You Know You Need to Automate — But Where Do You Start?

You know Excel’s holding you back — and automation looks good in the demo.

But what happens next depends on where you are right now:

Still selecting the tool, weighing options, worried about the wrong call?

 

Tool's selected — now how do you vet consultants? Are you getting a real partner, or a circus act?

 

Tool and team ready — is that Statement Of Work designed to scale and evolve, or just bloated with features collecting dust?

 

Pick your path - we’ll show you what comes next! No bloat, no slide decks, and no tool-pushing.

Evaluating Tools? method, not art

You’ve seen the demos. They all look the same: an omnipotent solution that splits your life into "before and after".
So what to compare? How to Select?

We have designed this free guide for you to ensure you can easily

  • Envision your process-to-be
  • Convert your vision into metrics
  • Demand demos to show you how exactly those metrics will be achieved with the software you consider

Wish for more comfort about the decision? We help you dodge the hype, cut the fluff, and choose only what your process needs by:

  • Defining what your process actually needs

  • Turning that into a vendor-neutral demo request

  • Choosing a tool based on fit — not hype

vetting a consultant?hourly rate is not the decision driver!

Comparing and selecting on price - is an obvious route many take and regret for years. If your choice is driven by hourly rate - then maybe you just...don't automate and keep the cost of automation down to nill? We are guessing it's not why you are here now! You have decided to invest in automation - so let's ensure you get the ROI!

While others pay for bloat and circus act - we have compiled some recommendations on vetting a good implementation consultant. Just download your free copy - no email required!

The decision is too important for DIY? We can help with:

  • A productive "request for a quote" that filters out the firms who sill sign you first and start hiring the techs for your project right after

  • A second opinion on the proposed Statement of Work: let's strip down what is not of value for the price

  • Clauses to include in your Contract - embed protection measures before you need them - and chances you ever need them shrink!

scoping the change? how good is your statement of work?

You’ve selected the tool (BlackLine, Trintech, etc.) or maybe it's been acquired some time ago and you feel like now it's time to extend it to Transaction Matching process? Meaning:

* But nothing’s running yet — just a license and a demo

* No Statement of Work. No vendor "roadmap" that ignores your team just yet

Start with this checklist to avoide misconceptions that turn a perfect tool combined with a carefully vetted consultant into a nightmare project with negative ROI. Just download your free copy - no email required!

Why wouldn't you consider our help with :

  • Mapping the processes "As-Is" and "To-be"

  • Proving the tool you have will deliver - with a Proof of Concept

  • Outlining the scaling route for what works

why trust us?

Over decades of experience and tens of implementations and hundreds of rescue missoins (bringing failing projects back on track) we have developed a framework that brings back the balance of control and transparency.

Prefer to Explore First?

Why not explore our method in detail first? We are proud of the results we deliver and happy to share how we do that!

Whether you keep your current tool or choose a new one, you deserve a matching process that delivers — and pricing that reflects the outcome, not the unused extras.