Moves we plan
Most technology work at a mid-market company is a move from something it already runs. These are the five we see most. Each starts the same way: a free 45-minute working session that ends in a one-page plan of the move.
Get your move planOutgrown Tally
Books in Tally, operations in Excel and the two never agree. Choosing an ERP, then moving the masters, balances and spreadsheet processes without losing a month end.
Changing CRM
Switching CRMs or moving off spreadsheets. Agreeing what a qualified lead means first, so the new system does not inherit the old arguments.
A stalled move
Two systems running, the move half finished and nobody trusting either number. Getting it finished and the old system switched off.
Data for AI
The AI use cases are chosen, and the data they need is spread across systems that do not talk. Getting it ready before anything is built.
Replatforming your store
Moving to a new platform without losing orders, customer accounts, search rankings or the feeds to the warehouse and marketplaces.
Choosing the system comes first
If you have not yet chosen what you are moving to, start with ERP selection, CRM and revenue operations or commerce platform selection. We lead the move on your side either way, and we are paid only by you.