Software Selection Advisory

The Challenge

Selecting a new ERP or accounting system is one of the most consequential technology decisions your business will make. Get it right, and the system runs your operations effectively for the next decade. Get it wrong, and you're facing a failed implementation, significant financial loss, and the painful prospect of going through the process again.

The selection process is also riddled with conflicts of interest. Vendors want to sell you their platform. Implementation partners earn more from complex, expensive implementations. Very few people in this process are working exclusively in your interest.

What We Do

We run a structured, vendor-neutral selection process that puts your specific business requirements at the center. We've personally led selections for companies across distribution, manufacturing, professional services, and specialty industries — from $5M businesses to complex multi-site operations with international supply chains.

We know the platforms — NetSuite, Dynamics 365, Acumatica, Sage, and others — including their real-world strengths, limitations, and the gaps that rarely show up in a demo. We have no financial relationship with any of them. Our job is to find you the right fit.

What You Get

• Requirements definition: what your business actually needs from a new system
• Vendor long list development and qualification
• RFP development and management
• Structured demo facilitation with consistent scoring across vendors
• Reference checks and implementation partner evaluation
• Final recommendation with full rationale, risk assessment, and implementation considerations
• Contract review support and implementation partner selection guidance

What Makes This Different

Selection engagements led by implementation partners are inherently conflicted — they recommend the platforms they implement and profit from. Our process is the opposite: we identify the right platform for your business first, then help you evaluate the right partner to implement it. We're paid for the selection. We have nothing to gain from the implementation decision — which means you can trust the recommendation.

Is This Right for You?

• You know you need new software but aren't sure where to start or who to trust
• You've been through a failed implementation and want to get the next decision right
• You're receiving conflicting recommendations from vendors and partners
• Your business has operational complexity that standard demos don't address
• You want someone who will still be accountable to you after the selection is made