Business requirements
How sales, operations and finance should work, translated into what the system must do.
CRM & ERP implementation
Choose, implement or rescue CRM and ERP so people actually use them.
Business-led selection, implementation and rescue of CRM and ERP systems such as Salesforce, HubSpot and NetSuite: requirements that start from how the business should run, vendor and partner selection, program management, data migration and adoption.
WHEN COMPANIES CALL US
You may need this if…
- The business has outgrown its accounting software, spreadsheets or homegrown tools.
- A CRM exists but the sales team doesn't use it, so the pipeline is unreliable.
- An ERP project is over budget and behind schedule.
- Every report requires exporting data and rebuilding it in Excel.
WHAT YOU GET
Outputs your team keeps and uses.
Selection support
Vendor and implementation partner shortlists, demos scripted around your processes, and a total cost comparison.
Program management
Plan, budget, decisions, testing and go-live readiness managed on your side of the table.
Data migration plan
What data moves, how it's cleaned, and how it's checked before go-live.
Adoption plan
Training, role-based guides, usage tracking and the reports that make the system worth using.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–4
Requirements
Map processes, decide how they should work and write requirements.
- 2Weeks 4–10
Select
Run the vendor and partner selection and negotiate scope and price.
- 33–9 months
Implement and adopt
Manage the program, migration, testing, go-live and adoption.
QUESTIONS THIS ANSWERS
- Which system fits how we want to run the business?
- How do we choose an implementation partner we can trust?
- Why isn't our current system being used?
- What will it really cost, all in?
HOW WE MEASURE IT
- Active users and usage
- Go-live on time and on budget
- Manual reporting time
- Data quality after migration
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.WHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
We work on the business side of these implementations and can lead the program alongside a technical partner, or coordinate the full implementation depending on the depth required.
START A CONVERSATION