No fluff, no vendor pitches — just what we've learned from being in the trenches of implementations, upgrades, and reporting builds. Written by the consultants who do the work, for the people who have to live with the results.
It's rarely the software. In our experience, the same three or four decisions — master data ownership, sign-off authority, and how much customization is "in scope" — get deferred until they become blockers. We walk through where the slippage actually comes from and how to flush those decisions out early.
A technically correct dashboard that nobody opens after week two has failed, no matter how clean the DAX is. We cover the handful of layout and framing choices that separate a report people check every morning from one that quietly gets ignored.
The chart of accounts usually migrates fine. It's the twelve years of workarounds built around GP's quirks — the macros, the side spreadsheets, the "just how we've always done it" steps — that cause the real friction. Here's what to inventory before you commit to a cutover date.
A fixed-price quote is only as good as the scope document underneath it. We explain what a well-written statement of work protects you from, and just as importantly, which categories of work — integrations, data cleansing, change management — tend to sit outside it by default.
This decision gets made once, early, and then quietly shapes everything downstream — refresh schedules, model complexity, even how fast your visuals feel. We break down the trade-offs in plain terms so you can pick deliberately instead of defaulting to whatever the last report used.
When a go-live goes sideways, the instinct is often to scrap the build and start over. In most of the rescue engagements we've run, the foundation was salvageable — the real problem was scope creep and unclear ownership. Here's how to tell which situation you're actually in.
Nine times out of ten it isn't a refresh problem — it's ERP, CRM, and marketing data each using a slightly different definition of "customer" or "revenue." We walk through what it takes to build one semantic layer underneath your reports so finance and sales are finally arguing about strategy, not whose number is right.
Engagement metrics and pipeline metrics usually move independently because nothing connects the two — the data sits in separate tools with no shared record of a prospect. We look at what it actually takes to trace a visit or a social interaction through to a qualified opportunity in your CRM.
Order details keyed in twice, prices that drift between systems, a spreadsheet that's "just until we get around to it" — these are usually integration gaps, not staffing problems. Here's how we help clients decide which manual handoffs are actually worth automating first.
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