Business Systems › Business System Design & Customization
Our goal for System Customization projects is to tailor an existing system to the unique needs of a client.
- Understanding the unique business needs of a company that are not covered in the existing system.
- Designing system customizations to meet unique business needs, while not compromising the existing system's base functionality.
These may vary, depending on the type of project and our level of involvement:
- Definition of the unique business requirements and desired system features.
- Functional design to implement these requirements and features.
- Technical specifications that translate the functional design into high-level program descriptions for software development.
- Development of appropriate software that tailors the system to the unique client needs.
- Management of the software development process.

Plan
- Identify and meet with project stakeholders and team members.
- Prepare project plan, timeline, and budget.
Analyze
- Understand and document the unique business requirements that are not met by the existing system.
- Review the file and table layouts for the existing system, and discuss with system vendor, to determine the technical approach for customizing the system.
- Prepare functional design — including mockups of menus, screen layouts, and other key features — to show users how their needs will be addressed.
Design
- Plan the overall customized program structure.
- Define the technical specifications to cover the customized functions.
- Develop detailed scenarios to be addressed while building and testing the system customizations.
Build & Test
- Develop the custom features in small units, and review these with client personnel.
- Perform unit testing to ensure that the module is working properly.
- Perform system testing to ensure that all the modules work together and meet the overall requirements.
Implement
- Put the custom software into production.
- Support the implementation by being on site.
Review
- Conduct post-implementation review with users.
- Resolve issues.
Customization projects are performed by a consultant — or a consultant team — who understands the many complex activities required to successfully customize a system, while still allowing for upgrades to the base system.
Our goal is to become a valued member of your team — working with your people and your business to help you accomplish your goal of an efficient and effective system design and customization.
- Tailor systems to your unique business needs.
- Increase productivity by eliminating the need for awkward workarounds.
- For projects affecting customer service or customer-facing systems, can provide a competitive advantage to enhance customer satisfaction.
To discuss whether this service could benefit your business, please call us at 336.297.4200 or send us an e-mail to schedule a no-obligation consultation.
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- Build vs. Buy vs. Both: A Case Study: Designing and Managing Business System Customizations
How one company chose to improve their business through business system customizations — with remarkable results! Read more »
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