For Mid-Market Business Leaders

SEE EXACTLY WHERE YOUR BUSINESS CAN MOVE FASTER

A focused advisory session that maps your highest-friction areas and shows what to fix first.

 One hour with an expert. You leave with a clear picture, not a proposal. 

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Sound familiar?

IF YOU LEAD FINANCE:

  • Your close cycle takes longer than it should and you already know it.
  • Reports require spreadsheet cleanup before anyone trusts the numbers.
  • You do not have one source of truth across departments.
  • AR, AP, or billing has friction that shows up at the wrong time

IF YOU LEAD OPERATIONS:

  • Approval bottlenecks slow execution. Most of them happen over email.
  • Inventory or fulfillment data is not reliable when you need it.
  • Process inconsistencies create rework and nobody can pinpoint why.
  • Your team is managing the business around the system, not through it. 

IF YOU LEAD BUSINESS OR IT:

  • Your systems do not talk to each other and the manual bridges are breaking.
  • You have technical debt from customizations on a platform that is aging.
  • Integration gaps force handoffs that should not be manual.
  • You are not confident the current setup will scale with where you are going.

Crestwood has spent more than 27 years in the room with finance leaders, operations teams, and business owners helping mid-market businesses find where their systems are getting in the way.

27 YEARS

ERP Selection, Implementation, and Customer Success

INDUSTRY EXPERTS

Manufacturing, Distribution, Construction, Professional Services, General Business

TOP ERP VAR

Award Winning Microsoft Dynamics and Acumatica Cloud ERP Partner

ADVISORY FIRST

We start with your business operations first, not product recommendations.

 

Five Areas. One Session. A Clear Path Forward.

1 Workflow & Process
Manual steps and approval chains that live outside the system. Workarounds your team has stopped noticing because they have always been there. 
2 Reporting & Visibility
The reports that require a spreadsheet before leadership can trust them. The decisions that wait because the data is not ready. 
3 System Utilization
Functionality you are paying for but not using. Side tools and custom portals filling gaps your ERP should be closing. 
4 Connected Systems
Integration gaps that force duplicate data entry. Reconciliation work that should not be manual. Systems that do not talk to each other. 
5 Finance & Control
Close cycle drag that runs longer than it should. AR and AP friction. Financial structure that does not reflect how you actually manage the business. 
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What you walk away with

  • A clear map of where your systems and workflows are creating the most drag on your business

  • Prioritized opportunities your team can act on. Not a generic list of suggestions.
  • A written summary you can take back to your board or leadership team within 24 hours 
  • A Crestwood advisor who already understands your environment before any next conversation begins.
One hour with an expert. You leave with a clear picture, not a proposal.

Three Steps. Nothing More.

STEP 1: BOOK YOUR SESSION

Schedule directly. No intake form. No homework. Once booked, we send you a brief overview of what we will cover so you can decide who else should be in the room.

STEP 2: A Working Session With a Crestwood Advisor

We lead a focused 60-minute conversation built around your business, your current systems, and the friction your team is already feeling. We work through five operational areas together. You talk. We listen and map.

STEP 3: A Clear Picture and a Path Forward

Within 24 hours you receive a written summary of everything we found. Friction mapped by area. Opportunities prioritized. A recommended next step based on what we heard. Something you can take back to your leadership team and act on.

What This Looks Like in Practice

A mid-market manufacturer on Dynamics GP for 25 years came into their assessment with six disconnected plugins, a custom-built CRM portal, and a $2M e-commerce channel running outside their ERP.

In one session, we mapped the full friction picture: where each system was creating drag, which integrations had to be rebuilt, and what a realistic modernization path looked like. They left with a board-ready summary and a clear recommendation. The demo was booked for their team before the call ended. 

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“With Crestwood’s guidance, we moved from an aging system to Business Central and dramatically improved how our finance team operates.”

– Amir Setork
VP of Finance Wet & Forget
Built for Business Decisions, Not Just Software Selection 

 

Crestwood has spent more than 27 years helping mid-market organizations across manufacturing, distribution, professional services, and construction connect strategy, systems, and operations. We are a leading implementation partner for both Microsoft Dynamics 365 Business Central and Acumatica Cloud ERP, two of the most capable modern ERP platforms available to growing businesses today. 

A platform recommendation means nothing without understanding your business first. That is what this assessment is built to do. We map where you are, identify what is getting in the way, and give you a clear picture of what a smarter path forward actually looks like for your team. Not a generic one. Yours. 

 Your Systems Are Either Building Capacity or Quietly Limiting It.

There is no neutral. Every quarter you operate with unresolved friction is a quarter of margin, time, and decision quality you do not get back. One session is all it takes to see exactly where the gaps are and what to do about them first. 

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