Clarity before the project starts.
Paid advisory engagement with a written report — not an online quiz, no implementation, no commitment.
We review your current landscape — CRM maturity, data flows, licensing setup, governance — prioritise the highest-value levers and give you a solid basis for decisions. After that you choose: implement with us, implement in-house, or pause.
Why an assessment before the project starts?
The most expensive Microsoft projects are the ones that turn out to be the wrong project halfway through. An assessment costs a small fraction of the potential project budget and, in our experience, prevents most mid-project corrections. You get neutral, implementable decisions rather than slide-deck consulting — and 50 % of the fee is credited against a follow-on engagement.
How the assessment runs
Concrete outcomes
What you have on the table after the assessment — decision-ready, not slide-ready.
- Written assessment report (15–30 pages) as PDF plus editable source documents
- Prioritised lever catalogue with benefit / effort / risk per lever
- Roadmap proposal in three variants (Minimal / Standard / Ambitious)
- Business case with 3-year ROI model
- Optional: executive readout presentation for steering
From CHF 8'000 · typically CHF 14'000 – 28'000
Three sizes: Quick Read (2–3 days, CHF 8–12k) — tenant audit and top 5 levers only, no business case. Standard Assessment (1–2 weeks, CHF 14–22k) — full scope including written report. Deep Assessment (3–4 weeks, CHF 22–38k) — for CRM transformations or multi-entity environments. If you go on to implement with us, we credit 50 % of the assessment fee against the follow-on project.
