SommeSi

> Consulting that ends in decisions.

Experts who review how you work with you, measure the gaps and help you decide: processes, organisation, tools, AI. Then implement it with your teams, from CRM to accounting.

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  • > People, Product, Process
  • // Operational perspective
  • > Process audit
  • // Measuring gaps
  • > Change management
  • // Choosing tools
  • > Operational expertise
  • // Implementation

_Our conviction: three inseparable pillars

_The best tool will never make up for a broken process

You can have the best tools: without the right people to run them, nothing happens. You can have the best tools and the right people: without the right processes, nothing holds.

The three answer to each other — which is why we look at the whole, with you.

  • People

    The right people in the right place: training your teams, placing part-time experts, or building the role in-house.

  • Product

    The tools that fit your business, sized for today and tomorrow — or your own, better connected.

  • Process

    The right actions at the right time: written down, followed, and measured.

_Beyond the tool question

You do not roll out a CRM without challenging the sales process.

You do not change accounting software without auditing the financial processes.

_What you get with SommeSi

_Experts who have lived your situations

Our teams have held the same jobs as you, on the ground and at board level. That is what makes them legitimate to help you step back from your organisation.

“Because we have run an accounting department ourselves, we know which questions to ask and which difficulties to expect during a Pennylane rollout.”

  • Jeremy POUYER

    _CEO

    17 years at ProwebCE, from sales to general management, then CEO; sold for €300M.

  • Quentin POIGNANT

    _Head of Software

    10 years as a CFO, 10 years of passion for the best tools on the market and their rollout.

  • Sarah Lacarse

    _CRO

    Built and led the sales teams at ProwebCE, then at Tomcat.

And around them, a multidisciplinary team of consultants in sales, marketing, finance, accounting, payroll, product and AI. Every engagement pairs a consultant from the relevant field with the in-house people who carry the tooling, data and development expertise.

_Our method

_Five steps, one thread: decide on measured facts

We do hands-on consulting. A full audit of what exists — processes, tools, roles, data, reporting, AI — ends in decisions. The levers are never an obligation.

  1. 01

    Diagnosis

    A first conversation, from CRM to accounting. Free, no strings. It scopes the audit.

  2. 02

    Full audit

    A survey of processes, tools, roles, data and reporting.

  3. 03

    Measurement & business case

    Gaps between current and target, potential performance quantified, priorities and trade-offs.

  4. 04

    Decision

    You arbitrate the options: process, connectors, tooling, AI, extra hands, in-house role.

  5. 05

    Implementation

    We carry out what was chosen with your teams, then stay on hand if useful.

_The audit engagement

_A full survey, across six dimensions

Five weeks to map what exists, quantify the gaps and produce a business case the board can arbitrate.

  • Processes and compliance

    Sales, invoicing (e-invoicing), collection, purchasing, closing, payroll, reporting: who does what, how, and how long it takes.

  • Tools

    A map of the stack, real usage against features, connectors, re-keying, duplicates.

  • Roles and organisation

    Roles, skills, workload, dependencies on key people, what should be brought in-house or reinforced.

  • Data

    Customer, product and third-party records, quality, how data flows from CRM to accounting, where it breaks.

  • Reporting and steering

    Available indicators, how long they take to produce, how reliable they are, what the board actually decides with them.

  • AI maturity

    Possible use cases, whether the data is ready, internal controls, risks.

_Deliverables· Map of what exists· Maturity grid per dimension· Register of gaps and risks· Read-out

_The possible levers

_What we bring to light

Every lever is quantified in the business case. You arbitrate; we carry out what was decided, with your teams.

  • Rethink a process

    Sales, invoicing, closing, payroll, reporting: reorganise without changing tools.

  • Connect your current tools

    Build the connectors and automations between the tools already in place.

  • Bring in AI

    Into the tools, the processes and the roles, with measured use cases.

  • Reinforce the team

    A CFO, a management controller, an admin assistant, a sales or marketing expert, part-time.

  • Build a role in-house

    Define the job, recruit, structure and train your own team.

  • Roll out a new tool

    When the business case justifies it: Pennylane, HubSpot, Lucca, Silae, Furious.

  • The status quo, justified

    Sometimes the right decision is to change nothing — with figures to prove it.

_Our commitments

_Reinforce your team, and leave you free for what comes next

  • With your team, never instead of it

    Your finance, sales, HR and admin teams are involved at every step. Every recommendation states what the in-house team keeps and what we reinforce.

  • Facts, not slogans

    Every gap is measured, every gain is calculated on your data. No figure we have not observed.

  • No tool on principle

    We integrate several vendors, but the recommendation follows the business case: if the right lever is a process, a connector, a CFO or an in-house role, that is what we recommend.

  • The deliverables are yours

    The survey, business case and roadmap remain your property, whether you continue with us or not.

_A typical engagement

_Five weeks, a survey and a roadmap

  1. W1

    Scoping

    Board objectives, scope, access to tools and data, interview plan.

  2. W2 – W3

    Collection and interviews

    Interviews with finance, sales, HR and admin, process observation, data extraction and analysis.

  3. W4

    Analysis and measurement

    Mapping, maturity grid, quantified gaps, target scenarios.

  4. W5

    Read-out

    Business case, prioritised roadmap, board trade-offs, rollout proposal.

  • > People, Product, Process
  • // Operational perspective
  • > Process audit
  • // Measuring gaps
  • > Change management
  • // Choosing tools
  • > Operational expertise
  • // Implementation

> Let us start by understanding.

A first conversation, from CRM to accounting. Free, no strings. 30 to 60 minutes to talk through what you are facing.

Book a first chat

> The good news

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