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Translate business needs into the right applications.
A map of your systems and workflows, a comparison of costs and risks, and a recommendation on what to keep, connect or replace.
See how we work- Business needsWorkflows · users · controls
- ImproveUse existing capability
- ConnectJoin systems and data
- ReplaceChoose a better fit
Find the source of the friction.
A system problem may start with the platform, the process, the data or the way people use it. We work across business lines and internal functions to understand the underlying needs before recommending an application, integration or change programme.
When this helps
Your systems create friction, a major renewal is approaching, or the business is considering a new platform.
What we cover.
- Business fit
- Workflows, user needs and the capabilities the business actually uses.
- Systems and data
- Integrations, shared data, reporting and avoidable duplication.
- Options and suppliers
- Improve, connect or replace; build versus buy; supplier evaluation.
- Change implications
- Cost, migration, operating responsibilities and adoption.
Understand the work
before choosing the application.
Understand the business need
Speak with the people doing and managing the work. Map important workflows, hand-offs, controls and reporting needs across functions.
Stage outcomeA shared view of requirements and current friction.
Review systems and data
Assess the capabilities already available, integrations, data ownership and adoption. Identify where configuration, process changes or better connections could help.
Stage outcomeA current-state view and the gaps that matter.
Compare practical options
Test improving, connecting or replacing systems against the agreed needs. Consider suppliers, build versus buy, total cost, implementation effort and operating responsibilities.
Stage outcomeAn options assessment with a reasoned recommendation.
Plan the change
Sequence delivery around dependencies, migration and business readiness. Define how users will validate the solution and how adoption will be supported.
Stage outcomeA phased plan with acceptance criteria and owners.
Evidence for the software decision.
- Current-state assessment
- Options and recommendation
- Phased improvement plan
We can review one platform or the wider landscape, independently of the implementation supplier.
Before replacing a platform.
A CRM renewal is approaching, and management needs to decide whether to reinvest or switch.
An example of the approach, rather than a client case study.
The decision
Would a new CRM address the problem, or would inconsistent records and unclear workflows follow the business into the replacement?
What changes
The recommendation separates software limitations from data and process issues, so management can see which improvements require a purchase and which do not.
Will a platform review always recommend new software?
No. The recommendation may be to improve the existing application, change a workflow or connect systems more effectively. Replacement is one option, assessed against business value, cost and the disruption of change.
How engagements workLet’s put a practical plan around it.
Bring one technology challenge to a 30-minute call. We’ll discuss the decision, what you already know and a practical next step. Scope and fees are agreed before paid work begins.