Technology decisions have never carried more risk.
Whether you're undertaking a technology or digital transformation, selecting an ERP, modernizing your HRIS, evaluating cybersecurity providers, moving to the cloud, or negotiating a major SaaS agreement, the decisions you make today will shape your organization for years to come.
Most organizations lack the internal capacity, specialized experience, or independent perspective needed to confidently navigate a complex technology marketplace, increasingly sophisticated contracts, AI governance, privacy and data residency considerations, complicated by competing stakeholder priorities.
We provide independent Technology Sourcing, Selection & Contracting Advisory services to mid-market and upper mid-market organizations. Unlike software vendors, MSP's, System Integrators, implementation partners, or firms that earn referral commissions, I represent only one interest, YOU, my client.
How we help:
Identify the right technology solution.
Select the right supplier.
Negotiate the right contract.
We've worked alongside CIOs, CFOs, COOs, CEOs and executive leadership teams on more than 350 strategic initiatives, negotiated over 500 technology agreements, and helped organizations negotiate more than $5 Billion in technology and outsourcing investments.
ERP Requirements Consulting for Windows & Doors Retailer
ERP Consulting and SIProcurement Support
Other ERPERP SelectionProcurement Consulting
$10,000 to $49,999
May 2023 - Aug. 2024
5.0
Quality
5.0
Schedule
4.5
Cost
4.5
Willing to Refer
5.0
"ProcurePro Consulting is excellent at determining, defining, and evaluating actual needs in the exploration of an ERP."
Aug 6, 2024
Controller, Cascadia Windows & Doors
Michael Zaklan
Verified
Retail
Langley, British Columbia
51-200 Employees
Online Review
Verified
ProcurePro Consulting provided ERP requirements consulting for a windows and doors retailer. The team evaluated needs, found potential partners, proposed solutions and prices, and coordinated workshops.
ProcurePro Consulting shortlisted two options and conducted workshops to confirm the viability of each solution. The team met deadlines, was highly responsive, and managed the entire project, creating a framework of requirements and evaluations and coordinating internal and external meetings.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Controller of Cascadia Windows & Doors
Describe what your company does in a single sentence.
Cascadia Windows supplies high efficiency, durable windows and doors to commercial and residential projects in North America.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire ProcurePro Consulting to accomplish?
Define ERP Requirements
SOLUTION
How did you find ProcurePro Consulting?
Referral
Why did you select ProcurePro Consulting over others?
Referred to me
How many teammates from ProcurePro Consulting were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Evaluate needs
Go to market to find potential partners
Get detailed solutions with pricing
Coordinate workshops to dive into the solutions to determine viability
Key deliverables: Summaries of solutions and how they address stated needs and current constraints.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Two viable options were shortlisted.
Workshops were performed to confirm the level of viability of each.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Procure Pro managed the project from start to finish including:
All communications with potential partner
Creating a frame work of requirements and evaluations
Coordinating internal and external meetings
The Procure Pro team was excellent at keeping the project moving, and staying on top of deadlines
They are extremely responsive
They are good at keeping everyone focussed on the project
What was your primary form of communication with ProcurePro Consulting?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
ProcurePro Consulting is excellent at determining, defining, and evaluating actual needs in the exploration of an ERP. They are very process focussed, understanding the importance of performing an RFP properly, fairly, and with full transparency.
Are there any areas for improvement or something ProcurePro Consulting could have done differently?
As ProcurePro is a general consulting firm, they don't necessarily have a full awareness of some the 'niche' players in specific industries. Their research brought up many, but not all viable options on the first round of the RFP. While it's not reasonable to expect that they would be aware of every player in every industry, the more processes they consult the greater awareness they will have of some of the harder to find potential solutions that exist.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
"Professional, knowledgeable, competent team that is always looking for our best interest
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1 Reviews
Our Story
We are ProcurePro Consulting, a boutique team of procurement, project management and IT specialists.
Led by founder Jill Button (35+ years, published author, award-winning leader) and supported by experienced operators, we’ve helped SMBs, public and not‑for‑profit clients modernize sourcing and deliver measurable results.
What Sets Us Apart
Independent Advice. Executive Expertise.
ProcurePro combines independent advice, 35+ years of executive experience and deep technology contract expertise to help mid-market organizations select the right technology, supplier and contract. With no software sales, referral commissions or implementation bias, our advice serves your interests.
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