ServicesAdvisory and Process Optimization
Fix the process before you buy the software. CRM, ERP, and AI advisory for manufacturers.
- Epicor Platinum Partner
- SugarAI Premier Partner
- 100s of Epicor and Sugar implementations across the Americas
Vendors advise you to buy more of their product. TCP has sold and implemented both Sugar and Epicor for years and will tell you when the answer is a process change, a small configuration, or no purchase at all. That independence is the value.
Who this is for
- Leadership that knows something is broken between sales and operations but is not sure whether it is process, software, or both.
- Companies deciding whether to add CRM, replace ERP, or start with AI, and in which order.
- Companies that bought software and never got the result they expected.
- Companies planning a growth push, an acquisition, or a new plant and wanting the systems ready first.
What TCP looks at
The processes TCP reviews most often, and what usually goes wrong.
Account planning
Parents, plants, and buyers scattered across records. Nobody sees the whole customer.
Quote-to-cash
Quotes built in one system, orders in another, invoices in a third. Re-keying at every step.
Order-to-invoice
Sales does not know what shipped. Customers call to ask.
Collections
Finance chases. Sales does not know. The relationship takes the hit.
Territory and quota
Designed for last year's team and last year's map.
Service handoffs
Cases live in email. Nobody knows what was promised.
Where the software fits, and where it does not
Buying is one of four outcomes, not the default. AI comes last, after the process and the data are right.
The question
What is actually broken?
The review answers this first
The four outcomes
A process change
No purchase. Fix the way work moves between teams.
A small configuration
Adjust the systems you already own.
An integration
Connect what you have before buying anything new.
A purchase
Last, not first, and AI only after the process and the data are right.
What the review covers, platform by platform
For Sugar
Sales and service process design
- How accounts should be structured for a manufacturer with parents, plants, and buying groups.
- What each pipeline stage means, so a forecast means something.
- How forecasts should use shipped revenue from the ERP, not just opportunities.
- Which reports the sales leader actually needs on Monday morning.
Often ends in a reconfiguration or an ERP connection, not a new purchase.
For Epicor Kinetic
Operations process design
- Quote to sales order: who owns pricing, who approves, where the handoff breaks.
- Engineer-to-order handoffs between sales, engineering, and the shop.
- Scheduling: what the plant needs versus what the system is set to do.
- Where the ERP should be the master record and where it should not.
For AI agents
AI readiness, in plain terms
- Which process first. Repetitive, well understood, clean data behind it.
- What the agent needs. The data it reads, the documents it learns from, the rules for when it stops.
- A first project. One agent, one process, one team. Measured.
- What to avoid. The hardest process first, dirty data, three agents at once.
TCP recommends one agent and one process to start.
What you receive: a written assessment
Current state
How sales and operations work today, in your words and TCP's observations.
Recommended changes
Ranked by effort and payoff. Process changes, configuration changes, integrations, purchases.
Phased roadmap
What to do first, second, third, and why.
A clear call
Which of CRM, ERP, or AI to start with, or whether the fix is process alone.
Engagement: fixed price. Typical length is a few weeks from kickoff to the written assessment.
Proof
Frequently asked questions
Book a half-day process review
TCP spends a half day with your sales and operations leaders, walks the quote-to-cash process, and sends back a one-page summary of what it found and what it would do first.