Services
Foundation and discovery
Database assessment
Gain clarity on how your CRM technology is really performing. Our comprehensive evaluation reveals strengths, identifies gaps, and delivers actionable insights to enhance your operations. Through collaborative review sessions, we establish a clear understanding of your CRM’s practical performance and create transparent project plans with prioritised action plans that lead to enhanced technology adoption aligned with your business priorities.
Business impact
- Detailed assessment report highlighting improvement opportunities
- Enhanced technology adoption aligned with business priorities
- Clear ROI visibility before further investment
Discovery day workshop
Our structured workshop brings together your key stakeholders to explore your firm’s dynamics, challenges, and vision for the future. We conduct comprehensive technology stack exploration, identify hidden issues, and evaluate your current state to create a detailed roadmap for transformation with value-add recommendations that give you a clear path forward.
Business impact
- Clear understanding of objectives and improvement pathways
- Alignment across teams on priorities and vision
- Foundation for successful transformation
RFP services (full & lite)
Navigate the overwhelming technology landscape with expert guidance. Whether you need comprehensive evaluation or streamlined selection, we manage the entire process from strategy to final decision. Our structured approach includes discovery workshops, strategy documentation, RFP management, demonstrations with relevant providers, and final selection support to ensure you choose technology that truly fits your needs.
technology selection
faster decision-making
Business impact
- 15+ years selection experience delivering best commercial terms
- Future-proof recommendations including AI integration
- Comprehensive audit trail for due diligence
Partnering with Jigsaw Tree has transformed the way we manage our income processing. Their expertise, attention to detail, and proactive support gave us the confidence to trial a new approach and it’s one of the best decisions we’ve made.
As our team grew, I realised that what worked when it was just me no longer scaled. I needed to remove me from the process. Jigsaw Tree helped us capture the way we work and turn it into a system that works for the whole team. We’ve moved from everyone doing things their own way to having one unified system. The clarity and time savings have been huge.
The team’s project management and ongoing support have been invaluable, and we consider Jigsaw Tree our go-to partner for all things io. We highly recommend them to any firm looking to optimise their business processes, use of io and enhance operational resilience.
