Support or recovery?
How to tell an operational support need from a programme that needs stabilising first.
CIO · Programme leader
Insights & resources
QuestionClarity
ERP, CRM, support, data and AI decisions are easier when the business problem is clear. Explore practical guidance, decision guides, assessments and customer evidence designed to help you understand what matters before committing to a route.
Everything here points at material that exists. We do not publish numbers we cannot substantiate.
Featured
Start with your situation
Content type is a filing system. The useful starting point is the business question you are actually holding.
Recovery, governance, scope, testing, data and stabilisation.
5 resources
ERP and CRM strategy, platform choice, operating model and business case.
11 resources
Optimisation, automation, adoption, reporting and process improvement.
5 resources
Support takeover, recurring problems and service governance.
6 resources
Qualification, fit-to-standard, first-release scope and commercial certainty.
4 resources
Power BI, Microsoft Fabric, data quality and decision support.
4 resources
AI readiness, agents, automation and governance.
6 resources
Operational prediction and decision-support use cases.
4 resources
CRMS, CMS, case coordination, safeguarding, capacity and reporting.
4 resources
How the library works
Every resource sits at one of these stages, so you can tell the difference between reading about a problem and being ready to act on it.
01
Understand what is actually happening.
02
Establish the position before committing.
03
Weigh the routes against each other.
04
Shape scope, sequence and governance.
05
Agree the next step with someone who has done it.
Board-level guidance
Comparisons and planning material written for the people accountable for the outcome.
How to tell an operational support need from a programme that needs stabilising first.
CIO · Programme leader
Establishes scope, sequencing, platform fit and the business case inputs before a programme is committed.
CEO · CFO · CIO
Carried out with our team. Not an automated online score.
The complexity, scale and control factors that usually decide which enterprise platform fits.
CFO · CIO
How platform choice, delivery route and readiness interact when planning an ERP change.
CFO · CIO
Where Business Central is a strong fit, and where enterprise complexity points elsewhere.
CFO · COO · CIO
How the three routes differ by platform, complexity and the governance each one needs.
CFO · CIO · Programme leader
A routing principle for deciding which of the three conversations you are actually in.
CEO · CIO
What a responsible takeover looks like, and what has to be understood before it starts.
CIO · COO
Why the distinction matters commercially, and how requests should be classified.
CFO · CIO
Trust, understand, automate, predict, act and learn. Where your organisation actually is.
CIO · CFO
Where autonomy is appropriate, where a human stays in the loop, and how boundaries are set.
CIO · CEO
A matrix for separating valuable use cases from interesting ones.
CFO · CIO
How a predictive proof of value is scoped, measured and judged.
CFO · COO
The governance expectations that shape any public-service platform decision.
CIO
Assess before you commit
These are structured assessments carried out with our team. They are not automated online scoring tools, and we will not pretend otherwise.
A structured review of scope, delivery, data, testing and governance before more delivery is committed.
CFO · CIO · Programme leader
Carried out with our team. Not an automated online score.
Establishes scope, sequencing, platform fit and the business case inputs before a programme is committed.
CEO · CFO · CIO
Carried out with our team. Not an automated online score.
Establishes whether acceleration is responsible for your situation, including when it is not.
CIO · Programme leader
Carried out with our team. Not an automated online score.
Establishes the current baseline and where greater value could be created next.
CFO · COO · CIO
Carried out with our team. Not an automated online score.
Eight dimensions we work through before taking on an existing live platform.
CIO · COO
Carried out with our team. Not an automated online score.
A review of platform, backlog and service quality where support is not working well.
CIO · COO
Carried out with our team. Not an automated online score.
Identifies where better data or automation would change a decision that matters.
CFO · CIO · COO
Carried out with our team. Not an automated online score.
The data, decision and ownership questions that decide whether prediction is viable.
COO · CIO
Carried out with our team. Not an automated online score.
What are you responsible for?
Filter the library by role in the resource library below.
CEO
Transformation, risk, growth and accountability.
CFO
Cost, control, cash, ERP risk and reporting.
COO
Operations, process, warehouse, supply chain and service.
CIO
Platform, architecture, data, integration and security.
Programme leader
Scope, delivery, testing, data and governance.
Where most people start
Six pieces of guidance that answer the questions we are asked most often.
The signals that separate a delayed programme from one with a structural problem.
CEO · CIO · Programme leader
Spreadsheets, duplicate data and slow reporting are symptoms. This is how to read them.
CEO · CFO · COO
Growth, acquisition, consolidation and expansion all change what the platform has to carry.
CEO · CFO
What changes when legal entities, intercompany and consolidation enter the picture.
CFO · CIO
Acceleration is fit, readiness, standardisation and decision velocity. Not a promise about time.
CEO · CFO · Programme leader
The everyday signals that value is sitting unused inside a platform you already own.
CFO · COO
Use numbers when the numbers are real.
We would rather publish less and mean it.
Watch
Every video below is customer material, labelled as such. Product demonstrations are labelled separately on the Predictive Intelligence page so the two are never confused.
Customer video
We transformed our business practices in just 5 months
Hill & Smith describe their Dynamics 365 implementation with InteliSense in their own words.
What it does not prove: Does not establish Recovery, RAPID, Optimise, Support classification. No measured outcome is published with this evidence.
Customer video
Implementing D365 for the British Society of Lifestyle Medicine
A membership organisation describes implementing Dynamics 365 with InteliSense.
What it does not prove: Does not establish Recovery, RAPID, Optimise, Support classification. No measured outcome is published with this evidence.
Customer video
Hear our customers talk about InteliSense
Several customers describe working with InteliSense, in their own words.
What it does not prove: Does not establish Recovery, RAPID, Optimise, Support classification. No verified industry classification. No measured outcome is published with this evidence.
Evidence
Guidance explains how we think. Customer evidence shows what happened when we were involved.
Full resource library
Start with the business question. Narrow by content type only if it helps.
Business question
Content type
38 resources
The signals that separate a delayed programme from one with a structural problem.
CEO · CIO · Programme leader
Ten areas we work through to establish what is actually happening in a programme.
CIO · Programme leader
A structured review of scope, delivery, data, testing and governance before more delivery is committed.
CFO · CIO · Programme leader
Carried out with our team. Not an automated online score.
How to tell an operational support need from a programme that needs stabilising first.
CIO · Programme leader
Spreadsheets, duplicate data and slow reporting are symptoms. This is how to read them.
CEO · CFO · COO
Growth, acquisition, consolidation and expansion all change what the platform has to carry.
CEO · CFO
Establishes scope, sequencing, platform fit and the business case inputs before a programme is committed.
CEO · CFO · CIO
Carried out with our team. Not an automated online score.
The complexity, scale and control factors that usually decide which enterprise platform fits.
CFO · CIO
How platform choice, delivery route and readiness interact when planning an ERP change.
CFO · CIO
Found the question but not the answer?
You may be trying to understand a project risk, platform decision, support problem, data opportunity or AI use case. If the resources have helped clarify the question, we can help you work out the next step.
Prefer the full contact route? Go to contact