INDEPENDENT ACCOUNT RESEARCH FOR CRM, ERP & SOFTWARE INTEGRATORS

Account research before the next IT requirement exists.

Your team knows what it implemented. That gives you a view of the original problem, not necessarily of the client's business today. New services, markets, commitments or decisions may now sit beyond the delivered scope and the contacts your team knows.

I compare the known implementation with evidence of changes in an existing client's business. The £50 Account Screen checks whether a possible mismatch is worth investigating before you commit people to discovery.

Account Screen £50When to use it

One existing account · Public evidence and your implementation context · Written decision · 1 working day after complete information and payment

AFTER IMPLEMENTATION

The project defines what was delivered. It does not define the client's next decision.

An implementation is designed around a particular scope, set of stakeholders and operating assumptions. The client may subsequently change its offer, scale, processes or commercial obligations. Those changes may affect areas the system was never intended to cover.

Account teams often have detailed knowledge of the solution and its users, but less evidence of changes elsewhere in the client's organisation. That difference matters when deciding where the next conversation should begin.

WHEN THIS WORK IS USEFUL

Three common points of uncertainty.

The implementation is complete. The next requirement is not defined.

The relationship continues, but further work is driven mainly by incoming requests. The account team needs an evidence-based place to begin.

The business has changed beyond the project boundary.

The client has added an offer, business unit or operating commitment. The implications for systems and processes are still unknown.

A technical change is possible. Its business necessity is unclear.

Before investing in solution design, the team needs to establish which decision or operational constraint the change would support.

See the buying situations and types of mismatch ↗

ACCOUNT SCREEN · £50

A bounded check before deeper research.

Delivered scope

Establish what was implemented, what business activity it was intended to support and which client roles the integrator works with.

Business change

Review accessible company evidence for changes in the client's offer, organisation, operating model and commercial commitments.

Possible mismatch

Test whether an observed change could affect an assumption or boundary of the existing implementation. Consider alternative explanations.

Investigation decision

Identify one question to verify with the client, or conclude that current evidence does not warrant further work.

This is not a system audit, solution design or search for every possible project. The Screen is limited to one existing client and a narrowly scoped preliminary review.

WRITTEN DECISION NOTE

Evidence, interpretation, and a decision.

The output separates what can be verified from what still depends on the client's internal information. An observed change does not automatically mean the implementation is inadequate.

What changedObservable client-side developments, with sources and dates where available.

Why it may matterThe plausible connection to the delivered system, operating assumptions or decision ownership.

What is not establishedAlternative explanations, missing evidence and the client roles able to verify the issue.

Whether to investigateInvestigate; no sufficient grounds to investigate; or insufficient evidence to decide.

A positive result is a reason to validate a business question, not a recommendation to buy software or a prediction of revenue.

CHOOSE THE DEPTH

Start with one account.

PRELIMINARY REVIEW

Account Screen

£50

1 working day after all required information and payment are received

A bounded comparison of the delivered implementation with evidence of change in one client. One written conclusion on whether further research is warranted.

Enquire about the £50 Screen ↗

PRE-DISCOVERY BRIEFING

Strategic Options Assessment

£850

5 working days after all required information and payment are received

A deeper assessment of the business model, competing explanations, strategic alternatives and which decision-makers could test them.

Available directly — no Account Screen required.

Scope and enquiry

The £50 Screen fee is credited in full towards an £850 Assessment for the same account.

RESEARCH

Account development before new requirements are defined.

Research on what account history does and does not show, how business decisions cross system boundaries and when a possible change justifies discovery.

ACCOUNT DEVELOPMENTHow a client change becomes a reason to investigate ACCOUNT DEVELOPMENTRetention, backlog and strategic client growth STAKEHOLDERSWhy the next business conversation depends on who you can reach ACCOUNT INTELLIGENCEWhat CRM history cannot establish about the client's business

All research

One account. A reason to investigate — or to stop.

I check whether the available evidence warrants a specific conversation. Your team validates the question with the client and decides what follows.

Account Screen £50