Direct setup is enough when
A small team with clean master data, standard approvals, and limited integrations can often begin with product-guided setup and then expand.
Use a consultant when the cost of getting implementation wrong is higher than the consulting cost: complex data migration, branch-specific processes, compliance sensitivity, integrations, or organizational change.
A small team with clean master data, standard approvals, and limited integrations can often begin with product-guided setup and then expand.
Experts help when workflows are undocumented, users need training, old systems hold inconsistent data, or leadership needs a phased migration plan.