INDEPENDENT ERP STRATEGY REVIEW
Optimise or replace? Decide on evidence.
Most businesses don't need a new ERP because the software is old. They need one because the business has outgrown it, or because it was never set up to work the way they do. Our ERP Strategy Review tells you which, before you spend money on demos.
What we review
The replacement reflex
When an ERP system starts frustrating its users, the natural instinct is to replace it. But is the software really the problem?
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Over time, businesses evolve. They grow, diversify and enter new markets, yet their ERP configuration often remains largely unchanged. Workarounds become established processes, valuable modules remain unused, and the people who originally implemented and understood the system have long since moved on. What looks like a failing ERP system may actually be a combination of outdated configuration, inefficient processes and a loss of internal system knowledge.
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Before investing tens of thousands in a replacement, perhaps it's worth asking whether you're getting the most out of what you already have.
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Sometimes, a few configuration changes, process improvements, refresher training and finally switching on that bank reconciliation module could be all it takes to plug the leaks and unlock significant efficiencies.
The outgrown business
Sometimes the system genuinely can't keep up: more entities, more sites, new sectors, new compliance requirements. Then optimising only delays the inevitable. The review tells you which situation you're in.
Business fit
How well the system supports the way you trade today and plan to trade in three years
Functional gaps
What the business needs that the system doesn't do, or doesn't do well
Process and workarounds
Spreadsheets, re-keying and manual controls sitting outside the system
Reporting and analytics
Whether the board gets numbers it trusts, on time
Integration
How the ERP connects with payroll, HCM, care, CRM and operational systems
Adoption
How well the system is used, and where training or configuration would close the gap
What you receive
A detailed Discovery DocumentÂ
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An On-site visit (a rare commodity nowadays)
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A detailed Discovery document
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A clear recommendation: optimise, extend, or replace
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A prioritised list of functional and process gaps
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Quick wins you can act on with your current system
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If replacement is right, a requirements starting point for System Selection
Investment
Fixed fee: £4,995 inc on-site visit
Launch offer: £3,995 for the first five clients to register.
Independent by design
We take no commission or referral fees from any vendor. If your current system can do the job, we will tell you – even though a selection project would be the bigger engagement.