Consulting Services
Every consulting engagement is designed to produce a deployable product and convert to a recurring subscription.
Engagement Types
| Service | Duration | Deliverable | Converts To |
|---|---|---|---|
| ERP Integration Architecture | 2-4 weeks | Integration design, API mapping, session management | AcuOps subscription |
| CRM Implementation | 4-8 weeks | HubSpot setup, pipelines, properties, workflows | Sync module |
| Data Migration | 2-6 weeks | ETL design, field mapping, validation, cutover plan | AcuOps Monitor |
| EDI Onboarding | 4-8 weeks | Orderful setup, trading partner activation | EDI Gateway module |
| IT Assessment & Remediation | 1-2 weeks | Identity audit, email security, endpoint gaps | Managed IT subscription |
| MSP Transition | 2-4 weeks | Current MSP audit, policy migration, Studio B takeover | Managed IT subscription |
| Security Hardening | 1-2 weeks | Credential rotation, permission scoping, audit trail | AcuOps Validate |
| AI Agent Development | 2-4 weeks | Claude classification, routing, decision support | Intelligence Suite |
| Process Automation | 2-4 weeks | BullMQ workers, webhook handlers, cron jobs | Worker infrastructure |
| Acumatica Customization | Quote-only | DAC/graph extensions, reports, integrations | AcuOps Monitor (90-day trial) |
The Conversion Model
The consulting fee covers discovery, customization, and deployment. The SaaS subscription covers hosting, monitoring, updates, and support. Every engagement produces both a deployed solution and a recurring revenue relationship.
Consulting → Deploy → Monitor → Subscribe
(one-time) (included) (trial) (recurring)
IT Assessment & Remediation
For companies with an underperforming MSP or no IT governance:
- Audit — Identity posture (MFA adoption, access reviews), email security (DMARC/DKIM/SPF), endpoint compliance, license utilization
- Report — Findings with severity ratings and remediation priorities
- Remediate — Fix critical issues (MFA enforcement, conditional access, email security)
- Monitor — Transition to Managed IT subscription for ongoing governance
MSP Transition
For companies ready to replace their MSP with Studio B:
- Audit current MSP — Document what they manage, what tools they use, what they miss
- Parallel monitoring — Studio B deploys API-layer monitoring alongside existing MSP
- Policy migration — Replicate security policies, compliance baselines, device management
- Cutover — Coordinated transition at contract expiry (or earlier if desired)
- Ongoing management — Studio B takes full operational control
Studio B built this playbook by replacing Heritage Fabrics' underperforming MSP. The process is battle-tested.