Who we help
We work with leaders and teams responsible for complex Dynamics 365 and Power Platform environments, particularly where expectations are high, delivery is visible, and the cost of getting it wrong is significant. Our clients typically engage us when clarity is needed to move forward with confidence.
This is who we help. CRM decisions affect different people in different ways. So we support organisations at three levels — leadership, delivery, and transition — helping each group to understand, make and execute confident CRM decisions.
Executives & Boards
Senior executive standing confidently in a corporate environment, representing independent CRM guidance for executives and boards.
Confidence in CRM as a business investment
CRM at this level is about risk, return, and oversight — not features.
We help executives:
- Make confident CRM investment decisions
- Establish governance that holds under pressure
- Gain meaningful insight without operational noise
- Ask the right questions of teams and partners
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CRM and program leaders collaborating around a laptop, discussing delivery decisions and program design.
CRM & Program Leaders
Clarity and control for those responsible for delivery
CRM leaders balance delivery, adoption, and executive expectations.
We support CRM and program leaders to:
- Design CRM programs around real outcomes
- Put governance and decision frameworks in place
- Navigate Dynamics 365 and Power Platform choices
- Build adoption through capability, not force
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Organisations in Transition
Leadership team working together around a table to stabilise and refocus a CRM programme during organisational change.
Opsis provides stability and direction when things are changing
Change exposes weak decisions quickly.
We help organisations:
- Reset stalled or at-risk CRM programs
- Regain clarity during growth or restructure
- Decide what to fix — and what to leave alone
- Move forward with confidence and control
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Across sectors and stages
We work with organisations of all sizes and sectors — corporate, government, and not-for-profit.
What matters most isn’t industry.
It’s the importance of the decisions being made.
Not sure where you fit?
If your situation spans more than one category, that’s common.