ERP Advisory & Strategy

The most expensive ERP mistakes happen before a single line of code is written. Choosing the wrong platform, underscoping an implementation, or ignoring integration requirements upfront leads to projects that run over budget and underdeliver. We help you make the right decisions early -- when changing course is cheap and the options are still open.

What We Deliver

• ERP roadmaps -- a phased plan that aligns your technology investments with business priorities, headcount growth, and compliance requirements over 12-36 months.
• Vendor evaluation -- objective comparison of NetSuite against alternatives (Sage, Microsoft Dynamics, Acumatica) based on your specific requirements, not generic feature matrices.
• AI readiness assessments -- practical evaluation of where AI fits into your NetSuite workflow today and what infrastructure you need to get there, including emerging MCP-based integrations for conversational ERP access.
• Integration architecture reviews -- mapping your current and planned system landscape to identify gaps, redundancies, and the integration patterns that will scale with your business.

Who This Is For

CFOs and operations leaders evaluating their first ERP, considering a platform migration, or looking to get more out of an existing NetSuite investment. We bring 15+ years of enterprise systems leadership across manufacturing, e-commerce, SaaS, and nonprofit -- so our recommendations come from real-world experience, not theoretical frameworks.

How It Works

Advisory engagements typically run 2-4 weeks and produce a concrete deliverable -- a roadmap document, vendor scorecard, or architecture diagram -- that your team can act on immediately. No ongoing retainer required unless you want one.