Arrange a first conversation

Pick the closest one. You can tell us the rest in a moment.

• Two systems that don't talk to each otherSomeone is re-keying, or a spreadsheet has become the real record.
• A new system we need builtSomething your packaged systems don't do, for your team to run once it's live.
• A system we're replacing, or keeping aliveAn old ERP or bespoke system: moving off it, or making it last.
• A customer or a deadline is forcing a changeAn EDI mandate, a new trading partner, an audit or a compliance date.
• There's a proposal on the tableA design or a quote from a supplier or an internal team, and you want it looked at before you commit.
• Not sure yetYou know something isn't working. Working out what is part of the job.

Pick as many as apply. A rough answer is fine — we'll find the rest.

• ERPThe system that holds orders, stock and finance.
• WMSWarehouse management: picking, putaway, stock locations.
• EDIOrders, despatch notes and invoices exchanged with trading partners.
• CRMCustomers, quotes and the sales pipeline.
• EPOSTills and the shop or branch systems behind them.
• Bespoke softwareSoftware written for your business: the one you have now, or the one that doesn't exist yet.
• Shipping, finance or another systemCarriers, payments, payroll, a portal, a machine on the floor.
• Not sureThe names matter less than what has to change.

This shapes the first conversation, not what you end up buying.

• A price for a defined piece of workYou know roughly what you want and need it costed and scoped.
• Options and a recommendationTwo or three ways to do it, each with its cost and risk, and a view on which.
• A second opinion on someone else's designA review of a proposal, an estimate or an architecture before you sign it off.
• Someone to own the design for the whole changeOne person holding the architecture and the decisions while it runs.
• I'd rather talk it through firstNothing decided. That's a normal place to start.

A date changes what we would recommend, so it is worth saying.

• Yes, a hard dateA customer mandate, a contract ending, or support running out on a system.
• This quarterWanted soon, but the date can move.
• This yearBeing planned or budgeted now.
• No date yetFinding out what it involves comes first.