Services
An AI-first PMO. Led by people who've run ERP programs.
ERP & technology transformation leadership for NetSuite, Salesforce, Sage, Business Central, and other ERPs and CRMs. We keep your project tool and put AI to work on top of it. We lead delivery; your partner configures the system.
01
Free 30-minute call
02
Health Check or matched PMs
03
Delivery, with check-ins every 2 weeks
AI-first PMO
Keep your project tool. Put AI to work on top of it.
Your tracker stays the system of record. We work with tools like Smartsheet, Microsoft Project, Jira, Asana or monday.com, and set up AI to answer portfolio questions, build dashboards and status packs, and flag work that slips — with experienced ERP & EPM program leadership behind it.
AI PMO setup
We connect AI to the tracker you already use, including Smartsheet, Jira, Microsoft Project and similar tools, so you can ask about your portfolio and get dashboards and status packs on demand.
Always-on monitoring
A background assistant watches for changes, flags slipped milestones and late or undone deliverables, and sends daily or weekly digests. Your PMs approve any chase-ups.
PMO rules built in
Health and RAG logic, action tracking, and AR and budget burn come from our own delivery playbook, not generic prompts.
Secure by design
Each client's data is kept separate and handled under your agreement. Access is read-only to start, and people stay in the loop.
Clarity platform
No tracker yet, or want one view across your portfolio? Our Clarity platform is available now as part of the same offer.
How it works
01
Connect
We connect AI to your existing tracker, read-only to start. Your tool stays the system of record.
02
Monitor
The assistant watches for slipped milestones and late or undone deliverables, and flags them early.
03
Report
Dashboards, status packs and daily or weekly digests, reviewed by your PMs before anything goes out.
Data and security: Read-only access to start, each client's data kept separate and handled under your agreement, and a person reviews outputs before they go out. Security questions
ERP Delivery Health Check
You know delivery is leaking. Find out where.
Straight answers on margin, PM capacity and escalation risk — and a plan to fix them.
You get: a delivery scorecard, an AI automation shortlist, and a 90-day fix plan.
2 weeks, fixed fee, credited toward any follow-on work.
- Where margin leaks: overruns, unbilled change orders
- PM true utilization, and projects trending toward risk
- PM admin that AI could take off your team's plate
ERP PM Bench
Projects are being initiated. Who's going to run them?
Experienced ERP PMs who've run real go-lives and work with AI, so their time goes to delivery, not admin. Matched to your platform, not resumes picked by keyword.
Roles scoped to your project on a short call.
- Project Coordinators, PMs, Senior PMs, Program Managers, interim PMO Leads
- Rescue PMs for a slipping go-live
- Fractional from 20 hours a week, or full-time.
- Independent client-side PMs for companies implementing an ERP.
- Coaching and training so your own PMs can work with AI day to day
Roles we can staff on your project
- Project Coordinator
- Project Manager
- Senior Project Manager
For companies implementing an ERP
An independent PM who works for you, not the vendor, on your NetSuite, Salesforce, Sage, Business Central or other ERP or CRM project. Someone has to hold the partner to the plan and push back on scope.
ERP Delivery Office
Your portfolio grew. Your process didn't.
An embedded delivery office that protects your margin and budgets as you grow, without burning out your PMs.
Starts after the Health Check. Scoped to your portfolio, run in 90-day cycles.
- A clean handoff from signed deal or approved project to kickoff
- A delivery playbook with phase gates for each platform
- A change-order process, so scope changes get approved, priced, and billed
- Capacity vs. pipeline forecasting
- Leadership dashboards: margin, health, utilization, escalations
- PM onboarding that gets new hires productive in weeks, not months
Questions
Data and security with AI
Your project tool (we work with tools like Smartsheet, Microsoft Project, Jira, Asana or monday.com) stays the system of record. We set up the AI to read from it rather than move your portfolio somewhere new, using AI tools your firm approves.
Working with us
It depends on the role, the platform and the hours per week. We scope every engagement on a short call and confirm it in writing. Book a call
Something else? Ask it on a call.
Try an AI-first PMO on one portfolio.
A 30-day pilot on the tool you already use. Start with a free 30-minute call.