Services
Growth demands systems that keep up and senior capacity to make the change stick.
Four ways I work with leadership teams.
Each engagement is hands-on,
phased, and built around your business goals.
Decision-Ready Reporting
Management reports take too long to produce and your leadership team does not fully trust the numbers.
By the time the report is ready, decisions have already been made on instinct. And last month’s sales figures from the system and that slide from the Sales Director? They do not match. Nobody can explain the difference.
Together we redesign the process upstream of the report, agree consistent data definitions, and clarify the reporting cadence. Then I build dashboards and reports that make it stick.
What this covers:
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Clarifying the decisions leadership needs to make
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Defining metrics, data ownership and reporting cadence
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Fixing the processes that feed the report, not just the presentation layer
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Power BI build and iteration, or coaching your team through their first dashboards
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Handover with documentation and the habits to keep it working
What changes:
A leadership team that trusts what it sees. A finance team no longer patching numbers before the board pack goes out.
Business System Selection
The business has outgrown its current systems but you do not know where to begin.
Most businesses start with vendor demos before defining what good looks like. Requirements get set by whoever is loudest in the room. Scope and costs expand rapidly once you have signed, and the misalignment only surfaces after go-live, when it is expensive to fix.
What this covers:
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Discovery workshops and interviews across finance, operations and sales to map real processes, pain points and decision-making needs
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Translation of business needs into requirements that are precise, prioritised and defensible
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Vendor longlisting, shortlisting and demo facilitation
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Scorecard and evaluation framework built from your requirements
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Decision support and internal alignment across the leadership team
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Realistic implementation plan and resourcing view before the contract is signed
What changes:
A decision made with confidence, grounded in your business goals, with internal alignment behind it and a clear plan for what comes next.
AFAS Implementation and Optimisation
Most AFAS customers use a fraction of what they have. The ambition list never quite gets actioned.
Key users are back to their day jobs. You cannot get to the cross-functional workflows, InSite improvements, or newer functionality like Power BI reporting and Jonas AI. The gap between what AFAS can do and what your business is actually using it for keeps growing.
I work with businesses at two points: leading new implementations from kickoff through go-live, or picking up post-go-live to close the gap. I have led ERP and CRM implementations and built Power BI dashboards, workflows, InSite and Jonas AI in practice. Because I come from an operational background, I redesign your processes first, not just configure fields.
What this covers:
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Implementation project leadership across Finance, Projects, Order Management, CRM and Sales Forecasting
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Data migration, transformation and user acceptance testing
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Operational and management reporting using AFAS analyses and Power BI
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Workflow design and automation, including Jonas AI use cases
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Adoption support: training, documentation and change coaching
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Post-go-live gap analysis and phased optimisation roadmap
What changes:
You get more out of AFAS. New modules go live, manual workarounds disappear, and reporting is reliable. In some cases, other legacy systems can finally be retired, bringing further cost savings.
Interim digital leadership
You need extra senior capacity that delivers now.
PE-backed and scaling businesses consistently face this gap: the complexity of a larger organisation, but without the internal team to match. Reporting, processes and systems are no longer adequate. The FD and ops team are already at capacity. Hiring permanently takes too long and is not yet justified.
I embed one to three days per week. This is not a retainer for advice. I come with enough experience to hit the ground running, translate MT priorities into concrete actions, and get it done without adding to the MT's workload.
What this covers:
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Commercial reporting, management dashboards and data governance
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CRM setup, adoption and sales forecasting
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AI readiness: which ideas are realistic, what each requires, and what to consider before building or buying
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Process improvement and cross-functional workflow design
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Preparing the business for the next phase of growth or a system transition
What changes:
The business operates differently after than before. More scalable, less dependent on individuals, and ready for the next phase.