Protecting CRM Investments. Driving Commercial Value

Strategy, governance and platform-deep delivery across Dynamics 365 and Power Platform.

Opsis helps leaders keep Microsoft Dynamics 365 and the Power Platform commercially sound, technically robust, and adopted in the real world. We combine executive strategy, governance discipline, and deep platform capability so CRM remains a high-performing business asset rather than an increasingly expensive system.

  • 20+ years CRM transformation leadership
  • Dynamics 365 + Power Platform architecture, automation and integration expertise
  • Executive governance, program rescue and decision support
  • Former Microsoft MVP
  • Training, enablement and executive facilitation

Opsis means a clear view. And the expertise to act on it.

Advisors standing with leaders in a technology environment, representing independent guidance and trusted CRM oversight.

Our name comes from the Greek for clarity and visibility. It reflects how we work. Seeing complexity early, understanding what truly drives CRM success, and knowing how to design, govern and deliver Microsoft Dynamics 365 programs that perform commercially over the long term.

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Our rising sun logo represents that same principle. Creating perspective before drift becomes expensive. Guiding leaders with proven structures, disciplined governance and confident execution rather than trial-and-error.

When CRM looks fine. But value is quietly eroding.

Across organisations, CRM outcomes are shaped far more by decision quality and governance discipline than by the underlying technology.  Drift is what destroys value. Not one big failure 

CRM interface shown without clear direction, illustrating initiatives that lack defined outcomes.

CRM becomes a system of record, not a commercial asset 

Team working in a busy delivery environment, representing CRM implementations driven by features rather than business outcomes.

Features delivered without shared business outcomes 

Leaders reviewing issues after problems have emerged, illustrating governance introduced too late in a CRM programme.

Governance arrives late, or not at all 

Team struggling to make progress together, representing CRM initiatives slowed by unclear ownership and limited capability.

Adoption drops as confidence and capability fade

Opsis exists to prevent CRM drift

Governance weakens. Customisation multiplies. Integrations grow. Reporting becomes harder. Confidence in data fades. From the outside everything still works. Inside, value is eroding.

Executives & Boards
Executives & Boards
We help leaders make confident CRM decisions that support growth, risk management, and long-term outcomes.

Opsis stabilises CRM programs before complexity becomes expensive

CRM & Program Leaders
CRM & Program Leaders
We support those responsible for delivery, adoption, and value — bringing structure, clarity, and practical guidance.

Clear direction, disciplined delivery, and strong governance 

Organisations in Transition
Organisations in Transition
We bring stability and direction when organisations are scaling, restructuring, or recovering stalled CRM programs.

Stability, momentum, and measurable value realisation

How We Help

Executive Mentoring Sprint

A structured advisory engagement that improves decision quality and protects the CRM investment.

CRM Rescue & Triage

Rapid diagnosis and stabilisation for drifting or underperforming CRM programs.

Dynamics 365 & Power Platform Delivery

Disciplined delivery across Dynamics 365, Power Platform architecture, integrations, automation, and ALM.

CRM Strategy & Governance

Operating models, governance frameworks, roadmap and value-realisation.

Enablement & Training

Role-based training that drives adoption and internal capability.

Speaking & Executive Workshops

Keynotes and facilitated sessions that align leaders and reset direction.

Founder-led. Expert-driven

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Opsis is led by Gill Walker, a globally experienced CRM strategist known for diagnosing systemic issues early. Gill operates at the intersection of executive decision-making, business transformation and deep platform mechanics.

What leaders get from Opsis:

  • reduced licence waste
  • stronger governance
  • higher adoption

Is your CRM getting more expensive without delivering more value?

Speaking & Thought Leadership

In addition to advisory and delivery support, Gill Walker speaks to executive, leadership, and practitioner audiences on CRM strategy, decision quality, governance, and adoption.

Speaking engagements are often used to:

  • Align leadership early
  • Reset thinking during stalled programs
  • Build shared understanding before major CRM decisions

Speaking complements our advisory work — helping organisations create clarity at scale.

What Our Clients Say

Join 200+ organisations who’ve seen CRM become a true business asset with Opsis

Insight for Leaders

Practical thinking for better CRM decisions — written for executives, not implementers.

Latest Blog

Latest eBook

Let’s bring clarity to your next CRM decision

Whether you’re planning, delivering, recovering, or re-thinking CRM, the right conversation can change everything.

Professional smiling confidently, representing approachable support for CRM decision clarity.