Field Notes

What actually happens inside client operations.

Notes from real engagements — pricing calls, platform evaluations, and the red flags vendors hope you won't notice. Anonymized, specific, and occasionally uncomfortable.

Pricing & scoping

The quote was $2.5K. The project was $6.5K. Here's how I knew.

A helpdesk build landed on my desk with a number that didn't survive twenty minutes of questions. Walking through the diligence that repriced it — and why the client signed anyway.

Platform evaluation

Odoo vs Zoho vs custom: how a UK trading firm almost overbought

Three options, three very different price tags, and a sales process designed to make the expensive one feel inevitable. The evaluation framework that ended with the cheapest recommendation.

SLAs & reporting

Your SLA dashboard is lying to you (and your clients know it)

Pause-the-clock tricks, reassignment resets, and other ways ticketing systems flatter your response times. What honest SLA reporting looks like and why clients reward it.

Due diligence

Three phases, $48K, and a biometric payments build that needed a second opinion

How staged due diligence caught scope problems a fixed bid would have buried — and what a red-flag memo should actually say.

Buying advice

When the right CRM is no CRM

Sometimes the audit ends with 'keep the spreadsheet.' The conditions under which buying software makes things worse, not better.