ERP / CRM

ERP and CRM rollouts rarely stall because the software doesn’t work. They stall because change management, data migration trust, and honest scoping got less attention than the technical configuration — and by the time that’s visible, the project is already off track.

What’s included

Requirements gathering that maps your actual workflows before configuration starts, rather than forcing your process to fit the software’s defaults and calling the mismatch a “training issue” later. Data migration validated against what your own team knows to be operationally true, not just checked for technical integrity — because the first wrong number a long-tenured employee spots is often what undoes trust in the whole system. Role-based training that covers real judgment calls and edge cases, continuing past go-live rather than stopping the week before it. Integration with the other systems ERP and CRM need to talk to, so data doesn’t end up re-entered by hand between them. And a change-management plan with a named owner and visible executive sponsorship that continues after launch, not just during kickoff.

When to bring us in

The earlier we’re involved — ideally before a vendor or platform is locked in — the more the implementation plan can be built around your actual workflows instead of retrofitted to them afterward.