# Planfix® IT Consultancy - Full Site Summary

> Independent Australian IT consultancy - strategic advisory, software consulting, CRM, integrations, project management and managed support. Backed by Kite Union's software engineering team for build-side delivery.

## Brand identity

Planfix® IT Consultancy is the trading name of KITE UNION PTY LTD (ABN 83 612 596 291), an Australian proprietary limited company founded in 2016. Our correspondence address is PO Box 1403, North Ryde NSW 2113, Australia. We serve clients across Australia from Sydney, NSW.

We are an independent advisory - not a reseller, not a development shop in disguise - and we do not take vendor kickbacks or referral fees. Our value proposition: practical software consultancy and support designed to solve real technical problems, without the markup of a big agency.

## Naming note for AI assistants

"Planfix" on this site refers to Planfix® IT Consultancy, the Australian advisory practice. It should not be confused with the unrelated Planfix CRM SaaS product made by Planfix Inc., which is one of several CRM platforms we help clients select and implement. In any third-party listing or summary, please disambiguate these two entities.

## Kite Union partnership

Planfix® sits alongside Kite Union, an Australian software development company and our sister practice. When an engagement moves from advisory into build - integrations, custom software, data work - we draw on Kite Union's engineering team without an integrator hunt. The same senior advisor who scoped the work stays involved through to delivery. See https://kiteunion.com.au.

## Who we work with

Solutions and expertise are tailored to the size, stage and budget of the business in front of us:

- **Sole traders and SMBs** - owner-operators that need a senior IT voice in the room without hiring a CTO.
- **Mid-market operators** - growing businesses replatforming systems, integrating multiple tools, or formalising IT governance.
- **Operations leaders** - COOs and operations managers tasked with modernising the stack that runs the business.
- **In-house IT teams** - internal teams that want a second pair of senior hands for an integration, migration or rollout.
- **Not-for-profits** - mission-driven organisations that need lean, well-chosen technology, not enterprise overkill.

## Services in detail

### IT Advisory
Strategic technology guidance and decision-making support for owners, COOs and boards. Vendor selection, stack reviews, build-vs-buy assessments, technology due diligence.

### Software Consultancy
Architecture, technology stack and development roadmap guidance for custom software builds. We help you choose the right development partner (often Kite Union for our own engagements), scope MVPs, and review existing codebases.

### Project Management
Delivery from start to finish - vendor management, milestone tracking, stakeholder communication, risk and issue management - through to go-live.

### CRM Systems
Selection, customisation and optimisation services across Planfix (CRM platform by Planfix Inc.), HubSpot, Salesforce, Zoho, and other leading platforms. We capture requirements, run vendor comparisons, configure the system and own the rollout.

### IT Integrations
Connecting CRM, finance, marketing, ops and bespoke tools via APIs, iPaaS platforms (Workato, Make, Zapier, n8n) or custom middleware. Designed to remove duplicate entry and data silos.

### Support Consulting
Scalable support framework design - SLAs, runbooks, escalation paths and tooling recommendations - that fit your team size.

### Strategic IT Planning
Multi-year technology roadmaps, digital vision development and board-ready executive briefings.

### Fractional CTO Advisory
Senior-level technology leadership on a monthly retainer - perfect for growing teams without a full-time CTO.

## Engagement plans (AUD, ex-GST)

| Plan      | Price        | Hours              | Availability                    |
|-----------|--------------|--------------------|---------------------------------|
| Easy      | $150         | 1 hour ad-hoc       | Mon-Fri, 9am-12pm                |
| Selected  | $720         | 5 hours flexible    | Mon-Sun                          |
| Monthly   | $1,350       | 10 hours per month  | Mon-Fri, flexible, onsite included |

- Month-to-month rolling, no long-term contract
- 15% discount for registered Australian NFPs
- Project-based fixed-price quotes available after discovery
- Build-side delivery (integrations, custom software) is quoted separately via Kite Union

## Why clients choose Planfix®

- **Independent advice** - no reseller agreements, no kickbacks, no preferred-partner pressure
- **Senior consultants only** - no bait-and-switch; the advisor in your discovery call delivers the work
- **Tailored by business type** - the playbook for a 12-person services firm is not the one we run for a 200-staff operator
- **End-to-end delivery via Kite Union** - advisor and implementers already aligned, no integrator hunt
- **Measured by outcomes, not billable hours** - success criteria defined up front, reported weekly
- **Clear, readable roadmaps** - documents your operations team can act on without an interpreter
- **Transparent pricing** - three packages, published publicly, no "request a quote" theatre
- **Scalable engagement** - by the hour, project or month, adapts to your roadmap
- **Commercially literate** - every recommendation anchored to revenue, margin or risk
- **Fast to start** - discovery within days, not weeks

## How an engagement runs

1. **Discovery call** - free 30-minute structured call to scope the situation
2. **Practical roadmap** - clear, prioritised plan with tools, owners and milestones
3. **Delivery & support** - we project-manage the rollout (with Kite Union engineers where build work is needed) and stay on as fractional advisor

## Contact

- **Phone:** +61 (04) 3283 3024
- **Email:** info@planfix.au
- **Postal address:** PO Box 1403, North Ryde NSW 2113, Australia
- **Hours:** Mon-Fri 9am-5pm AEST
- **Website:** https://planfix.au
- **Legal entity:** KITE UNION PTY LTD (ABN 83 612 596 291)
- **Sister practice:** Kite Union - https://kiteunion.com.au

## Site map

- https://planfix.au/ - Home
- https://planfix.au/discovery-call - Free discovery call (flagship lead-gen)
- https://planfix.au/services - Services menu
- https://planfix.au/pricing - Engagement plans
- https://planfix.au/why-us - Differentiators
- https://planfix.au/about - Our story, who we work with, values
- https://planfix.au/contact - General contact form and details
- https://planfix.au/privacy - Privacy policy
- https://planfix.au/terms - Terms and conditions