From first call to
an adopted system.
No endless discovery phases. No 60-page strategy decks. A defined sequence from first call to confirmed adoption, with clear deliverables at every stage.
We hear what is
actually happening.
This is not a sales call. It is a diagnostic conversation. We ask direct questions about how your business runs, where things are breaking, and what you have already tried. Then we tell you honestly whether we think we can help. If we cannot, we will say so and point you in the right direction.
- You describe the situation in plain terms, no polished pitch required
- We ask about team size, workflows, tools, and where things break down
- We share whether we have seen this before and what has worked
- We give you an honest assessment of fit before either of us commits
- 30 minutes of your time. No prep required.
- Willingness to be direct about what is not working
- The decision-maker in the room, not a proxy
- An honest assessment of whether we are the right fit
- A sense of what the problem actually is, not just the symptoms
- Next steps if we decide to move forward
We map what is
actually happening.
Most businesses think they know where the problems are. Usually they are right about the symptoms and wrong about the cause. The audit exists to find the real source of friction, not just the most visible one. We follow the work, not the org chart.
- Interview team members who actually do the work, across every relevant role
- Map your current workflows end to end, including the informal ones
- Identify the handover points where work gets stuck, lost, or repeated
- Audit existing tools and documentation to understand what already exists
- Produce a clear picture of what needs to change and in what order
- Access to the people who actually do the work, not just leadership
- Honesty about what is broken, even if it is uncomfortable
- 3 to 5 hours across the two weeks for interviews and reviews
- Access to your current tools, SOPs, and workflows
- A written audit report with the real gaps, not just observations
- Prioritised recommendations with clear reasoning
- A scoped proposal for the design and build phase
We build it with you,
not for you.
This is where the actual work happens. Not a presentation about what could work. A working system your team can use on Monday. We design every process, configure every tool, and write every document with your team in the room, because a system built without buy-in does not last past the handover.
- Redesign the workflows identified in the audit, in priority order
- Configure tools, including ERPNext where relevant, to match your business model
- Write SOPs in plain language that your team can follow without asking anyone
- Build the accountability and handover structures that keep things moving
- Run working sessions with your team to test, refine, and pressure-test
- Regular working sessions, typically weekly or fortnightly
- Team members available for review and testing sessions
- Willingness to challenge what we build if something does not feel right
- Decision-making authority to approve the final system design
- Live, working systems your team is already using
- Full documentation of every process and workflow
- Configured tools with your data and team roles set up
- A team that has been through it, not just told about it
We stay until
it actually holds.
Most consultants disappear at handover. We do not. A system that goes live is not a system that works. Adoption takes longer than go-live, and the first two weeks are the most important. That is when edge cases appear, when old habits push back, and when the team needs the most support. We measure success by whether the system is still being used six months later, not whether it worked on launch day.
- Train every team member in their specific role within the new system
- Provide a two-week check-in period for questions, issues, and edge cases
- Document everything so the system can be maintained without us
- Offer optional ongoing advisory support for teams navigating growth
- Team participation in training sessions
- Feedback on what is working and what feels off
- Commitment to running the new system, not reverting to old habits
- A system that runs without us in the room
- A team that owns it, not just follows it
- Full documentation so new hires can get up to speed without anyone's help
- Optional ongoing advisory if you want a thinking partner through what comes next
This works when both sides show up.
We will not overpromise on outcomes and then blame the client when things do not land. But we also cannot build something that holds if the right conditions are not in place. Here is what we need from your side.
Every engagement runs entirely remotely. We have built this practice in a constrained environment, across time zones, without the luxury of being in the same room. That discipline is part of what we bring to every engagement.
We need to speak with the people who actually do the work. Not just leadership, and not a curated version of what is happening.
Engagements stall when approvals take weeks. We need someone with authority to make decisions available throughout the build.
We will challenge how things have always been done. If the team is not open to doing things differently, the new system will not hold.
This is not a one-off workshop. We need regular time with your team across the full engagement. Usually 3 to 5 hours per week.
Deliverables by service type.
Every engagement produces real, tangible outputs. Not slide decks. Not recommendations documents. Things your team can actually use.
- Written workflow audit with gap analysis
- Redesigned process flows with ownership at every stage
- Standard Operating Procedures in plain language
- Handover and accountability frameworks
- Team walkthrough session and adoption support
- Two-week post-launch check-in
- Tool audit and selection recommendation
- Fully configured ERPNext or chosen platform
- Data migrated and verified across departments
- Role-specific training for every team member
- Admin documentation so your team can manage it themselves
- 30 day post-launch support to fix what real usage reveals
- Monthly structured advisory sessions
- Async availability for time-sensitive decisions
- Quarterly operational health reviews
- Decision frameworks and org design support
- Written summaries after each session
- Honest feedback even when it is not what you want to hear
Transparent on what shapes the cost.
We do not publish fixed rates because every engagement is scoped differently. What we will tell you is what drives the cost, so you know what to expect before we talk numbers. We price on scope, not on hours billed.
Step one is a 30 minute conversation.
You have read exactly how this works. Now you know what to expect. The next step is simple. Book a call and we will tell you honestly whether we can help.