Software Selection
We run the entire vendor evaluation process so you can make a confident, data-backed decision without getting lost in sales pitches.
Starting with a Digital Operations Assessment informs your requirements and software evaluation priorities. It ensures you're solving the right problems before selecting tools.
Learn about Digital Operations AssessmentRequirements Confirmation
We take the requirements documented during the Digital Operations Assessment (or build them from scratch if there was no assessment), validate must-have vs. nice-to-have weighting with your evaluation team, and finalize the vendor shortlist.
Vendor Demos & Evaluation
We coordinate and facilitate all vendor demos, keeping each session focused on your actual workflows rather than a generic product tour. We independently score every vendor against the confirmed requirements and document strengths, gaps, and open questions.
Recommendation & Decision
We deliver a written recommendation backed by the scorecard and demo analysis, present it to the decision-makers, and facilitate the final discussion. If needed, we provide advisory support during vendor contracting and negotiation.
Project Management
Weekly status meetings, information request tracking, and status reports throughout the engagement.
Software Implementation
Once a vendor is selected, we act as your advocate and project manager during the vendor-led implementation. The vendor handles hands-on configuration — we bring structure, accountability, and independent judgment to make sure they deliver.
Planning & Kickoff
We develop the implementation plan, define success criteria, establish the communication cadence, and coordinate kickoff with the vendor's implementation team.
Process Configuration Oversight
We review and validate the vendor's configuration of each business process — chart of accounts, workflows, approval chains — to make sure it matches what was agreed during selection. The vendor does the hands-on configuration; we hold them accountable.
Integration Coordination
We manage integration planning, document requirements for each connection point, coordinate testing between the vendor and any third-party systems, and validate that data flows correctly.
Data Migration
For smaller, non-accounting datasets (under 40,000 records), we can handle the migration directly. For accounting data or larger datasets, the vendor performs the migration while we develop the migration plan, define validation criteria, and ensure a successful load through strong project management oversight.
Stabilization & Go-Live
We manage user acceptance testing coordination, go-live readiness checks, and post-go-live stabilization. During stabilization, we monitor for issues, sort out bugs from training gaps, and ensure the vendor resolves open items before the engagement closes out.
Overview
The enterprise software landscape is crowded and every vendor promises to solve your problems. A six- or seven-figure decision shouldn't come down to who gave the best demo. We run the entire evaluation so you make a confident, data-backed choice you can defend to your board — then act as your advocate and project manager through the vendor-led implementation, keeping the project on track and the vendor on the hook.
Across both phases, the constant is independent judgment. You get a disciplined, documented process instead of vendor promises — and the vendor is held to exactly what they committed to deliver.
We plan around how your business actually runs — seasonal cycles, distributed teams, and the need to keep operating while you change systems — and build in contingency for the surprises that every implementation produces.
Ideal For
- Companies overwhelmed by software options and vendor pitches
- Organizations deploying new business systems across operations, finance, or field management
- Businesses replacing legacy systems with modern alternatives
- Teams standardizing on a single platform across multiple locations
- Private equity platforms rolling out standardized technology to portfolio companies
What's Included
Requirements validation and vendor shortlist development
Independent vendor scoring and evaluation
Written recommendation with scorecard analysis
Contract negotiation advisory support
Implementation planning and kickoff coordination
Vendor configuration oversight and accountability
Integration requirements and testing coordination
Data migration planning and validation
User acceptance testing coordination
Go-live readiness and post-go-live stabilization
Expected Outcomes
Confident software decisions backed by independent evaluation
Vendor-led implementations that stay on track and on budget
Smooth go-lives with clear accountability for issue resolution