Hello, I'm Robert.
I'm a fractional CTO who rolls his sleeves up. I join up systems like Epicor, SAP, HubSpot and Simpro, automate the boring bits, and build the reports you've been asking for.
All proven on live client projects.
Business systems
Microsoft platform
Data, credit and AI
If it has an API, I can usually connect it. If not, CSV files and exports work too.
27 years running my own IT firm, before selling it to Utilize Plc
Former Microsoft Strategic Alliance Director, Azure and Power Platform qualified
Selective by design. I partner with a small number of established firms, so each one gets my full attention
Practical work, built on the Microsoft tools you probably already pay for.
Your ERP, CRM, field service and accounts systems sharing data through their APIs, so nobody types it twice.
Power Automate flows that file, chase, approve and update, while your team gets on with the real work.
Data storytelling in Power BI: pulling scattered sources together into reports that show what's really happening and what to do about it.
AI that saves real time, from Microsoft Copilot to Claude: reading orders and invoices, sorting inboxes, and answering questions about your data.
A few recent projects. Clients are kept anonymous here, but I'm happy to put you in touch with references.
Rooflight manufacturer
I sat on the exec team, set the technology direction and did much of the building myself, from CRM-to-ERP integration and supplier invoice approvals to the daily reports the directors read. I still support them today.
Rooflight manufacturer
AutoCAD drawings are generated straight from quote data in the ERP system, then move through customer sign-off and on to production drawings without anyone redrawing a thing.
Balcony and terrace systems manufacturer
A daily invoice feed from Epicor to their new credit insurer, plus a Creditsafe link that refreshes customer credit limits twice a day, so the credit team always works from current figures.
Construction fixings manufacturer
Emailed purchase orders are read automatically and turned into Epicor sales orders. AI fills gaps in delivery addresses and matches free-text product descriptions to the right part numbers.
Smoke ventilation manufacturer
Incoming email is read by AI and filed into To Quote, To Action and Suppliers, and new enquiries get an instant acknowledgement. Built, then handed over to run under their own account.
Smoke ventilation manufacturer
Website analytics, LinkedIn, CRM and ERP data were all living in separate places. I brought them together into a single Power BI report, so the team can follow a lead from first click to final order and see which marketing actually pays off.
Healthcare equipment specialist
A two-way sync between Simpro and SAP keeps stock, van locations and financial data matched every night, so engineers and the office are always looking at the same numbers.
Healthcare equipment specialist
New construction projects from Glenigan's daily exports are scored by AI for how well they fit the business, then created in HubSpot as companies, contacts and leads, with the score attached. Missing contacts become follow-up tasks, and daily updates refresh start dates and add new contacts automatically.
Commercial washroom manufacturer
HubSpot overwrites deal data, so trends were invisible. A weekly snapshot now lands in Azure SQL in their own tenant, building up a history to report on for a few pounds a month.
Packaging wholesaler
When key Excel reports broke, I got them reinstated quickly, then set out a data lake and Power BI strategy for their overseas development team to build on.
How I work
Four things you can count on, whatever the size of the job.
No account managers or juniors. The person who scopes the work is the one who builds it.
Work is scoped up front and priced in days, so you know the cost before anything starts.
Everything is built in your own Microsoft tenant, documented and handed over. No lock-in.
If a process needs fixing before it's automated, I'll say so, and help put it right.
About me
I ran my own IT business for 27 years before selling it to Utilize Plc, where I stayed on in director roles, including Microsoft Strategic Alliance Director.
Since then I've worked independently through Cloud65, including two years as CTO of a manufacturing business. These days I help a small number of established firms get real value from Power Platform, Azure and, increasingly, AI.
I keep my client list short on purpose, so each project gets proper attention.
Tell me what's slowing your team down. If I can help, I'll say how. If I can't, I'll do my best to point you to someone who can from the contacts I've built up across the industry.
I'll be in touch soon.
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