Technology problems aren't usually about the technology.
They're about a system that was never configured, integrated or adopted properly.
Systems are bought to solve a problem, but often end up creating new ones. Data that doesn't reconcile between systems, workarounds bolted on because the configuration never fully worked, and a stack that the business has outgrown.
We're not here to install software. Whether you need to choose a system, implement one properly, or fix what's already in place, we start with the process and the outcome you need, then build the system around it - selection, implementation, integration and optimisation.
The problems we solve
Outcome-led. Pre-built playbooks.
Every product is priced and scoped before any work begins. No surprises, no open-ended
engagement, no invoice that grows without warning.
Technology Diagnostic
A rapid assessment of your current technology stack: ERP, EPM, CRM, PSA and supporting tools. We review how each system is configured and used, interview the teams working in them, and benchmark against what a business your size typically needs, to work out whether to optimise what's in place or replace it.
You're inheriting a tech stack and want an independent view before deciding what to fix
You have lots of manual processes that you want to automate
You're paying for licences or support that don't seem to be earning their cost
You're considering a new system but need an independent view
You know a system isn't right, but not whether to fix it or replace it
Vendor Selection
Structured vendor selection for ERP, EPM, CRM, PSA or other core systems, defining requirements, shortlisting vendors, running the evaluation process, and building the business case needed to secure budget and sign-off.
You know a new system is needed, but not which one
Multiple vendors are in the running and you need an independent, structured evaluation
You need a business case that will get budget approved
Requirements haven't been properly defined before talking to vendors
System Implementation fast track
We run structured implementation programmes for ERP, EPM, CRM, PSA and other bolt on tools, plus AI. That means everything end to end: configuration, data migration, integration, testing and go live, using a methodology built from our own experience, so you get the automation benefits from day one.
A vendor has been selected and it's time to implement
You want a proven methodology, not a bespoke build
Previous implementations have gone over time or budget
You have lots of manual processes that you want to automate
You want a transformation partner and not a system integrator
AI Readiness Assessment
An assessment of whether your systems, data and processes can support AI and automation. covering data quality, system integration, and where manual work could realistically be removed. We identify what's blocking AI today (data, systems or process) and what fixes need to happen before AI can be reliably applied.
You want to use AI but don't know if your systems and data can support it
Previous AI or automation attempts have stalled because of data quality or integration issues
You need an independent view before investing in AI tools or licences
Leadership is asking about AI and you need a credible answer
You are unsure of use cases where AI would support your business
Our track record
Vendor Selection
A PE-backed company wanted to automate its finance processes but didn't know where to start. We ran a diagnostic, captured requirements, and identified 7 suitable vendors, shortlisting to 3 for an RFP, then selected the best fit, with criteria including requirements, financial stability, and experience.
System Implementation
A PE-backed company wanted an end-to-end business transformation to increase value ahead of a planned exit in 3 years. We transformed processes and implemented: Salesforce as CRM, NetSuite as ERP, OpenAir for PSA, ServiceNow for customer service, and Anaplan for reporting, integrated through Boomi.
System Implementation
A FTSE 100 company wanted a consolidation tool that worked across 100+ entities in their SAP landscape. We selected HFM, since it could support both group reporting and consolidation, saving 2 days in their month-end close and delivering a single version of the truth.
Where Technology Optimisation leads
Most technology work surfaces broader finance function or programme needs: a process that needs redesigning before a system can support it properly, or a transformation complex enough to need dedicated programme oversight.
Finance Transformation
If the diagnostic reveals the finance function itself needs redesigning before the technology can deliver
Programme Management
If the scale or complexity of the implementation requires structured programme governance to deliver it
Change Management
If the new system needs a structured adoption programme to make sure people actually use it
Most clients begin with one of the diagnostics
Three weeks, and you'll know exactly where the problems are and what to prioritise. It's the lowest-commitment way to start, and it gives you everything you need to decide what comes next.