Order intake
Your team defines the ERP records, configuration, and approval rules. We can build the agreed document-to-order workflow where the existing setup leaves a gap.
Partners / ERP & Salesforce consultancies
Keep more of the engagement. Add the engineering you need.
Keep the application design, configuration, and consulting work your firm wants to deliver. Bring PlatformBridge into the specialist build so you can propose a broader engagement without staffing every part yourself.
Discuss working togetherWhy partner with us
More work you can pursue. More room for your expertise.
Keep your billable scope
Application design, configuration, process improvement, and adoption can stay in your proposal. Give us a defined engineering scope so a technical gap does not force you to pass on the wider engagement.
Price delivery before adding headcount
Get a scoped implementation price for the opportunity in front of you. Compare it with recruiting, training, and pulling your consultants off existing work before committing to a client proposal.
Give clients a reason to keep coming to you
Bring a delivery path to the next problem you uncover. Your knowledge of the account shapes the solution, with relationship leadership and future requests agreed before an introduction.
When bringing us in makes sense.
Keep the build in-house when you have the skills, capacity, and margin to deliver it well. Bring us in when a specialist requirement or delivery bottleneck would delay the project, pull your team away from profitable work, or cost you the wider opportunity. Compare the economics of the whole engagement, including the services your firm retains.
How the work is shared.
The system is in place, but people still move information between inboxes, spreadsheets, and records. You see those gaps during implementations, process reviews, and support calls.
Your role
Lead the application design, configuration, and client work in your agreed scope. Your knowledge of the account determines what belongs in the existing platform and what needs additional engineering.
Our delivery scope
Take on the agreed engineering gap: a connected workflow, specialist AI step, or implementation capacity your team needs. We assess access, build, test with your team, and document the handover.
Example engagements01 02 03
What that looks like in practice.
Each example shows the work you lead and the implementation we could contribute. The final scope depends on the systems, access, and people involved.
Sales handoffs
Your team owns the CRM process in its scope. We can implement an agreed handoff to operations, including validation and a route for exceptions.
Invoice exceptions
You bring the finance-system context and process requirements. We can build the evidence-gathering and review steps around an unresolved exception workflow.
Before we work together.
Clear answers on scope, responsibilities, and the value of bringing in a delivery partner.
Why would we give up implementation revenue?
Start with work you would otherwise decline, delay, or struggle to staff. Keep the application and consulting scope you want to deliver, and price our defined contribution into the overall delivery plan. If the remaining economics do not work for your firm, it is not a useful partnership.
What if the platform already does this?
Use that capability first. Your application expertise helps establish whether configuration, existing AI features, or supported extensions solve the problem. We should only scope additional work where there is a verified need.
Who leads the account?
Agree account leadership, introductions, communication, and handling of future requests before involving the client. Put the delivery boundaries and commercial arrangement in writing so both teams know their role.
Have an opportunity just beyond your current scope?
Describe the opportunity, the work your firm wants to deliver, and the part you need help staffing or building. We can discuss the fit before a client introduction.
Discuss a joint delivery opportunityOr email deploy@platformbridge.ai