Optimize Bundle

Strengthen Systems and Scale with Confidence

The Optimize Bundle takes you beyond preparation and into the strategies that keep your ERP system scalable, sustainable, and aligned with growth. It’s built for leaders who want to not only select the right system, but also ensure it can evolve with their business.

With this bundle, you’ll gain access to:

• Foundation Module – Phase Zero essentials to align leadership, set goals, and establish governance.
  
  
• Selection Module – A structured, criteria-driven approach to evaluating and choosing the right ERP system.
  
  
• Scalability Module – Learn how to design your data, processes, and architecture for growth, AI-readiness, and long-term efficiency.
  
  
• Bonus Module – An expanding library of how-to trainings on client-requested topics (e.g., process flowcharts, CTA, AI basics).
  
  
• Q&A Access – Weekly live sessions (3 per month) with Cindy answering participant questions—recordings included.
  
  
• Community Access – Connect with peers, explore FAQs, and book 1:1 time with Cindy (optional add-on).
  
  

The Optimize Bundle is ideal for CFOs, controllers, and operations leaders ready to strengthen their ERP foundation and scale effectively.