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Independent advice before you commit to a platform.

Choosing an ERP or CRM is a five-to-ten-year decision. We help you define what the business actually needs, compare Microsoft Dynamics 365, Zoho and Odoo against it, and build a realistic budget and roadmap before you sign anything.

What’s covered

What an advisory engagement gives you.

Requirements that reflect reality

Interviews with department heads to capture how work is done today, where it breaks and what has to change.

Platform comparison

A side-by-side view of how Dynamics 365, Zoho and Odoo handle your key processes, with the trade-offs spelled out.

Licence and cost model

Licences by role, implementation effort and running costs over three to five years, so the budget holds.

Roadmap and phasing

What goes live first, what follows, and which decisions must be made before the project starts.

Proposal review

If you already have proposals on the table, we review scope, assumptions and gaps.

Board-ready summary

A short recommendation your management team can act on.

How we deliver it

Four steps to a decision you can defend.

01

Listen

Meet the people who run finance, sales and operations, and map the current systems.

02

Define

Agree priorities, must-haves and constraints such as budget, timeline and compliance.

03

Compare

Score the platforms against your requirements and demo the riskiest processes.

04

Recommend

Present a clear recommendation, budget and roadmap, and answer the hard questions.

Questions

What clients ask before they start.

No single one. We implement Microsoft Dynamics 365, Zoho and Odoo, so the recommendation follows your requirements and budget. If a platform is clearly the wrong fit, we will say so.

Most advisory engagements run two to four weeks, depending on the number of departments and entities involved.

Yes. You own the output and can use it with any partner. Many clients go on to implement with us, and the work carries straight into the project.

Yes. We regularly review scopes from other partners and point out missing work, unrealistic timelines and licence assumptions.