SaaS Implementations

If you’re considering implementing a new system, enhancing an existing one, or integrating a newly acquired organization, our rapid, iterative methodology, refined over years of experience will get your project moving and the results you want quickly.
Through our structured Agile process, we move efficiently to gather requirements, prioritize key deliverable, and actively drive each project to your satisfaction.

Requirements Gathering

Identify key stakeholders, goals & risks.  Gather requirements from diverse teams, consolidate & prioritize key objectives.

Project Management

Drive project steering committee, continually track progress, set target dates & priorities, and communicate completed items.

Configuration Management

Prep production & test environment configurations, workflows, and customizations.  Test & validate with stakeholders and iterate until you’re happy.

Integration Management

Identify opportunities to further streamline your business and integrate with best of breed, 3rd party applications.  Design, implement, and test all integrations.

Data Loading

Extract data from source systems, clean, transform, and load.  Work hand-in-hand with your steering committee to ensure data in the target system looks great.


Develop training materials tailored to your business.  Employ “Train the Trainer” and train your staff until they are comfortable. Deploy all developed materials for future staff on-boarding.

Cut-over Planning

Plan and manage risk around go-live process.  Define communication, support channels, and triage process.

Post Go-Live Continual Improvement

Source opportunities for on-going improvement directly from steering committee and end-users.  Regularly prioritize continual improvement and drive completion through existing project structure.

upported Systems

  • Financial
    • Netsuite
    • Gusto Payroll
    • Shopify E-Commerce
    • Stripe Payment Processing
  • CRM
    • Salesforce
    • Netsuite CRM
  • Travel & Expense
    • Concur Travel & Expense
    • Expensify
  • Business Intelligence
    • Tableau
  • Collaboration
    • Google Workspace
    • Office 365
    • Atlassian
    • Slack