Engagements

Get your next move right before you spend more.

Before you buy more licenses, launch another pilot or overhaul your CRM, get a clear view of what would help. Choose a starting point below. We’ll shape the work and team around your business.

Choose your starting point

Four ways to put your technology to better use.

Start with a review or one workflow pilot, then decide whether further work is worthwhile.

Microsoft 365 & Copilot Reality Check

Get your plan right before you spend more money.

Before you buy more licenses, launch another pilot or roll out new features, make sure you’re solving the right problems. We’ll review your current setup, identify gaps and build a practical plan for the next 90 days.

What you get

A review of priorities, adoption and governance
Gaps and risks that need attention
Recommendations for investment and ownership
A 90-day action plan and executive briefing

Get the Reality Check

AI Quick Win Pilot

Find out where AI could save your team time.

Don’t start with AI everywhere. Start with one workflow where an improvement would matter. We’ll test AI against the current process, measure the results and determine whether it’s worth expanding.

What you get

One workflow and an agreed measure of success
A prototype tested on representative, approved information
Results covering value, review effort and running costs
A recommendation to expand, adjust or stop

Launch a Pilot

Change Intelligence Briefing

Too many Microsoft changes. Not enough time to work out what matters.

Through Microsoft 365 Change Radar, we review upcoming changes, explain their business impact and identify the decisions your team needs to make. You get a clear briefing and prioritized actions, not another list of announcements.

What you get

A monthly briefing on relevant Microsoft 365 changes
Risks, opportunities and decisions for your environment
Prioritized technical, security and communication actions
Named reviewers and follow-up on outstanding work

See Change Radar

Revenue Operations Review

Your CRM should help you close business, not create more administration.

We’ll review your Dynamics 365 data, pipeline reviews, follow-up and reporting to find what’s slowing the sales process. You get recommendations for clearer information, more useful reviews and consistent next steps.

What you get

A review of CRM data and opportunity health
Follow-up and workflow gaps that need attention
Recommendations for reporting and management reviews
Prioritized actions with clear ownership

Review My CRM

We’ll agree the scope, timing and fee before work begins. We bring in additional expertise when the job needs it.

Ongoing management and advisory

The review is the starting point, not the finish line.

A review can show what needs to change. Our ongoing services help you follow through, with visibility into platform changes, pipeline risks and unresolved decisions. We agree responsibilities, coordinate reviews and track progress so important work keeps moving.

Microsoft 365 Change Intelligence

Turn Microsoft’s constant stream of updates into clear business decisions.

We monitor upcoming changes, explain their business impact, bring the right reviewers together and track decisions through the technical, security, compliance and adoption work.

Discuss Change Intelligence

Sales Operations Command Center

Find pipeline risk early and improve sales execution.

Identify stalled opportunities, missing next steps and follow-up gaps using approved Dynamics 365 and collaboration data. Give sales leaders a clearer view of pipeline risk and where action is needed.

Discuss the Command Center

Let’s talk

Which part of your business needs attention?

Tell us what you’re planning or what’s getting in the way. We’ll help you choose a useful starting point.

Find the right engagement