Systems Diagnostic.
A structured review of your ERP, CRM, and financial systems — where the data breaks down, where manual work is filling the gaps between them, and what to fix first.
Deliverables include a written systems assessment, integration gap analysis, automation opportunities, and a prioritized implementation roadmap. Priced at $2,500–$4,000. Delivered in 1–2 weeks.
No pitch. Practical conversation. Roadmap-first.
Who It's For
Four situations that typically lead here.
Most engagements start with one of these recognizable scenarios. If any of them sound familiar, the diagnostic is the right starting point.
The ERP that never delivered
You implemented NetSuite or Business Central two years ago. The system is live. Teams are still running reports from spreadsheets and leadership still doesn't trust the numbers.
The fragmented stack
You have a CRM, an ERP, and an accounting tool. None of them talk to each other cleanly. Every month-end requires someone to manually reconcile what each system thinks happened.
The AI curiosity
Your leadership is asking about AI. Your vendors are pitching AI. Nobody inside the business can answer the question of whether your data and workflows are actually ready for it.
The outgrown business
You ran the business on QuickBooks and spreadsheets for years. Revenue has grown. The reporting has not. You know something has to change but you're not sure if you need a new system or just to fix what you have.
Scope
What the diagnostic covers.
The review covers your full business system stack — not just the ERP in isolation. Most problems live at the intersection of systems, not inside any single tool.
ERP
- Configuration against actual business workflows
- Adoption and workaround patterns
- Data quality and transaction integrity
- Month-end close efficiency
CRM
- Pipeline data reliability and record hygiene
- Sales and finance alignment
- Lead-to-revenue workflow coverage
- Integration with ERP and financial tools
Financial Management
- Reporting layer accuracy and trust
- Reconciliation burden and manual steps
- Dashboard and KPI visibility
- Connection to operational data sources
Integration & Automation
- Integration health — what's connected, fragile, or manual
- Data flow across systems
- Automation risk and brittleness assessment
- AI and automation readiness score
What You Receive
Five clear deliverables.
Every diagnostic produces the same core outputs — written, specific, and actionable whether or not you engage further.
Written Systems Assessment
A clear-language review of how your ERP, CRM, and financial systems are functioning — and where they aren't.
Reporting Reliability Review
An honest evaluation of whether your reporting layer can be trusted for decisions — and what's creating the gaps.
Process Gap Inventory
A documented inventory of manual workarounds, spreadsheet dependencies, and process gaps across all systems.
Automation Readiness Score
A clear-eyed assessment of where your business stands on AI and automation readiness — and what needs to change first.
Prioritized 90-Day Roadmap
A sequenced action plan with specific recommendations. Actionable whether or not you engage further.
Why Start Here
Most projects fail for a reason you can fix before you start.
Most ERP projects fail because the operating model was never fixed. Most automation projects create fragility because the data layer was never clean. Most AI projects produce nothing because the business isn't operationally ready.
The diagnostic identifies exactly where those problems are before any implementation work begins — so when work does start, it starts with the right scope, in the right sequence, with the right expectations.
You don't need to know what's wrong before you book the diagnostic. That's what the diagnostic is for.
Intake conversation
30-minute call to understand your current systems, team structure, and primary pain points. No prep work required.
Systems review
Structured review of your ERP, CRM, FMS, and integration layer using a defined assessment framework.
Roadmap delivery
Written assessment with a prioritized 90-day roadmap. Delivered as a document you can act on independently.
Ready to see where your systems actually stand?
Book a Systems Diagnostic. No retainer commitment. No sales pitch. A practical starting point with a clear deliverable.