The QuickBooks ceiling
Your financial data is choked. Massive operational workflows run out of disconnected, error-prone Excel sheets because the core accounting software simply can’t scale any further.
Flagship engagement
Outgrowing QuickBooks? Fighting a legacy ERP?
We step in as your independent fractional CIO — to rescue broken workflows, end the chaotic Excel dependency, and engineer your move to a next-generation Tier 2 ERP, with zero software-vendor bias. A clear 90-day plan, and a delivery team built around your people.
Sound familiar?
Three traps we step into
Most of our ERP clients arrive stuck in one of these — the business has outgrown the tools that got it here, and nobody internal has run a transformation before.
The legacy-ERP trap
A heavy, half-configured legacy system — SAP, Sage, or an ageing on-prem ERP — that fights your team’s daily processes instead of automating them.
The talent deficit
No internal enterprise-IT department to run a transformation. You need someone to build, vet, and manage the deployment team from the ground up.
We don’t sell software
We protect your budget. Most IT firms are hidden resellers who collect commissions for locking you into a platform. SRS IT Consulting accepts zero vendor kickbacks — we evaluate Tier 2 systems (NetSuite, Dynamics 365, Acumatica) strictly on your operational reality.
Buyer-side by design
What that independence buys you
Because the only incentive is the right fit for your business, the recommendation is genuinely yours — not the platform with the best partner margin.
What “independent” buys you
- Objective evaluation of Tier 2 platforms — NetSuite, Dynamics 365 Business Central, Acumatica — scored against your requirements, not a sales quota
- Requirements gathering and functional architecture before a single demo
- A weighted scorecard and a documented recommendation you can take to your board
- Contract and licensing terms negotiated in your favour, with the traps flagged
- An honest “don’t do this yet” when that’s the right answer
Where the experience comes from
This isn’t theory. Roger has served as engagement-CTO on multiple live ERP implementations — NetSuite (including transport & logistics) and Microsoft Dynamics 365 Business Central — and earlier led a full enterprise ERP migration from legacy AS/400 to PeopleSoft & Oracle for a 700-user environment.
Twenty years of running high-stakes programs — including the ones already in trouble — means the rescue work is just as practised as the greenfield selection.
The SRS 90-Day ERP Path
Your first 90 days, in three phases
Selection or rescue, every engagement runs on the same transparent framework — the SRS 90-Day ERP Path — so a non-technical board knows exactly what “good” looks like at each stage, with no scope creep.
-
Days 1–30 · Discovery
Understand the mess
- Audit the broken workflows and where work actually happens
- Map the Excel and QuickBooks dependencies feeding the business
- Establish requirements, priorities, and a hard budget ceiling
-
Days 31–60 · Selection
Choose well, contract well
- Issue vendor RFPs and run structured, scored demos
- Blind-vet Tier 2 ERP options against your requirements
- Negotiate and protect the contract and licensing terms
-
Days 61–90 · Mobilise
Stand up the project
- Appoint internal champions and subject-matter experts
- Stand up the data-cleansing engine to scrub legacy data
- Launch the project charter and governance for the build
IT organizational design
We build the delivery team you don’t have
Managing a project isn’t the same as building the team that delivers it. Companies leaving QuickBooks behind rarely have an internal enterprise-IT department — so we bring a pre-engineered organizational blueprint and stand the team up across three fronts.
1 · Source the external team
We author the technical RFPs, vet and select the software integrator, and bring in the specialist developers the build needs — then hold them all to scope, budget, and timeline.
2 · Align the internal team
We identify your department heads — finance, supply chain, operations — and coach them to act as effective subject-matter experts without disrupting daily business.
3 · Cleanse the legacy data
We source and manage specialized, temporary data engineers to extract, scrub, and format your legacy QuickBooks and ERP data before a single line of new ERP configuration is written.
Around those three we stand up the PMO, governance, and steering you ’d otherwise lack — R/Y/G reporting, risk and change control — with documentation and cross-training that reduce key-person risk well after go-live.
Already in trouble?
ERP rescue & program recovery
Not every engagement starts at the beginning. If an ERP or infrastructure program is already red — slipping, over budget, or losing the room — the first job is to stabilise it. Roger has brought a $1.7M federally-regulated program from red to green in thirty days, realigning twenty-one onshore and offshore resources in the process. See the track record
Get an independent read before you commit.
A 30-minute ERP discovery call — no slide deck, no obligation, no software to sell you. We’ll tell you honestly where you stand and what the right next step is.
- PMP Certified
- MBA, Information Technology
- 20+ Years Senior IT Leadership