Recommended path
Most teams start with fitment, then shortlist, then partner selection. Oversight is optional.
1
Fitment
Capture workflows, integrations, constraints. Turn reality into requirements.
You're here — start with fitment.
2
Shortlist + Evaluation Pack
Get 3–5 best-fit options with trade-offs, demo script, and scorecard.
3
Partner Match
Get introductions aligned to platform, scope, industry, and timeline.
4
Independent Oversight (Optional)
Reduce delivery risk with checkpoints, QA gates, and go-live readiness.
What this service is
- •A structured discovery focused on how your business actually runs.
- •We capture processes, approvals, reporting KPIs, data rules, and integration needs.
- •Output is a clear fitment document that becomes the base for shortlisting and demos.
What you get
- Workflow map (sales + service + operations)
- Reporting/KPI list (must-have dashboards)
- Integration map (systems + data flow)
- Data rules (ownership, required fields, quality checks)
- Constraints (budget, timeline, internal capacity)
- Fitment summary (what matters most, what to avoid)
Best for
- Teams selecting their first CRM/ERP
- Teams re-implementing after adoption issues
- Businesses where ERP/accounting touchpoints matter
How it works
- 1Quick intake (Wizard + short call)
- 2Workflow + integration discovery
- 3Draft requirements snapshot
- 4Review + finalize priorities and constraints
- 5Ready-to-use document for shortlisting & demos
What we need from you
- •Current tools (CRM/ERP/spreadsheets) if any
- •Your process steps (high level is enough)
- •Integrations you must have
- •Key reports you need weekly/monthly
Typical timeline
Typically 3–7 days depending on complexity.
Frequently Asked Questions
Do we need to know technical details?
No. You explain your workflows and outcomes. We translate them into requirements.
Is this vendor-neutral?
Yes. Fitment is based on your needs and constraints, not sponsorships.