Our Services

Advisory built for every stage of your ERP & CRM journey

From a first readiness check to full transformation leadership, every engagement is independent, Microsoft-stack specialized, and outcome-driven.

Featured · Start Here

ERP Health Check: know where you stand before you spend another dollar

Whether you're heading into a new ERP investment or trying to explain why the last one hasn't delivered, the ERP Health Check gives your leadership team an independent, evidence-based view — and a clear roadmap for what to do about it.

01 · Process Assessment

See the real state of your process

We interview process owners, observe workflows, and benchmark against Dynamics 365 leading practice to quantify where manual effort, workarounds, and risk are hiding — with a scorecard leadership can act on.

02 · ERP Readiness Workshop

Pressure-test readiness before you commit

A facilitated, cross-functional session covering data quality, organizational readiness, governance structure, and technical fit — surfacing blind spots before they become budget overruns.

03 · Executive Roadmap

Leave with a plan, not just a report

A prioritized, sequenced roadmap mapped to business outcomes — covering selection, remediation, governance, and change management — ready to present to your board or steering committee.

Book Your ERP Health Check

Strategy

ERP Strategy

Before you touch a system, we help you get clear on the business outcomes an ERP investment needs to drive — so technology decisions follow strategy, not the other way around.

Discuss Your ERP Strategy

✓Future-state operating model definition tied to business goals, not just system capability.
✓Independent RFP guidance and vendor/SI selection support — no reseller incentives, ever.
✓Business case development and total cost of ownership modeling for executive sign-off.
✓Roadmap sequencing across modules, geographies, and business units.

Transformation

Business Process Transformation

ERP systems amplify whatever process you configure into them — good or bad. We redesign process around leading practice first, then configure Dynamics 365 to match.

Talk Through Your Processes

✓Current-state process mapping across finance, supply chain, and operations.
✓Future-state design aligned to Dynamics 365 leading practice, not legacy habit.
✓Gap analysis between "as configured" and "as intended" process.
✓KPI design so process improvement is measurable, not anecdotal.

Recovery

ERP Rescue Projects

When timelines slip, budgets balloon, and confidence erodes, we step in to diagnose the real root cause and get the program back on a credible path.

Get Rescue Support

✓Rapid, independent diagnostic of scope, budget, timeline, and vendor performance.
✓Stakeholder realignment — rebuilding trust between business, IT, and the SI.
✓Re-baselined plan with realistic milestones and accountability.
✓Hands-on delivery leadership through to a stable go-live.

Governance

PMO Leadership

Experienced program leadership that keeps your systems integrator accountable and your executives genuinely informed — not just status-reported.

Ask About PMO Support

✓Executive governance design — steering committee cadence, decision rights, escalation paths.
✓Independent status reporting and risk/issue management.
✓Vendor and SI performance management against contracted deliverables.
✓Budget and resource tracking across the full program lifecycle.

Beyond ERP

Digital Transformation

ERP is the backbone — but real transformation connects data, process, and automation, including AI, across your operating model.

Explore Digital Transformation

✓Power Platform and automation strategy layered on top of Dynamics 365.
✓Practical, grounded guidance on where AI in operations creates real value today.
✓Data strategy and integration architecture across systems.
✓Operating model design that spans people, process, and platform.

Leadership, On Demand

Fractional Transformation Office

Senior transformation and PMO leadership — CIO/CTO-caliber guidance and governance — without the cost or lead time of a full-time executive hire.

Discuss Fractional Support

✓Ongoing executive advisory embedded with your leadership team.
✓Change management leadership — communication, training, and adoption planning.
✓Continuity across multiple concurrent initiatives and vendors.
✓Flexible engagement models scaled to your program's stage and size.