Case Study
CASE STUDY
How Operations Consulting Helped Telaeris Get Its Software Market-Ready
Telaeris
Telaeris builds handheld security and safety hardware. Its flagship device reads security badges for emergency mustering, badge validation, and event check-ins — anywhere a badge needs to work beyond a locked door. David Carta leads the company, and his team has spent years solving real security problems for clients.
Then David brought Beyond the Chaos (BTC) a different kind of problem. Years earlier, his team had built its own internal CRM to run the business. The company leaned on the tool every day, and the team had come to love it.
The question he couldn’t answer on his own: could a tool built for one company actually sell to many?
The Goal: Decide Whether an Internal Tool Could Become a Real Product
Back in December, David set a goal: decide whether to productize the CRM and take it to market. He wanted a clear-eyed read from someone who knew the software landscape well.
Getting a straight answer had been the hard part. He’d already floated the idea to specialists, and none of them could place what his team had built. The accounting people said it did too much for an accounting system. The CRM people said it didn’t behave like a CRM. Everyone agreed it was something useful. Nobody could name what.
What he needed was operations consulting with range: a partner who had studied plenty of systems up close and could judge his against the field.
“I needed somebody that had experience, but they also had breadth, and that’s what you guys brought,” David says.
The Tactics: Study the Software, Then Map Where It Fits the Market
BTC started by digging into how the tool actually worked and how it measured up against what the market already offered.
Research Behind the Scenes
After that first session, Lynette dug in. She talked to David’s team and worked through the competing tools, figuring out where his product really fit. It’s slow, unglamorous work. But that’s exactly the point. A recommendation is only as good as the research behind it, and Lynette wasn’t about to hand David a quick guess. She took the time to get it right.
A Detailed Workflow Analysis
Lynette’s workflow analysis set the tool beside other options and traced how it handled the day-to-day work of running a business. The comparison surfaced something David hadn’t fully seen. What he’d built wasn’t a CRM at all. It was a lightweight business operations platform (broader and more useful than the label his team had given it).
Documentation That Mapped the Gaps
BTC handed Telaeris a written breakdown of where the software shone and where it would lose a wider audience.
“The BTC team gave us some really great documentation and analysis that talked about what the system did, what it did well, and what users would likely expect,” David says.
The report named the gaps that mattered most for a product aimed at a broad market, and it stung a little. The software worked beautifully for Telaeris. Making it work for strangers was another job entirely.
The Results: A Sharper Product and a Clear Path to Launch
Two and a half months in, the work is moving fast. Telaeris team acted on BTC’s workflow analysis. They rebuilt the user interface, closed the gaps Lynette had flagged, and then built a new app that integrates with the API Telaeris already had. Now the team tests changes in a fraction of the time it once did.
The engagement also showed how neatly the product fits what Telaeris already does. The company sells hardware and supports customers for a living, so software it can stand behind slots into the operation it already runs. But David isn’t stopping here. Once the product gets close to ready, he plans a second round of operations consulting with BTC. He’s aiming to launch by year’s end, and he’s ahead of pace.
Ask David what he’d tell another owner weighing this kind of work, and he keeps it simple. “I would start with being patient — making sure you give the team all the material they need. The more information you give, the better the recommendations,” he says. “Anything worthwhile is worth waiting for. And it was worth waiting for.”
Ready to find out what you’ve really built — and what it would take to bring it to market? Schedule a meeting today!