An independent, evidence-based review of your ERP, CRM, data and integrations — read as one operating environment.
Your business is already digital. The real question is whether your systems work as one. This review reads your ERP, CRM, data and integrations as a single operating environment — and tells you what to retain, simplify, integrate, replace, or fix before you automate. No software pitch, no outcome we haven't scoped: an evidence-based basis for your next decision.
The engagement starts after a first exchange that frames your needs.
Fit
Who this is for
SMEs and mid-market organisations across Denmark, Sweden, Finland, the Netherlands and Ireland — and Nordic subsidiaries of international groups — that are planning an ERP or CRM change, consolidating a fragmented application landscape, integrating an acquisition, expanding cross-border, fixing poor CRM adoption, or preparing automation and AI. It suits management that wants an independent, evidence-based reading before committing budget or a vendor. It doesn't replace a full transformation blueprint: it's a first, priced, remote step to objectify the situation and prepare the decision.
Deliverables
What you receive
Each item is produced remotely, from what you share and our exchanges. These are decision markers — not outcome guarantees, nor the costing of a project we haven't scoped with you.
Current-state operating map
Your key processes, the applications behind them, data flows and friction points — as they actually run, not as documented.
Application & integration read
Overlaps, gaps, hidden dependencies, redundant subscriptions and vendor lock-in exposure. Independent: no publisher pushed, no commission.
Data reliability check
Which core business data is owned, consistent and trustworthy — and which isn't. You shouldn't automate a process on data you don't trust.
Cost, risk & resilience reading
The main cost areas, operational and supplier-dependency risks, and business-system implications of access, backups and continuity. Points to investigate — not a closed budget.
AI & automation readiness
Where automation or AI could create measurable value, and where it can't yet — assessed against your actual use case, not a generic compliance label.
Written findings & discussion
A synthesis document delivered at the end, walked through together in a video call so your team can own it.
How it works
A simple, fully remote sequence
1Scoping & documents. After your request, we agree the scope and you share what's available (diagrams, contracts, screenshots, notes). Nothing exhaustive to prepare — we work with what exists.
2Interview(s) by video call. One or two exchanges to understand your processes, irritants and objectives. Number and length adapted to the situation.
3Closing session. We deliver the synthesis and walk through it together. The schedule is set with you at order, subject to mutual availability.
Working language: English. Local-language participation can be arranged with your teams or specialist partners where needed. Fully remote by design.
Included scope: up to seven main documents, three 60-minute interviews, one primary functional scope, a 75-minute closing session, and a seven working-day email clarification period. Beyond that, the engagement is extended by written amendment or requalified to a higher service level.
Preview
What the deliverable looks like
You receive a structured document of around four pages, delivered at the end of the engagement and walked through together by video call. The previews below show its structure and level of detail.
Engagement contextMethod & traceable findingsRisk & AI readinessPrioritised recommendations
Representative anonymised sample. The actual deliverable is tailored to your context. Download the full PDF.
The documents are yours: use and reuse them internally, including with your own providers. Tailored to your context, never resold to third parties.
Clarification support
After the closing session, you can come back by email to clarify a point, for a short agreed period. Beyond that, the work continues within an engagement.
What this is not
Not an outcome guarantee, not an exhaustive technical audit, not a penetration test, and not vendor selection on your behalf. Local legal, tax and cybersecurity advice remains with qualified national specialists. Where relevant, NIS2 obligations and EU AI Act timelines are considered against your specific case and verified with the competent national authorities.
FAQ
Questions you're likely to ask
Yes. Interviews by video, secure document review, closing session by call. Targeted on-site observation only if you specifically ask.
Nothing exhaustive. Whatever exists: a system list, a few process descriptions, sample data or reports.
No. This is evidence-based decision support, not a results commitment.
The engagement is broader for Northern European operations: it explicitly covers interoperability, vendor lock-in and AI-readiness, reflecting the region's connected digital environment.
Yes — typically an ERP/CRM Readiness Review, building on the findings here.
After a first exchange, we agree the scope and terms. Payment is made by invoice before the engagement starts. Card payment online will be available shortly; in the meantime, a short email opens the conversation. Prices are shown excl. VAT; for EU B2B clients, reverse-charge VAT applies.
Next step
Request this engagement
€1,500excl. VAT
Leave us your work email: we'll come back to scope the engagement and agree the terms.
Other engagements
Where to go next
Available
Remote Decision Review
If your need comes down to a single defined decision — approve this proposal, choose between two options, sign or renegotiate — the decision review is the entry point: shorter, less committing, fully remote.
If the Assessment shows unreliable data or costly reporting, this review connects decisions, data, indicators and processes — the prerequisite to any ERP, BI or automation project.
