Vendor Rationalisation & AI Readiness

The tools that made sense then

Software buying decisions at mid-market organisations are rarely revisited with the same rigour as the original selection. A Salesforce instance implemented five years ago with a different team, a different use case, and a different org structure now costs $350 per user per month for a team that uses 15% of the functionality. The renewal comes up. Someone complains. Nothing changes.

There are two reasons organisations stay on tools they have outgrown: the switching cost is real, and nobody has produced an honest analysis of what it actually is versus what staying costs.

The diagnostic (weeks 1–3)

A fixed-fee assessment that maps your current SaaS and tooling estate: what you are paying, what licences you hold, what is actually being used by how many people, and what the gap is between the tool's capability and the use case it is serving.

We do not have reseller relationships or referral arrangements with any software vendor. Our recommendation is based on fit, not commercial interest.

Output is a written findings document covering the true cost of your current stack, the realistic cost and complexity of migration for the tools where the business case for change exists, and a prioritised recommendation for where to act first.

The fork — three possible paths from the diagnostic

Optimise: The tool is the right choice but misconfigured or over-licensed. Right-size the instance, deactivate unused modules, renegotiate the contract from an informed position.

Migrate: The tool is not fit for purpose and a better alternative exists at lower cost. We scope and govern the migration. We have direct experience building production systems on modern alternatives.

Rearchitect: The problem is not the tool but the process it was built around. Redesign the operating model, then select the tooling that fits it — rather than selecting a tool and adapting the operating model to match.

• No vendor partnerships — the recommendation is independent
• Diagnostic findings are yours regardless of which path you choose
• We will tell you if the current tool is the right answer — and we have

CRM rationalisation

Salesforce, Microsoft Dynamics, HubSpot at enterprise tier. We assess what the CRM is actually used for versus what it was purchased to do. For organisations where the CRM has become a data store rather than a sales and relationship management tool.

Project and delivery tooling

JIRA and the Atlassian suite, ServiceNow, Monday.com. Particular focus on organisations where the tooling has calcified around an original configuration that no longer reflects how work moves. We redesign the delivery operating model first, then assess whether the current tool can support it or whether an alternative is warranted.

AI readiness assessment

An honest review of what your current stack can and cannot do with AI — and what the realistic path is to the automation capabilities your leadership is expecting. Including a clear-eyed view of the AI features being sold by your current vendors and what they actually deliver.

SaaS estate rationalisation

Full inventory of licensed SaaS tools, usage data, and overlap analysis. For organisations where point solutions have accumulated without rationalisation — and where the CFO has identified SaaS spend as a cost reduction target.

What we are honest about

Not every engagement results in a migration recommendation. In a meaningful proportion of diagnostics, the conclusion is that the current tool is the right choice and the problem is configuration or process — not the platform. We will tell you that. The diagnostic is not a route to a migration project we are already planning to sell you.