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Umbrella IT

By business need

Business operations software

Plan enterprise administration around people, client relationships, legal affairs and resources with DocSuite HR, CRM, Legal and Enterprise ERP.

The enterprise problem

Start with the operating problem.

Operations cross departmental boundaries, but responsibilities should not disappear between them. Start by defining each team's record and process before selecting the software around it.

01

People administration

DocSuite HR addresses employee administration and human resources management.

02

Client and legal context

CRM manages client relationships; Legal focuses on cases, hearings, consultations and key dates.

03

Resource planning

Enterprise ERP addresses planning for businesses operating across entities and locations.

In practice

Where each product fits.

An illustrative operating model, not a customer case study. Product combinations and any cross-system handovers are agreed during scoping.

  1. 01

    Engage

    DocSuite CRM

    Record the client and engagement for the client-facing team.

  2. 02

    Administer

    DocSuite HR

    Manage employee administration within the HR function.

  3. 03

    Plan

    Enterprise ERP

    Address resource planning across the entities and locations in scope.

Relevant products

Distinct roles. A considered combination.

  • HRDocSuite HR

    Human resources management and employee administration.

  • CRMDocSuite CRM

    Customer relationship management for client-facing teams.

  • LGLDocSuite Legal

    Legal affairs management for cases, hearings, documents, consultations and key dates.

  • ERPEnterprise ERP

    Resource planning for multi-entity and multi-location businesses.

Before a proposal

Bring the requirements that matter.

We use your real operating requirements to define the demonstration, configuration and delivery scope.

  • Which departmental process is the first priority?
  • Which records need clear ownership between functions?
  • Which cross-system exchanges are required, rather than merely desirable?

Next step

Discuss your operating requirements.

Bring a real process, a record or a planning challenge. We will assess the relevant products and agree what a tailored demonstration should cover.