Engagements

Five ways in — priced for decisions, not proposals.

Every engagement is principal-led, fixed-scope, fixed-price, and closes with a written deliverable. Built for small and medium manufacturers who need to approve work without a procurement cycle.

01

Executive Assessment

Two weeks. Written brief. Board-ready.

A structured review of the current IFS environment — support posture, reporting reliability, workflow gaps, custom-logic exposure, upgrade risk — delivered as an executive brief with prioritized recommendations.

This is the engagement most work begins with. It is designed to give an executive sponsor a defensible view of where IFS is quietly losing value, what the fixes cost, and which of them should be sequenced first.

Included
  • Interviews with operational, IT, and finance stakeholders
  • Environmental scan — customizations, workflows, reports, integrations
  • Support-pattern analysis using the current ticket record
  • Upgrade-readiness assessment against the current IFS Cloud roadmap
  • Written brief with prioritized recommendations and estimated remediation scope
  • One-hour executive readout with the sponsor
Request Assessment
02

Reporting Acceleration

Four to six weeks. Working reports. Handover documented.

A focused engagement that resolves the reporting backlog blocking finance, operations, and planning — with the underlying architecture rebuilt so the fix holds.

The reporting problem is rarely the report itself. It is data access, business-definition drift, delivery cadence, and ownership. This engagement addresses all four — so the reports produced are not the next generation of technical debt.

Included
  • Prioritization of the top reporting demands (typically 8–12)
  • Underlying SQL and data-access review — PL/SQL, views, custom logic
  • Delivery: Quick Reports, Crystal, SSRS, or IFS Report Designer
  • Business-definition documentation for every measure delivered
  • Handover documentation and 30-day support tail
Discuss Scope
03

Workflow Automation Sprint

Three to five weeks. One workflow domain. End-to-end.

One defined workflow domain — approvals, service objects, exception handling, cross-module notifications — automated end-to-end using IFS-native BPA, custom events, and workflow logic.

Workflow automation in IFS is not a matter of buying a bolt-on. The platform has the mechanisms — the challenge is designing them against real operational flow, and documenting them well enough that the internal team can maintain what is delivered.

Included
  • Current-state process mapping in the workflow domain
  • Target-state design reviewed with operational stakeholders
  • Implementation using IFS BPA, custom events, and workflow logic
  • End-user testing with the operational team
  • Documentation for internal maintenance
Discuss Scope
04

Fractional Solutions Architect

Retained monthly. Senior judgment on tap.

A senior techno-functional architect embedded on a fractional basis — for organizations whose internal IFS bench is one person deep and whose next major decision cannot wait for a full-time hire.

The retainer is priced to be a defensible line item rather than a heroic budget request. It provides an executive-level IFS voice on architectural decisions, upgrade posture, customization tradeoffs, and vendor management — without the cost or commitment of a permanent hire.

Included
  • Weekly working session with the internal ERP or IT lead
  • Monthly executive readout with the sponsor
  • Architectural review of any customization, integration, or upgrade decision
  • Escalation availability for critical support items
  • Quarterly written posture review for the executive team
Discuss Retainer
05

AI-Assisted Integration Sprint

Three to five weeks. CA$6,000. One reliable connection.

A fixed-scope integration between IFS Cloud and one external system — designed, built, tested, and documented so it stays reliable after handover.

AI accelerates the coding phase, which is why this engagement can be priced lower than a traditional integration project. The hard part — understanding IFS data structures, transaction boundaries, error handling, and what happens when the other system sends garbage — still requires senior judgment. This sprint covers both: AI-assisted development speed plus principal-level IFS design so the integration does not become tomorrow's support burden.

Included
  • One integration target: CRM, purchase order receipt, or customer orders
  • Data mapping and validation rules documented in business language
  • IFS-side delivery: custom events, APIs, BPA triggers, or report exports as appropriate
  • Error handling, retry logic, and alerting design
  • Testing plan and handover documentation
  • 60-day support tail
View Details Discuss Scope
A Note on Scope

What this firm does not do

Greenfield IFS implementations. Multi-country transformation programs. Bench staffing. RFP responses over 40 pages. Anything that would compromise the firm's capacity to deliver every engagement principal-led.

If the work is genuinely a program rather than an engagement, the responsible answer is a referral to a firm built for programs — not a stretched delivery from a boutique.

Begin

Most engagements start with the Executive Assessment.

Two weeks. Written brief. A defensible view of what the IFS environment is actually costing the business, and what to fix first.

Request Assessment