Our services
ERP, PSA & CRM consulting.Start with the outcome.
Advisory, design and delivery, connected around your business.
dForce is a UK systems integrator providing ERP, PSA and CRM consulting services across Sage Intacct, Certinia and Salesforce. We connect operating model advisory, solution design, application architecture, implementation, integration, data migration and training, with support beyond go-live. We also help assess AI use cases and the data, permissions and oversight they need.
Choose the support you need
Clarity. Design. Delivery. Responsible innovation.
Engage us for a focused piece of work or a connected programme of change. The starting point is where your business needs help, with a scope and responsibilities agreed around the outcome.
01 · Understand
Advisory
Clarify how the business needs to operate before choosing the technology response. Use the Operating Model Canvas and Diagnostic to agree processes, ownership, evidence and priorities.
What this gives you
A shared understanding of priorities, ownership and the decisions needed to move forward.
- A current and target operating model with agreed improvement priorities.
- Evidence, decisions and responsibilities to take into design and delivery.
02 · Design
Solution Design & Architecture
Translate agreed requirements into a solution blueprint. Assess the application landscape, data ownership, interfaces and design decisions needed for implementation.
What this gives you
A clear view of how the solution fits together and supports your intended outcomes.
- An agreed design with assumptions, interfaces and application responsibilities.
- Priorities and dependencies for a practical delivery plan.
03 · Deliver
Enablement, Implementation & Integration
Configure and connect platforms, prepare and migrate data, test business scenarios and train users. Plan the transition into operation and the support needed beyond go-live.
What this gives you
Working systems, prepared users and a planned transition into everyday operation.
- Configured processes and connected systems tested against the agreed scope.
- Prepared users, migration reconciliations and a planned transition into support.
04 · Innovate
AI Advisory & Governance
Assess useful AI use cases, readiness and the controls needed for adoption. Agree the data, permissions, human oversight, ownership and measures of success before introducing assistants or agents.
What this gives you
A considered basis for adoption, with clear purpose, ownership and measures of success.
- Prioritised use cases with a defined purpose and value measures.
- Readiness actions and operating controls for the proposed AI capability.
Reviewing the wider technology landscape? Explore our application architecture services.
Explore our platform capabilities: Sage Intacct, Certinia, Professional Services Cloud (PSA), Financial Management Cloud and Customer Success Cloud, alongside Salesforce and the applications you retain.
Make the investment count
Assess the fit before you commit.
A renewal, new platform or AI capability is an opportunity to review what your business actually needs. We help you consider the capabilities you already have, the gaps that matter and the options for addressing them.
The assessment should include adoption, integration, data readiness, support and cost over the life of the solution. That gives you a clearer basis for choosing what to retain, improve or replace.
AI readiness and governance tooling
Where AI governance tooling is needed, platforms such as Modulos can support the management of AI systems, controls and evidence. The choice of tooling should follow your governance requirements and operating model.
How we work
Personal attention.
Shared responsibility.
Our approach combines close working relationships with clear scope, practical advice and visibility of progress. You should understand what is being done, why it matters and where your input is needed.
Understand your business
We take time to understand your priorities, constraints and the people affected by change.
Make decisions visible
We explain options, dependencies and trade-offs, with clear ownership of the decisions that move work forward.
Work alongside your team
We bring specialist capability and coordinate with your people and partners around agreed responsibilities.
Keep the outcome in view
We connect delivery progress to the measures that matter and consider the support and improvement needed beyond go-live.
Common questions
ERP, PSA and CRM consulting: where to begin.
Which dForce service should we start with?
If the business need or operating model is unclear, start with advisory. If the priorities are agreed but the system approach needs definition, solution design or application architecture may be appropriate. If the scope and design are ready, discuss implementation and integration. We can also scope a focused piece of support around an existing environment.
Which platforms and teams do you work with?
Our work includes Sage Intacct, Certinia and Salesforce, alongside other applications you retain or need to connect. We work with UK finance, operations and professional services teams, agreeing the products, processes, responsibilities and integrations in scope for each engagement.
Can we engage you for one service or an existing project?
Yes. You can engage dForce for a defined review, design, integration, migration, training or optimisation requirement, or for a connected programme. We can work alongside your team, vendor and other partners, with responsibilities, dependencies and decision routes agreed at the outset.
How do you agree scope, timing and cost?
We start with the outcome, current position and decisions you need to make. The estimate and plan reflect the processes, products, data, integrations, reporting, training and customer input required. Scope, assumptions, responsibilities and acceptance needs are documented before delivery. Software subscriptions and consulting services are separate considerations.
Do you provide training and support beyond go-live?
Yes. Enablement, knowledge transfer, readiness and the transition into support can be part of an agreed delivery scope. Follow-on assistance can include training, configuration improvements, integration support and reviews of adoption and performance. The ongoing service and responsibilities are agreed around your needs.
Can you help assess AI before we implement it?
Yes. AI advisory starts with the purpose and expected business value, then considers data readiness, permissions, ownership, review points and operating controls. We help identify useful use cases and the actions needed before adoption. The assessment can be scoped separately from any subsequent implementation.
From Insight to Impact.
You do not need a finished brief to begin.
Tell us what is getting in the way, what you want to improve or where you need a second perspective. We’ll help you identify the right starting point.