SharePoint Design & Build
A home for your documents, processes and team knowledge that people actually use. Structure, permissions and Teams set up properly from day one.
Optex Consulting · Brisbane
Website:Upgrade in progress
Business:Fully operational
Your partner for software implementations.
We help growing businesses get more productivity, profit and value out of the software they run on. We work out what fits, manage the rollout, and train your team to use it well.
Why we're here
Run a better business.Live a better life.
You got into business to make the most of your skills and improve your life. You only get the chance to do that when your software and your team are helping you, not holding you back.
Problems we solve
Sound familiar?
“Getting information into Business Central is a struggle. I keep bolting things on so my team can use it.”
“I'm not getting full value from my Microsoft subscription, and filing and access are becoming an issue.”
“I need a better solution for CRM, job management, accounting and business insights.”
“I want to make the most of AI in my business, but I'm overwhelmed about where to start.”
“I need to lock in a clear path forward.”
“Our SOPs and general structure need consolidating, and my team needs to be aligned behind them.”
How we work
Design. Build. Run.
1
Design
We look at how your business actually runs, then work out which products genuinely suit it.
2
Build
We manage the implementation end to end, so nothing falls through the gaps between vendors. Then we train your team properly, so the new system actually gets used.
3
Run
We stay on for ongoing support, including dedicated staff to help with the day-to-day, so your software keeps meeting your needs as the business grows.
What we do
Three ways we help you run a better business.
Copilot Agents and Core Business Intelligence
Clear reporting on the numbers that matter, built from data you already have. Plus Copilot agents that take repetitive work off your team's plate.
Job Management & Finance Suite
Core business delivery, from enquiry capture to invoice paid and everything in between. Built for where you are now, and where you're headed.
ERP Solutions
+
For growing businesses in, or stepping into, ERP across a mix of jobs, inventory, financials, multiple companies and borders.
SaaS Solutions
WorkGuru+
Xero
For manufacturing and trade service businesses that want jobs and accounts talking to each other, so every job is as productive and profitable as it can be.
You + Two
M365+
Claude+
Xero
For when you are the primary billable unit. The most streamlined setup, with AI doing the heavy lifting, so you get the most out of every hour you bill.
Meet the team
Real people who've done this before.
Marty Lewis
Director + Partner Consultant
Jeffrey Macapagal
Head of ERP Solutions
Marjory Pamplona
Accounts and Finance Support
Deanne Ramirez
Marketing and Content Production
Talk to us about your software stack.
Tell us what you're running today and what's getting in the way. We'll tell you honestly whether we can help.