Book a consultation

Technology Consulting

Business process and systems assessment

We sit with the people doing the work, map how orders, stock and money actually move, and hand you a written diagnosis with the first three moves in order.

Ask about this All consulting offers
A laptop showing code on a desk

Who it is for

Owners and operations heads who know something is broken but not which fix comes first.

Duration
1–2 weeks
Price
Agreed in writing before we start
You receive
5 written deliverables
Can lead to
Business systems implementation

The situation

Find out what is really slowing the operation down

Orders get re-keyed, stock never matches the shelf and month-end takes too long. Everyone has a theory about the cause, and each theory points to a different purchase.

What you get

  • Current-state process map, including the spreadsheets nobody mentions
  • Data source and quality audit
  • Hours-lost baseline you can measure any later change against
  • Prioritized roadmap: the first three moves, in order, and why
  • A milestone-based scope for whatever you decide to do next, with us or without us

What we need from you

  • Sample invoices, orders and spreadsheets, under mutual NDA if you prefer
  • Two-hour interviews with each department lead
  • Access to the dashboards and reports you use today

If you go ahead

How the follow-on work runs

This engagement covers the first stages of the plan below. You decide whether to continue once you have the deliverables.

We sit with the people doing the work and map how orders, stock and money actually move today, including the spreadsheets nobody mentions in the first meeting.

What happens

  • Process walk-throughs with key users
  • Inventory of every data source
  • Quantifying where time is lost

What you get

  • Current-state process map
  • Data source and quality audit
  • Scope baseline

What we need from you

  • Sample invoices, orders and spreadsheets
  • Two-hour interviews with each department lead

Risk handled

Critical spreadsheets that management does not know staff rely on.

We design the data model, roles, approval rules and integrations on paper before anything is configured.

What happens

  • Data model design
  • Chart of accounts review
  • Approval matrix design

What you get

  • Solution blueprint document
  • Role-by-role screen wireframes
  • Data dictionary

What we need from you

  • Sign-off on the chart of accounts and permission structure

Risk handled

Sales and warehouse asking for conflicting things mid-build.

We provision environments, configure the standard modules to the blueprint, and build any approved extensions.

What happens

  • Environment setup and hardening
  • Module configuration
  • Approved custom development

What you get

  • Working staging environment
  • Configured modules matching the blueprint

What we need from you

  • Tax settings, bank details and branding assets
  • Named admin users

Risk handled

Configuration drifting away from what was agreed in the blueprint.

We extract customers, vendors, products and balances from your current tools, remove duplicates and load trial datasets you can check.

What happens

  • Migration scripts
  • Duplicate detection
  • Trial balance reconciliation

What you get

  • Staging database loaded with cleaned data
  • Reconciliation sheet

What we need from you

  • Decisions on flagged duplicates
  • Lists of inactive products and customers to archive

Risk handled

Bad legacy data being carried into the new system on day one.

We connect the system to the tools that stay: banks, e-commerce stores, payroll, shipping and anything else agreed in the blueprint.

What happens

  • API and webhook connectors
  • Error handling and retries
  • End-to-end integration tests

What you get

  • Tested integrations in staging
  • Integration runbook

What we need from you

  • API credentials and vendor contacts for connected systems

Risk handled

Silent sync failures that nobody notices until month-end.

Your staff test real scenarios in staging and learn the system role by role, with recorded guides they can return to.

What happens

  • Role-based training sessions
  • Scenario testing
  • Fix sprints on UAT findings

What you get

  • Signed UAT test matrix
  • Recorded training library

What we need from you

  • Key users available about four hours a week for testing

Risk handled

Staff meeting the system for the first time on go-live day.

We freeze the old system, move the final changes across, verify opening balances and switch over, usually across a weekend.

What happens

  • Final delta migration
  • Opening balance verification
  • Hardware and scanner checks

What you get

  • Live production system
  • Signed cutover checklist

What we need from you

  • A data-entry freeze on the old system at an agreed time

Risk handled

Downtime during trading hours.

The team that built the system stays on it after go-live: fixing issues on the day they surface, adjusting screens staff struggle with, and sitting with finance through the first month-end close.

What happens

  • Daily check-in with your project lead
  • Same-day fixes and small adjustments
  • First month-end close support

What you get

  • Hypercare issue log with resolutions
  • First month-end close sign-off

What we need from you

  • A 15-minute daily call with your project lead
  • Staff reporting problems as they happen, not at the end of the week

Risk handled

Early friction pushing staff back to the old spreadsheets.

With clean data in one system, we automate the repetitive work around it: invoice capture, reorder drafts, approval routing and alerts.

What happens

  • Automation opportunity review
  • Workflow and agent build
  • Monitoring and tuning

What you get

  • Live automation workflows
  • Monthly report of hours recovered

What we need from you

  • A ranked list of the bottlenecks you want gone next

Risk handled

The new system settling into a passive record-keeping tool.

More about business systems implementation

Operations & Systems Diagnostic

We use your details only to reply to this inquiry. See our privacy policy.

Client work

Engagements where we did this

$835Kgrant burn visible live Excel & Paper to System A $835K youth employment grant, tracked in real time instead of a 60-tab spreadsheet Nashville, Tennessee, United States +30%lead to customer conversion Excel & Paper to System 30% more leads converted after an HVAC manufacturer left spreadsheet selling behind India, with global project delivery 16 to 1workbooks replaced by one ERP Excel & Paper to System A precision valve manufacturer moves from 16 spreadsheets to one Odoo ERP Export customers in North America and Europe

All 19 case studies

FAQ

Questions about this offer

Answered plainly, before you ask.

Ask us directly
Do we have to hire you for the implementation afterwards?

No. The diagnosis and the scope are yours. If the answer is a simpler tool, or the system you already have, we say so in writing.

What do you need from our team?

About two hours with each department lead, sample documents and access to your current reports. We work around your busiest days.

Other ways to start

Not quite the right question?

Platform Selection & Business Case Choose between Odoo, Zoho, Dynamics, Salesforce or custom, on evidence Finance and operations leaders choosing a system who want advice from someone with no vendor quota. 2–4 weeks See the offer Digital Transformation Roadmap A sequenced plan for the next 12 to 24 months of systems work Leadership teams planning several system changes who need the order, the budget bands and the risks on one page. Agreed on the first call See the offer Implementation Health Check & Rescue An independent view of an ERP or CRM project that is going wrong Companies whose implementation, with any vendor, is late, over budget or losing the trust of the people who must use it. Agreed on the first call See the offer

See all six offers