What HandsFree does

HandsFree ERP is an independent, buyer-side ERP advisory firm headquartered in Keller, Texas, co-founded by Peter Joeckel (President & Founder) and Kati Hvidtfeldt (Chief Operating Officer & Partner). The firm serves mid-market and enterprise customers in manufacturing, distribution, professional services, and technology sectors (typically 50-2,000 employees), delivering vendor-neutral advisory across four core service lines: ERP selection, ERP rescue (troubled projects), ERP stabilization (post-go-live triage in 30/60/90-day blocks), and post-go-live optimization. The firm differentiates by holding no reseller agreements or vendor relationships, providing fact-based diagnostics grounded in client data rather than vendor demos, and operating with founders conducting all discovery calls directly. Documented outcomes include preventing a $4.2M ERP overbuy for a CFO client and reducing requirements-gathering effort by up to 90% across nearly 100 projects.

The firm's technology stack combines proprietary assessment tools with the strategic GYDE365-Discover platform (Black Belt certified) for requirements gathering and fit-gap analysis. Proprietary tools include the ERP Discover Tool, AI Agent Snapshot (freemium, delivers AI readiness report within 24 hours), Data Health Assessment, Insite (ERP productivity analysis and Shadow ERP detection), and the HandsFree Hyperautomation Platform (AP/order automation and RPA for Microsoft Dynamics). Additional offerings include the ERP Success Academy training program and Data Integration & Migration Solutions. The firm's AI capabilities are advisory in nature, covering anomaly detection in data quality, process automation opportunity ranking, generative AI readiness assessment (e.g., Microsoft Copilot within Dynamics), and predictive analytics for project risk and budget validation.

HandsFree ERP's revenue model is professional services with quote-based, non-publicly-disclosed pricing scoped to client situation. The go-to-market is sales-led enterprise field sales targeting mid-market companies, with demand generation driven by freemium entry points (free 30-minute Calendly discovery calls, free AI Snapshot sample report) and content marketing across YouTube, LinkedIn, blog articles, and industry events including Cloud Wars Expo and Summit NA. The firm has no external funding, is privately held by its founders, and operates with a small core team of approximately four people including partner Erik Cornet and CMO Emily Holombek. Strategic partnerships include SEER365/GYDE365 (technology), Microsoft (Dynamics ecosystem specialization), and TurnOnDynamics (implementation referral).

Name

HandsFree

Legal name

HandsFree ERP

Website

https://handsfree.biz

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

HandsFree ERP is an independent, buyer-side ERP advisory firm serving mid-market and enterprise customers in manufacturing, distribution, and professional services. It provides vendor-neutral ERP selection, rescue, stabilization, and post-go-live optimization services backed by proprietary assessment tools and the Microsoft Dynamics ecosystem.

Ownership category

akta.pro rank

Product category

ERP Advisory Services

NAICS

Other Support Services (5619)

SIC

Services-Management Services (8741), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

ERP Managed Services & AMS (Application Management) (BPAEAGAB)

akta.pro secondary industry

Manufacturing ERP (Discrete, Process, Batch) (HDAEAEAB)

Keywords

• ERP advisory services
• ERP selection consulting
• ERP implementation rescue
• Data migration assessment
• AI readiness assessment

Headquarters

HQ city

Keller

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. ERP Advisory Services: Professional services revenue from independent ERP advisory engagements including ERP selection, rescue, stabilization, and post-go-live optimization. Engagements are scoped to client situation (30, 60, or 90-day blocks for stabilization). Fee transparency discussed in initial call; specific pricing not publicly disclosed.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

HandsFree ERP is an independent, buyer-side advisory firm that helps organizations select, rescue, stabilize, and optimize ERP systems (primarily Microsoft Dynamics). Engagements are scoped to client situations in 30, 60, or 90-day blocks, supported by proprietary assessment tools such as GYDE365-Discover, AI Agent Snapshot, Data Health Assessment, and Insite.

Product overview

HandsFree ERP offers a portfolio of advisory services and proprietary assessment tools for ERP selection, rescue, stabilization, and optimization. The core offering consists of four main advisory service lines (ERP Selection, ERP Rescue, ERP Stabilization, and Post-Go-Live Optimization) supplemented by proprietary tools including the ERP Discover Tool and AI Agent Snapshot for requirements gathering and AI readiness assessment, GYDE365-Discover for cloud-based requirements analysis, the ERP Success Academy for team training, and the HandsFree Hyperautomation Platform for data capture and automation. Data services include Data Health Assessment, Data Migration Assessment, and Data Integration & Migration Solutions. The company also developed Insite, an ERP productivity analysis tool. All services are delivered with vendor independence and no affiliation with ERP software providers.

Differentiator

Problem solved

Functional benefit

Products and services

• ERP Selection Advisory Vendor-agnostic advisory service for organizations choosing new ERP systems. Delivers structured requirements documentation, vendor-neutral fit-gap comparison, ROM budget and implementation timeline validation, demo scripts, partner selection and implementation risk review, and an executive decision summary.
• ERP Rescue Advisory Independent assessment and recovery plan for troubled ERP implementations, including rapid diagnostics, stakeholder alignment, process remediation, partner accountability review, and ongoing oversight through project completion.
• ERP Stabilization Services Post-go-live triage delivered in 30, 60, or 90-day blocks, covering issue triage, user adoption support, partner accountability, and knowledge transfer to reduce dependency on external support.
• Post-Go-Live Optimization Post-implementation optimization including process improvement, data quality remediation, module enablement, AI readiness assessment, and reporting and analytics improvement to recover expected value from a live ERP investment.
• ERP Discover Tool Self-service assessment tool that documents business requirements, scores ERP candidates against those requirements, and produces a defensible shortlist before vendor demos. ERP-agnostic and customized to each client's industry, business model, and workflows.
• AI Agent Snapshot Rapid AI readiness assessment evaluating data quality, process maturity, and governance readiness to adopt AI tools inside ERP environments. Delivers a prioritized roadmap of AI agent opportunities ranked by realistic return; sample report available free with deeper analysis available for purchase.
• Data Health Assessment Evaluation of data quality, ownership structures, and migration readiness covering data quality evaluation, ownership gaps, system readiness, deduplication, automated cleanup recommendations, and migration risk scoring.
• GYDE365-Discover Cloud-based requirements gathering application that speeds ERP selection and implementation by up to 30% using a structured survey classifying requirements as Must-have, Should-have, Could-have, or Will-not-have. Provides functional (modular) and process views for requirements assessment.
• ERP Success Academy Six-module self-paced training program with expert coaching that equips leadership and project teams with practical ERP knowledge before projects start. Covers fundamentals, requirements, vendor evaluation, data readiness, implementation risk, and change management.
• Insite First-of-its-kind ERP productivity analysis tool that analyzes ERP productivity by company, workflow, or department; identifies Shadow ERP components; calculates Shadow ERP ratios; and tracks change over time.
• HandsFree Hyperautomation Platform Automated data capture and automation platform for Microsoft Dynamics ERP solutions. Covers AP automation, customer order automation, and RPA capabilities for distribution and manufacturing companies.
• Data Integration and Migration Solutions Hands-on support for getting data clean, connected, and migration-ready including PLM, EDI, and line-of-business application integrations.

Quantifiable outcome

• $4.2M ERP overbuy avoided for a CFO client through independent requirements and fit analysis before any contracts were signed
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• SEER365 / GYDE365coreTechnology or IntegrationHandsFree ERP leverages the GYDE365 cloud-based platform as their primary requirements gathering and fit-gap analysis tool. GYDE365-Discover enables structured business requirements documentation, vendor-neutral ERP comparison, implementation estimation, and fit-gap analysis. This is a strategic technology partnership where HandsFree is a certified GYDE365-Discover practitioner and Black Belt certified.
• MicrosoftcoreTechnology or IntegrationHandsFree ERP provides independent advisory across all major Microsoft Dynamics platforms including Dynamics 365 (Business Central, Finance & Supply Chain Management), Dynamics GP, NAV, AX, and others. While not a Microsoft-affiliated partner, they specialize in Microsoft ERP ecosystem advisory and leverage Microsoft funding opportunities for customer assessments.
• TurnOnDynamicsminorImplementation/ SI/ Consulting PartnerTurnOnDynamics (a Microsoft Dynamics consultancy) is referenced as the premier implementation and integration partner for HandsFree data capture and automation solutions for Microsoft Dynamics ERP clients. TurnOnDynamics provides senior functional and technical resources for Microsoft Dynamics ERP implementations.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Panorama Consulting Group: Long-standing independent ERP consulting firm that has built a brand around vendor-neutral ERP selection, implementation oversight, and rescue services. Closest direct competitor to HandsFree ERP in the buyer-side advisory niche.
• Ultra Consultants: Independent ERP consulting firm focused on ERP selection, implementation, and optimization for mid-market manufacturers and distributors. Direct competitor in the same vendor-neutral advisory category.

Emerging players

• Keste: Dallas-based Microsoft Dynamics and cloud consultancy with ERP implementation capability. Competes for some of the same Microsoft Dynamics advisory and implementation work in the mid-market.
• Velosio: Microsoft Dynamics Gold Partner providing ERP advisory, implementation, and managed services, formed in part from Tribridge. Competes for Dynamics 365 selection and stabilization engagements at similar buyer profiles.
• Boyer & Associates: Microsoft Dynamics partner providing ERP consulting, implementation, and BI services for mid-market manufacturers and distributors. Comparable in scale and Microsoft ecosystem focus.

Broad incumbents

• Sikich: Mid-market-focused advisory, technology, and accounting firm with a meaningful ERP practice. Broader portfolio than HandsFree ERP but targets the same mid-market ERP selection and optimization buyer.
• Catapult Systems: Microsoft-focused digital transformation and managed services firm, now part of Akana. Larger Microsoft Dynamics partner that competes for similar Microsoft ERP advisory and implementation work.
• Avanade: Joint venture between Accenture and Microsoft, focused on Microsoft technology services including Dynamics 365 advisory and implementation. Represents the incumbent scaling alternative to HandsFree ERP.
• RSM US: Large global audit, tax, and consulting firm with a substantial Microsoft Dynamics ERP practice serving mid-market companies. Competes for the same buyer-side ERP advisory and selection mandates.
• Crowe LLP: Top-10 U.S. accounting and advisory firm with a sizable ERP consulting practice. Larger incumbent serving mid-market ERP selection, implementation, and optimization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@HandsFreeERP
• LinkedInlinkedin.com/company/handsfreeerp
• Xx.com/HandsFreeMe
• Facebookfacebook.com/HandsFreeHyperautomation

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HandsFree