After the first call
Consultation follow-up
The short written summary sent after the 15 minute first call: what we heard, the current environment, top risks, next steps with an owner for each, and what a deeper review would cover.
Sample Deliverables
Three illustrative samples, written for a fictional agency, Sample City. Nothing in them comes from client work. Each can be read here with no sign-up; the first two can also be downloaded as a PDF.
After the first call
The short written summary sent after the 15 minute first call: what we heard, the current environment, top risks, next steps with an owner for each, and what a deeper review would cover.
Complimentary assessment
An excerpt of the assessment report for an agency moving Infor O&R from on-premises to multi-tenant Cloud: workflows classified, formulas checked, DLLs and reports mapped, and effort ranges.
Oracle to SQL Server
A one-page summary for an Infor O&R agency moving its Oracle database to SQL Server: column types from the O&R product metadata, exceptions with a decision for each, and sign-off.