For business leaders who need the systems to catch up to the business.
Typically working with SMBs between $5M and $50M running NetSuite, Business Central, Salesforce, HubSpot, QuickBooks, or Zoho — often alongside spreadsheets filling the gaps between them.
By Role
What brings each buyer to this conversation.
CEOs and Founders
“You approved the implementation. You still don't have the visibility you were promised.”
Most founders reach this point 12–24 months after an ERP or CRM project that technically 'went live.' The system is running. Teams are still doing it manually anyway. Reporting is still unreliable. Leadership is still making decisions from the gut or from spreadsheets that might be right.
How the diagnostic helps
The Systems Diagnostic gives you an honest assessment of why the implementation didn't deliver — and a specific roadmap for what to fix to change that. No new system required.
Common triggers
- ERP has been live for over a year but reporting is still manual
- CRM data doesn't match what finance sees
- Teams are working around the system instead of through it
- You have been told AI will solve the problem
CFOs and Controllers
“Month-end is still a manual event. The data that shows up isn't always right.”
Finance leaders in SMBs often inherit systems that were configured for a different version of the business, or were never configured correctly to begin with. Closing the books requires pulling from multiple systems, checking for discrepancies, and reconciling manually — every single month.
How the diagnostic helps
The diagnostic focuses specifically on your reporting layer: what's driving the reconciliation burden, where the data breaks down between systems, and what a cleaner month-end actually requires. The output is a practical roadmap, not a generic best-practice list.
Common triggers
- Month-end close takes more than 10 business days
- Reporting requires manual adjustments before leadership will trust it
- ERP and FMS don't reconcile without intervention
- KPIs live in spreadsheets, not dashboards
COOs and Operations Leaders
“Your team has a workaround for everything. The systems don't reflect how work actually moves.”
Operations leaders often know exactly what's broken — they live in it every day. The issue is that fixing it means touching systems that other people own, changing workflows that are embedded in muscle memory, and making a case for investment in something that's hard to quantify. The diagnostic gives you a documented case and a sequenced plan.
How the diagnostic helps
The review maps your operational workflows against the system configuration and identifies where the gaps are creating manual work, delayed handoffs, or data that disappears between departments.
Common triggers
- Handoffs between teams still happen over email or Slack
- Operational data doesn't flow into financial reporting
- Multiple tools for the same workflow with no clean integration
- Automation attempts created new problems rather than solving old ones
By System
Common entry points by system context.
Most of the businesses that engage are already running one or more of these platforms. The diagnostic works with what you have.
Running NetSuite
NetSuite is a capable platform that is also frequently misconfigured. Common issues include chart of accounts that don't reflect the business, workflows that were built for a different process, reporting that requires manual post-processing, and integrations that break on software updates.
Running Business Central
Business Central implementations often leave significant functionality unused because the configuration was rushed or handed off at go-live. Reporting gaps, adoption problems, and integration issues are the most common entry points.
Running Salesforce or HubSpot
CRM problems usually show up as pipeline data that doesn't match finance, leads that fall through between marketing and sales, and a general sense that the CRM contains data that nobody fully trusts. The issue is almost always configuration and process, not platform.
Running QuickBooks or Zoho
Businesses that have outgrown basic accounting tools often face a choice between a costly ERP migration and living with the limitations. The diagnostic often reveals that the right path is not a new system — it's filling in the gaps around what you already have with better integrations and reporting.
Running a fragmented stack
Most SMBs have three to five systems that were selected independently and connect poorly. The diagnostic maps the full picture and identifies which connections are missing, which are fragile, and where the workarounds are costing the most time.
Exploring AI but not sure where to start
AI adds leverage on top of clean data and standardized workflows. Most SMBs are not operationally ready — not because they lack the budget, but because the data is fragmented, the workflows aren't standardized, and the reporting isn't trusted. The diagnostic identifies what has to be true before AI actually works in your business.
Not sure if this fits your situation?
The contact page is the right next step. Describe what's going on and we can have a direct conversation about whether a diagnostic is the right starting point.