Services

Advocacy across the entire engagement.

Four ways we represent your business through an ERP implementation or major upgrade.

Scope & SOW Advocacy

We review every Statement of Work, change order, and project plan against the realities of your business — flagging what's missing, ambiguous, or risky before you sign.

  • Line-by-line scope review
  • Gap and risk register
  • Plain-language summaries for non-technical stakeholders

Business-Practice Discovery

Structured working sessions with your users and project owners to map how your business actually runs — the workflows your VAR will never see in a demo.

  • User and process interviews
  • Workflow and integration mapping
  • Documented requirements your team owns

ERP Platform Advisory

Deep, honest guidance grounded in years of hands-on platform work across the Microsoft Dynamics family, Sage, Navision, and Great Plains.

  • Dynamics 365 Business Central (cloud & self-hosted)
  • Dynamics GP and F&O
  • Navision, Great Plains, Sage
  • PM-level support for Oracle and SAP

Project Management Support

When the engagement calls for it, we run project management on your behalf — keeping cadence, owning the risk register, and translating between vendor and business.

  • Status, risk, and milestone tracking
  • Vendor accountability
  • Internal stakeholder alignment
How it works

A repeatable, four-step engagement.

The same disciplined arc on every project — adapted to your platform, vendor, and timeline.

  1. 01

    Discover

    Working sessions with your users and project owners to map how the business actually runs.

  2. 02

    Review

    Line-by-line read of every Statement of Work, change order, and project plan against that ground truth.

  3. 03

    Advocate

    We sit at the table during vendor meetings, raising gaps, risks, and missing scope on your behalf.

  4. 04

    Verify

    Through go-live and stabilization, we validate that what was promised matches what was delivered.

Capabilities

What we actually do.

The specific tasks we take on across the lifecycle of an ERP project.

Pre-implementation
  • RFP and vendor response review
  • Platform fit assessment
  • SOW gap analysis
  • Implementation cost sanity-check
During implementation
  • Requirements validation
  • Change-order review
  • Test plan and UAT oversight
  • Data migration risk review
  • Integration scope verification
Go-live & beyond
  • Cutover readiness review
  • Hypercare advocacy
  • Post-go-live gap remediation
  • Custom documentation
  • End-user training
  • Upgrade and roadmap planning
Post go-live

Custom documentation & user training.

Vendor manuals describe the software. They don't describe your business running on it. Once the system is live, we build the documentation and training your team will actually use — written around your processes, your terminology, and the day-to-day decisions your users have to make.

The goal is simple: leave your team self-sufficient, with a knowledge base that survives turnover and a training program new hires can step into on day one.

What we deliver
  • Process-based user guides (not feature dumps)
  • Role-specific quick-reference sheets
  • Standard operating procedures for critical workflows
  • Live, hands-on training sessions by role
  • Recorded walkthroughs for onboarding and refreshers
  • Train-the-trainer handoff to your internal champions

A note on Oracle and SAP

We have meaningful exposure to Oracle and SAP and can provide strong project management advocacy on engagements that head in that direction. We won't claim depth we don't have — the internal mechanics of SAP and Oracle quotes sit outside our hands-on expertise, and we'll tell you that openly.

Tell us about your implementation.

Schedule a conversation