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    • Home
    • What We Do
      • Business Consulting
      • Business Applications
      • Business Intelligence
      • Bookkeeping
      • Fractional Controller
      • Fractional CFO
      • M&A Advisory
    • Our Process
    • Resources
      • Blogs & Posts
      • Videos
      • Guide to BI
      • Microsoft Whitepaper
    • 50 Hour Assessment
  • Home
  • What We Do
    • Business Consulting
    • Business Applications
    • Business Intelligence
    • Bookkeeping
    • Fractional Controller
    • Fractional CFO
    • M&A Advisory
  • Our Process
  • Resources
    • Blogs & Posts
    • Videos
    • Guide to BI
    • Microsoft Whitepaper
  • 50 Hour Assessment

Our process

Big Enterprise Experience

We get it, change is hard. And when it comes to changing business processes or supporting software, it can be overwhelming. But our years of big enterprise experience has taught us that the key to every project comes down to three things:


  • Understand the vision and desired outcomes up front
  • Expect and manage issues... they will happen
  • Communicate with stakeholders all along the way


We staff every project with professionals who understand what it takes to see a project through to a successful conclusion.

Learn how to reinvent business productivity.

Read the white paper

Four simple steps

Step 1: Discover

Step 1: Discover

Step 1: Discover

When things aren’t working right in an organization, sometimes it’s obvious, but most times it’s not. 


We start every engagement with a discovery phase that helps to identify where the trouble lies. 


Our goal is to partner with your team to understand your business systems and processes, your vision for the future, and how we can help you r

When things aren’t working right in an organization, sometimes it’s obvious, but most times it’s not. 


We start every engagement with a discovery phase that helps to identify where the trouble lies. 


Our goal is to partner with your team to understand your business systems and processes, your vision for the future, and how we can help you realize that vision. And, if we think we’re not the right fit for you, we’ll tell you.

Step 2: Define

Step 1: Discover

Step 1: Discover

Our consultants will use what was learned in the Discover step to outline a path forward to solve your unique challenges. 


We will recommend changes only where needed and offer solutions that will better support your business. This could be as simple as tweaking a business process, making better use of your existing systems, or moving to a

Our consultants will use what was learned in the Discover step to outline a path forward to solve your unique challenges. 


We will recommend changes only where needed and offer solutions that will better support your business. This could be as simple as tweaking a business process, making better use of your existing systems, or moving to a full ERP platform. 


The goal here is to provide the roadmap to reach the vision. Should you decide to work with us, your project will be scoped for cost and duration so that there are no surprises.

Step 3: Develop

Step 1: Discover

Step 3: Develop

This is where we roll up our sleeves and implement the solutions that turn the roadmap into reality. 


Those solutions might include the creation of process maps to document your workflows, implementing back-office applications to support accounting, CRM, and customer experience applications, or building a robust reporting and analytics pla

This is where we roll up our sleeves and implement the solutions that turn the roadmap into reality. 


Those solutions might include the creation of process maps to document your workflows, implementing back-office applications to support accounting, CRM, and customer experience applications, or building a robust reporting and analytics platform that allows you to tie together disparate systems and data. 


You will be assigned a project manager that will work to keep your project on time and on budget.

Step 4: Deliver

Step 1: Discover

Step 3: Develop

It’s time to set you up for success! 


Your users will be trained, applications are tested, and data is validated to ensure that the desired outcomes are achieved. 


For continued support, you’ll be connected with a dedicated support team and provided with online documentation. 


And as new challenges arise as your business grows, our team will be with you every step of the way.

Learn about our 50 Hour Assessment and how it can help kick-start your journey.

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