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Services

Software Review & Implementation

Evaluate, select, and implement off-the-shelf ERP, CRM and CMS platforms, with senior advice on what fits and what doesn't.

What this service is

Nobody wants to reinvent the wheel. Often the right answer is a platform that already exists — an ERP, a CRM, a CMS, project management, a system your industry already runs on. The hard part isn't the build; it's choosing the right one and then implementing it so it fits how you actually work.

Software Review is an independent evaluation of the options in front of you, followed by the implementation itself if you want us to run it. We're not a reseller, and we don't carry a vendor quota, so the recommendation is whatever the assessment supports — including "keep what you have" or "this one doesn't fit."

Where the group holds a partnership with a platform — our sister brand MyWebTeam implements BigCommerce and Cin7 — we tell you up front rather than let you find it. An assessment you can't check isn't worth paying for.


When you need this

This fits when:

  • You're weighing an ERP, CRM or CMS, and the vendor demos all look the same
  • An implementation partner has quoted a number, and you want a second opinion on the scope
  • The business has outgrown spreadsheets, but a custom build feels like overkill
  • An existing ERP, CRM or CMS was implemented badly, and nobody trusts the data in it
  • You need someone technical in the room who isn't selling the software

In our experience, the most expensive software decision isn't always the licence — it's discovering in month eight that the process everyone actually uses was never in scope.


What we do

Review

Map how the business actually runs today, what the current system does and doesn't do, and where the real cost is being paid.

Evaluate

Assess the realistic options — off-the-shelf, configured, or custom — against your process, integrations, and budget, without vendor bias.

Recommend

A written recommendation with the trade-offs made explicit, plus what it will genuinely take to implement.

Implement

If you want us to run it: configuration, data migration, integration to your existing systems, and support afterwards.


Build, buy, or fix what you have

Buy off-the-shelf

A mature platform fits most of your process and the gaps are worth living with. Cheapest path when it's true.

Buy and extend

The platform is right but the edges aren't. We configure it and build the integrations around it.

Build custom

Your process is the competitive advantage and no product fits it. The honest answer sometimes, not always.

Most engagements land in the middle. The point of the review is finding out which one you're in before the money is committed.


What this looks like in practice

Two recent engagements, both "buy" — and both needing different work around the platform once it was chosen.

Note

Why these clients aren't named. We publish engagements by sector, never by name — the discretion these clients get is the discretion you'd get. It's the same reason we're comfortable being told what isn't working in your business. Ask us in a conversation and we'll walk you through the relevant work in detail, including what we'd do differently.


Deliverables

  • Current-state review of your process and existing systems
  • Options assessment — off-the-shelf, extended, or custom, with trade-offs
  • Independent written recommendation — we don't resell the licences and carry no vendor quota
  • Integration and data migration considerations mapped before commitment
  • Realistic implementation scope, sequence, and effort
  • Optional: we run the implementation and support it afterwards

What you walk away with

  • A decision you can defend to the board, with the reasoning written down
  • Clarity on what the platform will and won't do before you sign
  • An implementation plan that accounts for your integrations, not just the licence


Where this work usually lands

Ready to hand this to a team that runs it?

Book a free, no-obligation review — we'll look at where you are now and what it takes to get this running reliably.