01 / Assessments
Typical activities
Executive and technical assessments · Discovery workshops · Opportunity identification · Solution planning
Typical outcomes
Clear priorities · Practical modernization roadmap · Reduced investment risk · Leadership alignment
02 / Solution design
Typical activities
Business process analysis · Repository and workflow design · Metadata strategy · Security architecture · Integration planning
Typical outcomes
Lower implementation risk · Better user adoption · Scalable architecture · Faster deployment
03 / Implementation
Typical activities
AI enablement · Custom development · Integrations · Data migration · Configuration · Testing · Deployment
Typical outcomes
Working solutions · Better adoption · Reliable integrations · A smoother path to go-live
04 / Optimization
Typical activities
Performance tuning · Workflow and repository review · Security reviews · Upgrade planning · AI opportunity review
Typical outcomes
Improved performance · Stronger security · Higher adoption · More value from existing investments
05 / Managed services & support
Typical activities
Help desk · Administration · Monitoring · Enhancements · User support · Managed services · Training
Typical outcomes
Responsive support · Confident users · Healthier systems · Continuous improvement over time
06 / ERP System Selection
Selection approach
Define requirements · Document current and future processes · Build an ERP selection strategy · Manage RFPs · Evaluate vendor responses · Facilitate demonstrations · Compare functionality, implementation approach, and total cost of ownership
Business outcomes
Reduced selection risk · Stronger business and technology alignment · More informed executive decisions · Greater confidence in the selected platform · A stronger foundation for implementation success
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