Systems review
Find out what your systems are costing you before you decide what to do about them.
The low-risk first step. Three weeks, a written report, and a clear recommendation you can act on with us or without us.
A discovery workshop, then a report you can use.
We spend time with your leadership and with the people who do the work, then write it up: current state, future-state requirements, the gaps, and a recommendation on whether to fix, add to or replace what you have.
The report follows the same structure every time, so it is easy to share with your board, your accountants or a vendor:
- Executive summary
- Current state
- Future state
- Recommendations
- What a successful project needs
- Stages and timeline
Three weeks from first workshop to recommendation.
- Day 1–2
On-site workshops
Sales, operations, finance and reporting. We talk to leadership and to the people who do the work, because they rarely describe the same business.
- Week 2
Current and future state
A written account of how the business runs today, what it needs to do next, and a requirements framework that captures the gap.
- Week 3
Recommendation and roadmap
Fix, add to or replace what you have, with the stages and timeline to get there. Presented to your leadership team.
A multi-site sales and service business.
The situation
A decade-old core system, a CRM that wasn't connected to it, and no reporting tool, so every report started in a spreadsheet.
What we did
Workshops across sales, operations and finance, then a written current and future state with a requirements framework.
What it recommended
Replace rather than patch, and take a defined set of requirements to the market through a managed RFI, which we then ran.
Not sure you need a review?
Thirty minutes on the phone will tell us both. No slides, and we'll say so if you don't.