Advisory and Roadmapping
We help organizations define clear, practical roadmaps for modernizing ERP, CRM, analytics, infrastructure, and automation platforms.
This includes assessing current systems landscape, understanding your business priorities and constraints, and aligning technology plans so investment delivers operational and strategic plans, including system & technology selection and implementation
We also regularly support merger and acquisition scenarios, helping organizations plan platform consolidation, data alignment and system integration, both before and after transactions.
Implementation
Traction delivers ERP, CRM, analytics, automation, AI, and custom application implementations, as well as cloud infrastructure migrations, using a structured and proven delivery methodology that reduces risk and ensures success.
Our approach focuses on clear objectives, strong governance, and co-ordination, using our expert resources.
Initiate
We onboard client and project teams, confirm business objectives, establish governance structures, and ensure leadership alignment before delivery begins.
Discovery
We conduct functional and technical workshops to confirm requirements and solution scope.
Build
We design and build the solution, including system configuration, integration, and data requirements, supported by structured testing of progress through the build phase.
Test
We validate data, perform security testing, and support user acceptance testing. Training is prepared and cutover planning is finalized to ensure readiness for deployment.
Deploy
We execute go-live activities, support training and cutover, stabilize the environment, finalize documentation, and transition the solution into on-going support.
Optimize
After go-live, we focus on continuous improvement, user adoption, and ensure that future enhancements, such as additional modules, integrations, or other improvements, are clearly identified.
This proven and repeatable approach allows us to ensure success on all types of implementations and migrations.
Support and Enhancement
We provide structure, responsive support for live ERP, CRM, analytics, automation, and cloud deployments, through our experienced US based support teams.
Our support extends beyond break-fix to include platform optimization, enhancements, upgrades, and ongoing advice as your business needs continue to evolve.
Rescue Projects
We help organizations recover ERP, CRM, analytics, and automation initiatives that are stalled, over budget, or failing to deliver the expected outcomes.
We focus on stabilizing the project, addressing root causes, resetting delivery plans, and then taking ownership to deliver your project successfully.
Custom Applications
We design and build custom applications to support processes that do not fit cleanly into packaged ERP or CRM platforms.
These applications are built and deployed within the Microsoft or Odoo ecosystems and are tightly integrated with core systems to ensure you get the capability you need, without increasing your IT complexity.
Analytics and Reporting
We help organizations by delivering analytic and reporting capabilities that deliver meaningful operational, financial, and management insight.
This includes data modeling, data warehouses/lakes, dashboards and reporting solutions that bring together ERP, CRM and third-party system data into a consistent reliable view of your business.
AI and Automation
We help organizations apply automation and AI in practical, valuable ways.
Our work typically follows one of two paths:
In some cases, clients know exactly what they want delivered. These typically include automating specific workflows, applying AI to document or data processing, or embedding AI-assisted insights into existing ERP, CRM, or reporting processes. In these situations we focus on rapidly prototyping, then expanding to deliver production ready solutions that deliver real benefit.
Most clients however know that they want to use AI and automation, but are not sure yet where, or how to have it deliver real value. Here, we help identify high-impact use cases, ensure data readiness, and prioritize opportunities before anything is built. This allows us to avoid unproductive experimentation, and ensures automation and AI initiatives align with your business goals.
M365 Security Baseline Assessment
Microsoft 365 environments don’t stay static — controls change, users are added, and security settings drift over time.
We run a focused baseline review to identify gaps, risks, and areas worth addressing, and walk you through what actually matters.
This gives you a clear view of your current environment and a practical path to improve it — and from there, we can help implement the right changes.
Find out more on our Security Baseline Assessment here