Technology Advisory Services

In today’s fast-paced digital economy, choosing the right software isn’t just about picking a tool—it’s about making a strategic business decision that impacts your operations, profitability, and long-term success to meet your business goals. At PartnerAwesome, we offer Technology Advisory Services designed to help you navigate the complexities of ERP selection and software integration. Whether you're evaluating enterprise resource planning (ERP) solutions or third-party software that connects to your existing systems, we ensure every decision you make is a confident one. Informed decisions are the right decisions.

We are your Technology Advisory Partner. Our consulting services will guide your overall business software strategy, ERP optimization, and technology alignment.

Why Technology Advisory Services Matter

Many organizations today face challenges like:

• Outdated ERP systems that don’t scale

• Poorly integrated third-party applications

• Complex vendor ecosystems

• Overlapping tools that are causing inefficiencies

• Lack of in-house expertise to evaluate solutions

• Evolving Digital Transformation

These issues lead to workflow breakdowns, user dissatisfaction, financial inefficiencies, and stunted growth.

We offer an expert lens through which businesses can objectively assess their technology environment, align solutions with strategic goals, and reduce risk during the evaluation or implementation process. Making the right choices will help drive business in the right direction.

What Are Technology Advisory Services?

It refers to consulting engagements that guide companies in selecting, implementing, and optimizing software systems. These services are especially crucial when evaluating ERP platforms and third-party applications that must work harmoniously across the enterprise. Business and technology choices should be easy. We'd like to consult with you to achieve greater success.

At PartnerAwesome, our advisory operating model includes:

• Comprehensive Needs Assessment

• Technology Stack Audit

• ERP Software Evaluation

• Third-Party Software Compatibility Review

• Vendor Selection & Negotiation

• Implementation Oversight

• Post-Go-Live Optimization

We are your technology advisors. Get started today!

PartnerAwesome discussing Needs Assessment Services and Software Evaluations for ERP and 3rd Party Software Solutions.

We specialize in evaluating major ERP platforms, including:

• NetSuite

• SAP Business One & SAP S/4HANA

• Intacct (Sage Intacct)

• Acumatica

• Microsoft Dynamics 365

• QuickBooks Online Advanced

• And more

Whether you're replacing QuickBooks with a more robust ERP, scaling a SaaS company, or optimizing operations in manufacturing, wholesale distribution, professional services, or nonprofit, we guide you to the right-fit solution.

Our ERP Evaluation Expertise

Our Evaluation Process

1. Discovery Workshop

   • Define goals, requirements, and pain points

   • Understand your business model and industry drivers

2. Requirements Mapping

   • Identify technical, operational, and reporting needs

   • Map business workflows to ERP functionality

3. Software Shortlisting

   • Evaluate platforms against needs

   • Consider scalability, licensing, support, and ecosystem compatibility

4. Vendor Engagement

   • Coordinate demos and POCs (Proof of Concepts)

   • Ask the tough questions you might miss

5. Decision Support

   • Create scorecards and financial models

   • Present trade-offs and TCO (total cost of ownership) insights

Specialized Focus: Third-Party Software Integration

Selecting an ERP is only half the story. The real complexity—and potential value—comes from how well it integrates with third-party software like:

• CRM platforms (Salesforce, HubSpot)

• eCommerce tools (Shopify, Magento, BigCommerce)

• Accounting or AP/AR automation (Bill.com, Tipalti)

• Supply chain solutions (RF-SMART, SPS Commerce)

• Business Intelligence (Tableau, Power BI)

• Subscription billing (Zuora, Chargebee)

We provide third-party software advisory to ensure these tools not only integrate seamlessly but also deliver real operational value.

Key Considerations We Analyze:

• API availability and integration flexibility

• Security and compliance requirements (SOC 2, GDPR, HIPAA)

• Real-time data sync vs. batch updates

• Licensing model impacts

• Support SLAs and vendor reputation

When to Contact Us

We’re a good fit if:

• You’re unhappy with your current ERP or feel it no longer meets your needs

• Your ERP implementation failed or underdelivered

• You’re evaluating software and want to avoid an expensive mistake

• You lack confidence in vendor sales promises

• Your internal IT team is stretched too thin to lead a proper evaluation

• You need third-party integrations that work

• Need to be educated or have questions about emerging technologies

Common ERP Pain Points We Solve

1. Lack of Customization or Flexibility

   • Your ERP doesn’t adapt to your workflows or growth stage

2. Poor Reporting & Data Visibility

   • You're exporting data to Excel or manually compiling reports

3. Inefficient Integrations

   • Manual workarounds between systems lead to errors and delays

4. User Frustration and Low Adoption

   • Clunky UI, confusing processes, and a lack of training hurt ROI

5. Overspending on Licensing and Custom Dev

   • You’re paying for features you don’t use or relying too heavily on developers

Our Unique Approach

Independent, Not Tied to One Vendor

We don’t sell software—we help you buy the right software. Our recommendations are unbiased and based purely on your business objectives.

Deep ERP & Ecosystem Knowledge

With 25+ years of industry experience in ERP strategy, implementation, and systems integration, we know the ins and outs of how these platforms work in real business settings using the latest technology.

Partner Program Strategy

For software companies or VARs (Value-Added Resellers), we help build integration partnerships and go-to-market programs that increase revenue and ecosystem adoption.

Client Success Story: Turning Around a Failed ERP Implementation

One SaaS client came to us after spending six figures on a NetSuite implementation that went sideways. The finance team was manually reconciling revenue data, integrations to Salesforce were unreliable, and workflows were broken, creating employee and customer dissatisfaction.

What we did:

• Conducted a full audit of the implementation

• Rewrote the integration architecture

• Reimplemented revenue recognition workflows

• Advised on module licensing and optimized the chart of accounts

• Trained internal teams for long-term sustainability

Within 90 days, the client was live, reconciled, and confident. We didn’t just fix the software—we fixed the business process.

Ongoing Advisory for Growing Companies

We continue to support many clients post-implementation with:

• Vendor renewals and contract negotiations

• Workflow automation improvements

• Quarterly system health checks

• Change management and training

Technology isn’t static. As your business grows, so do your requirements. Our long-term advisory approach ensures your systems evolve with you.

PartnerAwesome Advisory Philosophy

"Right-fit software = Right-fit outcomes."

Your tech stack should amplify your technology strategy, not limit it. Our Technology Advisory Services are designed to eliminate guesswork and build confidence in every decision. Your technology investments can be expensive, so it's essential to make the right choices in the beginning to avoid costly mistakes.

We work best with companies ready to grow and want expert guidance without the jargon, pressure, or hidden agendas.

If you're evaluating ERP software or struggling with integrations and implementations, schedule a free consultation with our advisory team today.

Get Started with a Free Consultation