manual work behind it
- ERP and core system replacement, to a business case
- Data architecture, quality and ownership
- Application rationalisation and legacy decommissioning
- Cloud and infrastructure cost
- Target architecture set early, from patterns we have built before
- Common platforms shared with what we already own, rather than built alone
- Integration and interfaces between systems that currently do not connect
- One version of the numbers, reconciled across finance, sales and operations
- Reporting and business intelligence the team can use without asking IT
- Dashboards built around decisions rather than around what is easy to display
- Removing the re-keying and spreadsheets that sit between systems
- Cyber baseline, identity and access controls
- Third-party and supplier risk
- Records management, retention and secure destruction
- Incident response readiness
- Retention schedules and what must be kept, by law and by usefulness
- Scanning and digitisation of physical records, to recognised standards
- Secure destruction, evidenced
- Archive, search and retrieval that works when someone needs it
- Information governance and data protection obligations
- Financial and operating data that survives a buyer’,s accountants
- Systems maturity a buyer does not have to discount for
- Reporting history, so improvement can be evidenced rather than asserted
- Records, licences and contracts in order before they are requested
For owners who are not seeking a sale, the same capability is available as an executive mandate through Advisory.