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Ultima.Serve

Services

What we do

Six professional services, three ways of working with you, and advisors for the questions in between. Tell us what you need; we’ll put the right people on it.

Service 1

Customer relationship customization

A CRM shaped around the way you sell and serve: your pipeline, your fields, your reports, with clean data and a team that actually uses it.

What it includes

  • Mapping your sales and service process before anything is configured
  • Pipelines, fields, automations and dashboards that match how you work
  • Moving your data from spreadsheets or an old system, cleaned up on the way
  • Training and support so the whole team uses it every day
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Service 2

Resourcing services

The right people when you need them: project managers, analysts, developers and specialists for a project, a busy season or a role you haven't filled yet.

What it includes

  • Project managers, business analysts, developers and technical writers
  • Short engagements, project teams or longer-term support
  • Matched to your project, your tools and your culture
  • Backed by our team, so you're never relying on one person alone
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Service 3

Lead management tool

Every inquiry from your website, campaigns and events in one place, routed to the right person and followed up on time, so fewer opportunities slip away.

What it includes

  • Capturing leads from your website forms, campaigns and events
  • Routing, ownership and reminders so nobody is left waiting
  • Pipeline stages and reports that show where deals stall
  • Connected to your email, calendar and CRM
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Service 4

Professional services

Hands-on project and program management, business analysis, process improvement and technical writing, from kickoff to handover.

What it includes

  • Project and program management, including recovering projects that have slipped
  • Business analysis and requirements
  • Process mapping and improvement, with the tools to keep it on track
  • Technical writing: reports, documentation and proposals
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Service 5

Web development and hosting services

Websites and web applications designed, built and looked after for you, on secure, monitored hosting with updates and backups handled.

What it includes

  • Company websites, customer portals and eCommerce
  • Web applications and integrations with the systems you already use
  • Managed hosting with monitoring, backups and security updates
  • Ongoing changes and support after launch
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Service 6

Vendor management tool

Suppliers, quotes, contracts and performance in one place, so you can compare bids, track renewals and buy with the full picture.

What it includes

  • A single record of your suppliers and what they provide
  • Requests for quotation and side-by-side bid comparison
  • Contract dates, renewals and obligations tracked for you
  • Supplier performance you can review before the next purchase
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How we work with you

Whether it’s one conversation or a partnership over years, the work falls into three areas.

  • Coaching and mentorship

    We help business owners and founders evaluate their ideas and their approach to the market, and improve their chances in competitive markets by unlocking the value of digital solutions, process management and proven practices.

  • Consulting

    We bring best practices and ways to measure productivity and profitability, helping you get the most from your investment and reduce operational risk while you meet your business objectives, working alongside your team.

  • Sustainment

    We stay with new concepts and growing businesses until they reach operational excellence, as a long-term reference and partner, drawing on our partnerships and network as one team.

Advice on what matters now

Bring a specific question to a free session. Our advisors cover:

  • Project managementPlans, schedules and governance that keep projects on time and on budget, and a way back when they're not.
  • TechnologyChoosing, connecting and getting real value from the software and systems your business runs on.
  • AccountingBudgets, cash flow and reporting that make your numbers useful for everyday decisions.
  • Resource managementPlanning people, time and budget across your projects, so the right skills are in the right place.
  • Human resourcesRoles, hiring, onboarding and policies that help a growing team work well together.
  • Website design and eCommerceSites and online stores that represent your business well and turn visitors into customers.

Not sure where to start?

Book a free session. We’ll listen, ask the right questions and suggest a practical next step.

Book a free session

Let’s build up your story

Feel free to reach out at [email protected]