LevelUp™
LevelUp™ is flexible access to advanced skills after a project closes, so you keep getting more from the technology you have already paid for. A named Senior Consultant who knows your systems, your vendors and your people, every month, on a 12-month term.
Mobilised in five business days. Every month: one improvement, one governance artefact, one written report. Every quarter: review and reset. 12-month term, three tiers. No vendor commissions, ever.
What you get each month, how the year runs, and which tier fits you.
A health review against best practice and the original business case.
At least one item off the backlog, designed and agreed.
One governance artefact, aligned to how you already report.
A short written report that can sit behind a Board paper.
The same named Senior Consultant throughout.
Week 1 Mobilise
Month 1 Baseline
Monthly Deliver
Quarterly Review and reset
Month 12 Renew or hand over
Tier 1: one system.
Tier 2: core systems and the integrations between them.
Tier 3: the whole landscape, with priority access through periods of change.
Which tier fits is settled on the Strategy Call.
LevelUp™ follows a project. It fits when the system is live, the project team has gone, and some of this is true:
A well-known system went in and it is not doing what the business case said. Staff work around it, and someone has started asking whether it was worth the investment.
You are paying for capability no one has switched on, and what is switched on is set up the way it was on go-live day, not the way the business runs now.
The data is in the system and still no one can get a straight answer out of it. Every Board paper starts with a spreadsheet and a week of someone's time.
The improvement list has been on the leadership agenda all year and it is the same list. Nothing on it justifies a procurement on its own, so nothing on it moves.
Too much of the work is still done by hand: re-keying, chasing, reconciling, exporting to fix and importing again. The system could do it. The process never caught up.
The integrations work, mostly. Data arrives late, or wrong, or someone corrects it each month. They need refining, not rebuilding.
If we have not worked together before, this starts with an Existing Software Best Practice Review. LevelUp™ is what follows it.
A health review: configuration, usage, unused capability, data and vendor support measured against best practice and the original business case.
At least one item off the backlog: a capability switched on, a manual step taken into the system, a report designed, an integration tuned. Designed, agreed and handed to the people who implement it, with the result recorded.
One governance artefact, aligned to your existing governance: an updated risk register, decision log or vendor scorecard.
Risk, issue and improvement logs kept current and decision-ready, so you can take them straight to the executive team or the Board.
A written report on what was done, what's in progress and how much time it took, in a format that can sit behind a Board or committee paper.
Every quarter, a strategic review with your sponsor: priorities reset against what the quarter surfaced, findings scoped as projects or closed.
The same named Senior Consultant throughout, who holds the history so nothing is re-briefed and trends become visible over time.
We work out what should change. Your team or vendor makes the change once you've agreed it.
We agree who sponsors it, where requests come in and what the first quarter should tackle, and sort out access. Up and running within five business days of saying yes.
System and vendor health review completed. Risk, issue and improvement logs established from what the review finds. The first optimisation or risk item agreed.
At least one optimisation or risk item designed, agreed and ready for your team or vendor to implement. One governance artefact issued. A written report on what was done, what's in progress and how much time it took.
Strategic review with your sponsor. Priorities reset against what the quarter surfaced. Findings become scoped projects, or are closed.
The year's record of what was reviewed, designed, agreed and implemented is yours. We agree what the next twelve months should cover, or hand over cleanly to your team.
You see the work as often as you want to. We carry the review, the drafting and the vendor coordination.
You are accountable for systems you do not run day to day. LevelUp™ puts independent eyes on how those systems are configured, used and supported, and gives you a way to act on what is found without starting a new procurement each time.
We take no commissions or referral fees from software vendors, so our view of your systems and vendors is not for sale. A named Senior Consultant stays with the account and holds the history, so nothing is re-briefed and trends become visible over time. And you keep control: clear visibility of effort and budget every month, with support that scales up in busy periods and dials back in quieter ones without new paperwork.
Keep one critical system honest. Health review, one optimisation or risk item, one governance artefact and the written report, every month.
Keep a whole part of the business in line. The core systems and the integrations between them, with governance artefacts that cover the portfolio and a quarterly review that sets the next quarter's priorities.
Treat your system landscape as infrastructure at Board level. Every system, prioritised with you, plus priority access through periods of change and a quarterly review that feeds directly into your planning and risk processes.
The named Senior Consultant does not change between tiers. Which tier fits is settled on the Strategy Call.
Findings from the monthly reviews become scoped projects only when the quarterly review calls for them.
A self-scored read of each core system, resolving to keep, fix or replace, and what is holding it back.
Your name, work email and organisation. We email the document to you.
Tell us which systems you run, what they were meant to do and what they do today. We will tell you which tier fits and how the first quarter would run.