You funded the system.
Where's the visibility?
Most SMB founders reach a point 12–24 months after an ERP or CRM implementation where the system is technically live — but leadership still doesn't trust the numbers. The diagnostic identifies why and builds the roadmap to fix it.
Sound Familiar?
What founders tell us before the diagnostic.
You approved the ERP implementation 18 months ago — reporting is still manual
CRM pipeline numbers don't match what finance tells the board
Teams built workarounds instead of using the system you paid for
Vendors are pitching AI but nobody can answer whether the data is ready
Every new integration creates a new source of truth conflict
Month-end still requires someone to manually reconcile what happened
What Changes
What the engagement actually looks like.
Diagnose why the implementation didn't deliver the visibility you were promised
Map exactly where data breaks down between your ERP, CRM, and financial tools
Build a sequenced roadmap that prioritizes the fixes with the highest operational impact
Stay through execution — configuration, integration, and adoption
Assess AI and automation readiness — honestly, not as a sales pitch
Why This Is Different
Most ERP consultants configure modules. Most AI vendors pitch tools. Neither one understands your financial reporting needs or stays through execution. Blake works at the intersection of systems, finance, and practical AI — and stays through delivery.
Proof
10+ certifications across NetSuite, Business Central, Salesforce, AWS, Azure, Workato, Boomi, and Tableau. Direct implementation experience across ERP, CRM, and financial management systems for SMBs.
See case studies →Common questions from founders.
Do I need to replace my current ERP or CRM?
Usually not. Most founders assume they need a new system when the real problem is configuration, process design, or missing integrations. The diagnostic identifies whether you have the wrong system or the right system poorly configured — before any investment decision.
How is this different from the firm that implemented my system?
Implementation firms are incentivized to deploy and move on. This engagement starts with the question your implementer never answered: is the system actually serving the business? The diagnostic surfaces problems that go-live checklists don't cover.
What if I'm not sure what's broken — I just know it's not working?
That's exactly what the diagnostic is for. You don't need to arrive with a diagnosis. Most founders know something is off but can't pinpoint where the breakdown lives. The Systems Diagnostic maps it for you.
Start with clarity.
The Systems Diagnostic maps exactly where the gaps are — before any implementation begins. No retainer. No pitch. A practical starting point.