Your teams manage an important process across spreadsheets, email and poorly connected applications. You are considering a business tool, automation or an improvement to an existing system. Polygon Consulting helps clarify the need, select an approach and build a solution your organisation can operate.
Three situations where we can help
Build a business application
An internal portal, web or mobile application, approval journey or analysis tool should reflect the decisions its users make. We start with the process, data and operational constraints to define a useful scope.
Automate a process and assess where AI helps
Not every step requires AI. We examine what rules can handle, what requires interpretation and what should remain subject to human decision. Scoping defines acceptable errors, exceptions and how performance will be measured.
Modernise and connect existing systems
An application that is difficult to change, an unreliable interface or repeated data entry may justify a focused intervention. We examine dependencies and business continuity before proposing gradual improvement or replacement.
From scoping to operations
- Scope. Define users, decisions, data, constraints and success criteria. Compare available options, including SaaS where it meets the need.
- Test the decisive unknowns. Verify a journey, interface or AI capability before committing to a wider scope.
- Build and integrate. Deliver in stages with acceptance criteria, tests and explicit responsibilities.
- Hand over and evolve. Prepare documentation, access, maintenance, monitoring and change arrangements that fit your organisation.
When custom software is worth considering
The need has specific rules or interfaces, the team can name a business owner and the expected service justifies ongoing responsibility. If an existing product fits the process, it should remain an option. Our SaaS or custom software framework helps structure the comparison.
If users, data or the process remain undefined, a limited scoping exercise first makes the decision possible. We do not infer a price or delivery date from a project label alone.
An example of a problem to scope
Illustrative scenario, not a claimed client reference. A sales team needs to reconcile prices, costs and approval rules before accepting an exception. Scoping defines the source of each input, the relevant calculation, permissions and approvals. It should then support a choice between an existing product, a specific application or a combination.
The required decision is clear: who can approve what, based on which information, and how the reasoning can be retrieved. The application, its interfaces and its operation are evaluated together.
Prepare an initial conversation
Bring an example task, the people involved, the applications concerned and the main obstacle. Real data is not necessary for this first conversation: an anonymised or fictional example may be enough to explain the process. Together we can identify the scope to examine and the facts to verify.
For planning-related needs, explore our Anaplan practice and our perspective on EPM data foundations.
