What we do · Two tiers
Relatio works across the whole technology portfolio, and through each decision's full life: deciding, delivering, and sustaining, in whatever order the moment calls for.
AI in three forms
01
Answers when asked. A person reads it and decides.
02
Takes a task and prepares the action. A person approves before it runs.
03
Runs a process end to end, inside limits a person sets and monitors.
Ways in
Each one is built from the services below, and each names the AI question that usually follows.
AI · Four weeks
How your organization decides, owns, and governs AI: executive alignment, operating model, change and champions, and the value narrative.
Then: Delivery oversight through the build, and Trusted advisor as monthly counsel.
Book a conversationPlatform and AI fit · Four weeks
Discovery, platform validation, and a business case and recommendation for life after Dynamics GP, including where AI fits once you are on Business Central.
Then: Delivery oversight through the build, and a business case for which AI uses to switch on first.
Book a conversationTier 1 · Portfolio
The portfolio view. Independent counsel on every technology investment on the table: what to do, in what order, and why. Tier 2 work follows from it.
Tier 2 · Per investment
Seven services, grouped by the kind of question being asked. Deciding, delivering, and sustaining run in parallel and repeat; most clients are somewhere in all three at once. Start wherever the pressure is.
Group
Independent counsel on what to do, and whether to do it at all. Before commitment or after, whenever doubt about the plan resurfaces.
Independent test of whether the investment is ready, and whether the case holds.
When it matters
When the foundations, or the case built on them, don't feel solid.
2 case studies · 2 articles
Read moreVendor-neutral evaluation against how your business runs.
When it matters
Before the shortlist locks in, or after, when the choice still doesn't sit right.
3 case studies · 2 articles
Read moreGroup
Independent eyes on work in flight: quality, risk, and decision hygiene, whether the program is healthy or in trouble.
A straight read on a program in trouble, and a credible path back.
When it matters
When the numbers still look fine, but confidence doesn’t.
1 article
Read moreIndependent eyes on a live program: quality, risk, and decision hygiene.
When it matters
On every material technology investment, as a structural safeguard.
1 article
Read moreGroup
Keeping what you already own honest on value, risk, and governance, because what's proven is what funds and de-risks the growth that comes next.
Usage and feature adoption, cost-to-run versus value delivered, and technical debt across platforms, licenses, and AI features. One independent read on whether the investment is still earning its keep.
When it matters
When the system is live but the business case still hasn't shown up.
2 case studies · 2 articles
Read moreTwo ways in, equally weighted. Design: build the governance model itself, covering how AI, data, and platform decisions get made, by whom, and against what guardrails. Audit: a straight read on the posture you already have, and whether it holds in practice as well as on paper.
When it matters
When the board asks how the technology estate is being controlled.
2 case studies · 3 articles
Read moreIndependent counsel for the long term, there when you need us.
When it matters
When the next decision is always around the corner.
2 articles
Read moreHow to engage
A conversation starts wherever you are.
Some clients engage at portfolio level; others start with a single decision. Either way, the first step is the same: a conversation, no obligation.
Every engagement is fixed-fee, agreed in writing before work begins. Never hourly, never a percentage of the technology spend.
Start a conversation
What are you trying to decide? If Relatio isn't the right fit, we'll say so.