SERVICE 08 — DIGITAL TRANSFORMATION

Modernise without betting the business.

A staged, instrumented program for established businesses moving from legacy systems to a modern AI-and-data-driven operating stack — without freezing the business while you do it.

Built for the teams who can't wait for results.

This engagement is for operators who already know they have a problem worth solving — and want a senior team to ship the fix in weeks.

  • Mid-sized businesses ($10–500M) running on legacy ERP/CRM/spreadsheets.
  • Family businesses entering second-generation leadership and looking to professionalise.
  • Enterprises post-acquisition needing to harmonise the stack of an acquired company.

Deliverables

  • Diagnostic report and quantified change agenda.
  • Costed multi-year transformation roadmap.
  • Working modernised core systems (CRM/ERP/data/AI).
  • Trained operators with documented playbooks.
  • Steering committee cadence and reporting.

A focused engagement.

Six things we ship inside this track. Some clients use a subset; most use all.

01

Diagnostic

Three weeks of interviews, system audits, financial impact mapping. We hand you the change agenda.

02

Roadmap

Costed, dated transformation roadmap with milestones, dependencies and risk register.

03

Quick-wins program

Three high-leverage automations or AI integrations live in 60 days — to fund the rest of the transformation.

04

Core systems

CRM/ERP modernisation, data layer, customer tracking, identity. Sequenced to minimise disruption.

05

AI integration

AI added where it earns its keep — not because it's on a slide.

06

Change & training

We embed with your operators, train your team, leave behind documented playbooks.

How a typical engagement runs.

Async-first. Senior-only. Weekly demos.

01

Diagnose

Three-week diagnostic. Every system mapped, every pain point quantified.

02

Plan

Roadmap delivered. Quick-wins agreed. Steering committee formed.

03

Execute

6–18 month execution in agreed phases. Monthly steering committee with the CEO.

04

Operate

Hand-over to your in-house team. We stay on a light retainer for two quarters.

Numbers our clients care about.

18mo
Typical full program
3.2x
Avg. modelled ROI
60days
Time to first quick-win
12+
Programs delivered

Pair it with another track.

Most clients combine two or three of these. We'll recommend the right combination on the first call.

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Data Analytics

The reporting backbone of any transformation.

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Common questions.

Five things people ask before signing.

Are you a Big Four alternative?+

Sort of. We give you the strategy and the build, with a smaller team and 30–50% lower cost. The trade-off: we don't pretend to be a global firm.

Will the business stop while we transform?+

No. Our staging is explicit about minimising operational risk. We pilot in one region/team before rolling out.

Do you bring in third-party software?+

We're vendor-agnostic. We'll recommend Salesforce/SAP/Microsoft if that's the right answer; custom if not.

How is it priced?+

Diagnostic $35k. Execution priced per phase, typically $80k–$400k each.

How long until we feel results?+

First quick-wins live within 60 days. Mid-program, you should see operational metrics moving by month 4–6.

Ready to ship?

Tell us what you're trying to do. We'll send a proposal within two business days.