Limited Spots Available – Only 5 Clients Per Month

We limit this engagement to 5 clients per month to ensure each organization receives dedicated, high-quality strategic support. Given the depth of discovery, quick wins implementation, and transformation planning, this capacity allows us to focus on maximizing value and delivering tailored, high-impact recommendations for each business.

Here’s what I’m offering with the Unified Systems Discovery & Transformation Roadmap in Feb 2025:

The outcome is simple: To identify and eliminate system inefficiencies and optimize your core business applications—including Finance & Operations (ERP), People (HCM), Customer (CRM), and IT platforms—along with integrations, and build a scalable transformation roadmap in just 21 days, without wasting any more money on under-utilised technology or struggling with disconnected systems.

I’m personally selecting a group of mid-sized companies ($10M-$100M in revenue, 50-500 employees) to help them achieve this goal through a structured, results-driven approach.

How do we do it?

Through a combination of independent advisory, structured assessments, and expert-led planning—ensuring you get unbiased recommendations that maximize the value of your IT investments. Here’s how it breaks down:

Phase 1: Quick Wins & Immediate Optimization (First 7 Days)

The first step is to identify existing inefficiencies and unlock immediate improvements:

• Map out your current ERP, HCM, CRM, and IT platforms to pinpoint gaps in system utilization and integration.
• Identify underutilized system capabilities that can be leveraged to save costs and improve operational efficiency immediately.
• Provide a Quick Wins Report with actionable, low-effort improvements that deliver instant value and cost savings.

Phase 2: In-Depth Discovery & Analysis (Day 8-14)

A deep dive into your business processes, technology landscape, and data flow to uncover gaps and inefficiencies:

• Conduct a detailed system and process audit to assess functional, operational, and integration challenges.
• Identify bottlenecks and redundancies impacting productivity, reporting, and decision-making.
• Align business goals with existing IT investments to determine where improvements or replacements are needed.
• Capture user and stakeholder insights to address pain points and adoption concerns.