SCALE · VAULT BUSINESS SOLUTIONS
SME Digital Transformation
A phased programme that moves an established business from spreadsheets, paper and disconnected tools to connected systems, without stopping the business while it happens.
The business has grown, but its systems are still those of a startup.
Years of growth have been layered onto spreadsheets, paper forms and workarounds. Data is entered several times, reports take days and only certain people know how things work.
Changing everything at once feels risky, so nothing changes.
Modern, connected systems introduced safely, phase by phase.
Vault assesses where you are, designs a realistic roadmap and implements it in phases, migrating data and training people as each phase goes live.
- A clear assessment of current systems and gaps
- A prioritised roadmap with costs and benefits
- Phased implementation without disrupting operations
- Data migrated, people trained and processes documented
Who the SME Digital Transformation is for
Established SMEs of 15 to 250 people
Growth has outpaced the systems.
Family businesses modernising
The next generation wants modern operations.
Businesses preparing for investment or sale
Systems and reporting need to be credible.
Multi-branch businesses
Each branch works differently and data is not consolidated.
What Vault builds for you
Every item below is part of the SME Digital Transformation package scope.
- Digital maturity assessment across sales, operations, HR, finance and reporting
- Systems and data inventory
- Stakeholder interviews
- Transformation roadmap with priorities, costs and timeline
- Platform selection support
- Phase 1 implementation, typically CRM, operations or HR
- Data cleansing and migration for phase 1
- Process redesign and SOPs for affected processes
- Automation of priority workflows
- Management dashboard
- Training and change support
- Phase reviews and next-phase plan
What you receive at handover
- Assessment report and roadmap
- Implemented phase 1 systems
- Migrated and cleansed data
- SOPs and training materials
- Management dashboard and next-phase plan
Not included in this package
- ERP implementation
- Platform licences
- Hardware and network infrastructure
- Legal, accounting and tax advice
Need any of these? Ask when you start the project and we will quote it alongside this package.
A phased programme over 4–8 weeks
The delivery clock starts once payment is received, your intake form is complete and the content, assets and access listed below have been supplied. Approvals and verification controlled by third parties (for example Google, Meta, domain registrars or payment providers) follow those providers’ own timelines.
- Week 1–2
Assessment
Interviews, systems inventory and maturity assessment.
- Week 2
Roadmap
A prioritised roadmap with costs and benefits is agreed.
- Week 3–6
Phase 1 build
The first priority systems are built, data migrated and processes redesigned.
- Week 6–8
Go-live and training
Phase 1 goes live with training and support.
- End of phase
Review
Results are reviewed and the next phase is planned.
Client inputs
Once you start, you receive a short intake form. Delivery runs on schedule when these are ready:
- Access to leadership and department heads for interviews
- Current systems, spreadsheets and documents
- A named internal transformation lead
- Decisions on roadmap priorities
- Time from staff for training
Starting price, excluding VAT. Delivered in phases, each priced and agreed in writing.
- Delivered in agreed phases over 4–8 weeks
- Review and sign-off at each phase gate
- Everything set up in your name and handed over
- Recorded walkthrough of how to use it
The starting price covers the assessment, roadmap and first implementation phase for a typical SME. Each further phase is quoted before it begins.
What happens after you start
- Within 1 working day
Confirm the fit
We review your request, confirm the package and scope are right for you, and send the invoice and intake form.
- Day 0
Payment and intake
You pay the invoice and complete the intake form, then share the content, assets and access listed on this page.
- Delivery clock running
We build
Vault produces, quality-checks and presents the work for your review on the stated timeline.
- Final day
Handover
You receive everything, with access, a walkthrough and a recommendation for the next system worth adding.
SME Digital Transformation questions
Will the business be disrupted?
Phasing is designed to avoid that. Each phase is tested before go-live, with old and new systems running side by side where needed.
Do you implement ERP systems?
No. We focus on practical SME systems such as CRM, operations, HR, automation and reporting. If an ERP is needed, the roadmap will say so.
How do you choose platforms?
By fit, cost and your team’s skills. We are not resellers tied to one vendor.
How is this different from the Complete Business Infrastructure Build?
The infrastructure build creates a backend from scratch. Transformation migrates an established business from existing systems, with change management.
Packages that work with this one
Business Process Mapping
Your core processes mapped as they are and as they should be, with the bottlenecks identified.
Business Dashboard & Reporting System
A live dashboard of the numbers that matter: sales, pipeline, jobs, cash and team activity.
Automation & Workflow Setup
Forms, notifications, approvals and document routing that run automatically.
Complete Business Infrastructure Build
Vault designs and builds your entire business backend: digital, sales, operations, HR and documentation.
Vault Systems Care Plan
Ongoing support, updates and small improvements for the systems Vault has built for you.