OUR STORY Our team members have managed projects from Canada to Australia and the U.S.  We have implemented many different CRM and ERP systems for companies in the Life Sciences, Electronics, distribution, manufacturing, and even...

B2B Services & Partnered Products

Business Professional Services & Partnered Products Facilitated Software Solutions, Inc. pride itself with outstanding B2B Professional Services and Partnered Products. Our focus is mainly in these areas: Business Strategic Analysis Project Management Technological Alignment &...
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Facilitated Software – Our Team

Our Experienced Team Tom LyttletonFounder and CEOProven IS Project Manager & BA Accepting contract consulting opportunities for Salesforce, Pardot and ERP systems. As an IT Project Manager I have helped corporate clients implement accounting (ERP) and...
More... "Facilitated Software – Our Team"

Facilitated Software – Our Team

Our Experienced Team

Tom Lyttleton
Founder and CEO

Proven IS Project Manager & BA Accepting contract consulting opportunities for Salesforce, Pardot and ERP systems. As an IT Project Manager I have helped corporate clients implement accounting (ERP) and operations software for over 25 years.  As a professional Project Manager, I use Agile, and LEAN techniques to help reduce the cost of implementation and increase client satisfaction.

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Jim Seagrim

Founded LSL to provide pragmatic solutions for other consultants and businesses, often in the role of "Interim Executive". Assignments for clients in Australia, Canada, and the U.S.A. include development and execution of detailed business plans, financing, market analyses, computer systems design and support, licensing negotiations, project management, and extensive assistance in start-up and turnaround situations.

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B2B Services & Partnered Products

Business Professional Services & Partnered Products

Facilitated Software Solutions, Inc. pride itself with outstanding B2B Professional Services and Partnered Products.
Our focus is mainly in these areas:

  • Business Strategic Analysis
  • Project Management
  • Technological Alignment & Implementation
  • Salesforce Consulting (Pardot, Lightening, Sales, Service and Marketing platforms)
  • Automate Process Work Flows.

Our partnered products range from ERP solutions AccountingSeed that runs within Salesforce CRM to
Bimsers’ Beam solutions, a enterprise maintenance and asset management system. We have just welcomed the recent partnership with Conga Composer, a digital document transformation solutions that offers contracts, eSignatures, and document management.

Our B2B Professional Services range from optimizing business strategical analysis to Salesforce Implementations We use Agile and Lean (Toyota Production System) Methodologies for Services as well as other services in-between. A summary of some of the kind of work we perform for business are listWhat ed below.

B2B Professional Services We Offer:

Facilitated Software Solutions B2B Professional Services - Information Systems Project Management

Project Management

Businesses utilize many software tools to record current and past performance.  Increasingly they are relying on disparate databases and information sources to get a complete view of opportunities.  This not only includes future business prospects but views into the quality of existing business processes.  By taking a holistic view of all company systems and potential integrations of formerly disparate tools, a business can provide dashboards for constant monitoring existing state and using predictive analytics look to the future.

Many small to medium-sized businesses do not have the internal personnel to oversee a project implementing multi-database sourced views.  Facilitated Software Solutions, provides contract project managers on a full or part-time basis to deliver   We utilize database agnostic tools to help your company achieve complete visibility in all corners of the business.

Facilitated Software Solutions B2B Professional Services - Business Process Analysis

Business Analysis

Business Processes are similar to an automobile, if you don’t check the oil and tire pressure regularly, big problems may be in your near future!  Using tools like MS Visio we work to document existing business processes and their KPI’s (Key Performance Indicators) to provide a baseline of the existing model.  Then we develop, through both staff elicitation meetings and research, an improved process, a Visio model is created.  We do this using both #LEAN and #AGILE techniques. KPI’s are measured and compared to the former process to verify quality improvement.

Facilitated Software Solutions  ERP and data processes.

ERP Systems

Over the last few years, ERP systems have become a partner rather than a controller of the Business information system environment.  They’re great at measuring current performance, but they certainly don’t provide a complete picture of business activities.  Using data from the ERP, customer relationship, social media, website activity and industry sources combined provides a big picture view.  A business should understand the value of a prospect, an existing customer and a lost customer.  Facilitated Software Solutions provides certified specialists on a short or long-term basis, to assist executives to identify opportunities to focus improvement efforts on.

Facilitated Software Solutions B2B Professional Services - Salesforce Consulting and Implementation

Salesforce Process Analysis and Re-Design

Salesforce is a great toolset to act as the information or command center for many enterprises.  Some implementations are far from complete or an aging relic of what is possible with some new automation or processes.  Pardot marketing without attention can get old and stale.  Facilitated Software Solutions works with both the executive team and the hands-on operators of a business to determine and implement cost-effective tune-ups om an existing instance or new deployment.  We provide credentialed professionals on a full or part-time contract basis to do the heavy lifting and then turn over a completed and greatly improved system.

Facilitated Software Solutions B2B Professional Services - Process Automated Workflows

Automated Workflow

Many ERP, CRM and PMS systems have internal workflows for their individual parts of the business information system.  At Facilitated we prefer using software tool agnostic solutions.  A great workflow automation product spans multiple software tools and can be easily adjusted to include new tools that are brought to the business enterprise.  Workflow automation frees up your workforce to concentrate on issues requiring complex thinking rather than them focusing on a routine day to day functions of their positions.

Facilitated Software Solutions - Salesforce Pardot and Marketing Consulting

Pardot and Social Media Marketing

At Facilitated, we use social media marketing like many other businesses to attract more opportunities.  We truly enjoy using various forums to inform and provide guidance to prospective clients.  We also believe these efforts need to be monitored and measured.  Clicks are nice but what is a businesses conversion rate from the first contact to completed deal?  If that value cannot be determined from an existing platform you cannot determine the real value of the efforts.  By designing Social Media campaigns properly they can be properly analyzed to prove value.

Facilitated Software Solutions - Quality Management

Quality Management

Facilitated Team members use many techniques including Six Sigma quality management to ensure the business processes we develop with a client are actually improving performance. We are followers of Edwards Deming and Toyota production and manufacturing methods.  It truly is the job of all team members on a project to constantly strive for both personal improvement and project improvement.

Asset Management Services and partnered products Bimser Predictronics, Iotco and DataFlo Matrix

Asset Management

If a business is reliant on vehicles, pumps, motors, alternative energy to provide services to customers, then not having a smart sensor based 24/7 monitoring and an alert system could cost the enterprise significant dollars.  If an air conditioning system or a lab pump breaks unexpectedly a production batch or employee productivity may be lost until the situation is rectified.  We provide monitoring software with alerts, equipment repair documentation, and personnel requirements.  In addition, we believe in employing predictive analytics on all monitored equipment to remove the unexpected breakdowns.

B2B Professional Services - Digital Document Management  and Conga Composer

Document Management

An increasingly important area for today’s business enterprise is document storage and access.  Documents must be available to businesses 24/7 from virtually anywhere.  The management team, business development, plant managers etc., need to be able to search for documents quickly, to work through everything from proposals to repair requirements to contracts.  Without a well-indexed library, hours can be lost searching for critical information.  We provide solutions for all sizes of enterprises to meet these needs.

Our Partnered Products


COVID-19 and Remote Work

Remote Working during Covid-19

Covid-19 and Remote Work.   I think Coronavirus has accelerated the migration to remote work, by having social distancing and Stay-At-Home directives may have some benefits for humanity in the long term (more about that later.)

I was trying to think what Facilitated Software Solutions could provide to help folks working from home or remotely for the first time.  Here are some tips I have heard and might help.

One of the first things a manager needs to determine is, do all the virtual Team members have adequate internet speed for internet video conference meetings?  What may have been great a week ago may not be fast enough with kids and significant others home watching a movie or the news online sharing that formerly great bandwidth.

If you are new to virtual work you may have to start using digital project management tools and communication resources.  Microsoft Teams, Zoom, JIRA, Google G-Suite, Salesforce Lightning Dialer, Monday.com Evernote, etc. all have tools allowing not only tracked communication but whiteboards and Kanban Boards for visualization.  We use these tools in combination to make sure the team is on course and time.  There are excellent and inexpensive courses online, LinkedIn Learning, Udemy, etc. to get folks up to speed over a couple of days an all of these tools.

Make sure there is a secure but accessible document repository.  If you are working outside the safety of a corporate firewall, your IT department may set up a corporate Google Docs or Microsoft Teams area.  We use Atlassian Confluence as our needs require securing multiple projects with different Team members.  Make sure you save and the back-up company works to this “Cloud Drive”.  Nothing is worse than having the world’s greatest spreadsheet or Visio diagram lost because of a failed laptop hard drive!        

I find it helps to use video conferencing with Team Members and I also appreciate software that allows us all to be displayed simultaneously.    Facilitated uses Zoom but there are multiple vendors.

Keeping the Team on target.  Use your Zoom meetings for your normal team meetings with a daily addition,  “The Morning Standup”, also known as the Daily Scrum.  Team spirit is really important and the importance of Team members talking about what they got done yesterday, any “rocks” or challenges in the path and what they intend to accomplish today cannot be overstated.  Allow about 3 minutes per member.  If there is a significant “rock” for an individual team member take it offline to a follow-up call after the virtual standup.

Take a few minutes before and after the reports for Team members to socialize.  Keeping a personal relationship is important.  You all have to work together towards a common target, and it helps team spirit to have some congratulations and virtual pats on the back.

Setting up your day.  When working remotely there can be outside distractions, the dog wants to play or the kids want attention.  Try to block out some time during the day for these.  We have Cavalier King Charles Pups and as long as we include them in our day by taking them for walks or ear scratching breaks regularly they are happy and peaceful.  I find it valuable to block out times (go offline) when I am just working on Tasks whether it is developing and updating reports or researching a solution.  I put myself on do not disturb during these blocks. 

The important thing for the Project Manager or Lead is not how team members structure their day but that their tasks are being accomplished promptly and scheduled virtual meetings are being attended.  Check-in with them and encourage taking breaks regularly.  If you don’t have those puppies or kiddies running around it is way to easy to get glued to your virtual chair for 4 or 5 hours.

Get up and weather permitting go for a walk.  One virtual team I managed did this together!  We took our Zoom meeting with us on our walk.  My living in So Cal and walking at the beach has been deemed cruel and unusual punishment by some of my Team members!

Most of the Facilitated Software’s clients have Salesforce so the transition to remote work should be relatively easy. If you are currently using Salesforce, now is the time to use Chatter and Community Cloud.  Other companies using cloud-based applications are in similar positions.  The real difference for these workers is that the office break room is now their kitchen!

When the Covid-19 virus is over, many will have learned and adjusted to the significant benefits of remote work. Companies will need to reevaluate outdated concerns regarding remote workers.  The potential corporate savings in overhead costs for office rent and power etc. will result in office downsizing with little or no loss of employment.      

There will be fewer commuters on freeways, far less gas consumption, and a far more efficient workforce.  This transition is also environmentally friendly with less car travel comes less air pollution.

Just as there was an industrial revolution that caused upheaval, we are going through an accelerated workforce transition as part of the knowledge worker revolution.  This relatively new remote work may bring about the reduction of the populations of large urban areas like San Francisco, New York, and L.A.

So, for now, stay socially distant and healthy.  Significant changes are coming to the workplace.  

A BA’s CRM Checklist

Written by: Thomas Lyttleton, PMI, ACP, PBA, SixSigmaBB President of Facilitated Software Solutions, Inc. C-Suite executive level information systems, report, and dashboard requirements are evolving rapidly with IoT and digitization.   I am often asked to provide business process analysis for corporate CRM solutions. Many times, these requests are to review stalled …