What we do

We use our extensive experience to rescue CRM and other software projects before they fail.

Our unique skillset allows us to identify issues, get in front of your change management headaches, and capitalise on your investment. Over many years of work in CRM projects at all levels - governance, project management, development, design, and training - we have seen much success and, unfortunately, much pain.

By bringing these lessons to your project we will help avoid the pain and make sure that your project is successful.

🗂️ Internal project governance

We will help you build your internal team and equip them for a successful project. If you're lucky this is the only time you've done a project like this, so you need to be honest with yourself about what is needed.

👍 External vendor selection

Finding a suitable software partner is not easy. There's a lot of slick sales talk, fast moving product demonstrations, and "she'll be right" discussions. We'll equip you with the right questions to ask to build a solid relationship with a vendor built on mutual trust.

✅ Project management

We can work with your internal and vendor teams to successfully manage a project through to completion.

💼 Business cases

If you need help building a business case and communicating it with your senior stakeholders (C-level, board, or otherwise) then we have resources ready to go to streamline this process. We can help identify areas for high-ROI and ensure focus isn't placed on low-value projects.

😁 User adoption and engagement

Your users need to start using your new system at sometime, and if they aren't comfortable it'll be a disaster. We'll help get them excited in advance, make sure they've had the right training, show them where to get help, and then be there for hypercare during the first delicate days of go-live.

🧢 Coaching you on sponsorship

Above all we want you to be able to do everything above yourself: successfully and with confidence. If you're up for it, we'll coach you and your team to do these tasks instead of picking up the work ourselves.