Our Services
IT consultancy from start to finish - from advisory and architecture through to delivery and managed support.
What we do
Consultancy that goes the distance.
Planfix® engagements cover the four corners of an IT initiative: deciding what to do, designing how to do it, delivering it on time, and running it after go-live.
We tailor every engagement to where you are right now - the brief that suits a sole trader looking at their first CRM is not the brief that suits a 150-staff operator replatforming five systems at once, and we structure the work accordingly. Some clients hire us for one strategic decision: a CRM selection, an integration architecture, a build-vs-buy assessment. Others bring us on as a fractional senior advisor for the long haul, sitting alongside their internal team for monthly steering.
When the engagement needs build-side capability - integrations, custom software, data work - we draw on Kite Union's engineering team, our sister Australian software development practice. The advisor who scoped the work stays in the room through delivery, instead of handing you off to an integrator who's never seen your roadmap.
Whatever the shape, every engagement starts with a discovery call so we can scope the work honestly. You'll know up front what we'll do, what we won't, and what good looks like at the end.
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Core capabilities
Six things we do well.
These are the capabilities most of our engagements draw from. They combine into the bespoke service we shape around each client.
IT Advisory
Strategic technology guidance and decision-making support for owners, COOs and boards.
Software Consultancy
Architecture, technology stack and development roadmap guidance for custom builds.
Project Management
Delivery from start to finish ensuring timely, budget-conscious execution of your tech initiatives.
CRM Systems
Selection, customisation and optimisation across Planfix, HubSpot, Salesforce, Zoho and more.
IT Integrations
System connectivity and data-flow design to remove duplicate entry and silos.
Support Consulting
Scalable support frameworks - SLAs, runbooks, escalation, tooling - that fit your team size.
Full range of services
A complete consultancy menu.
The full list - pick what's relevant, or bundle several into a single engagement.
Strategic IT Planning
Multi-year technology roadmaps, digital vision development and board-ready executive briefings.
Custom Software Consultancy
Build-vs-buy assessments, architecture reviews, vendor selection and development roadmap design.
CRM Selection & Implementation
Requirements capture, vendor comparison, configuration and rollout for Planfix, HubSpot, Salesforce and Zoho.
Systems Integration
Connecting CRM, finance, marketing, ops and bespoke tools - via APIs, iPaaS platforms or custom middleware.
IT Project Management
Project ownership, vendor management, milestone tracking and stakeholder communication through to go-live.
Fractional CTO Advisory
Senior-level technology leadership on a monthly retainer - perfect for growing teams without a full-time CTO.
Support Framework Design
SLA design, runbook authoring, escalation paths and tooling recommendations for in-house or outsourced support.
Workflow & Process Optimisation
Mapping current-state operations, identifying friction and recommending tooling or process changes that stick.