Creatio and CRM implementation consultants
Technology changes. The fundamentals still matter.
Kewl is a Vancouver-based Creatio implementation partner for mid-market and enterprise teams across Canada and the United States. The principals who scope your CRM, automation and AI work are the people who build it, and who help your people make it part of everyday work.
Since 2001Vancouver, BCIndustry experience
Updated
New tools, the same hard questions
Every wave of technology arrives promising that this time the hard part is solved. The hard part is the same three questions it has always been.
Is this the right process?
Understand where the work breaks down before choosing what to automate. The most expensive implementations are the ones that made a bad process faster.
Will people use it?
Involve the people doing the work. Build around real tasks, decisions and responsibilities — a system nobody adopted is a write-off no matter how well it was built.
Who owns the outcome?
Agree on what success looks like, who is accountable and how progress will be measured. Before the build, while it is still a conversation rather than a dispute.
One team, with your people on it
Business expertise, solution architecture, development and user adoption — working together around your goals. We involve your process owners and users early, so decisions reflect how the work gets done.
Principals, not account managers. The people in the discovery call are the people on the build.
A clear path from Discovery to Continuous improvement
Five stages, each with something you receive and something you agree to before it closes. The same method whether the work is a platform, an integration or an AI workflow.
Discovery
Understand the work before choosing the solution. Align on goals, map real workflows and identify the gaps holding your team back.
Process map and baselineDesign
Draw the blueprint before anything is built. Define the process, user experience, data, integrations and measures of success.
Solution blueprint and delivery planDevelop
Build in manageable increments. Configure, code and test against real scenarios, with regular feedback from the people who will use it.
Working increments and test resultsDeploy
Launch with people and operations ready. Validate data, train users, confirm ownership and support the transition into live work.
Validated migration and readiness checklistContinuous improvement
The work does not stop at go-live. Everyday delivery — fixes, changes and small improvements — runs alongside regular reviews of adoption, reliability and performance.
Ongoing delivery, adoption reviews and a prioritized improvement backlog
Your team and Kewl, at every stage
The stages give structure, not a rigid handoff. What you learn running the system feeds the next round of discovery, and feedback shapes the work throughout.
Four kinds of work, one delivery team
Six specialties sit behind them, and the same people carry all four.
CRM implementation
Put customer information and day-to-day workflows in one usable system.
Automation and AI
Reduce manual work with clear rules, permissions and human oversight.
Custom software and integrations
Build what is missing. Connect what already works.
Adoption and ongoing improvement
Help people use the system, then keep making it better.
Creatio: one place to run the day
Most of our implementation work is on Creatio. We recommend it when your people need their processes, records and approvals in one system, connected to what stays outside it — and we tell you when a different platform fits better.
The diagram runs
Processes are executable BPMN 2.0 models, so the diagram your operations team approves is the one the system runs.
Connected, not copied
Your ERP, finance and web systems keep their jobs and read and write the same records over secured, standard connections — no copies, no re-keying.
Built to your workflow
Applications for the work only your organization does are built in the Application Hub, on the same users, data and permissions.
A method clients notice
We began asking colleagues within the software community to recommend the best firm to handle CRM implementation and the name that kept coming up time and again was Kewl Consulting. We looked at other firms, but Kewl has a great cultural fit with our people. They knew the application we selected inside-out. And I was very impressed with their methodology.
VP of OperationsTechnology
- What the client reported · Community development finance
Minutes, not hours
to prepare a loan summary or underwriting report
- Processes simplified and made consistent after organizational mergers
- Information consolidated, and reporting to tribes and investors improved
- Less effort on a straightforward loan approval
Outcomes as the client reported them, not as we measured them. Sector named, client not, at their request.
Before you get in touch
Yes, and it is more than half of what we do. We start by assessing the current process and the platform underneath it, then recommend what to retain, improve, connect or replace — in that order, because replacing something that mostly works is the most expensive answer and rarely the right one.
Sometimes the finding is that the software is fine and the process around it is not. We will tell you that.
That depends on scope, data quality, integrations and how much the work itself has to change — which is why Discovery exists and why we will not quote a duration before it.
What we can say: the Outlook Connector is installed and configured in under 48 hours, because there is nothing to scope. A single well-defined workflow, once the scope is settled, is usually weeks rather than months. A program that touches several systems and several teams is longer, and where it is practical we release useful improvements in stages rather than holding everything for one launch.
Discovery ends with a delivery plan that has real dates in it. Those are the ones worth planning against.
Not necessarily. Often a clearer process, better configuration, or straightforward rules-based automation is the better answer — cheaper to build, cheaper to run, and easier for your team to reason about when something goes wrong.
We recommend AI where its value justifies the added complexity and operating cost, and we tell you plainly when it does not. That answer comes out of Discovery with the numbers attached, not from a demo.
Not answered here? Ask us directly — we reply by the end of the next business day.
What needs to work better?
Tell us where the process slows down, the systems disconnect or the team gets stuck. We will discuss the problem and a practical next step.
A free conversation with a principal consultant. No commitment, and no sales qualification script.