Services
Pick the help that fits where you are.
Six services, one for each moment of an ERP decision: before you choose, while you choose, before you sign, while the system is built, and when a project goes wrong. We sell no software and take no referral fees.
01 · Know-how is stuck in people's heads
Operations Handbook
How your business actually runs, written down in one place your team can search, instead of living in one or two heads.
- Fixed fee
- On its own or inside Phase 0
What you get
- Every procedure written down, with a named owner and a date
- A reading list for each role, so new hires stop shadowing
- The list of what any new software would have to do
02 · Not sure you are ready to change systems
ERP Readiness Assessment
Find out whether the business is ready for a new system before a software company tells you it is.
- Fixed fee
- 4 to 6 weeks
What you get
- A plain answer: keep, fix or replace what you have
- Know-how that lives in one or two heads, written down
- A clear list of needs before any software demo
03 · Choosing a new business system
ERP Selection
Help choosing the right system, from an advisor with nothing to sell you.
- Fixed fee
- 4 to 6 weeks
What you get
- Your needs in writing, so software companies bid on your terms
- Every option scored the same way
- A clear recommendation, with the final call left to you
04 · Reviewing a proposal before you sign
ERP Proposal Review
An independent, line-by-line read of the proposal before you sign, so you know what it really commits to.
- Fixed fee
- Before you sign
What you get
- The real total cost over the full contract
- Every gap and assumption in writing
- The questions to send back and the points to negotiate
05 · Keeping the project on track
ERP Implementation Oversight
Someone on your side of the table from signing to go-live, keeping the project tied to what was agreed.
- Client side only
- From signing to go-live
What you get
- Change requests checked against what was agreed
- Problems raised early, while they are cheap to fix
- Your voice in every project decision
06 · Fixing a project in trouble
ERP Project Rescue
An independent read on what went wrong, and someone on your side of the table to fix it.
- Usually starts within days
- First review in 2 to 3 weeks
What you get
- The real cause, found with no stake in the answer
- A recovery plan with dates and owners
- Someone on your side in every project meeting
You do not have to go through them in order: start with the one that fits and stop after any of them. After a project, some clients keep us on for ongoing advice, including a review of the reports and dashboards leadership relies on. Ask about it.
Questions
How are you different from a business consultant?
A business consultant usually sets out to change how your business runs. We start from the other end: you know your business better than anyone, and we know systems. We help you choose the right system, avoid expensive mistakes, and suggest changes to how the system is used, not to how you run the business.
How is this different from the free assessment a software company offers?
A software company's assessment is the first step of its sales process, so it tends to point to their product. Ours is paid for by you, with no outcome decided in advance. We take no commissions from software companies and are paid the same whatever you decide.
Do you recommend specific software?
No. We do not sell or endorse any product. We give you a fair way to compare the options against your own needs, and you make the final call.
We already have a software company in mind. Is it too late?
Not until you sign. Having one in mind just means we can focus faster: we check whether they fit how your business actually runs, beyond the demo.
What does it cost?
A fixed fee, based on the size of your business and the step you need. We cover it on the first call, once we understand your situation. The first stage usually takes four to six weeks.
Who do you work with?
Mid-sized businesses in Canada and the US, mostly manufacturers and distributors, typically between $10M and $500M in revenue. Outside that range? Ask anyway. If we are not the right fit, we will say so.
Do we have to use more than one service?
No. Start with the one that fits where you are and stop whenever you like. Everything we produce is yours to keep.
Not sure which one fits? Ask us.
Not ready to talk? Take the free readiness checklist