Configuration covers planned customization of enterprise systems to fit your business requirements while staying within the standard capabilities of the product. It focuses on adapting existing functionality through configuration, supported scripting, and built-in automation rather than developing custom applications or code.
This service is primarily used for CRM platforms such as Aurea CRM, Salesforce, HubSpot, and Microsoft Dynamics, but can also be applied to other enterprise systems that support structured configuration.
What Configuration Means
Configuration is about making a system work the way your organization needs it to work, without breaking product standards.
We use native configuration options, supported scripting mechanisms, and built-in automation features of the target platform. Small scripts or code snippets may be involved where supported, but full custom development, standalone programs, or architectural changes are explicitly out of scope.
The goal is to align the system with business processes while remaining fully upgrade-safe and supportable. All configuration work follows a defined release cycle and is never applied directly to production systems without testing and approval.
How We Work
Configuration requests are delivered through a structured, release-based approach.
We integrate into your delivery methodology, whether Scrum, Kanban, sprint-based delivery, or classical project models. Requirements are clarified together with business stakeholders, technical solutions are proposed, and delivery is planned accordingly.
The Release Process
Configuration work typically follows these steps:
Requirement gathering and clarification
Proposing technical solutions to business requirements
Release planning or sprint planning
Implementation in a development environment
Deployment to a test environment
Quality assurance performed by our team
Acceptance testing by the customer's team
User training conducted by the customer
Production deployment
Hypercare and stabilization
What One Request Represents
One Configuration request represents one clearly defined configuration story delivered through a controlled release cycle.
The request covers a specific configuration change within the supported capabilities of the target system and is planned, implemented, tested, accepted, and deployed as part of a structured release.
Examples include:
Introducing a single new workflow or business process
Modifying user interfaces for desktop, tablet, or mobile for a defined scope
Defining or adjusting a permission model, including introducing a new role
Adding a new entity, object, or a set of related fields
Creating or adapting a report or dashboard
Configuring a specific job, automatism, or scheduled process
These examples illustrate common configuration scenarios. Configuration requests can cover a wide range of supported customization topics, as long as they remain within product standards and do not involve custom development.