B2B services
Start with scope changes, client approvals, delivery evidence and invoice readiness. Where does the team have to reconstruct the agreement?
HOW KCO WORKS / FROM CUSTOMER INTENT TO CASH
Understand the business.
Then build the system.
“Walk us through what happens from the moment a customer wants to buy until you get paid.” We follow your actual path, including the exceptions. Every business has a different one.
The system KCO builds for you is custom to your business, built on the tools you already use.
Seven jobs. One approach.
- Map
- Follow real work across customers, sales, approvals, execution, delivery and payment. Identify people, tools and decisions.
- Measure
- Estimate hours spent checking, copying, chasing and fixing. Look at delays, rework, invoicing and owner dependence.
- Connect
- Keep useful tools. Check their access, limits and data before designing the connections.
- Build
- Create missing internal software: a command center, approval interface, customer status tool or other gap.
- Automate
- Move routine information and handoffs under rules agreed with the business.
- Surface
- Show the effect on customers, timing or money, who owns the issue and what decision comes next.
- Improve
- Monitor exceptions and connections, refine rules and add processes as the company changes.
Choose the right tool
for the problem.
These options can complement each other. KCO’s role is to understand and design how the operation should run.
| Approach | What it helps with | Where KCO comes in |
|---|---|---|
| Task board | Track work, ownership and progress. | Reduce repeated updates by connecting the systems where work happens. |
| Zapier / Make | Connect applications and automate workflows, including complex ones. | Diagnose the business, define rules and ownership, and build missing software. These tools may help implement it. |
| Operations hire | Bring leadership, judgment and coordination. | Reduce routine coordination so the person can focus on decisions and improvement. |
| ERP | Unify core processes and information in a business system. | Map the operation first. Build around existing tools when that’s enough; when it isn’t, implement and extend the right platform and support it after go-live. |
Product scope checked against Zapier, Make and Oracle’s ERP explanation. This comparison describes roles, not limits on what these products can do.
REPRESENTATIVE EXAMPLE / NOT A CLIENT CASE STUDY
What we’d investigate first.
A custom-product business has Shopify orders, Gmail approvals, a production spreadsheet, ShipStation and QuickBooks. The tools may each work; the gaps between them may still cost people hours.
Approval → work starts
Is the approved version attached to the right job? What stops work starting on an old version? Who sees an overdue approval before the promised date is at risk?
Work changes → customer knows
Can service see the actual status without asking production? Who owns a delay? Which updates are routine, and which promises need approval?
Work completed → invoice ready
What proves the job is billable? Does that information reach accounting, or sit in a spreadsheet until someone remembers?
Before proposing software
Start with the free written plan. We look at your public site and send one page: where work likely gets retyped, what it’s costing you, what we’d build first and the one number that shows it’s working. If something is worth fixing, a deeper review with your team checks the data and operating rules before we agree what to build and how to judge whether it works.
Ecommerce
Start with stock, support and fulfillment exceptions. Who knows when an order can’t meet the promise, and who decides the customer response?
All examples are illustrative. Integration feasibility and operating rules require review. No outcomes or savings are claimed.
Build, then run.
- Build
- 2 to 4 weeks, fixed scope, built around the tools you already use.
- Run
- Month-to-month support and improvements, with written updates each month.
Make the handover
part of the scope.
Before implementation, we agree what KCO builds, where it runs, who has access, the testing and rollout plan, documentation, maintenance and what happens at the end of the relationship.
Ownership, code access and third-party licensing terms need a written agreement. There is no universal ownership or service-level promise on this page.
Start with one process, test changes with the team and expand from there. The build takes 2 to 4 weeks; the final timing and price are set in the written scope.
Get your free written planRather talk first? Book a call.