Boosting Digital IQ of Services Companies

Through ERP and CRM Implementation, Digital Process Roadmap Development, and Human Experience Transformation

We Help Services Companies Like You

With The Following Challenges

ElevatIQ consultants have deep expertise in implementing ERP systems for professional and field services sub-sectors. This specific expertise reduces your digital transformation project’s time and costs, as we don’t need training on your industry and business processes. We already understand particular processes for your micro-industry.

Inability to estimate projects and jobs confidently

If you are running your processes manually or through disconnected systems, you will lack the reliable historical data that your estimators and project managers would need to be able to forecast costs accurately and bid at a competitive costs. This typically results in losing deals to your competitors, working on unprofitable opportunities, and lost opportunities due to the perceived higher costs of operations.

Workflow approval management and financial control

Do you have complete control over who is authorized to spend how much and what discount every role can provide? While you might have a vague understanding of the overall spend and discounting, it’s hard to manage the workflow without integrated systems and processes.

Losses Due To Lack Of Supplier Quality Management

Not all suppliers could be equally trustworthy. You need quality management processes while receiving the suppliers’ products to take appropriate corrective action for the material. These manual quality processes will slow down your procurement processes and may lead to financial losses.

Sales forecasting and planning issues

Have a solid pipeline but not sure when they might close and would require you to plan the human resources and equipment? Or you might lose money due to the penalties posed due to delays with delivery. These issues are due to the disconnected systems and processes.

Union and Fund Reporting

Is your SG&A growing faster than your revenue? If so, one of the reasons could be the the growth of your finance department due to the admin and manual computation for union and fund reporting. These processes typically require tight integration of ERP, human resources, and customer relationship management systems.

Inability To Build Consensus Among Teams

With growth, your system footprint is likely to grow exponentially. Each team including merchandising, planning, commerce, warehouse, and procurement might be using their preferred systems. And building consensus might be impossible. ElevatIQ uses a scientific process to coach the implications of each decision and gets buy-in from each team prior to selecting systems.

Scheduling and critical resource management

Experiencing delays due to the unpredictability or unavailability of critical resources? Unless you have end-to-end visibility into the workflow and schedule of critical resources, it’s hard to plan and avoid delays with projects and jobs.

No Real-Time Insight Due To Disconnected Processes

If your processes are currently manual or use siloed systems, you will be spending a significant amount of time resolving discrepancies. You will plan based on inaccurate data, and the information can’t be real-time.

Acquisitions driving the growth of siloed systems

Acquiring companies to meet your growth goals? If so, you are likely to acquire technical and process debt with a system footprint faster than you can consolidate. The siloed system might throw off your architecture completely and your master data could be all over the place.

Want to learn more about why independent ERP consultants have a higher success rate with services companies’ ERP implementation?

Services Companies Enjoy These Benefits

Through Us

By streamlining the process, information, and system architecture, services companies enjoy several benefits resulting in financial gains of higher net new sales, retention of existing customers, and higher profit margins.

Superior Customer Experience

By connecting all your processes and streamlining them in one system, you can predictably commit and deliver to your customers. Without manual intervention, your customers will receive consistent experience through automated processes.


A modern services companies ERP system will provide you the end-to-end traceability, whether you need a consolidated view of your sales or operations or debug a KPI through the process. You may need this traceability for your internal tracking or regulatory bodies.

Lower Costs

By eliminating manual and inefficient processes, you can lower the costs of your services, which will help you with a higher profit margin and increased sales.

Increased Efficiency

The connected processes result in reduced admin efforts as no longer will have you to reconcile data across systems and sites whether we are talking micro reconciliations such as for each job or macro at the division level.

Cash Flow Prediction

Through a modern services company's ERP system, you can plan your projects and procurement better, which will help gain superior control of your cash flow. It will also help with the better forecasting of your services in specific geographies and customer segments because of the richer data, which will help in planning the right offerings for the right geography and customer segments.

Reduced Overhead And Lean Processes

Enabling lean processes is nearly impossible unless you have a services company ERP system that can support lean processes that you desire to reduce excessive overheads and optimize the supply chain processes.

Are you facing these problems as well?

How is ElevatIQ different?

From Other Services Companies ERP Consultants?

Unlike other ERP consultants, ElevatIQ’s major focus area is on the services industry. ElevatIQ not only has depth in the generalized ERP processes, but it also has profound expertise in field and professional services micro-verticals such as non-profit, MRO, oil and gas, mining, and facility management companies.

Unlike 80% of the Services Companies ERP consultants who believe that they can save ERP implementation through a checklist or a database, we don’t believe so. The success of an ERP implementation requires careful analysis of transactions, projects and jobs, and data models aligned with the business model. ElevatIQ doesn’t walk away after the selection. We remain deeply involved throughout the process and often act as the backup CIO or CIO advisor for most of our clients.

Building a vendor-agnostic architecture requires you to draw the data flows between different sites, customer locations, resources, and systems. It also requires you to identify the source of truth for each shared dataset. Finally, you need to design master data governance process flows and how you will maintain the integrity of architecture through the process and data controls. There are very few firms like ElevatIQ that have deep expertise in building enterprise architecture that scales.

Services Companies ERP has never been the solution to all problems. And it will never be. A company needs to use 5-10 other applications such as HCM, CRM, Expense Management, Field Services Scheduling Software, and Integrations with unison and regulatory bodies and customers in conjunction with an ERP. Unlike most independent ERP consultants, our consultants have expertise in multiple systems, including HCM, CRM, and field services software. ElevatIQ has expertise in selecting the right systems for the right job and creating a vendor-agnostic multi-system services company’s information architecture.

While there are similarities between businesses and industries, it’s the differences that make or break digital transformation initiatives. These differences could include sales forecasting, estimation processes, customer collaboration strategies, or customer hierarchies. Unlike most independent ERP consultants who tend to be generalists, ElevatIQ has deep micro-vertical expertise in specific services companies industries such as non-profit, tech and media, oil and gas, and facilities management.

Unless you have hands-on experience implementing most ERP systems in the market, they all appear alike. And these nuances are what make ERP implementation so challenging. ElevatIQ’s consultants have hands-on experience implementing most leading services companies’ ERP systems in the market. And this expertise helps ElevatIQ to have a higher success rate with services companies ERP implementation projects through the deeper alignment of business models with solutions.

When it comes to business model transformation initiatives such as offering new customers or serving a completely new industry, just an ERP system is never enough. You need a solution architecture along with the process and organizational alignment that play a crucial role in the success of these initiatives. With its deep expertise in enterprise-grade systems and architectures, ElevatIQ is uniquely positioned to help with your next business model transformation initiatives.

Want to learn more about how ElevatIQ is better qualified than other ERP consultants?

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Our Services For

Services Companies

ElevatIQ services include finance and human experience transformation readiness assessment and vendor-agnostic digital process architecture development; business process re-engineering, documentation, and design; digital roadmap and business case development; enterprise technology selection; requirement, project, and change management; RFP development and contract negotiation; ERP implementation, optimization, and training; and ERP project recovery and expert witness.

Digital Strategy Assessment and Roadmap Development

Our assessment starts with a deeper dive into the current state of your processes, data, systems, pain points, and goals. We use secondary and primary methods to provide an initial roadmap of recommended changes to meet your business goals.

Fractional CIO, Expert Witness, and M&A Advisory

If you don't have an internal CIO, we can act as the interim CIO and advise on most systems and processes. In addition, if you need our help as the expert witness or in an M&A transaction to assess the potential of business technology, we can help.​

HCM Selection And Implementation​

If your goal is to improve the employee experience by implementing a new HCM platform or re-platforming your existing one, these services can help. In addition, we can help integrate it into your architecture.​

ERP Implementation and System Integration

We have internal capabilities to support the implementation of most major ERP systems. We also help integrate Salesforce, HubSpot, Workday, Blackbaud, or ERP systems (SAP, NetSuite, Sage).​

ERP Selection, Contract Negotiation, and Change Management

These services help identify the suitable systems for your enterprise architecture, uncover technical and financial risks deeply embedded in your contracts, and manage change for your organization.

Business Integration Technology Roadmap​

Your acquisition strategy may land into technology silos, limiting the insight available across business processes, customers, and suppliers. Our team can help with technology integration strategy and execution.​

Business Process Reengineering and Redesign

These services are applicable in the pre-selection phase to avoid ERP implementation and adoption risks. The goal of these services is to identify your legacy processes and datasets that need to be re-engineered before identifying technologies for your business.

ERP Project Recovery and Optimization

70% of the ERP projects don't deliver business results. And some cause significant disruptions to the business. If you need help recovering the project by analyzing the current implementation and taking interim steps to prevent damages or pivoting strategy, we can help.​

Change and ERP Project Management

Unlike other ERP vendors in the market, our training methodology is inspired by modern learning techniques, which can be customized to your unique needs, irrespective of whether you prefer workshop-oriented training, online recorded sessions, or collaborative CRPs.​

Our Methodology

For Services Companies

Our methodology starts with the assessment of your current processes and architecture. This step is typically followed by a digital roadmap that will contain necessary changes that need to be made to the processes, data, and systems to be ready for the desired to-be state. Once the executive team and board agree with the changes and the plan, the action plan is drafted with a phased approach with the lowest hanging fruits and highest financial rewards. The action plan could include ERP selection and implementation. Or the optimization of current systems.


Through the primary and secondary research, this assessment digs into each of your datasets, transactions, and processes to identify the core reasons for current challenges, a strategy to solve current issues, and a phased approach to execute recommendations.

Critical Success Factors and Solution Identification

This process identifies the critical success factors that are the major cost drivers for the implementation and have the highest financial risks. These factors are also the drivers for the demo script during the vendor reviews. This step provides clarity to the executive team. So that you don’t make a wrong decision by focusing on unnecessary details with ERP vendors and miss the most critical factors that will make or break your ERP implementation.​

Solution Selection and Contract Negotiation

This process coaches key stakeholders on the red flags with each solution, provides a matrix to help with decision making, and identifies the areas for cost savings through negotiation with each solution provider. This phase also vets the implementation plan from each vendor involved and creates a roadmap for implementation with clear roles and responsibilities for each vendor.

Process Reengineering

This phase takes a deeper dive into the phase I identified in the previous step with the highest financial reward and least disruption to the business. It continues with the deeper discovery of current processes through workshops with key users and identifies processes and datasets that need to be re-engineered in the to-be state. This phase maps transactions and datasets that need to be exchanged in the to-be state across systems new or existing in a vendor-agnostic architecture.​

Fit-Gap and ROI Analysis of each Solution

The purpose of this step is to perform the fit-gap analysis of each solution that is a front-runner. This exercise helps identify the configuration, implementation, and custom development effort required with each solution. This step also helps in understanding the total cost of the ownership and the ROI, along with any financial risks that need to be discussed and agreed upon before finalizing it.​

ERP Implementation, Integration, Code Reviews, and Change Management

This step is repeated until the project achieves business value, user adoption, enterprise architecture compliance, and the functional completeness goals of the system. This step also monitors the budget for the overall project and communicates the pivot strategy at each step if we uncover any surprises during the pre-selection and selection phase. And throughout the process, the key users are involved in making critical decisions. So they own them and are committed to adoption.​

Ready to learn how we can help With Your ERP Selection?

Most Recent Questions Services Companies

Asked About Their Digital Transformation Journey

An ERP stands for “Enterprise Resource Planning.” It’s a business management suite that can integrate all business processes of services companies such as project and job management, estimation, procurement, human resources, scheduling, and accounting in one system. Read more here.

A services ERP is a management information system that helps automate your operational processes, helps you plan your projects and provides real-time insight across processes. Read more here.

While several ERP systems in the market could provide profound functionality for several businesses, services ERP have unique needs with their revenue recognition, revenue and expense matching principles, estimation differences, and contract processes. They might also have industry-specific challenges such as fund and grant reporting, union reporting, and scheduling at the line level. A non-services ERP solution would require significant customizations for services companies to use it productively and increase your implementation risks and costs.

While the cloud provides several advantages, including mobile-friendly, subscription-model, and without the hassle of managing IT infrastructure, the cloud may not be suitable for every business. You should evaluate all the options before deciding which model is the right fit for your needs.

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2023 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2023.