Utleys LLCPlatform Modernization · Tier 01 Advisory
Utleys: one audit, one confident decision.
Utleys makes the world’s finest primary and secondary packaging prototypes out of Woodside, NY — 3D printing, CNC, fabrication, molds, finishing, the full shop. Their business ran on an aging Sage 100 with no documented requirements and no way to weigh a replacement. Six months of weekly advisory sessions produced the full decision package: end-user pain-point matrix, business + technical requirements, Odoo implementation roadmap with timeline and budget, and a Sage-vs-Odoo ROI and TCO analysis.
An aging Sage 100, undocumented requirements, and no defensible way to evaluate a replacement.
Deep current-state audit · end-user pain-point matrix · BRD + TRD · Odoo roadmap, timeline + budget · infrastructure cost analysis.
Full software selection with ROI + TCO analysis · 5.0 verified · a named reference who says "contact me."
What was actually happening.
A high-mix prototype shop — dozens of processes from CNC to vacuum metalizing — running its business on Sage 100. Requirements lived in people’s heads, end-user pain had never been mapped, and there was no honest basis to compare staying on Sage against moving to Odoo. The risk wasn’t picking the wrong platform; it was deciding blind.
Where it hurt most.
- 1Aging Sage 100The system of record drifting behind a fast-moving, high-mix shop floor.
- 2Undocumented requirementsBusiness and technical requirements lived in heads, not documents — unauditable.
- 3End-user pain unmappedNo structured view of where the day-to-day actually hurt — until the pain-point matrix.
- 4No ROI basis to decideSage vs. Odoo was a guess without TCO and infrastructure cost analysis.
The work, in motion.
Pure Tier 01 advisory — the assessment motion, by the book. Weekly working sessions through a deep analysis of the Sage 100 environment, the product line, and the business workflow. Every finding documented, every requirement mapped to the candidate platform, every cost modeled. The deliverable wasn’t a recommendation memo — it was a decision package the leadership team could defend.
- Sage 100 current-state analysis · end-user pain-point matrix · business + technical requirements documentation
- Odoo implementation requirement mapping · implementation roadmap with timeline and budget
- Infrastructure cost analysis · Sage vs. Odoo ROI + TCO analysis from the audit outcomes → full software selection
Measured, not promised.
The cheapest phase of any ERP project is the one where you decide with evidence.
“The project management was excellent. Close personal relationship — no cold big business feel. Feel free to contact me.”
Advisory-only scope: no system was touched. The audit mapped every Sage 100 workflow and end-user pain point against Odoo module capabilities, with infrastructure costs modeled for both paths — the same assessment motion that opens every Platform Modernization engagement.