Through a structured, AI-augmented approach to digital transformation, including optimizing your current business processes, defining vendor-agnostic enterprise architecture, and procuring new enterprise software systems across over 200+ categories such as CRM, ERP, HCM, WMS, TMS, Artificial Intelligence, Business Intelligence, or eCommerce.
Want to learn more about how independent advisors have a higher success rate with digital transformation initiatives?
With the vendor-agnostic, independent approach to digital transformation, ElevatIQ is your one-stop-shop for all your digital transformation needs, whether you need help optimizing current systems, selecting new software, implementing, or integrating them.
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ElevatIQ helps assess and procure business systems (such as CRM, ERP, E-commerce, WMS, TMS, HCM, P2P, AI, business intelligence and MES) from over 2,000 enterprise software vendors. |
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With over 200 successful digital transformation projects, ElevatIQ is uniquely positioned to build the digital process architecture for the next phase of your growth. |
How does this approach work?
Realizing business value requires successful adoption and consensus-building among teams, requiring you to build a target operating model aligned with the future business state, target system constraints, and skillset limitations. Changing one element of the target operating model demands realigning everything else, with even minor misalignment leading to implementation and adoption challenges. Want to learn how building a target operating model ensures success?
Feeling overwhelmed by tech acronyms and unsure whether to buy or build? The challenge gets worse when so many solutions overlap—and vendors steer the architecture toward their products to lock in sales. But here’s the truth: architecture matters more than any specific enterprise software. Want to know why?
Struggling to find a firm equally deep in business and technology? Welcome to ElevatIQ! We comprehensively assess current systems by digging into contracts, architecture, vendor-owned IP, and legal obligations. Unlike other system selection consulting firms, we are also deeply involved during the implementation phase. We remain one point of contact for architectural execution, code reviews, change management, and end-user training.
Most companies focus only on strategy, processes, system selection, or implementation, requiring you to make critical system selection and process decisions with millions of dollars at stake. With limited experience, your team will never be confident in making these decisions or signing a million-dollar contract. ElevatIQ helps you throughout the process, facilitating a democratic, educational, and comprehensive experience while also helping you navigate complex contract clauses and negotiate with all vendors involved.
ERP has never been the solution to all problems. Most companies need 5-10 other applications in their enterprise architecture. Unlike most independent selection consultants and analyst firms, our consultants have expertise in multiple categories of enterprise software systems, including CRM, ERP, HCM, E-commerce, WMS, and TMS.
Our engagement model spans the selection, implementation, and post-implementation phases, enabling us to track solution and service provider success at a granular level. This proprietary data empowers you to make informed decisions about enterprise software procurement and adoption. Without such insights, organizations often face challenges in building team consensus, increasing the risk of digital transformation failures.
Building a vendor-agnostic architecture requires drawing data and interaction flows between different entities, departments, processes, and systems. It also requires you to identify the source of truth for each shared dataset. And a lot more! There are very few firms like ElevatIQ that have deep expertise in building enterprise architecture that scales.
The state of enterprise software (and as a result, its pricing and licensing) keeps changing on a daily basis. Making informed systems decisions requires a deep understanding of macro and micro forces, along with a deep subject matter expertise of each vendor and their contractual nuances. Without such expertise, these decisions fire back, causing operational disruptions and surprise bills. ElevatIQ’s deep expertise with software contracts and enterprise software vendors helps reduce unnecessary operational, financial, and customer experience risks.
While most other strategy and system selection consulting firms barely use an off-the-shelf AI tool to manage their processes (with questionable productivity gains and quality), we have developed proprietary AI IP to reduce time for data analysis. risk detection, requirements capture, data migration, and system testing – resulting in faster and cheaper selection and implementation.
ElevatIQ offers services such as transformation readiness assessments and vendor-agnostic digital process architecture; business process reengineering, documentation, and design; digital roadmaps and business case development; enterprise technology selection; requirements, project, and change management; RFP development and contract negotiation; enterprise software implementation, optimization, and training; as well as digital transformation project recoveries and expert witness services.
Our digital transformation services include digital strategy and planning, business case development, enterprise software selection, solution and enterprise architecture design, data architecture and governance strategy, IT and software contract negotiation, and app modernization and custom development.
Our ERP Consulting services include ERP selection, business process reengineering, requirements management, vendor management and negotiations, ERP implementation, and ERP project recoveries.
Our business process advisory services include business process re-engineering, business process improvement, business process documentation, change, and project management, post-merger integration, and audit support.
Our artificial intelligence services include AI-enablement strategy and planning, AI-enabled process and data transformation, AI-native Cx and Operational Strategy, AI Technology Procurement Decision Support, AI implementation and change management, and AI project recoveries.
Our CRM, CX, and eCommerce services span the full transformation lifecycle—from strategy to execution. Services include CX strategy, CRM selection, consolidation, implementation, optimization, and project recovery. eCommerce offerings cover business model transformation, headless architecture, platform replatforming, and recovery of stalled initiatives.
Our Supply Chain Consulting services include supply chain and operations transformation, supply chain technology architecture, supply chain software selection, sales and operations planning, inventory, warehousing, and logistics optimization, and supply chain network design and footprint optimization.
Our methodology begins with a thorough assessment of your current processes and architecture. Based on this evaluation, we develop a target operating model and digital roadmap outlining the changes needed across processes, data, and systems. Once the executive team and board approve the direction, we create a phased action plan—prioritizing quick wins and high-impact initiatives. This plan may include system selection, new implementations, or optimization of existing systems.
Through the primary and secondary research, this assessment digs into your datasets, transactions, and processes to identify the core reasons for current challenges, a strategy to solve current issues, and a phased approach to execute recommendations.
This phase develops a technology-, solution-, and vendor-agnostic target operating model that spans key dimensions—business processes, data, technology, and skillsets. It identifies required changes and maps their impact across departments and individual roles, enabling stakeholders to visualize how changes affect them before committing to a system they may not adopt. The exercise also analyzes existing technical and process backlogs, aligning them with the enterprise software’s data and process dictionary to support scalability and reduce friction in business operations.
This phase identifies the solutions to be replaced in the target operating model, initiates a formal procurement process, and updates the model based on new insights uncovered during RFPs and demos. It manages the end-to-end procurement lifecycle for each system and vendor, delivering a holistic view—covering legal, financial, technical, and adoption considerations—so the executive team can make informed decisions and minimize risks in future phases.
This step recalibrates the target operating model to reflect the process and data constraints of the selected systems before transitioning to implementation teams. Depending on client needs, it can be completed either before or after contract signing. It may also involve multiple proof-of-concepts to identify last-minute risks before committing to long-term agreements. Most importantly, it gives teams a final opportunity to visualize their workflows and surface potential adoption challenges.
This step delivers a logical, sequential, and comprehensive implementation of the target operating model, addressing all key dimensions—business processes, data, technology, and systems. It involves close collaboration with end users and implementation teams, continuously refining the model as new constraints emerge and assumptions evolve.
This step closely monitors the updated workflows, user behaviors, and the newly implemented state. As the context evolves, it may require adjustments to master data governance, technical constraints, or processes to maintain alignment with the target operating model—ensuring business value is realized and adoption remains strong.
This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2025.
