SaaS replacement consulting. Stop renting your back office.
Four replacement offers, one engagement model — audit, replicate, migrate, run. We replicate the SaaS you actually use, retire the modules you don't, and hand you a codebase your team can run without us.
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NetSuite & ERP: Stop renting your back office.
Audit the operational workflows that matter, scope only the work worth replacing, and plan a phased migration that your team can operate.
Scoped after auditScoped in the auditDepends on modules, operating cost, and migration planNetSuiteAcumaticaSAP Business OneMicrosoft DynamicsSee the offer → -
WordPress: Faster. Safer. AI-managed content.
Astro static + headless CMS with an editorial workflow your marketing team can run. Performance, redirects, and content parity are scoped in the audit.
Scoped after auditScoped in the auditDepends on scope and current operating costWordPressDrupalJoomlaSquarespaceSee the offer → -
Salesforce & CRM: Stop paying per-seat for software your reps barely open.
Audit the sales workflows your team relies on, scope only the work worth replacing, and plan a phased migration to a system your team can operate.
Scoped after auditScoped in the auditDepends on retained systems and migration scopeSalesforceHubSpotPipedriveZohoCopperSee the offer → -
BI & Dashboards: Modern reporting for the decisions that matter.
Audit the reporting decisions, metric definitions, and data sources that matter, then scope a maintainable reporting experience around them.
Scoped after auditScoped in the auditDepends on data sources, governance, and operating costTableauLookerPowerBIDomoSigmaSee the offer →
Choose the next decision before changing a system.
Map the workflow, problem, dependencies, and ownership. The result suggests what evidence to gather next; it does not project savings or a build price.
Audit, build, migrate, operate.
A practical four-step model for modernization work. Discovery establishes the scope, risks, ownership, and commercial terms before a build decision.
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Audit
A discovery engagement maps the workflows, costs, risks, and systems that matter. It produces a documented keep, improve, or replace recommendation before a build scope is proposed.
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Build
The agreed workflow, data model, integrations, and operating requirements are implemented against written acceptance checks. Any AI features are included only where they fit the review and ownership model.
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Migrate
The team agrees data treatment, validation, sequencing, ownership, and the rollback decision before production change. A phased cutover or parallel run is used where the workflow risk requires it.
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Operate
Support, monitoring, handoff, and ongoing change responsibilities are agreed before launch. Documentation and access support the operating model chosen by the client.
Sometimes we tell you to stay.
Replacement isn't always the right answer. The audit will tell you when it's not. Cases where we'd advise against migrating:
- Stripe, Twilio, AWS — pure infrastructure SaaS, never replace
- NetSuite for multi-entity consolidation in regulated finance — keep it
- Salesforce when your sales motion is so deeply integrated with vendor-specific tooling (Marketing Cloud, Pardot, CPQ) that the migration cost outruns the savings
- A workflow whose current cost, operating burden, and change needs do not justify the migration effort after the actual inputs are assessed
Work we don't take on.
Buyer clarity beats over-promise. Engagements outside our wheelhouse — we'll point you at someone who actually does this work.
- Replacing AWS, Stripe, Twilio, or other infrastructure SaaS — those work fine; you don't want to own the bill for compute, payments, or telecom
- A proposed replacement with no defensible scope, operating owner, or migration case after discovery
- Salesforce migrations where Marketing Cloud, Pardot, or CPQ are deeply integrated — the migration cost outruns the savings
- FedRAMP, government, or anything requiring a cleared workforce — we're not on the list
- Healthcare claims processing for covered entities — adjacent to our healthcare work, but a different regulatory muscle than we keep in-house
Questions every serious buyer asks.
The eight questions we get on every audit call. If you have a ninth, send it.
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How much of our existing data and historical records survive the migration?
The audit identifies the records, reports, retention needs, and acceptance checks that matter for your workflow. A phased migration preserves the source system through parallel run, with parity checks and a rollback decision defined before cutover. The exact history retained depends on the systems and legal requirements involved. -
Will our accountant / auditor accept the new GL exports?
Accounting, tax, and regulatory requirements are a boundary, not an assumption. For workflows that affect them, the audit identifies what remains in the accounting system and what mapping, reconciliation, and reviewer sign-off are required before any operational cutover. -
Do we get the source code?
Ownership, repository access, handoff documentation, and ongoing support responsibilities are written into the engagement scope. The audit makes those operating decisions explicit before a build begins. -
What happens if your team is unavailable mid-build?
The delivery plan names ownership, decision records, handoff artifacts, escalation contacts, and any continuity requirements. If a project needs contractual continuity, insurance, or escrow terms, those are evaluated and agreed before work starts. -
Who actually does the work? Is any of this offshored?
The proposed scope identifies delivery roles, decision owners, access boundaries, and any third-party involvement that matters to the engagement. Those details are confirmed before a commercial commitment. -
Can we talk to past clients?
Reference availability depends on current permission and relevance. We do not publish or promise introductions until the source record and client approval have been confirmed for the specific engagement. -
What's the price range and what's included?
Each offer explains the modernization decision and the factors that affect scope. Discovery separates build, migration, retained software, internal effort, and ongoing operating responsibility before commercial terms are proposed. Support and enhancement terms are defined in the written scope, not assumed from a generic range. -
What if the audit concludes we should NOT migrate?
You receive a documented keep, improve, or replace recommendation with the assumptions behind it. If replacement does not have a defensible operating or financial case, the recommendation should say so rather than force a build.
Have a question that's not on this list? Send it →
Start with the workflow that matters.
Tell us what is costly, slow, or difficult to change. We’ll review the request and follow up.