Guides from Horizon Dynamics

Business software, explained.

Practical guides to choosing, building and improving custom systems: scope, cost, migration, reporting, AI and day-to-day reliability.

Articles & guides

All 16 articles
AI & ML6 min read

AI Agents in CRM and ERP: Approvals, Access and Failure Recovery

Plan an AI agent for CRM or ERP: permitted actions, approval checks, retries and pilot costs. Test the rules using a fictional order-delay example.

Engineering6 min read

CRM and ERP Integration: Data Ownership, Sync and Failure Recovery

Plan CRM–ERP data ownership, order synchronization and failure recovery. Follow a tested model through duplicate messages, late updates and conflicts.

Engineering5 min read

Custom CRM Development Cost: Modules, Migration and Operating Budget

Two CRM budget examples with a module breakdown, migration assumptions, acceptance checks and costs to separate from development.

Engineering5 min read

Custom CRM vs Salesforce: Configure, Extend or Build?

Compare Salesforce and custom CRM using nine workflow requirements, implementation costs and three years of operation. Includes a decision worksheet.

Engineering6 min read

Custom ERP Development Cost: Modules, Integrations and Rollout

An operational ERP budget example covering orders, stock and invoices, with accounting boundaries, rollout checks and ongoing costs.

Engineering7 min read

Phased Custom ERP Rollout: Choosing the First Working Release

Plan the first ERP rollout around one warehouse workflow. Define stock ownership, eight acceptance checks and the conditions for expansion.

Engineering7 min read

Business Reporting Integration: Connect CRM, ERP, and Existing BI

Connect CRM, ERP and BI reports with agreed metric definitions, refresh times and access rules. Includes a reconciliation example and report template.

Engineering6 min read

Custom CRM or ERP: Build, Configure, or Connect?

Compare three paths using your workflows, data responsibilities, operating constraints, and the cost of maintaining the result.

Engineering5 min read

How to Prepare a Custom Software Project Brief

A project brief template and a completed example covering workflows, existing systems, data, acceptance checks and first-release priorities.

Compliance5 min read

Building Healthcare Software for HIPAA-Regulated Workflows

Scope healthcare software around ePHI flows, access, audit logs, vendor agreements and tested recovery, with responsibilities defined before development.

Engineering7 min read

What Shapes the Cost of Custom Business Software?

A practical guide to estimating workflows, integrations, migration, reporting, and delivery — with Horizon Dynamics engagement models and budget context.

Modernisation6 min read

Planning a Legacy System Modernisation: Data, Workflows, and Rollout

Decide what to retain or replace in a legacy system. Plan data migration, trial imports and the switch to a new workflow with a reconciliation worksheet.

Engineering4 min read

Reliable Business Software: Recovery and Acceptance

Define reliability requirements for business software: correct records, audit trails, recovery targets and acceptance tests for critical workflows.

Startup7 min read

MVP Development: Define the First Useful Release

Define a first release around one business workflow, budget its data and operating needs, and decide what pilot evidence would justify further investment.

AI & ML6 min read

Enterprise RAG: Sources, Permissions, and Answer Quality

Plan enterprise RAG around approved sources, current permissions and separate checks for retrieval and answer quality, including cached responses.

Engineering5 min read

Real-Time Data Pipelines: Freshness, Recovery, and Reporting

Connect source events to operational decisions: handle duplicates and late updates, measure freshness and completeness, and plan recovery after failures.