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Darik FosterOperations & Technology

How engagements run

How an engagement actually runs

Four phases. Most engagements start with an assessment and continue into whichever of the others it says matter most. If you haven’t implemented yet there’s nothing to assess — we start at Configure, which is exactly why calling early is worth it.

  1. 01

    Assess

    Days

    I get read access to your tenant and spend focused time in it, working through how the system is set up against how the business actually runs. You get a written findings document and a prioritized roadmap. Some owners want me talking to the whole team; others would rather be the single point of contact. Either works.

  2. 02

    Configure

    Weeks

    The modules get built or rebuilt against how you actually operate. Workflows, approvals, purchasing, contracts. Changes land in a staged sequence with a rollback path, so the business keeps running while the system changes underneath it.

  3. 03

    Standardize

    Weeks

    With the structure settled, the records underneath it get fixed. Catalog, cost rates, price lists, templates. Unglamorous, and it’s where the margin is. I do the work; you make the calls that only an owner can make.

  4. 04

    Enable

    Through go-live

    Role-based training on your configuration, written SOPs, and administrator enablement so someone inside your company genuinely owns the system. Then follow-up sessions after go-live, when the questions that matter finally come up.

After that

Some companies have an internal owner and need nothing further. Others keep me on for administration work — module rollouts, seasonal rate updates, new division setup, cleanup after a bad month.

How this is different

I work in your system. Your team keeps running the business.

Most consulting in this industry ends with a document and a task list. You get a findings deck, a set of recommendations, and the same team that was already too busy is now also responsible for implementing them. Six months later the deck is in a drive folder and nothing has changed.

That’s not what this is. I get credentialed into your system and do the configuration myself — the catalog, the rates, the templates, the structure. Your people stay pointed at customers and crews. When something needs a decision only you can make, I bring you the decision, not the homework.

See what you actually have first.

The assessment says where the system stands and what to fix in what order. The written roadmap is yours either way.

Start with an assessment

Currently accepting new engagements.