Strategic CRM Advisory, Governance & Microsoft Dynamics 365 Delivery
Opsis helps organisations plan, govern, deliver, stabilise and optimise Microsoft Dynamics 365 and Power Platform environments with greater clarity, confidence and control.
You should feel safer with the people guiding your CRM strategy, governance, and delivery. Safer because risks are identified early. Safer because uncomfortable truths are addressed directly. Safer because decisions are made deliberately rather than reactively. Safer because someone is protecting the long-term integrity of the platform, not simply delivering the next piece of functionality. That applies during advisory, during delivery, and long after go-live.
The name Opsis comes from the Greek word for “clear view”. That principle shapes everything we do.
Opsis helps organisations turn Microsoft Dynamics 365 and the Power Platform into stable, trusted business capabilities that deliver measurable commercial value over the long term. We work with leaders who need more than software configuration. They need confidence that the decisions being made today will still make sense years from now.
Our role is to help organisations see clearly, decide confidently, and avoid the hidden risks that quietly erode CRM value over time.
Opsis is a strategic CRM advisory, governance and delivery practice
We help organisations make clearer, safer, commercially sound decisions, and deliver Microsoft Dynamics 365 and Power Platform initiatives that stand up in the real world.
Depending on client needs, Opsis may operate as:
- A strategic CRM advisory partner
- An independent executive oversight advisor
- A fractional CRM governance capability
- A specialist Dynamics 365 advisory and implementation practice
- An implementation oversight and assurance partner
- A CRM risk, recovery, and remediation specialist
Our role changes based on the complexity, maturity, and risk profile of each initiative. Our focus does not.
Our focus is consistent: protecting long-term CRM value, reducing strategic risk, improving decision quality, and helping organisations move forward with confidence.
Wherever you are in your CRM journey, Opsis can help
Some organisations come to Opsis before a Microsoft Dynamics 365 or Power Platform initiative begins. Others come to us during implementation, after go-live, while scaling a successful platform, or when confidence has weakened and the organisation needs a way forward.
We help organisations at every stage:
- planning carefully before major CRM decisions are made
- designing governance, architecture and delivery foundations
- implementing Microsoft Dynamics 365 and the Power Platform
- strengthening adoption, reporting and operational performance
- scaling CRM capability as the organisation grows
- stabilising initiatives that have become difficult, unclear or risky
- recovering value from underperforming CRM environments
Some clients need strategic advisory.
Some need hands-on delivery.
Some need independent oversight.
Some need rescue, remediation and recovery.
Many need a combination.
Opsis meets organisations where they are, then helps them move forward with greater clarity, control and confidence.
We help organisations protect and grow the value of CRM
CRM should create clarity, alignment, efficiency, visibility, and better decision-making. Instead, many organisations experience the opposite.
Costs rise. Adoption weakens. Reporting becomes unreliable. Integrations become fragile. Customisation expands without discipline. Teams lose confidence in the system. Leaders lose visibility into what is actually happening. Most of these problems are preventable.
Opsis works with executives, CRM leaders, boards, project sponsors, and organisations in transition to stabilise CRM environments before they become expensive recovery exercises.
We provide:
- CRM strategy and governance
- Executive advisory and mentoring
- Dynamics 365 and Power Platform delivery and oversight
- CRM rescue and remediation
- Architecture and integration guidance
- Adoption and enablement programs
- Executive workshops and strategic facilitation
Our focus is not just successful implementation. Our focus is long-term commercial performance.
Whether you are planning carefully, scaling successfully, or recovering from difficulty, Opsis can help you make sense of where you are, decide what matters next, and move forward safely with Microsoft Dynamics 365 and the Power Platform.
Strategy before software
Many CRM projects start with features, vendors, or delivery timelines. We start with intent.
- What is the organisation actually trying to achieve?
- What decisions matter most?
- What risks are emerging?
- What would success look like commercially, operationally, and strategically?
Only once those foundations are clear do we move into governance, architecture, delivery, and adoption.
This approach creates calmer delivery, stronger executive confidence, and platforms that remain sustainable as organisations evolve.
Independent guidance when decisions matter
Opsis operates independently. We are not driven by licence sales targets or unnecessary delivery expansion. That independence matters because it allows us to give direct, commercially grounded advice. Sometimes that means confirming an organisation is on the right path. Sometimes it means identifying uncomfortable truths before they become expensive problems. Either way, leaders receive clear guidance designed to protect outcomes, not politics.
Our clients value that honesty.
Founder-led and deeply experienced
Opsis is led by Gill Walker, a globally experienced CRM strategist recognised for helping organisations diagnose systemic CRM risks early and restore clarity to complex initiatives.
Gill has spent more than two decades working exclusively in CRM and Microsoft Dynamics environments across commercial, government, and not-for-profit sectors. Her work spans strategy, governance, architecture, adoption, rescue engagements, executive mentoring, and delivery leadership.
Unlike many consultancies, Opsis remains senior-led. Clients work directly with experienced practitioners who understand both executive decision-making and the technical realities underneath the platform. There are no junior hand-offs disguised as strategy.
Who we work with
Opsis works with organisations where CRM outcomes genuinely matter.
That includes:
- Executives and boards responsible for strategic oversight
- CRM and program leaders accountable for delivery and adoption
- Organisations recovering underperforming CRM initiatives
- Teams navigating growth, restructuring, governance change, or technology transition
- Organisations that need independent guidance before making high-impact CRM decisions
Many clients engage Opsis because something already feels wrong, even when the system appears functional on the surface.
Often, they are right.
What clients experience working with Opsis
Clients frequently describe the experience of working with Opsis as calmer, clearer, and more commercially grounded than traditional CRM consulting engagements. That is intentional.
We believe good CRM advisory should reduce uncertainty, not increase it. It should create confidence, not dependency. It should help leaders make better decisions faster, with fewer surprises later.
Most importantly, organisations should feel that their CRM investment is being protected by people who understand the strategy, the delivery reality, the risks and the long-term operational consequences.
Opsis is more than an implementation partner. We are trusted advisors for organisations that want CRM to become a durable business asset rather than an increasingly expensive operational burden.
Technology changes quickly.
Complexity accumulates quietly.
Poor decisions compound over time.
Clear thinking, disciplined governance, and experienced guidance matter more than ever.
That is what Opsis provides.
Learn more about Why Opsis , our approach to CRM initiatives, or meet Gill Walker
If your organisation needs clearer CRM direction, safer governance, or experienced delivery leadership, Opsis can help.
Whether you are planning a new initiative, stabilising an existing environment, improving governance, or recovering momentum in a difficult CRM program, Opsis helps organisations make clearer decisions and build more commercially sustainable Microsoft Dynamics 365 and Power Platform environments.