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 a repeatable four step process works

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.

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

Additional Expertise

FIS Treasury Management Systems

Our team members have implemented one of the largest global FIS system integrations to Dynamics-Navision in the world. This covered 32 countries, 16 languages and over 2,000 banks. We pride ourselves on being the user side of any FIS integration and are ready to engage with your internal and FIS teams.

What we deliver
  • FIS project review
  • Integration scope verification
  • Job creation and scheduling
  • Requirements validation
  • Change-Order review
  • Test plan and UAT oversight
  • Hypercare and post go-live support

Power BI

Full cycle implementation, data model design, report writing and documentation OR we can step into an existing Power BI implementation and assist with issues and reporting needs

What we deliver
  • Data Warehouse v Data Lake decision analysis
  • Data integration method design
  • Requirements and Design scoping
  • UAT oversight
  • Change Order management
  • Documentation and release
  • Post go-live support

Custom documentation & user training

Using your user training and testing documentation, we create YOUR business user guides with screen shots of your data and your role specific functions. We record a walk through, upon request, to assist with on-boarding and role specific training

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

Tell us about your implementation

Schedule a conversation