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Polaris growth consultancy
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Automation and Systems Integration

Automation that removes friction, improves accuracy and strengthens decision-making

Polaris helps businesses streamline how information moves across sales, operations, finance and customer teams. Our automation work focuses on reducing manual workload, eliminating errors and ensuring leaders have clear, real-time data to make better decisions. We take a practical, structured approach that aligns systems, processes and people so the entire organisation becomes faster, more accurate and more scalable.


With hands-on experience leading a global £30m business through a full Oracle NetSuite migration with zero downtime, and implementing CRM, ERP and reporting automations across multiple functions, we understand the technical and commercial requirements needed for automation to succeed. Every solution we design improves efficiency today while supporting long-term growth.

Key Areas We Cover

What This Means for You

What This Means for You

  • Workflow automation across sales, operations and finance
  • Real-time performance dashboards and reporting layers
  • Automated forecasting, stock visibility and inventory alerts
  • Pricing, margin and commercial automation frameworks
  • Data synchronisation and accuracy improvement
  • System selection, implementation support and optimisation
  • ERP and CRM integration, including NetSuite and HubSpot

What This Means for You

What This Means for You

What This Means for You

  • Fewer manual tasks and lower risk of human error
  • Real-time data that improves visibility and decision-making
  • Faster, cleaner processes across the entire business
  • More accurate forecasting and commercial planning
  • Better alignment between sales, operations and finance
  • A systems architecture that supports long-term scalability

Why Polaris

Technical depth backed by commercial clarity


Our automation approach is built on real operational leadership, not theory. We understand how data flows, how teams use systems and where automation delivers the biggest return. From implementing real-time dashboards to automating stock reporting and pricing updates, we ensure every improvement drives measurable commercial value.



Migration experience that removes risk


Polaris has led large-scale system migrations, including a full ERP overhaul delivered without a single day of downtime. This experience allows us to manage complex integrations confidently, aligning data, processes and teams so migration happens smoothly and without disruption to daily operations.

A Snapshot of Our Work

A growing technology business needed to replace manual processes that were slowing down sales, operations and financial reporting. Polaris redesigned the systems architecture, automated key workflows, integrated CRM and ERP data, and built real-time dashboards for leadership. The result was faster reporting, cleaner data, better forecasting and significantly reduced administrative workload across multiple teams.

If you want automation that strengthens performance and reduces manual work, let’s talk.

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