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Companies running Salesforce, HubSpot, or Dynamics 365 alongside their ERP and needing bidirectional sync of customers, quotes, orders, and invoices.
EDGE Pack
Every engagement produces these six layers. AI drafts; AMs review; buyers approve; the ledger captures evidence.
The agreed scope, in writing, before anyone configures anything.
How the ERP gets configured to deliver the BRD. AI-drafted, AM-reviewed.
What it costs in hours and time. Synchronized with the SDD; no scope drift.
The configuration assets and customizations that bring the design to life.
The step-by-step plan from build through go-live and hypercare.
The evidence pack. What was approved, when, by whom, against what value baseline.
Phase-by-phase deliverables included in this package.
Mandatory checkpoints before each phase can proceed. No exceptions.
Field Mapping Approval
Exit criteria: All mapped fields approved by Sales Ops and Finance
Sync Accuracy Test
Exit criteria: 1,000 test records synced with 100% accuracy
Performance Baseline
Exit criteria: Sync latency < 5 minutes under peak load
Error Handling Verification
Exit criteria: All error scenarios tested and alerted correctly
Project success depends on timely inputs from your team. These are required before or during delivery:
Dependencies: Active ERP and CRM licenses · API access enabled on both platforms · Dedicated SME from both Sales and Finance
Typical team for this package. All consultants are verified through our vetting process.
The factors that move this package price up or down from the base range.
All scope changes go through a formal change control process. We'll provide a written change order with the impact on timeline and cost before any out-of-scope work begins. This protects both parties and keeps the project predictable.
Data migration includes a three-stage process: extract and audit (we validate data quality before loading), test loads with reconciliation reports (we run multiple trials until results match your source system within tolerance), and production cutover with a rollback plan. We never go live without a reconciliation sign-off.
Hypercare is a dedicated support period (typically 30 days) immediately after go-live. It includes daily monitoring, priority triage for issues, user support, and a final knowledge transfer session. Your consultant remains available during hypercare at no additional cost.
Yes. Every package is designed as a modular foundation. Add-on scopes can be attached at any phase or after go-live through a separate SOW. We'll document recommended next steps in the hypercare report.
Standard structure is milestone-based: 30% at project kickoff, 30% at design signoff (QA Gate 1), 30% at UAT completion (QA Gate 4), and 10% at go-live. Alternative structures are available for large projects.