Quick start · Business platforms · 1 week

Platform fit review. One week to the right system.

Dynamics 365, Business Central, Odoo, or stay where you are: a week with your processes and your numbers, ending in a recommendation, a licence and implementation estimate, and the honest running cost for three years.
Written by the team that implements all of them, with no preference baked in.
Length
5 business days with your finance and operations leads.
You get
A recommendation, a three year cost model, a roadmap.
Cost
Fixed, agreed in writing before we start.
Clients rate us
4.7 / 5 from 23 Google reviews

Who does what

You show us how the business runs. We show you what should run it.

You hold

  • Two hours with finance, two with operations, one with sales
  • Your current tools, spreadsheets and the pain points in them
  • User counts and the modules you think you need

Codeeo holds

  • A process map of what actually happens today
  • Platform options scored against your processes, not a feature list
  • Licence, implementation and running cost over three years
  • A phased roadmap, starting with what hurts most

What is in the review

A decision, a number and a plan.

Current state process map
Quote to cash, procure to pay, hire to retire and the rest, as they really run, with the handoffs that break.
Platform scoring
Dynamics 365, Business Central, Odoo and keeping what you have, scored against your processes, your size and your region.
Three year cost model
Licences, implementation, integration, hosting, support and the internal time, so the cheap option stops looking cheap.
Integration map
What the platform must talk to: bank, payroll, e-commerce, CRM, the government portals in your market.
Phased roadmap
Which module first, who is involved, how long, and what success looks like at each phase.

How the week runs

Interviews first, numbers last.

Every quick start runs on the same rule: a written scope and a fixed cost before day one, a named lead, and a report you own whether or not you continue with us.

  1. Days 1 and 2: interviews

    Finance, operations and sales walk us through how work moves today.

  2. Day 3: process map and options

    The current state mapped and the platform options scored against it.

  3. Day 4: cost model

    Three year costs built for each option, with the assumptions listed.

  4. Day 5: recommendation

    A call to walk the recommendation, the roadmap and what a first phase would look like.

Is this the right start?

Is a platform fit review the right start?

0/4

Tick what describes you

The verdict updates as you go. Nothing is recorded.

Or, if you

Questions about the platform fit review

We implement all three and recommend by fit.

The review is paid by you, not by a vendor, and the scoring and cost model are shown in full.

Start it

Start the platform fit review.

A reply within one business day with the scope and the fixed cost in writing.

  1. 1

    A reply within one business day

    From the lead who would run it, with two or three questions.

  2. 2

    The scope and cost in writing

    What is in, what is out, the fixed cost and the start date.

  3. 3

    Access and start

    Read only access on your accounts, and the work begins.

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