Strategy that skips the snooze button

For teams who need senior leadership without a full-time hire.

What we do

• Provide a seasoned VP/Director-level leader for Enterprise Applications on a flexible, month-to-month basis.

• Own CRM strategy, governance, and delivery oversight across your organization.

• Take full accountability for roadmap definition, prioritization, and execution while managing the delivery team.

Who this is for

• Mid-to-large organizations scaling CRM and enterprise app usage but not ready to hire full-time senior staff.

• Companies needing strong governance to tame shadow IT, inconsistent processes, or siloed data.

• Teams requiring an experienced leader to mentor managers, coordinate vendors, and drive measurable outcomes.

Core responsibilities

• Strategy & Roadmap: Develop and maintain a clear, actionable roadmap aligned to business goals and ROI metrics.

• Governance & Policy: Establish CRM governance, data standards, and release processes to ensure consistency and compliance.

• Delivery Oversight: Lead project prioritization, sprint planning, and delivery review to keep initiatives on time and on budget.

• Team Leadership: Manage and mentor product managers, architects, and admins; scale team capabilities as needed.

• Vendor & Stakeholder Management: Coordinate with third-party vendors, IT, sales, marketing, and operations

Starting at $4500 per month

For teams ready to turn a plan into a roadmap.

What we deliver

• Facilitated current‑state review of process, data, and systems

• Target‑state pipeline, lead flow, and data‑governance baseline

• Prioritized, phased roadmap plus fixed‑fee build quote

Who it’s for

• GTM teams stuck between strategy and execution

• Ops leaders needing a clear, accountable implementation plan

• SaaS vendors and customers aligning processes, data, and tooling

Why it works (short and quirky)

• We cut through the “that’s how we’ve always done it” fog

• We map exactly where data moves, where it breaks, and who owns it

• We turn amorphous ambitions into timeboxed, costed deliverables

What you get

• A one‑page executive summary to sell the project internally

• A detailed, prioritized roadmap with phases, milestones, and owners

• A baseline data‑governance model so leads don’t vanish into the void

• A fixed‑fee quote for the build phase — no surprise invoices, just results

How we run it

• Rapid workshops with cross‑functional stakeholders

• Evidence‑driven analysis of processes and systems

• Clear decision points and a single accountable owner per outcome

Next step Book a short alignment call and we’ll scope a 2–4 week review that produces your roadmap and fixed‑fee build estimate.

For teams ready to stand up predictable delivery

Assessment of your process, team & tooling

• Rapid diagnostic to pinpoint bottlenecks, handoffs, and waste

• Team capability and role clarity review (skills, capacity, communication patterns)

• Tooling audit (JIRA workflows, boards, automation, integrations, CI/CD touchpoints)

• Metrics health-check: lead time, cycle time, WIP, escape rate, and predictability signals

A right-sized Agile operating model + backlog / JIRA setup

• Tailored operating model: ceremonies, cadences, and governance scaled to team size and org context

• Clear roles and accountabilities: Product Owner, Delivery Lead, Architecture guardrails

• Backlog hygiene blueprint: definition of ready/done, refinement cadence, acceptance criteria standards

• JIRA configuration: streamlined issue types, custom fields, simplified workflows, sprint and board templates, release tagging, and automation rules to reduce manual work

Prioritized roadmap to on-time delivery

• Outcome-focused roadmap aligned to business priorities and capacity

• Incremental delivery plan with risk-informed milestones and dependency mapping

• Predictability plan: release windows, buffer sizing, and cadence-based forecasting

• Implementation playbook: quick wins, rollout sequence, training plan, and success metrics

What you get

• Actionable 6–8 week plan to move from firefighting to predictable sprints

• JIRA backlog and board setup delivered with templates and admin handoff

• Coaching for one planning/retro cycle to embed new ways of working

• Clear metrics and dashboard to measure delivery predictability

Ready to stop guessing and start delivering on time—consistently.

For teams who want it designed, built & launched.

• Salesforce (or your platform) configuration & automation

• Data migration, integrations & user enablement

• Scoped from your assessment — Sales and Service

We take your assessment, kick the tires, and deliver a live system your people actually use.

What we do

• Design: Map processes, UX, and sprint-ready backlog. We translate messy requirements into a clear, prioritized implementation plan for Sales and Service.

• Build: Configure objects, flows, automation, and security. Develop integrations and middleware where needed. Unit and system testing so features work the first time.

• Migrate: Clean, transform, and load your data with validation and reconciliation. Minimal downtime approach for cutover.

• Integrate: APIs, ETL, middleware, and event-driven connections to CRM-adjacent tools. Robust error handling, monitoring, and retries.

• Enable: Role-based training, quick-reference guides, and train-the-trainer sessions. Adoption support during and after go‑live.

How we scope it

• Start with your assessment: existing architecture, processes, and org readiness.

• Deliver a prioritized, time-boxed roadmap for Sales and Service with clear acceptance criteria.

• Fixed-scope or flexible delivery options: sprint-based builds or outcome-based milestones.

Why teams choose us

• Practical delivery chops: we’re heavy on implementation experience and light on buzzwords.

• Outcome-focused: we design for adoption, not just technical completeness.

• Agile, predictable, and a little quirky—because serious work doesn’t have to be boring.

Ready to go from assessment to launched? We’ll design, build, migrate, integrate, and enable — and make sure your team actually uses it.