A second set of eyes before you accept the milestone.
We review the evidence behind an ERP or CRM implementation milestone and connect the commercial request back to the contracted deliverables, acceptance criteria, UAT, defects and supporting evidence.
The documents your project already produces.
Commercial scope
SOW or scope, deliverables, acceptance criteria, change requests and the milestone/payment request.
Delivery evidence
UAT results, test evidence, migration results, screenshots, sign-offs, training or handover evidence.
Open risk
Defect lists, unresolved issues, partial acceptance items, missing evidence and disputed deliverables.
One evidence chain, not another project status report.
The review is designed to answer one practical question: what portion of the milestone is clearly supported by the evidence provided, and what still requires clarification before clean acceptance?
Promise → evidence
- Deliverable-by-deliverable evidence status
- Acceptance-criteria traceability
- UAT and defect context
- Missing or ambiguous evidence called out explicitly
Evidence → money
- Requested milestone value
- Value associated with evidenced deliverables
- Value associated with partially evidenced or unverified items
- Questions to send back to the implementation partner
Where this review fits.
Before milestone payment
When the vendor says a contractual milestone is complete and requests payment.
Before final acceptance
When go-live is complete but the business still needs confidence that agreed deliverables are evidenced.
During remediation
When the project has defects, scope disagreements or incomplete evidence and the buyer needs a clear evidence map.
You control what you share.
- No physical-site access is required
- No system login is required for the pilot review
- You may redact personal or commercially sensitive data that is not necessary for the assessment
- An NDA can be agreed before documents are shared
Evidence assessment, not legal advice.
Our report describes the documentary evidence available to support implementation acceptance. It does not determine legal rights, statutory compliance or whether a payment must or must not be made. The buyer retains the final decision.
See our thinking before you pay.
Send only three details: your ERP/CRM platform, the milestone you are being asked to accept, and its approximate value. No confidential documents are required. We will reply with a short 3-point pre-check showing the specific evidence areas we would verify.
$149 Milestone Acceptance Review
One implementation milestone. Relevant project documents. A structured report showing promise, evidence, gaps, questions for the implementation partner and the value associated with unverified items.
The pilot is part of market validation for a future software platform. We will never present an automated score as a substitute for your own contractual, financial or legal decision-making.