Engagement Models That Support Confident CRM Decisions
Every organisation needs a different level of structure, certainty, and flexibility at different stages of its CRM journey. That is why Opsis offers a small number of clearly defined engagement models, each designed to balance delivery momentum with governance, accountability, and risk management.
Our engagement models range from fixed-scope project delivery, through ongoing strategic partnership, to flexible advisory, training, and Centre of Excellence support. Each option is deliberately structured to make expectations explicit — how decisions are made, how work is prioritised, how investment is managed, and how success is measured over time.
Structure should create confidence. Not dependency.
If your engagement model still feels unclear
Rather than forcing you into a single commercial model, we help you choose the engagement style that best fits your current context — whether you need predictability, flexibility, continuous oversight, or capability uplift.
The attached brochure explains each engagement model in detail, including when to use it, what is included, and how investment works. Download it to understand which option will give you the greatest confidence and control for your situation.
These engagement models describe how Opsis works with organisations at different stages of CRM maturity and decision-making. They are designed to provide clarity, flexibility, and appropriate levels of support, particularly in complex CRM environments where priorities, risk, and accountability can shift over time.
This approach applies whether organisations are working with Microsoft Dynamics 365, Power Platform, or other enterprise CRM platforms.
Flexible support, without lock-in
Opsis works alongside organisations in different ways, depending on need, maturity, and timing.
Our engagement models are designed to provide clarity and confidence without unnecessary overhead.
Advisory & Strategy Engagements
Independent guidance when decisions matter
Short- or medium-term advisory engagements focused on:
- CRM direction and decision-making
- Executive alignment
- Strategy and governance design
- Second opinions and assurance
Ideal when:
- Major decisions are approaching
- Confidence is needed early
- Independence matters
Implementation Oversight
Support without taking over
We provide experienced oversight during delivery to:
- Maintain alignment to strategy
- Support decision-making
- Reduce delivery risk
- Strengthen governance and controls
This model complements delivery partners — without replacing them.
OpsisAssist
Ongoing support, when needed
OpsisAssist provides lightweight, ongoing access to advice and guidance — without a full consulting engagement.
Used for:
- On-demand decision support
- Governance continuity
- Trusted input as conditions change
Designed for organisations that want confidence without commitment.
Choosing the right model
Many organisations move between engagement models as needs evolve.
We help you choose the level of support that fits your context — and change it as required.