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What makes the right technology consulting service partner for your Business?

Are you thinking of hiring the services of a consulting partner for your company? Are you looking at business growth? Are you aiming to solve certain intrinsic issues but are unsure whether you should do so internally or hire a consultancy firm?
Finding the right consulting partner is a daunting task. Many organizations that have gone through this exercise have failed. This caused them a lot of wasted money, resources and personal time. We have put together on this blog what are the essential parameters you should consider while choosing a technology consulting firm for your business.
Typically, companies consider hiring the services of external consultants to achieve specific goals or overcome challenges they are facing, as elaborated below.

1. Improve performance

A business consists of various departments. For it to be successful, it requires all the departments to perform efficiently. An under-performing department may result in hampering overall business growth.
Internal teams are busy with their daily routines. Employees of a company are expected to focus their time and efforts to meet tight deadlines. Therefore, they are not able to detach themselves from the situation and find the root cause of the problem. In such scenarios, an external point of view can help them identify the cause(s) for under-performance and solutions to fix it.

2. Need extra hands on the deck

As a company, you require some skillsets and expertise only for a limited amount of time. It doesn’t make sense to recruit personnel for a temporary period as it will be expensive and time-consuming. In such cases, hiring the services of a consulting partner company, makes great sense.
In addition to having more hands on the deck, you get access to experts in the field who are well-equipped to assist your business in the desired aspects. In addition to having knowledge of the latest industry trends and practices, these experts also have the right personnel with adequate skillsets to address the issue at hand.

3. Ease of pressure on the internal team

Internal team members already have multiple responsibilities to fulfill. Any new projects or changes in the existing ones means that they will have to take some time out of their daily operations and shift focus on them.
The added responsibility may either have a negative impact on the employee’s productivity or may cause a delay in the new initiative the business has undertaken. Either of these is not desirable. An external consultant or a team of consultants can do the heavy lifting in such scenarios.
They can execute tasks successfully with limited assistance from internal team members. This ensures that the business objectives are achieved successfully and without any negative impact on the existing framework.

4. External unbiased point of view

For a business to survive, sometimes tough decisions need to be taken. This requires an unbiased point of view, the ability to keep aside emotions. Members of the organization in question are in the situation and may not be able to view/analyze it objectively.
When you hire a business consulting partner, you bring in an external/objective point of view. Consultants are better equipped to analyze a situation and provide solutions based on data and facts, keeping emotions aside. It is easier for an external consultant to understand when systems/practices are outdated and take required actions to change it. Employees in the company are used to doing things a certain way and may be resistant to change.

Now that we have seen why choosing an external consultant might be more effective, it is important to note that choosing the right consulting partner is vital. Here are some pointers that you can keep handy while evaluating different consulting partners for your business.

1. An expert in the domain

As a business, you may want to hire services of external consultants to fulfil a specific objective. The objective could be to achieve digital transformation within your company, streamline operations or any other similar project.
Once these objectives are clear, a business should look for a consulting firm with the right skill sets and expertise to achieve these objectives successfully. They should be well-versed with the latest industry trends and benchmarks associated with the task at hand.

2. Industry know-how

The consulting services firm should also have a great understanding of the industry you operate in and your business model. Each industry has its specific challenges. The consulting company you choose should understand these challenges and efforts required to overcome them.
They should also be abreast with latest advancements within the industry and present an updated futuristic plan of action. It will ensure that the solution proposed takes care of the current and future business scenarios.

3. Proven track record

You must assess the track record of the company you are considering to do this. It is important to have multiple companies to choose from and not just 1 or 2 options.
Always run a reference check regarding the projects they have completed, their expertise, their performance, the skillsets and resources available within their company, specific services they offer, their core competencies, etc.
All these factors should be verified and validated before on-boarding.

4. Cultural fit

A business should opt for a consulting company with similar sensibilities and work culture as theirs. If, as a business, you have an elaborate and time-consuming decision-making process, then hire a company that understands and respects the process.
Instead, if you opt for a company that wants a quicker decision-making process, they may not be the best fit. It may result in conflicts between the various teams working on the project and hamper its progress. They may also get frustrated over a period of time as things may not move as quickly as they expect. Hence, having a partner with a similar work culture is essential to the success of the overall project.

5. A partner that can scale as per your needs

As a business, you should consider a consulting company that can quickly scale up or down depending on your requirements. Let us consider a real-life scenario. A business has hired an IT consulting services company to help them with their digital transformation initiative. However, due to the pandemic, they will have to do this at a faster rate. It may also need some additional skillsets which were not required earlier.
The IT consulting services company should have the expertise to fast track this process and the capability to fulfil new requirements that have surfaced. If they do not have adequate resources currently, they should have the ability to acquire them quickly.

6. Customer centric approach

The consultants you hire should have a customer-centric approach. They should always have the best interests of their customers as a priority. They should not push products or suggest services with the intention to increase the ticket size of the deal.
Experts should also not be afraid to tell clients if they are moving in the wrong direction and discuss the best way to move forward if things are not going as per the plan.

7. Focus on the fine print

Ensure that all the necessary timelines, milestones, terms and conditions, delivery schedules, payment schedules, etc., are mentioned clearly in the contract. Both parties should discuss all points that require deliberation before signing on the dotted line to prevent future disputes. All commitments and charges should be mentioned clearly, to avoid any discrepancies later. 

Are you looking for the right Technology Consulting Services Partner for your business? Connect with our experts at Softype and evaluate if we are the right choice for you.

Softype is a global provider of cloud business automation solutions and an experienced enterprise consulting provider to medium and large enterprises. We have more than 15 years of successful experience with ERP system implementations, business process consulting, and integration. We have offices in the US, Philippines, India and Kenya.

We have been a Solution Partner for Oracle NetSuite, the original and leader cloud ERP, since 2004. We have successfully assisted more than 400 clients across 25 countries and four continents over the past 17 years. Besides NetSuite, our company has expertise in workflow automation and integration for the WD, Retail, Education and Light Manufacturing industries. We are partners of StoreHub Cloud POS and Workato for integration and automation for different enterprises.

We do not just build things/spaces or create software. Our focus is practical solutioning coupled with expert service delivery of software projects to maximize our clients’ investments in business automation solutions that they undertake. We partner with them to deliver the promise of success.

For further information, reach out to us at [email protected] or call us at +1 650 488 4412 (Global), +63 917 173 6625 (Philippines), +91 2240871095 (India), and +254 720 940 174 (Africa).

About the Author
Hugh Klesch-Sawyer
Hugh Klesch-Sawyer

Hugh Klesch-Sawyer, Digital Marketing Specialist

Hugh graduated with a Bachelor of Science degree from Old Dominion University. Discovering through a desire to help his church, that digital marketing skills were in short supply, he began to immerse himself in this knowledge.

In 2021, he completed a 6-month Digital Marketing certification course through the Digital Marketing Institute and was certified in that specialty after 4 months in the program.

In January of 2022, Hugh accepted a position as Digital Marketing Specialist with Softype. Since then, Hugh has completed 2 additional marketing certifications in search engine optimization and content marketing through HubSpot Academy.

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Ms. Juliana Luz

Co-Chairman and Co-Founder

Juliana (Nana) holds a Bachelor’s degree in International Relations from Stanford University.

The first development of cloud computing found Nana working in this area with her own start-up. Understanding the benefit of consolidating data and systems into a single version of the truth, she then partnered with NetLedger (now Oracle NetSuite) to offer a fully functional Enterprise Resource Planning (ERP) system built exclusively on the cloud.

Nana’s expertise includes envisioning change and delivering value to growth-oriented businesses. Utilizing ERP technology and her advanced skills in process optimization, she streamlines processes, eliminates redundancies and manual processes, and facilitates digital transformations for Softype clients.

A ‘hands-on expert, Nana has, since founding Softype, participated in dozens of projects across 26 countries in the Americas, Europe, Africa, and all over Asia. Nana serves on the board of La Proteccion de la Infancia (Gota de Leche) and United Success Global.

Mr. Hugh Klesch-Sawyer

Digital Marketing Specialist

Hugh holds a Bachelor of Science degree in Marketing Management from Old Dominion University.

As the son of a grocery store owner’s parents, Hugh started his marketing education early, beginning at around 10 years old. After beginning his Softype career in Sales, he discovered that additional marketing knowledge would be beneficial. He began to immerse himself in marketing education and in 2021, Hugh started a 6-month Digital Marketing certification course through the Digital Marketing Institute and American Marketing Association. After 4 months in the program, Hugh earned his Digital Marketing Specialist and Professional Certified Marketer certifications. In January 2022, he accepted a position  change from Sales/Business Development to Digital Marketing Specialist.

Hugh’s mantra is: “If you think you can or you think you can’t, either way, you’re right.”

Mr. Terence Michael C. Rena

Customer Success Officer

Terence holds a Bachelor of Science degree from the Polytechnic University of the Philippines with a major in Tourism Management.

Terence’s experience includes sales and marketing roles, particularly creating marketing strategies, promotions, and retention programs in the travel and tourism industry. Since joining Softype in 2021, Terence has been a prime driver of marketing insights and a facilitator of key marketing initiatives in the Asia Pacific region. Event management is his specialty, including both online and in-person events that attract potential Softype clients to engage with the brand. Additionally, Terence is the face of Softype to our clients in Asia and Africa, ensuring they receive optimal service.

Personally, Terence enjoys basketball, cycling, guitar playing, mecha (robot) modeling, and video games. His daily mantra is as follows: “I can do all things through Christ who strengthens me.”

Mr. Ebenezer (Ebe) Mutungwa

African Sales

Ebe holds a Bachelor of Science degree in Information Technology from Jomo Kenyatta University of Agriculture and Technology (JKUAT) in Nairobi, Kenya.

Ebenezer (Ebe) Mutungwa earned his Bachelor’s Degree in Information Technology from Jomo Kenyatta University of Agriculture and Technology (JKUAT). Ebe combines outstanding communication skills with expert knowledge of NetSuite ERP (5 years in pre-sales for NetSuite Africa). Although, as Softype’s Sales officer for the African continent, Ebe works with organizations in various industries, he has a soft spot for nonprofit organizations. A previous
NGO manager, Ebe understands their challenges and demonstrates how they can leverage the Oracle NetSuite ERP and NetSuite’s Social Impact program to support their mission.

When not working, Ebe enjoys traveling, jogging, playing the guitar, and spending time with family and friends. His words to live by are “Through it all; all is well.”

Mr. Jack V. Lazo

North American Sales

Jack attended the University of the Philippines, majoring in Hospitality Management.

Jack’s experience includes 4 years in the broadcasting industry and more than 33 years in enterprise information technology solutions sales. In the broadcast industry, Jack learned to match his style to anyone’s; he uses this skill today to communicate in a manner his clients appreciate. Jack combines empathetic listening skills with IT solutions knowledge to understand the finer points of what his customers require, need, and want.

Jack prizes spending time with his family. When he has time, he enjoys listening to music and watching soccer and mixed martial arts.

Mr. Chris Beecroft CPA

Vice President of Sales

Chris holds a Bachelor’s Degree in Accounting from Florida Atlantic University, an MBA from Florida State University, and is pursuing a DBA degree from AMA University.

Chris has more than 16 years of software sales experience, including 13 years in ERP sales with Oracle and SAP. Combining his ERP and accounting knowledge (CPA), Chris finds the right solution for our clients. He dives headfirst into the details of his team’s engagements, ensuring that Softype’s solutions are always the best fit. Others describe Chris as action-oriented, hands-on, and accountable.

Personally, Chris enjoys tennis, squash, badminton, biking, and reading. He also enjoys leading others to change their lives by providing personal guidance. His words to live by are “Who Dares Wins.”

Mr. Upendra Rabde

Solutions Architect

Upendra holds a Master of Business Administration degree from Indus Business Academy in Bengaluru, India. His credentials include the academic specialties of Information Technology and Marketing.

Upendra’s experience includes business consulting and business process re-engineering. He brings more than 17 years of technical solution development experience to Softype. He counts experience in Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Supply Chain Management (SCM) integration projects in the manufacturing, telecom, healthcare, retail, banking, and insurance industries. He is proficient in procurement solutions and complex regulatory and compliance areas. Upendra also counts additional product management experience in the health care industry.

Joining Softype in 2021, Upendra brings a capability for hyper learning and an outstanding attitude, two traits in the Softype DNA, and is always a pleasure to work with.

On a personal note, he enjoys HAM radio operations and watching cricket matches. Upendra’s philosophy of life is summarized in his daily mantra: Past is history, future is mystery but today is a gift; that’s why it’s called present.

Ms. Pooja Manudhane

Product Manager

Pooja holds a degree in Engineering from the University of Mumbai. She has also completed an MBA focusing on accounting and business processes.

Pooja’s association with Softype began in 2012. She joined Softype as a Junior Functional Consultant. From the beginning, she was engaged in working with clients, specializing in training clients to undergo digital transformations successfully. Pooja developed a knack for visualizing ERP solutions to inefficient processes and communicating her vision to clients.

Pooja automated manual processes using the NetSuite ERP solution, thereby improving worker productivity. As her experience grew, Pooja received promotions to Senior Functional Consultant and Product Manager. She mentors junior colleagues in technical and business processes and, in so doing, helps evolve and propagate the Softype company culture.

Pooja understands that NetSuite ERP is the cloud ERP provider of choice because of the ease with which it can be adapted to different industries, its intuitive User Interface (UI), and the speed with which Softype can successfully implement it (a few months).

Pooja delights in working with customers in different countries. Her patient approach to managing change and guiding subordinates has won her praise from clients and co-workers

Ms. Prachi Shende

Program Lead, Education Vertical

Prachi has a Bachelor’s degree in Electronics from the University of Mumbai and a Master’s degree in Computer Science from the University of Texas.

Prachi began her working career in the US (California). Over the years, she has moved from a purely technical role to a techno-functional role. As a techno-functional consultant, she can work with business, functional, and technical teams. Her specialty is implementing and customizing systems aligned with industry best practices. During her tenure of service, Softype promoted her five times in five years, culminating with her current position. Versatile and dynamic, Prachi cherishes a fast-paced work environment that allows her professional skills to grow. Her work is in the K-12 and tertiary education domains. She oversees the Softype education ERP (edERP) product development and management. The edERP product continues to evolve and expand due to new requirements in an ever-changing education sector. This gives her a chance to grow by constantly reinventing herself.

Prachi’s passion is to help educational institutions grow by migrating their enterprise-wide resources to cloud based systems. She believes that “Given new situations, the market for edERP, i.e., education on the cloud service, is here to grow. It’s about how we best serve it.”

Ms. Manisha Hule

Chief Operating Officer

Manisha holds a Bachelor’s degree in Physics from the University of Mumbai.

Manisha is the delivery manager for Softype’s ERP services. Experienced in project planning and execution, she provides leadership for all Softype’s solution consulting and implementation activities. Manisha began her career at Softype, working in all of its various departments, culminating in her selection as a member of the Executive team. Manisha has experience in all aspects of project organization and delivery. An excellent team manager, Manisha ensures that customer projects get the optimum resources required, facilitating minimal risk implementations that meet delivery schedules. Manisha’s expertise and guidance are significant factors in ensuring, that, unlike many ERP vendors, Softype implementations are delivered successfully and on time.

Mr. Moses Rajan

Global Finance Officer

Moses holds a Bachelor’s Degree in Commerce from the University of Mumbai, specializing in Accounting and Economics.

Moses has more than 15 years of experience in ERP implementations and rollouts in a wide variety of industries across multiple geographies. He has engaged with clients across the Americas, Europe, the Middle East, and Asia. Building on this experience, Moses helps Softype’s customers manage the financial complexities of multi-books, multi-currencies, multi-exchange rates, landed costs, and the myriads of tax regimes such as sales tax, VAT, GST, and others that impact businesses. Working with Softype’s customers, Moses brings his experience to bear on their challenges of dealing with budgets, cash flows, currency revaluations, and financial controls.

Mr. Nikunj Shah

Chief Executive Officer

Nikunj holds a Bachelor’s Degree in Commerce from the University of Mumbai, specializing in Audit and Finance.

Striking a balance between theory and practice, Nikunj helps clients through solution consulting and implementation work. Working at the nexus of accounting and technical change, his wisdom and insights are invaluable in steering the digital transformation of Softype clients. With extensive technical awareness and expertise, he is particularly adept at juggling multiple stakeholder interests that manifest themselves during the journey, always mindful of the client’s interests while fostering the teamwork and trust needed by all.

Nikunj’s portfolio includes designing an accounting solution and implementing best practices for the order to cash, procure to pay, and cost accounting processes. He has enabled ERP solution implementations across many countries, including Nigeria, South Africa, Japan, Thailand, and the United States of America.

Nikunj professes that “Digital Transformation requires People, Processes, and Technology to be in harmony. Where this synergy exists, success will follow.”

Dr. Arvind Khilnani

Chairman and Co-Founder

Dr. Arvind holds a Bachelor’s degree in Electrical Engineering (MIT, Cambridge, Massachusetts), a Master’s degree in Management (MIT Sloan School) and a Ph.D. in Engineering Economic Systems (Stanford University).

A dedicated teacher and mentor, Arvind believes in Leadership through inspiration. Trained as a mathematical modeling and optimization analyst, Arvind focused his early career on developing tools to enable company growth. He worked with Fortune 500 companies to adapt their use of technology for growing new, evolving markets. Presently his efforts seek to expand these tools to small and medium enterprises.

Since co-founding Softype, he has channeled his energies to help international organizations grow by leveraging the benefits of technology, including process optimization and automation.