Who it’s for
Large enough to run genuine complexity. Too lean to carry the analysts that complexity usually demands.
The company
Thousands of SKUs, hundreds of customers, dozens of suppliers. An ERP that records accurately and decides nothing — Rootstock, NetSuite, QuickBooks, Salesforce. Lean teams on every side of it — purchasing, finance and customer service all carrying more than the headcount suggests.
Who finds out about the problem after the quarter has closed, and wants the numbers without waiting for someone to assemble them.
Who spends days on the borrowing base, the covenant package and reconciliations, and would rather spend them on almost anything else.
Working a reorder list out of spreadsheets, memory, and whichever supplier called most recently.
Taking the same order from the same customer every two weeks, while the calls that actually need judgment wait.
Honestly
If you are under about $5M, this is more system than your problems require, and you would be paying for capability you will not use for a few years yet.
If your ERP data is genuinely unreliable — no supplier links, no costs, inventory nobody trusts — fix that first. We will tell you honestly in discovery rather than sell you something that will produce confident wrong answers on a bad foundation.
And if what you actually need is a better dashboard, there are cheaper tools that do that well. This is for companies that want the work done, not described.
Twenty minutes is usually enough to know whether this is worth going further. We’ll look at your ERP with you — and if the data isn’t ready, we’ll tell you that rather than sell around it.