Services
Ad-hoc consultancy, scoped to what you actually need. Some engagements are a few days; others run for months.
Data migration
Platform changes · Post-acquisition merges
Migrations go wrong in the gap between what the old system stored and what the new one expects. I map that gap before anything moves, so you find out about the problems in a test run rather than on go-live day.
Typically includes
- Extraction and profiling of the source data
- Field mapping and transformation rules
- Trial loads, reconciliation and sign-off
- Cutover planning and support
Data cleansing
Before a migration, or as a standalone tidy-up
Duplicate customers, dead contracts, meter readings that can't be right, serial numbers entered six different ways. Cleansing before a migration is far cheaper than fixing it afterwards, and it's often worth doing even when you aren't moving.
Typically includes
- Duplicate detection and merge strategy
- Standardising formats and reference data
- Identifying records that shouldn't be carried forward
- Rules to stop the same mess accumulating again
Reporting and data analysis
Profitability · Contracts · Service performance
Most dealers are sitting on more than enough data. The difficulty is turning it into something a director will actually make a decision from. I build reports that answer real questions rather than reports that fill a dashboard.
Typically includes
- Contract and machine-level profitability reporting
- Service performance and engineer utilisation
- Custom report writing in your existing tools
- Ad-hoc analysis for a specific question
Software implementation and consultancy
New systems · Existing systems used badly
Around a hundred implementations in, I know where these projects usually stall. Sometimes the answer isn't a new system at all — it's using the one you already pay for properly.
Typically includes
- Scoping and requirements gathering
- Configuration and process design
- Integration planning with DCAs and other partners
- Project management through to go-live
Change management and digital transformation
Getting staff on board
The technical side is rarely what sinks a project. Getting people to change how they work is the hard part. I work with teams directly, take their concerns seriously, and help you land on best practices that people will actually follow.
Typically includes
- Current-state process review
- Best practice documentation your team helped write
- Training at every level, from service desk to board
- Follow-up once the initial push is over
Mergers and acquisitions support
Bringing two businesses onto one system
Acquiring a dealer means acquiring their data, their processes and their habits. I've been through this from the systems side more than once, and the planning matters far more than the tooling.
Typically includes
- Systems and data due diligence
- Consolidation planning across platforms
- Merging customer, contract and equipment records
- Aligning process between the two teams
Not sure which of these you need?
Describe the problem and we'll work out the shape of it together. I don't need to know in the first meeting.
Rates and availability
The two questions I'm asked most often.
How I charge
One-off hour | 7-hour blocks
There's a one-off hourly rate, and a discounted rate for a 7-hour block. Everything on this page is charged the same way, so you don't need to decide in advance which category your work falls into. A few data changes, a report, and some general consultancy all come out of the same block.
Blocks stay valid for three months, so you don't have to know everything you want to use me for on day one. Ask and I'll send my agreement form and current rates. I don't charge until work starts, so an initial chat, and even signing my agreement, costs you nothing but preps everything for when you need me.
Availability
Lead times vary week to week
What I can take on depends on what's already running and how much dedicated time your work needs. A meeting or a report edit can usually be fitted in the same week. Larger projects typically need two to three weeks' notice, depending on other commitments.
Most of my work isn't time-sensitive, so when something genuinely is, it takes priority. If you're working to a deadline, say so and I'll do my best to make it happen. It's worth asking even when the lead time looks tight.
Software I have worked with
Service management, finance, reporting, project and marketing tools (and Excel sheets galore).