Bentamo Hub - Business Digitalization Roadmap

Bentamo Hub

Business Digitalization Roadmap

One Platform. One Core. All Growth Happens Here.

Bentamo Hub is not a collection of separate tools. It is a single, unified business operating system where each stage of your business is built within the same platform, using connected modules that share one database, one dashboard, and one source of truth.

No Switching

Between software platforms

No Exporting

Or importing files

No Duplication

Of data entry

No Fragmentation

Of reports

🍽️ Food & Beverage Businesses

Café • Restaurant • Food Stall • Cloud Kitchen

Foundation Stage: Inventory & Finance Control

What to set up first: At this critical starting point, food and beverage businesses must establish control over two fundamental areas that directly impact profitability and daily operations.

Core Modules Activated:

  • Inventory Management: Track raw ingredients, supplies, and finished products in real-time. Monitor stock levels to prevent waste, manage expiration dates for perishables, and understand exactly what you have on hand at any moment.
  • Finance Management: Record every peso that comes in and goes out. Track ingredient costs, supplier payments, utility expenses, and daily sales revenue in one centralized system.

Why this matters:

Food businesses operate on thin margins where waste directly eats into profits. Without proper inventory tracking, you'll over-order ingredients that spoil or run out of popular items during peak hours. Without financial visibility, you won't know if you're actually making money or just staying busy. This foundation gives you clarity and control before adding complexity.

Business Impact: You'll immediately see which menu items are profitable, reduce ingredient waste by 20-30%, and have accurate daily financial snapshots instead of guessing at month-end.

Growth Stage: Capturing Revenue & Building Relationships

When to expand: Once you have foundation control and customer traffic is increasing, you need systems to efficiently process transactions and build customer loyalty.

Additional Modules Activated:

  • Point of Sale (POS): Process orders quickly during rush hours, automatically update inventory with each sale, and eliminate manual calculation errors. Your POS immediately reflects in both inventory (ingredients used) and finance (revenue recorded).
  • Payments: Accept cashless transactions through GCash, Maya, cards, and other digital payment methods. Every payment instantly updates your financial records without manual entry.
  • CRM (Customer Relationship Management): Track customer preferences, order history, and contact information. Identify your regular customers, understand buying patterns, and create targeted promotions for customer retention.

Why this matters:

As your business grows, manual order-taking becomes a bottleneck. Long queues frustrate customers, and cash-only operations limit sales opportunities. CRM helps you understand who your best customers are and what they love, enabling personalized service that builds loyalty in a competitive market.

Business Impact: Serve 30-40% more customers during peak hours, increase average transaction value through digital payments, and boost repeat customer visits by 25% through targeted CRM campaigns.

Scaling Stage: Managing Teams & Expanding Operations

When to expand: When you're operating at full capacity with multiple staff members, considering additional locations, or managing complex schedules and reservations.

Advanced Modules Activated:

  • HR Management: Track employee schedules, attendance, performance, and payroll data. Monitor staff productivity, manage shift rotations, and maintain compliance with labor regulations.
  • Booking: Allow customers to reserve tables, pre-order catering services, or schedule private events. Manage capacity, avoid double-bookings, and optimize table turnover.
  • Project Management: Coordinate catering events, new menu launches, kitchen renovations, or multi-location expansion projects with clear timelines and accountability.

Why this matters:

Scaling brings complexity that manual management cannot handle. Multiple employees mean payroll, scheduling conflicts, and accountability issues. Booking systems prevent revenue loss from no-shows and optimize seating capacity. Project management ensures that expansion initiatives actually get completed on time and within budget.

Business Impact: Reduce labor costs by 15% through optimized scheduling, increase booking revenue by 40% with no-show reduction, and successfully execute expansion projects that would otherwise fail due to poor coordination.
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🏪 Retail & Trading Businesses

Retail Store • Mini Mart • Convenience Store • Wholesale • Distributor • Manufacturer

Foundation Stage: Stock Control & Financial Clarity

What to set up first: Retail and trading businesses live or die by inventory accuracy and financial visibility. Your foundation must establish absolute control over what you have and what you owe.

Core Modules Activated:

  • Inventory Management: Track every SKU across all product categories with real-time stock levels. Monitor reorder points, manage supplier relationships, track product costs and selling prices, and identify fast-moving versus slow-moving items.
  • Finance Management: Record all purchases, sales, expenses, and payments. Track accounts receivable from customers, accounts payable to suppliers, and maintain accurate cash flow visibility.

Why this matters:

Retail businesses typically manage hundreds or thousands of products simultaneously. Without proper inventory tracking, you'll experience stockouts of bestsellers while dead stock ties up your capital. Financial chaos means you won't know if you're profitable until tax time, by which point it's too late to course-correct. This foundation prevents the common retail nightmare of "looking busy but losing money."

Business Impact: Eliminate 80% of stock discrepancies, reduce excess inventory by 30%, improve cash flow visibility by knowing exactly where your money is at all times.

Growth Stage: Multi-Channel Sales & Customer Management

When to expand: When you're processing high transaction volumes, need faster checkout, want to manage customer relationships, or are ready to formalize quotations and billing processes.

Additional Modules Activated:

  • Point of Sale (POS): Speed up checkout processes, automatically update inventory with every sale, generate receipts instantly, and track sales performance by product, category, or time period.
  • Payments: Accept multiple payment methods including cash, cards, GCash, and bank transfers. Reconcile payments automatically with sales records.
  • CRM: Build customer profiles, track purchase history, segment customers by buying behavior, create loyalty programs, and manage sales pipelines for B2B accounts.
  • Quotations and Billings: (For Wholesale/Distribution) Create professional quotations, convert approved quotes to invoices, track payment terms and credit limits, and manage bulk orders efficiently.

Why this matters:

As transaction volume increases, manual processes become impossible to sustain. Every minute spent on slow checkout is lost revenue. Customers expect modern payment options and loyalty rewards. For wholesale businesses, professional quotations and systematic billing separate you from competitors and reduce payment delays.

Business Impact: Process 50% more transactions per hour, reduce checkout errors to near zero, increase customer retention by 35% through loyalty programs, and improve collection rates by 40% with systematic invoicing.

Scaling Stage: Multi-Location & Team Management

When to expand: When you're opening additional branches, managing multiple teams, handling complex wholesale operations, or coordinating manufacturing processes.

Advanced Modules Activated:

  • HR Management: Manage staff across multiple locations, track attendance and performance, process payroll efficiently, and maintain employee records systematically.
  • Multi-Branch Control: Monitor inventory across all locations, transfer stock between branches, consolidate financial reports, and maintain centralized control while enabling local operations.
  • Project Management: Coordinate store openings, renovation projects, supplier negotiations, or manufacturing runs with clear timelines and deliverables.
  • Forms: (For Wholesale/Manufacturing) Create approval workflows for purchase orders, quality control checklists, compliance documentation, and internal audit processes.

Why this matters:

Expansion creates exponential complexity. Multiple locations mean fragmented inventory, inconsistent processes, and diluted management attention. Without proper systems, each new branch becomes harder to manage than the last. Systematic HR management prevents labor issues. Forms ensure that critical processes don't break down as you grow.

Business Impact: Successfully manage 3-10 locations from one dashboard, reduce inter-branch stock transfers time by 70%, maintain consistent profitability across all branches, and prevent operational chaos during expansion.
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💆 Service-Based Businesses

Salon • Spa • Clinic • Wellness Center • Contractors (Construction, Maintenance, Repairs)

Foundation Stage: Resource & Revenue Control

What to set up first: Service businesses need to track both the supplies they use and the money they make. Your foundation establishes this dual visibility.

Core Modules Activated:

  • Inventory Management: Track service supplies (spa products, hair products, medical supplies, construction materials) to prevent stockouts during appointments and control product costs.
  • Finance Management: Record service revenue, supplier payments, equipment costs, rent, utilities, and all other expenses. Understand true profitability per service type.

Why this matters:

Service businesses often lose money on supplies without realizing it. That massage oil, hair color, or cleaning solvent costs money—if you're not tracking it, you're likely underpricing your services. Financial visibility helps you set correct service prices that actually generate profit, not just cover labor.

Business Impact: Identify which services are truly profitable, eliminate supply waste by 25%, set prices based on actual costs rather than guesswork.

Growth Stage: Appointment Management & Payment Processing

When to expand: When scheduling becomes complex, no-shows hurt your revenue, or customers demand convenient payment options.

Additional Modules Activated:

  • Booking: Manage appointment calendars, prevent double-bookings, send automated reminders to reduce no-shows, optimize service provider schedules, and allow online booking for customer convenience.
  • Payments: Process cashless payments, create payment plans for expensive services (dental work, major repairs), and reconcile payments automatically.
  • CRM: Track customer service history, preferences, and feedback. Send targeted promotions, manage loyalty programs, and identify high-value repeat customers.
  • Quotations and Billings: (For Contractors) Create detailed service quotations, track project milestones, invoice progressively, and manage payment schedules.

Why this matters:

Service businesses lose massive revenue to no-shows and scheduling inefficiencies. Every empty appointment slot is lost income that can never be recovered. Booking systems with reminders reduce no-shows by 60%. CRM helps you understand customer lifetime value and create retention strategies. For contractors, professional quotations win more projects.

Business Impact: Reduce no-shows by 60%, increase appointment capacity by 30% through better scheduling, boost repeat business by 40% through CRM, and win 50% more contracts with professional quotations.

Scaling Stage: Team Coordination & Process Management

When to expand: When you're managing multiple service providers, handling complex projects, or need standardized procedures across your team.

Advanced Modules Activated:

  • HR Management: Track therapist/technician schedules, monitor performance, manage commission structures, process payroll, and maintain professional certifications and licenses.
  • Project Management: (For Contractors) Coordinate construction projects, maintenance schedules, or multi-phase service delivery with clear milestones, deadlines, and team assignments.
  • Forms: Create service checklists, safety protocols, customer intake forms, quality control processes, and compliance documentation.

Why this matters:

Service quality depends on your team. Without proper HR management, you'll face scheduling conflicts, unclear commission structures, and high turnover. Project management ensures that complex jobs get completed on time without constant owner supervision. Forms standardize processes so service quality remains consistent regardless of which team member serves the customer.

Business Impact: Reduce team scheduling conflicts by 80%, complete projects 40% faster with proper coordination, maintain consistent service quality across all team members, and reduce compliance risks.
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💼 Professional & Creative Businesses

Freelancers • Agencies • Consultants • IT Firms • Marketing Agencies • Creative Studios

Foundation Stage: Financial Tracking & Project Execution

What to set up first: Professional services need clear financial records and structured project management from day one.

Core Modules Activated:

  • Finance Management: Track client payments, business expenses, tax obligations, and profitability per project. Understand your true hourly rate and project margins.
  • Project Management: Organize client projects with clear tasks, deadlines, deliverables, and team assignments. Track time spent per project and monitor progress against milestones.

Why this matters:

Professional services sell time and expertise—if you don't track projects and finances carefully, you'll work countless unpaid hours without realizing it. Many agencies are "busy but broke" because they don't know which projects are profitable. This foundation helps you understand what to charge, which clients are worth keeping, and where your time actually goes.

Business Impact: Identify unprofitable clients and projects, increase project profitability by 35% through better time tracking, ensure no deliverables slip through the cracks.

Growth Stage: Client Pipeline & Professional Billing

When to expand: When you're managing multiple simultaneous clients, need to track sales pipelines, or want to professionalize your billing and payment collection.

Additional Modules Activated:

  • CRM: Manage your sales pipeline from initial inquiry to signed contract. Track all client communications, proposals sent, and follow-up schedules. Identify which marketing channels bring the best clients.
  • Quotations and Billings: Create professional proposals and quotations, convert approved quotes to invoices, set up retainer billing, and track payment terms systematically.
  • Payments: Accept online payments for invoices, set up recurring payments for retainer clients, and automate payment reminders.
  • Forms: Create client intake forms, project brief templates, feedback surveys, and approval workflows.

Why this matters:

As you grow, informal communication breaks down. CRM ensures no potential client falls through the cracks and helps you forecast future revenue. Professional quotations and systematic billing increase your close rate and drastically improve payment collection. Forms ensure you gather all necessary information upfront, reducing back-and-forth and project delays.

Business Impact: Increase conversion rate from inquiry to signed contract by 45%, reduce average payment collection time from 60 days to 20 days, and improve project efficiency with standardized intake processes.

Scaling Stage: Team Operations & Resource Optimization

When to expand: When you're managing multiple team members, need to allocate resources across projects, or require advanced reporting for strategic decisions.

Advanced Modules Activated:

  • HR Management: Track team member utilization rates, manage freelancer contracts, process payroll or contractor payments, and monitor individual and team performance.
  • Resource Allocation: Assign team members to projects based on availability and skills, balance workload to prevent burnout, and forecast capacity for new projects.
  • Advanced Reporting: Analyze profitability by service type, client, or team member. Identify bottlenecks, forecast revenue, and make data-driven decisions about which services to focus on.

Why this matters:

Scaling professional services means managing people efficiently. Without resource allocation, you'll overwork some team members while others sit idle, or you'll accept projects you don't have capacity to deliver. Advanced reporting reveals which services, clients, and team members are most profitable, enabling strategic growth rather than chaotic expansion.

Business Impact: Increase team utilization from 60% to 85%, improve on-time project delivery by 50%, make strategic decisions based on profitability data rather than gut feeling.
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🛒 Online & Digital Commerce

Online Sellers • E-Commerce Brands • Dropshippers

Foundation Stage: Product & Cash Flow Control

What to set up first: Online sellers need absolute clarity on inventory and finances because you can't see physical stock in a warehouse and digital payments can be confusing.

Core Modules Activated:

  • Inventory Management: Track products across all sales channels, manage SKU variations (size, color), monitor stock levels to prevent overselling, and track product costs including shipping.
  • Finance Management: Record all sales revenue from multiple platforms, track payment gateway fees, monitor advertising costs, supplier payments, and shipping expenses. Calculate true net profit per product.

Why this matters:

Online sellers often think they're profitable because money is coming in, but hidden costs like returns, shipping, platform fees, and advertising can eat all your margins. Without inventory tracking, you'll oversell products and face angry customers when you can't fulfill orders. This foundation prevents the common trap of "high revenue, zero profit."

Business Impact: Prevent 95% of overselling incidents, understand true profit margins (often 40% lower than expected), identify which products are actually making money.

Growth Stage: Integrated Online Sales & Customer Intelligence

When to expand: When you're ready to launch your own online store, need to centralize orders from multiple platforms, or want to build direct customer relationships.

Additional Modules Activated:

  • E-Commerce: Launch your own online store that automatically syncs with your inventory, processes orders seamlessly, and updates financial records with each sale—all within the same system.
  • Payments: Accept multiple payment methods directly on your site, reduce platform dependency fees, and improve cash flow with direct deposits.
  • CRM: Build customer profiles with complete purchase history, create targeted email campaigns, segment customers by buying behavior, and reduce reliance on marketplace algorithms.

Why this matters:

Relying solely on marketplaces means you don't own your customer relationships and you pay high fees forever. Your own e-commerce site integrated with inventory ensures real-time stock accuracy and gives you customer data to build long-term relationships. CRM lets you create repeat buyers instead of one-time purchasers.

Business Impact: Reduce marketplace fees by 50% on direct sales, increase repeat purchase rate from 15% to 45%, build a customer list you actually own and can market to directly.

Scaling Stage: Omnichannel & Operations Management

When to expand: When you're adding physical retail locations, managing a team, or coordinating complex fulfillment operations.

Advanced Modules Activated:

  • POS (Hybrid Selling): Sell both online and in physical pop-up stores or permanent retail locations, with all inventory and sales data synchronized in real-time.
  • HR Management: Manage warehouse staff, customer service team, and fulfillment operations with proper attendance tracking, performance monitoring, and payroll management.
  • Project Management: Coordinate product launches, marketing campaigns, supplier negotiations, or warehouse expansions with clear task assignments and deadlines.

Why this matters:

Successful online businesses eventually go omnichannel. Without proper integration, your online and offline inventory will conflict, causing chaos. As you hire team members, HR management becomes critical for operational efficiency. Project management ensures strategic initiatives actually get executed instead of being lost in daily firefighting.

Business Impact: Seamlessly sell across all channels without inventory conflicts, reduce fulfillment errors by 70%, successfully execute growth initiatives that move your business forward.
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📚 Education & Training

Training Centers • Review Centers • Tutorial Services

Foundation Stage: Materials & Financial Management

What to set up first: Educational businesses need to track learning materials and maintain clear financial records of tuition and expenses.

Core Modules Activated:

  • Finance Management: Track tuition payments, course fees, installment plans, refunds, and all operational expenses. Monitor profitability per course or program.
  • Inventory Management: Manage learning materials, books, supplies, equipment, and handouts. Ensure adequate materials are available for each class session.

Why this matters:

Education businesses often struggle with payment collection and material costs. Without proper financial tracking, you won't know which programs are profitable or how many students you need to break even. Inventory management prevents the embarrassment of running out of materials mid-session.

Business Impact: Improve tuition collection rates by 50%, understand which courses generate real profit, eliminate material shortages during classes.

Growth Stage: Scheduling & Student Management

When to expand: When class scheduling becomes complex, you want online enrollment, or need better student communication and payment processing.

Additional Modules Activated:

  • Booking: Manage class schedules, student enrollments, room assignments, and teacher availability. Allow online enrollment and send automated class reminders.
  • Payments: Accept online tuition payments, process installment plans automatically, and provide convenient payment options for parents.
  • CRM: Track student progress, attendance history, and course completion. Manage parent communications, send progress reports, and create targeted promotions for new courses.

Why this matters:

As your center grows, manual scheduling creates conflicts and confusion. Online enrollment and payment convenience increase conversion rates. CRM helps you understand which students need additional support, track completion rates, and maintain engagement with parents—all critical for retention and referrals.

Business Impact: Increase enrollment conversion by 35% through online booking, reduce payment collection time by 60%, improve student retention by 40% through better tracking and communication.

Scaling Stage: Multi-Program & Team Coordination

When to expand: When you're offering multiple programs simultaneously, managing several instructors, or need standardized processes across your operations.

Advanced Modules Activated:

  • HR Management: Track instructor schedules, performance, certifications, and compensation. Manage substitute teachers and process payroll efficiently.
  • Forms: Create student enrollment forms, assessment templates, feedback surveys, incident reports, and compliance documentation.
  • Project Management: Coordinate new course development, curriculum updates, facility improvements, or expansion to new locations with clear milestones.

Why this matters:

Multiple programs and instructors create coordination complexity. Without proper HR management, scheduling conflicts arise and instructor quality varies. Forms standardize critical processes like enrollment and assessments. Project management ensures strategic initiatives like new course launches actually happen on schedule.

Business Impact: Coordinate 5-10 simultaneous programs smoothly, maintain consistent teaching quality across all instructors, successfully launch new programs that drive revenue growth.
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🏢 Corporate & Internal Operations

SMEs with Internal Teams and Departments

Foundation Stage: Asset & Budget Control

What to set up first: Organizations with internal operations need to establish control over company assets and departmental budgets from the start.

Core Modules Activated:

  • Inventory Management: Track office supplies, equipment, IT assets, and company resources. Monitor usage by department and prevent wasteful spending.
  • Finance Management: Track all organizational expenses, departmental budgets, vendor payments, and operational costs. Establish budget accountability across departments.

Why this matters:

Corporate operations lose money through untracked asset loss and uncontrolled departmental spending. Without visibility, supplies disappear, equipment isn't maintained, and budgets are exceeded without accountability. This foundation establishes the financial discipline necessary for sustainable operations.

Business Impact: Reduce asset loss by 60%, improve budget adherence from 40% to 90%, eliminate surprise expenses that disrupt cash flow.

Growth Stage: Team Management & Internal Sales

When to expand: When your organization is growing, managing more employees, and needs better coordination between departments and external stakeholders.

Additional Modules Activated:

  • HR Management: Centralize employee records, track attendance and performance, manage leave requests, and process payroll systematically across all departments.
  • CRM: Manage relationships with external stakeholders, vendors, partners, and clients. Track communications and manage sales or partnership pipelines.
  • Project Management: Coordinate cross-departmental initiatives, strategic projects, and organizational goals with clear ownership and deadlines.

Why this matters:

As headcount grows, HR complexity multiplies. Manual attendance tracking, leave management, and payroll processing become error-prone and time-consuming. CRM becomes necessary for managing external relationships systematically. Project management ensures that strategic initiatives don't get lost in daily operations.

Business Impact: Reduce HR administrative time by 70%, improve cross-departmental project completion rate from 30% to 80%, strengthen external relationships through systematic management.

Scaling Stage: Process Standardization & Advanced Coordination

When to expand: When your organization needs standardized workflows, approval processes, and sophisticated reporting across multiple departments and locations.

Advanced Modules Activated:

  • Forms: Create standardized workflows for purchase requests, approval processes, expense claims, incident reports, and compliance documentation. Ensure consistency across the organization.
  • Advanced Reporting: Generate consolidated reports across departments, analyze spending patterns, monitor KPIs, and provide executive dashboards for strategic decision-making.
  • Cross-Department Workflows: Coordinate complex processes that span multiple departments, establish clear handoffs, and maintain accountability throughout the organization.

Why this matters:

Scaling organizations fail when processes aren't standardized. Ad-hoc approvals, inconsistent procedures, and lack of visibility create bottlenecks and errors. Forms enforce proper workflows. Advanced reporting gives leadership the visibility needed for strategic decisions. Cross-department workflows prevent critical processes from breaking down as complexity increases.

Business Impact: Reduce approval cycle time by 65%, eliminate 90% of process errors through standardization, enable data-driven executive decisions with consolidated reporting.
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Your Path Forward

Every business journey is unique, but the system you build inside Bentamo Hub grows with you—without forcing you to rebuild or migrate.

Start Simple

Begin with Foundation modules only

Expand Deliberately

Activate new modules as you need them

Scale Confidently

Your data stays intact as you grow

Stay Integrated

Everything connects to the same core

Remember: You are not buying software. You are building your business system—progressively, securely, and affordably inside Bentamo Hub.
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